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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...
Key Points Q3’26 EPS beat on strong Asia business performance Q4’26 guidance above consensus We rate Air Products shares Overweight, with a 12-month target price of USD345 Summary Air Products reported Q3’26 adjusted EPS of...
Key Points Q2’26 EBITDA and EPS beat on strong RAS sales growth FY2026 guidance raised to above consensus levels We rate SOLS shares Overweight with a 12-month target price of USD85 per share Summary Solstice...
Key Points Consensus still underestimates Dow's self-help earnings tailwinds Current estimates imply an overly bearish polyethylene pricing outlook We rate DOW shares Overweight with a revised-lower USD40 per share 12-month target price Summary Dow's shares...