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Key Points We're updating our forecast for BA post the firm's 4Q commercial orders and deliveries release earlier this week. Our target price rises USD36 to USD307 as we rotate our DCF...
Key Points We are initiating coverage of mid-cap aerospace materials supplier ATI, Inc. (NYSE: ATI) of Dallas, TX, with an Overweight rating. ATI is a leading supplier of high-grade/high-IP materials, such...
Key Points CE is ~75% off peak and below COVID lows—priced for balance-sheet distress Debt fear fading. Refinancings, USD2 quarterly EPS path, FCF, and asset sales cover maturities We rate Celanese shares Overweight...
Key Points We expect Q4’25 EPS to come in ~28% below consensus on average 2026 estimates moving lower as recovery pushed out For 2026, Overweight-rated SABIC is our top pick, as we believe...