For research access and to learn how you can work with Alembic Global Advisors please email Stephen Matthews, stephen.matthews@alembicglobal.com.
Key Points Q4'24 EPS miss but EBITDA beat; slower than expected volume recovery Management's Q1’25 guidance below consensus We rate Dow Inc. shares Neutral, with a 12-month target price of USD50 per share Summary Dow...
Key Points We’re raising our target price on shares of RTX post the firm’s 4Q earnings call earlier this week and reiterating our Overweight rating on the shares. As we rotate our...
Key Points We’re updating our forecast for HXL post last Thursday’s 4Q24 earnings call, and we’re reiterating our Overweight rating on the shares. We’ve removed 2026 and outyear revenue related to the...
Key Points Slight utilization rate dip in 2026, tightening thereafter through 2029 Forecasting a peak post 2029, quite possibly, could come sooner if demand grows at historical trend levels We rate our ethylene-exposed...
Key Points We’re updating our forecast for BA after the firm preannounced certain 4Q financial results last Thursday, to include charges on the 777/767 programs that were largely related to the...