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UBS has upgraded Perimeter Solutions to a Buy rating, citing an attractive entry point as the stock surged over 12% in premarket trading. Analysts noted a significant increase in recurring EBITDA and anticipate continued demand for fire retardants, projecting a 7-8% CAGR in Fire Safety EBITDA. The firm raised its normal EBITDA expectation to approximately $220 million, indicating potential for increased free cash flow and reduced leverage.
UBS has upgraded Perimeter Solutions SA to a Buy rating, citing an "attractive entry point" as the stock surged over 12% in premarket trading. Analysts noted a significant increase in recurring EBITDA and anticipate continued demand for fire retardants, projecting a strong growth trajectory despite a potential reset in 2025. The firm raised its EBITDA expectations to approximately $220 million, indicating a positive outlook for the company's financial performance and cash flow.
UBS has upgraded Perimeter Solutions (NYSE: PRM) from Neutral to Buy, setting a price target of $14, reflecting a potential 50% upside from its current price of $9.11. The company reported a 45% increase in Q4 sales to $86.2 million and a 190% surge in adjusted EBITDA to $280.3 million, driven by effective cost management and strategic growth initiatives. Despite recent stock volatility, analysts see strong growth potential, particularly in fire safety and the printed circuit board market following the acquisition of Intelligent Manufacturing Solutions.
UBS has reiterated its Buy rating for Corteva Inc. (NYSE: CTVA) with a price target of $73, highlighting the company's strong financial outlook and expected EBITDA growth of $1 billion by 2027. Despite trade uncertainties, Corteva anticipates minimal impact from tariffs, with solid dividend growth and favorable conditions for corn planting in the U.S. leading to a positive forecast for 2025. Additionally, BofA Securities and Mizuho have also raised their price targets, reflecting confidence in Corteva's growth potential.
UBS has reaffirmed its Buy recommendation for Corteva Inc (NYSE: CTVA) with a target price of $73, highlighting the company's strong financial health and expected EBITDA growth of $1 billion by 2027. Despite some trade uncertainties, Corteva anticipates minimal impact from tariffs, with a stable outlook for 2025 driven by favorable corn planting intentions and secured seed prices. Recent financial results showed fourth-quarter EBITDA of $525 million and adjusted EPS of $0.32, surpassing market expectations.
UBS has reiterated its Buy rating and $17 price target for O-I Glass, highlighting significant upside potential from the current trading price of $12.30. Analyst Joshua Spector emphasized the company's focus on cost savings and internal controls, which are expected to enhance financial performance, despite challenges like a high debt burden and declining shipments in the alcoholic beverage sector. O-I Glass aims to achieve substantial EBITDA growth through strategic initiatives, including a restructuring program that targets $300 million in annual savings.
UBS has reaffirmed its Buy recommendation for O-I Glass, setting a $17 price target, indicating nearly 50% upside from the current trading price of $12.30. Analyst Joshua Spector highlighted the company's focus on cost savings and internal controls, which are expected to enhance financial performance despite challenges like a high debt-to-equity ratio and declining alcoholic beverage volumes. O-I Glass aims to optimize its operations through its "Fit to Win" restructuring program, projecting adjusted EBITDA of at least $1.45 billion by 2027, while facing external pressures such as potential tariffs affecting the packaging sector.
UBS analyst Joshua Spector raised DuPont's price target to $103, maintaining a Buy rating, following strong fourth-quarter earnings that exceeded expectations. The company demonstrated organic growth, particularly in the electronics sector, and is projected to achieve positive growth across all segments in 2025. Analysts remain optimistic about DuPont's future, with BMO Capital Markets setting a target of $112 and Barclays upgrading its rating.
UBS has lowered its price target for Celanese shares from $72 to $60, maintaining a neutral rating amid concerns over the company's earnings power and high debt levels. Despite a Q4 earnings beat, Celanese faces challenges, including a revenue shortfall and macroeconomic headwinds, prompting further downgrades from other analysts. The company is focusing on improving cash flow and addressing debt issues, with potential divestitures on the table.
UBS analyst Joshua Spector has raised the price target for Methanex shares from $53 to $66, maintaining a buy recommendation, as the company is expected to navigate a tightening methanol market despite anticipated price declines. Methanex's strong financial health and strategic positioning, particularly in the Americas and Europe, support this optimistic outlook, with analysts forecasting EBITDA growth above consensus for 2025 and 2026. Recent financial results showed adjusted EBITDA of $216 million and a net income of $1.21 per share, reflecting the company's solid performance amid market changes.
Joshua Spector
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ubs upgrades perimeter solutions to buy as stock surges 12 percent
10:28 26.03.2025
ubs upgrades perimeter solutions to buy as stock surges 12 percent
09:59 26.03.2025
ubs upgrades perimeter solutions to buy with price target of fourteen dollars
07:30 26.03.2025
ubs maintains buy rating for corteva with price target of 73 dollars
15:39 21.03.2025
ubs maintains buy rating on corteva with target price of seventy three dollars
15:39 21.03.2025
ubs maintains buy rating for o-i glass with significant upside potential
15:04 18.03.2025
ubs maintains buy rating for o-i glass with significant upside potential
15:04 18.03.2025
ubs raises dupont price target to 103 maintaining buy rating
00:36 26.02.2025
ubs lowers celanese price target amid earnings concerns and high debt levels
16:57 20.02.2025
ubs raises methanex price target to 66 dollars maintains buy recommendation
16:45 07.02.2025
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