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Key Points Slight Q2 EBITDA and EPS miss on lower than forecasted production volumes Higher-than-forecasted volumes in Egypt and Geismar We rate Methanex shares Overweight, with a USD80 per share 12-month target price Summary Methanex...
Key Points We’re raising our top- and bottom-line outlook for LMT after last Thursday’s impressive 2Q earnings report, and we’re reiterating our Overweight rating on the shares. Our target price rises USD28...
Key Points We’re raising our top- and bottom-line outlook for RTX after yesterday’s impressive 2Q earnings report, and we’re reiterating our Overweight rating on the shares. Our target price rises USD29 to...
Key Points Q2’26 EPS and EBITDA beat on pricing strength; Q3’26 guidance below consensus Near-term commentary and guidance mixed We rate Dow Inc. shares Overweight with a 12-month target price of USD45 per...
Key Points We’re raising our mid-term topline growth outlook for NOC (~1.5% on average) post the firm’s mixed 2Q results yesterday, and we’re reiterating our Overweight rating on the shares. We...