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Key Points Q2'24 EPS and EBITDA miss; slower than expected q-o-q volume recovery Management's Q3’24 guidance below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD60 per share Summary Dow...
Key Points We’re updating our forecast for LMT post yesterday’s solid 2Q earnings report and we’re maintaining our Neutral rating. We are also raising our forecast and target price as Missiles...
Key Points We’re updating our forecast for TXT post last week’s solid 2Q earnings report and we’re maintaining our Neutral rating. We are also modestly raising our forecast and target price...
Key Points Fears around Ironton pellet production momentum slowing unfounded, in our view Recent plant improvements and CP2 system commissioning point to a pickup in pellet production momentum going forward We rate PCT...
Key Points We’re lowering our earnings forecast for HXL post yesterday’s release of the firm’s 2Q earnings report. Our target price remains USD81 as there is de minimus change to our...