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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...
Key Points Inventory depletion, not demand destruction, may be setting the stage for a potential chemical market squeeze China's broad-based destocking could fuel a global restocking cycle Consensus appears to be pricing in...
Key Points We’re modestly raising our top- and bottom-line forecast for BA post the release yesterday of 2Q order and deliveries data. We’re holding firm to our USD305 target price and...
Key Points Commodity chemical fundamentals improved despite weak equity performance. Above consensus for CE, LYB, and MEOH in Q2 Inventory depletion could trigger a 2003-style oil and petrochemical squeeze Positive 2026 earnings revisions...