For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points Q2 strength reinforces deal fundamentals while leverage concerns continue to ease Current valuation implies an attractive entry point both standalone and on a pro forma basis We rate SOLS shares Overweight...
Key Points Above-consensus Q2’26 EBITDA and EPS. Q3 guidance below consensus primarily on the back of AC segment moderation FY2026 FCF guidance range of USD700-800m reiterated We have an Overweight rating on CE...
Key Points Q2’26 EBITDA beat but EPS miss Q3’26 guidance range below consensus estimates on TSS We rate CC shares Overweight with a 12-month target price of USD30 per share Summary Chemours announced Q2’26 earnings...
Key Points We’re reiterating our Overweight rating on shares of LHX post last week’s 2Q earnings report, but we’re lowering our target price to adopt a more normalized valuation post the...
Key Points Q2'26 EBITDA and EPS beat on PEM segment strength Management's near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD110 Summary Westlake Corporation announced Q2’26 earnings this morning:...