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Key Points We’re updating our GD outlook for the first time since the firm reported 1Q24 results, and we’re raising our target price by USD28 to USD324. We remain Neutral-rated as we’ve...
Key Points Consensus 2024 earnings estimates undemanding, in our view Earnings power on the back of recent acquisitions still underappreciated. Valuation highly attractive on a normal basis We rate WLK shares Overweight with...
Key Points We’re maintaining our Neutral rating on shares of WWD and updating our forecast and target price for the first time since the firm’s strong 2QFY24 earnings report on April...