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Key Points We’re updating our forecast for KTOS post last week’s 4Q earnings report and reiterating our Overweight rating on the shares. We’re maintaining our USD37 target price (33x terminal multiple, 2x...
Key Points Chemical industry relatively insulated from negative trade war ramifications, in our view PE exports to China could face retaliatory tariffs but recent history of Chinese waivers points to a mitigation...
Key Points Company hitting commercialization and production milestones Multiple customer trials in progress We rate PCT shares Overweight, with a USD18 per share 12-month target price Summary PureCycle Technologies (PCT) provided a Q4’24 update this...
Key Points We’re updating our forecast for BWXT post the firm’s 4Q24 earnings report earlier this week. We reiterate our Overweight rating on the shares as we continue to see strong...
Key Points Q4’24 EBITDA and EPS miss; FY2025 guidance range mid-point in line with consensus Sequentially higher EBITDA margins in PM segment but lower in S&S segment. Healthy y-o-y PM segment volume...