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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...
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...