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Key Points Q3'25 EBITDA and EPS miss on weak demand and Venator inventory liquidation related (temporary) heightened competitive dynamics Supply rationalization, global antidumping duties, and Venator’s exit seen tightening markets; Tronox targeting...
Key Points We’re reiterating our Overweight rating on shares of BWXT post the firm’s 3Q earnings call on Monday night, and we’re raising our target price by USD34 to USD241. We’ve...
Key Points We’re raising our forecast and target price for LMT as we update our outlook for the first time post 3Q earnings. Our target price rises USD40 to USD605 on...
Key Points We’re reiterating our Overweight rating on shares of RBC after Friday’s 2QFY26 earnings report, and we’re raising our target price by USD27 to USD497. RBC continues to exhibit strong organic...
Key Points Near-term outlook improving on earnings beat, cost cuts, and industry rationalization; balanced stance maintained pending demand recovery and further capacity rationalization Global ethylene capacity cuts of up to 10% could...