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Key Points We’re updating our forecast for KTOS post last week’s 1Q25 earnings report, and we’re modestly raising our topline and EBITDA forecast. We’re also reiterating our Overweight rating on the shares...
Key Points Market underestimating trough earnings power of the company with shares already trading at trough levels, in our view Valuation highly attractive on a normal basis. Positive valuation re-rating likely We rate...
Key Points We’re updating our forecast for CW post yesterday’s 1Q25 earnings report, and we’re raising our target price and reiterating our Overweight rating. Our target price rises USD28 to USD435 as...
Key Points Q1’25 EBITDA miss but EPS beat; higher EBITDA margins logged in every segment y-o-y Q2’25 guidance mid-point range below consensus levels We rate Trinseo shares Overweight; our 12-month target price is...
Key Points Company hitting commercialization and production milestones Multiple customer trials in progress; first ever reported revenue logged We rate PCT shares Overweight, with a USD18 per share 12-month target price Summary PureCycle Technologies (PCT)...