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Key Points Q3'26 EBITDA beat but slight EPS miss Near-term outlook commentary positive We rate LYB shares Overweight with a 12-month target price of USD83 per share Summary LyondellBasell announced Q3’26 results this morning: Recurring...
Key Points We’re lowering our topline and free cash flow forecast for BA following the firm’s 3Q earnings report earlier this week. Our target price declines USD47 to USD224 as we...
Key Points Q3 EBITDA and EPS beat on higher than forecasted company produced sales. Q4 guidance above consensus Repurchase of up to 3.9m shares, representing 5% of outstanding shares announced We rate Methanex...
Key Points Q3’26 EBITDA beat on sequential margin expansion across two of the three segments Below consensus Q4’26 guidance driven by elevated customer destocking and higher feedstock costs We rate Olin shares Overweight...
Key Points We’re updating our forecast for HXL post the firm’s 3Q results last week and we’re reiterating our Overweight rating on the shares. We’re also lowering our target price by...