Key Points Q2’26 EBITDA beat but EPS miss Q3’26 guidance range below consensus estimates on TSS We rate CC shares Overweight with a 12-month target price of USD30 per share Summary Chemours announced Q2’26 earnings...
Key Points We’re reiterating our Overweight rating on shares of LHX post last week’s 2Q earnings report, but we’re lowering our target price to adopt a more normalized valuation post the...
Key Points Q2'26 EBITDA and EPS beat on PEM segment strength Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD110 Summary Westlake Corporation announced Q2’26 earnings this morning:...
Key Points We’re raising our top- and bottom-line forecasts for RBC after Friday’s 1QFY27 earnings report, and we’re reiterating our Overweight rating on the shares. We’ve raising our target price by USD5...
Key Points Q2'26 EBITDA and EPS beat on O&P strength Near-term outlook commentary mixed We rate LYB shares Overweight with a 12-month target price of USD83 per share Summary LyondellBasell announced Q2’26 results this morning:...
Key Points Q1’26 EBITDA beat. Q3’26 guidance mid-point below consensus EBITDA expansion observed in all three segments (y-o-y). Management commentary mixed We rate HUN shares Overweight with a 12-month target price of USD14...
Key Points Q2’26 EBITDA beat on sequential margin expansion across all three segments Below consensus Q3’26 guidance partly driven by VCM facility outage We rate Olin shares Overweight with a 12-month target price...
Key Points We’re reiterating our Overweight rating on shares of BA but trimming our target price by USD7 to USD298 to take a more conservative approach to valuation in the current...