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Key Points Demographic trends and lower interest rates highly supportive of Westlake’s earnings Market underestimating earnings power of the company with shares already trading at trough levels, in our view We rate WLK...
Key Points We’re updating our forecast for MRCY after Monday night’s 4QFY25 earnings release, and we’re reiterating our Overweight rating on the shares. Our target price rises USD22 to USD88 as we...
Key Points Above-consensus Q2’25 EBITDA and EPS. Q3 guidance below consensus primarily on the back of tepid demand and inventory reduction Q3 self-help benefits to be more than offset by demand weakness....
Key Points We’re raising our topline forecast for KTOS through the mid-term post last week’s 2Q25 earnings report, and we're reiterating our Overweight rating on the shares. Our target price doubles...
Key Points Conservative normal valuation analysis pegs fair value at USD12 per share NOL’s and rare earth exposure could propel valuation above calculated normal levels We rate TROX shares Overweight with a USD5...