Key Points We attended Howmet’s investor conference at its White Hall, MI facility yesterday and came away impressed with the management team’s focus on investments, execution and the growth outlook. This was...
Key Points We're updating our forecast for HWM post last week's 4Q earnings report, and we're reiterating our Overweight rating on the shares. Our target price rises USD56 to USD293 as we...
Key Points HWM reported 4Q revenue of USD2.17B, which was +14.6% yr/yr and 3.1% above our estimate, while also 2.1% above the Street mean. Growth was broad-based, with commercial aerospace, defense...
Key Points We’re raising our forecast and target price for HWM as we update our outlook for the first time post 3Q earnings. We also reiterate our Overweight rating as HWM’s...
Key Points We’re updating our forecast for HWM post last week’s 2Q25 earnings call and we’re also reiterating our Overweight rating on the shares. Our target price rises USD29 to USD216 on...
Key Points We’re reiterating our Overweight rating on shares of HWM and raising our target price post the firm’s 1Q earnings report earlier this month. Our target price rises USD33 to USD187...
Key Points We’re raising our target price on shares of HWM by USD22 to USD154 and reiterating our Overweight rating post the firm’s 4Q earnings report last week. We’ve increased our outlook...
Key Points We’re reiterating our Overweight rating for HWM post last week’s 3Q earnings call and we’re raising our forecast and target price. Our target price rises USD22 to USD132 as we’ve...