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Research Archive
Institutional Coverage
October 6, 2025
MENA Chemicals – Anticipate Mostly Weak Earnings for Q3’25 and Negative Revisions for 2025
Key Points Forecasting Q3'25 q-o-q margin compression for the MENA group; we anticipate mostly earnings misses in the quarter Overall, we believe consensus is inaccurately forecasting Q3’25; we are meaningfully below Q3’25...
September 29, 2025
Air Products – Medium-Term Targets Achievable; Reiterate O/W Rating
Key Points Improved capital allocation coupled with focus on core business should result in management stated medium-term targets being achievable Free cash flow generation should rev up FY2026 and beyond while debt...
September 24, 2025
AVAV: Reiterating Overweight Rating and Raising Target Price as Secular Trends Continue to Favor AV
Key Points We’re raising our target price on shares of AVAV and we’re updating our forecast for the first time post 1QFY26 earnings a couple of weeks ago. We see our...