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Key Points Q1’26 EPS and EBITDA beat and Q2’26 guidance above consensus Near-term commentary and guidance very positive We rate Dow Inc. shares Overweight with a 12-month target price of USD50 per share Summary Dow...
Key Points We are modestly raising our top- and bottom-line forecast for RTX post yesterday's 1Q26 earnings call, and we're reiterating our Overweight rating on the shares. We’re maintaining our target price...
Key Points Recovery may extend well beyond initial expectations as widespread plant damage and limited access to critical equipment may delay restarts across the Middle East Tight availability of naphtha, LPG, and...
Key Points We are terminating coverage of Textron Inc. (TXT; previously rated Neutral) due to a change in research focus. Going forward, we will no longer maintain an investment rating or target...
Key Points We're updating our outlook for GD for the first time post the firm's 4Q earnings results, and we're maintaining our Neutral rating on the shares. Our target price rises a...