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Key Points We're updating our forecast for RBC post the firm's 3QFY26 earnings report last week, and we're reiterating our Overweight rating on the shares. We've raised our bottom-line forecast on...
Key Points We're updating our forecast for HII post the firm's 4Q earnings report yesterday, and we're reiterating our Overweight rating on the shares. Our target price rises USD48 to USD441...
Key Points We're raising our forecast for ATI post the firm's 4Q earnings report earlier this week, and we're reiterating our Overweight rating on the shares. Our target price rises USD18 to...
Key Points U.S. natural gas and NGL oversupply will persist, limiting ethane price upside Normalization of frac spread would erode ethylene margins by 3.4c/lb., at most We rate our U.S. ethane-exposed names DOW...
Key Points We’re updating our forecast for WWD post the firm’s 4Q earnings report yesterday, and we’re reiterating our Overweight rating on the shares. Our target price rises USD84 to USD438 as...