Tronox – Q3 EBITDA Beat; Q4 Guidance Below Consensus
Key Points Q3’26 EBITDA beat on TiO2 and zircon pricing Q4’26 guidance below consensus We rate Tronox shares Overweight with a 12-month target price of USD8 per share Summary Tronox ......
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- November 4, 2026
- November 4, 2026
PureCycle Technologies – Commercial Progress Accelerates as Operational Issues Recede
Key Points 45–55m pounds of potential annual demand could drive Ironton utilization toward 40–50% Ironton production rose 14% sequentially, while cost reductions and spending discipline support liquidity We rate PCT ......
- November 4, 2026
Westlake Corporation – Q3 EBITDA and EPS Miss
Key Points Q3’26 EBITDA and EPS miss Management’s near-term commentary mixed We rate WLK shares Overweight with a 12-month target price of USD100 Summary Westlake Corporation announced Q3’26 earnings this ......
- November 4, 2026
HWM: Raising Forecast & Reiterating Overweight Rating but Trimming Target Price Post 3Q
Key Points We’re raising our forecast and reiterating our Overweight rating on shares of HWM after last week’s 3Q26 earnings report. That said, we’re lowering our terminal multiple to take ......
- November 4, 2026
Solstice Advanced Materials – Q3 EBITDA and EPS Beat; Q4 Guidance Below Consensus
Key Points Q3’26 EBITDA and EPS beat on strong ESM sales growth Q4’26 guidance range mid point below consensus We rate SOLS shares Overweight with a 12-month target price of ......
- November 4, 2026
Methanex – Stronger Fundamentals, Higher Earnings, Bigger Buybacks
Key Points Limited capacity additions and steady demand growth support tightening methanol markets beyond the near term Strong cash generation could support repurchases exceeding 9% of outstanding shares while reducing ......