http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 13 Mar 2026 13:12:42 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27Our+energy+team%E2%80%99s+view+is+that+elevated+Brent+price+will+be+with+us+beyond+2026%27/26158500.html <p>Evercore: 'Our energy team’s view is that elevated Brent price will be with us beyond 2026'.</p><p>The analyst comments "DOW/LYB continue to move fast – up +9/10% yesterday alone and up +22/28% since the Iran conflict began – alongside a wave of upgrades and PT hikes. With the rapidly evolving Hormuz situation making estimate revisions just days ago stale, we endeavor to backsolve for what PE price is presently implied by stock valuations. Our framework within (Fig 1) backs into mkt-implied EBITDA (across various multiples 8.5-10x), then converts EBITDA delta vs pre-conflict to an implied PE price move using known sensitivities http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27Our+energy+team%E2%80%99s+view+is+that+elevated+Brent+price+will+be+with+us+beyond+2026%27/26158500.html Fri, 13 Mar 2026 13:12:42 -0400 DOW LYB USO http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27Our+energy+team%E2%80%99s+view+is+that+elevated+Brent+price+will+be+with+us+beyond+2026%27/26158500.html <p>Evercore: 'Our energy team’s view is that elevated Brent price will be with us beyond 2026'.</p><p>The analyst comments "DOW/LYB continue to move fast – up +9/10% yesterday alone and up +22/28% since the Iran conflict began – alongside a wave of upgrades and PT hikes. With the rapidly evolving Hormuz situation making estimate revisions just days ago stale, we endeavor to backsolve for what PE price is presently implied by stock valuations. Our framework within (Fig 1) backs into mkt-implied EBITDA (across various multiples 8.5-10x), then converts EBITDA delta vs pre-conflict to an implied PE price move using known sensitivities http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27Our+energy+team%E2%80%99s+view+is+that+elevated+Brent+price+will+be+with+us+beyond+2026%27/26158500.html Fri, 13 Mar 2026 13:12:42 -0400 DOW LYB USO http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27Our+energy+team%E2%80%99s+view+is+that+elevated+Brent+price+will+be+with+us+beyond+2026%27/26158500.html <p>Evercore: 'Our energy team’s view is that elevated Brent price will be with us beyond 2026'.</p><p>The analyst comments "DOW/LYB continue to move fast – up +9/10% yesterday alone and up +22/28% since the Iran conflict began – alongside a wave of upgrades and PT hikes. With the rapidly evolving Hormuz situation making estimate revisions just days ago stale, we endeavor to backsolve for what PE price is presently implied by stock valuations. Our framework within (Fig 1) backs into mkt-implied EBITDA (across various multiples 8.5-10x), then converts EBITDA delta vs pre-conflict to an implied PE price move using known sensitivities http://www.streetinsider.com/Analyst+Comments/Evercore%3A+%27Our+energy+team%E2%80%99s+view+is+that+elevated+Brent+price+will+be+with+us+beyond+2026%27/26158500.html Fri, 13 Mar 2026 13:12:42 -0400 DOW LYB USO http://www.streetinsider.com/Hot+List/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html <p>An extended conflict in the Middle East and disruptions to energy flows are disrupting the outlook for global commodity chemicals, with analysts seeing a handful of U.S. producers positioned to benefit from tighter supply and rising prices.</p><p>The conflict and the closure of the Strait of Hormuz are driving sharp changes in feedstock dynamics and global chemical supply chains, Citi analyst Patrick Cunningham said in a note. The disruption is particularly affecting producers in Asia and Europe, while North American companies with access to cheaper natural gas feedstock may gain a competitive advantage. </p><p>Cunningham says the combination of higher energy prices, http://www.streetinsider.com/Hot+List/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html Fri, 13 Mar 2026 09:32:04 -0400 CE DOW LYB http://www.streetinsider.com/Hot+List/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html <p>An extended conflict in the Middle East and disruptions to energy flows are disrupting the outlook for global commodity chemicals, with analysts seeing a handful of U.S. producers positioned to benefit from tighter supply and rising prices.</p><p>The conflict and the closure of the Strait of Hormuz are driving sharp changes in feedstock dynamics and global chemical supply chains, Citi analyst Patrick Cunningham said in a note. The disruption is particularly affecting producers in Asia and Europe, while North American companies with access to cheaper natural gas feedstock may gain a competitive advantage. </p><p>Cunningham says the combination of higher energy prices, http://www.streetinsider.com/Hot+List/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html Fri, 13 Mar 2026 09:32:04 -0400 CE DOW LYB http://www.streetinsider.com/Hot+List/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html <p>An extended conflict in the Middle East and disruptions to energy flows are disrupting the outlook for global commodity chemicals, with analysts seeing a handful of U.S. producers positioned to benefit from tighter supply and rising prices.</p><p>The conflict and the closure of the Strait of Hormuz are driving sharp changes in feedstock dynamics and global chemical supply chains, Citi analyst Patrick Cunningham said in a note. The disruption is particularly affecting producers in Asia and Europe, while North American companies with access to cheaper natural gas feedstock may gain a competitive advantage. </p><p>Cunningham says the combination of higher energy prices, http://www.streetinsider.com/Hot+List/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html Fri, 13 Mar 2026 09:32:04 -0400 CE DOW LYB http://www.streetinsider.com/Hot+List+Pro/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html <p>An extended conflict in the Middle East and disruptions to energy flows are disrupting the outlook for global commodity chemicals, with analysts seeing a handful of U.S. producers positioned to benefit from tighter supply and rising prices.</p><p>The conflict and the closure of the Strait of Hormuz are driving sharp changes in feedstock dynamics and global chemical supply chains, Citi analyst Patrick Cunningham said in a note. The disruption is particularly affecting producers in Asia and Europe, while North American companies with access to cheaper natural gas feedstock may gain a competitive advantage. </p><p>Cunningham says the combination of higher energy prices, http://www.streetinsider.com/Hot+List+Pro/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html Fri, 13 Mar 2026 09:32:04 -0400 CE DOW LYB http://www.streetinsider.com/Hot+List+Pro/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html <p>An extended conflict in the Middle East and disruptions to energy flows are disrupting the outlook for global commodity chemicals, with analysts seeing a handful of U.S. producers positioned to benefit from tighter supply and rising prices.</p><p>The conflict and the closure of the Strait of Hormuz are driving sharp changes in feedstock dynamics and global chemical supply chains, Citi analyst Patrick Cunningham said in a note. The disruption is particularly affecting producers in Asia and Europe, while North American companies with access to cheaper natural gas feedstock may gain a competitive advantage. </p><p>Cunningham says the combination of higher energy prices, http://www.streetinsider.com/Hot+List+Pro/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html Fri, 13 Mar 2026 09:32:04 -0400 CE DOW LYB http://www.streetinsider.com/Hot+List+Pro/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html <p>An extended conflict in the Middle East and disruptions to energy flows are disrupting the outlook for global commodity chemicals, with analysts seeing a handful of U.S. producers positioned to benefit from tighter supply and rising prices.</p><p>The conflict and the closure of the Strait of Hormuz are driving sharp changes in feedstock dynamics and global chemical supply chains, Citi analyst Patrick Cunningham said in a note. The disruption is particularly affecting producers in Asia and Europe, while North American companies with access to cheaper natural gas feedstock may gain a competitive advantage. </p><p>Cunningham says the combination of higher energy prices, http://www.streetinsider.com/Hot+List+Pro/3+best+U.S.+chemical+stocks+to+buy+amid+Middle+East+conflict/26157305.html Fri, 13 Mar 2026 09:32:04 -0400 CE DOW LYB http://www.streetinsider.com/Analyst+PT+Change/Dow+Inc.+%28DOW%29+PT+Raised+to+%2445+at+Wells+Fargo/26156875.html Wells Fargo analyst Michael Sison raised the price target on Dow Inc. (NYSE: DOW) to $45.00 (from $30.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Dow+Inc.+%28DOW%29+PT+Raised+to+%2445+at+Wells+Fargo/26156875.html Fri, 13 Mar 2026 08:45:43 -0400 DOW http://www.streetinsider.com/Upgrades/Citi+Upgrades+Dow+Inc.+%28DOW%29+to+Buy/26148137.html <p>Citi analyst Pat Cunningham upgraded Dow Inc. (NYSE: DOW) from Neutral to Buy with a price target of $40.00 (from $28.00).</p> <p>For an analyst ratings summary and ratings history on Dow Inc. <a href="http://www.streetinsider.com/rating_history.php?q=DOW">click here</a>. For more ratings news on Dow Inc. <a href="http://www.streetinsider.com/stock_lookup_news.php?q=DOW&amp;type=analyst">click here</a>.</p> <p>Shares of Dow Inc. closed at $34.37 yesterday.</p> http://www.streetinsider.com/Upgrades/Citi+Upgrades+Dow+Inc.+%28DOW%29+to+Buy/26148137.html Thu, 12 Mar 2026 04:16:13 -0400 DOW http://www.streetinsider.com/Analyst+PT+Change/Citi+Upgrades+Dow+Inc.+%28DOW%29+to+Buy/26148137.html <p>Citi analyst Pat Cunningham upgraded Dow Inc. (NYSE: DOW) from Neutral to Buy with a price target of $40.00 (from $28.00).</p> <p>For an analyst ratings summary and ratings history on Dow Inc. <a href="http://www.streetinsider.com/rating_history.php?q=DOW">click here</a>. For more ratings news on Dow Inc. <a href="http://www.streetinsider.com/stock_lookup_news.php?q=DOW&amp;type=analyst">click here</a>.</p> <p>Shares of Dow Inc. closed at $34.37 yesterday.</p> http://www.streetinsider.com/Analyst+PT+Change/Citi+Upgrades+Dow+Inc.+%28DOW%29+to+Buy/26148137.html Thu, 12 Mar 2026 04:16:13 -0400 DOW http://www.streetinsider.com/Upgrades/Fermium+Research+Upgrades+Dow+Inc.+%28DOW%29+to+Buy%2C+%27Oil+Spikes+Leading+to+Additional+Cost+Advantages%27/26130175.html <p>Fermium Research analyst Frank Mitsch upgraded Dow Inc. (NYSE: DOW) from Hold to Buy with a price target of $38.00.</p><p>For an analyst ratings summary and ratings history on Dow Inc. <a href="http://www.streetinsider.com/rating_history.php?q=DOW">click here</a>. For more ratings news on Dow Inc. <a href="http://www.streetinsider.com/stock_lookup_news.php?q=DOW&amp;type=analyst">click here</a>.</p><p>Shares of Dow Inc. closed at $33.28 yesterday.</p> http://www.streetinsider.com/Upgrades/Fermium+Research+Upgrades+Dow+Inc.+%28DOW%29+to+Buy%2C+%27Oil+Spikes+Leading+to+Additional+Cost+Advantages%27/26130175.html Mon, 09 Mar 2026 10:21:28 -0400 DOW LYB http://www.streetinsider.com/Upgrades/Fermium+Research+Upgrades+Dow+Inc.+%28DOW%29+to+Buy%2C+%27Oil+Spikes+Leading+to+Additional+Cost+Advantages%27/26130175.html <p>Fermium Research analyst Frank Mitsch upgraded Dow Inc. (NYSE: DOW) from Hold to Buy with a price target of $38.00.</p><p>For an analyst ratings summary and ratings history on Dow Inc. <a href="http://www.streetinsider.com/rating_history.php?q=DOW">click here</a>. For more ratings news on Dow Inc. <a href="http://www.streetinsider.com/stock_lookup_news.php?q=DOW&amp;type=analyst">click here</a>.</p><p>Shares of Dow Inc. closed at $33.28 yesterday.</p> http://www.streetinsider.com/Upgrades/Fermium+Research+Upgrades+Dow+Inc.+%28DOW%29+to+Buy%2C+%27Oil+Spikes+Leading+to+Additional+Cost+Advantages%27/26130175.html Mon, 09 Mar 2026 10:21:28 -0400 DOW LYB http://www.streetinsider.com/Upgrades/Vertical+Research+Partners+Upgrades+Dow+Inc.+%28DOW%29+to+Buy/26128966.html <p>Vertical Research Partners analyst Kevin McCarthy upgraded Dow Inc. (NYSE: DOW) from Hold to Buy with a price target of $37.00.</p> <p>For an analyst ratings summary and ratings history on Dow Inc. <a href="http://www.streetinsider.com/rating_history.php?q=DOW">click here</a>. For more ratings news on Dow Inc. <a href="http://www.streetinsider.com/stock_lookup_news.php?q=DOW&amp;type=analyst">click here</a>.</p> <p>Shares of Dow Inc. closed at $33.28 yesterday.</p> http://www.streetinsider.com/Upgrades/Vertical+Research+Partners+Upgrades+Dow+Inc.+%28DOW%29+to+Buy/26128966.html Mon, 09 Mar 2026 07:40:15 -0400 DOW http://www.streetinsider.com/Analyst+PT+Change/Dow+Inc.+%28DOW%29+PT+Raised+to+%2433+at+Mizuho/26128566.html Mizuho analyst John Roberts raised the price target on Dow Inc. (NYSE: DOW) to $33.00 (from $30.00) while maintaining a Neutral rating. http://www.streetinsider.com/Analyst+PT+Change/Dow+Inc.+%28DOW%29+PT+Raised+to+%2433+at+Mizuho/26128566.html Mon, 09 Mar 2026 06:36:34 -0400 DOW http://www.streetinsider.com/Upgrades/RBC+Capital+Upgrades+Dow+Inc.+%28DOW%29+to+Outperform/26127828.html <p>RBC Capital analyst Arun Viswanathan upgraded Dow Inc. (NYSE: DOW) from Sector Perform to Outperform with a price target of $40.00 (from $29.00).</p><p>The analyst comments: "Overall, we are now more positive on DOW given: 1) Near- term PE margin upside from material EMEA supply/feedstock disruptions for potentially 10cpp+ margin upside in Q2-Q3 (while disruptions could be temporary, we think tightness could result in sustained margin uplift); 2) seasonal demand improvement compounded with ~$1.1B run-rate cost benefits, and 3) diminished capital uncertainty from improving S&D/ earnings power, supporting ~$5.5B net capex into DOW's Alberta cracker. We are raising our H1/FY26/FY27 EBITDA http://www.streetinsider.com/Upgrades/RBC+Capital+Upgrades+Dow+Inc.+%28DOW%29+to+Outperform/26127828.html Mon, 09 Mar 2026 03:18:06 -0400 DOW http://www.streetinsider.com/Analyst+Comments/RBC+Capital+Upgrades+Dow+Inc.+%28DOW%29+to+Outperform/26127828.html <p>RBC Capital analyst Arun Viswanathan upgraded Dow Inc. (NYSE: DOW) from Sector Perform to Outperform with a price target of $40.00 (from $29.00).</p><p>The analyst comments: "Overall, we are now more positive on DOW given: 1) Near- term PE margin upside from material EMEA supply/feedstock disruptions for potentially 10cpp+ margin upside in Q2-Q3 (while disruptions could be temporary, we think tightness could result in sustained margin uplift); 2) seasonal demand improvement compounded with ~$1.1B run-rate cost benefits, and 3) diminished capital uncertainty from improving S&D/ earnings power, supporting ~$5.5B net capex into DOW's Alberta cracker. We are raising our H1/FY26/FY27 EBITDA http://www.streetinsider.com/Analyst+Comments/RBC+Capital+Upgrades+Dow+Inc.+%28DOW%29+to+Outperform/26127828.html Mon, 09 Mar 2026 03:18:06 -0400 DOW http://www.streetinsider.com/General+News/Dow+stock+jumps+4.5%25+on+JPMorgan+upgrade+amid+oil+surge/26122230.html <p>Investing.com -- Dow Inc. (NYSE:DOW) shares rose 4.5% Friday following an upgrade to overweight from JPMorgan, which raised its price target to $40 from $26. The move marked the third upgrade for the chemical maker this week, after similar actions from BMO and KeyBanc.</p><p>The upgrades came as crude oil headed for its strongest weekly gain since spring 2020, driven by ongoing U.S.-Israel military operations against Iran that have disrupted shipping and energy exports through the Strait of Hormuz. The conflict, nearing its second week, has kept the vital waterway closed to commercial traffic.</p><p>JPMorgan analyst Jeffrey Zekauskas noted in his upgrade http://www.streetinsider.com/General+News/Dow+stock+jumps+4.5%25+on+JPMorgan+upgrade+amid+oil+surge/26122230.html Fri, 06 Mar 2026 07:46:27 -0400 CL DOW http://www.streetinsider.com/General+News/Dow+stock+jumps+4.5%25+on+JPMorgan+upgrade+amid+oil+surge/26122230.html <p>Investing.com -- Dow Inc. (NYSE:DOW) shares rose 4.5% Friday following an upgrade to overweight from JPMorgan, which raised its price target to $40 from $26. The move marked the third upgrade for the chemical maker this week, after similar actions from BMO and KeyBanc.</p><p>The upgrades came as crude oil headed for its strongest weekly gain since spring 2020, driven by ongoing U.S.-Israel military operations against Iran that have disrupted shipping and energy exports through the Strait of Hormuz. The conflict, nearing its second week, has kept the vital waterway closed to commercial traffic.</p><p>JPMorgan analyst Jeffrey Zekauskas noted in his upgrade http://www.streetinsider.com/General+News/Dow+stock+jumps+4.5%25+on+JPMorgan+upgrade+amid+oil+surge/26122230.html Fri, 06 Mar 2026 07:46:27 -0400 CL DOW http://www.streetinsider.com/Investing/Dow+stock+jumps+4.5%25+on+JPMorgan+upgrade+amid+oil+surge/26122230.html <p>Investing.com -- Dow Inc. (NYSE:DOW) shares rose 4.5% Friday following an upgrade to overweight from JPMorgan, which raised its price target to $40 from $26. The move marked the third upgrade for the chemical maker this week, after similar actions from BMO and KeyBanc.</p><p>The upgrades came as crude oil headed for its strongest weekly gain since spring 2020, driven by ongoing U.S.-Israel military operations against Iran that have disrupted shipping and energy exports through the Strait of Hormuz. The conflict, nearing its second week, has kept the vital waterway closed to commercial traffic.</p><p>JPMorgan analyst Jeffrey Zekauskas noted in his upgrade http://www.streetinsider.com/Investing/Dow+stock+jumps+4.5%25+on+JPMorgan+upgrade+amid+oil+surge/26122230.html Fri, 06 Mar 2026 07:46:27 -0400 CL DOW http://www.streetinsider.com/Investing/Dow+stock+jumps+4.5%25+on+JPMorgan+upgrade+amid+oil+surge/26122230.html <p>Investing.com -- Dow Inc. (NYSE:DOW) shares rose 4.5% Friday following an upgrade to overweight from JPMorgan, which raised its price target to $40 from $26. The move marked the third upgrade for the chemical maker this week, after similar actions from BMO and KeyBanc.</p><p>The upgrades came as crude oil headed for its strongest weekly gain since spring 2020, driven by ongoing U.S.-Israel military operations against Iran that have disrupted shipping and energy exports through the Strait of Hormuz. The conflict, nearing its second week, has kept the vital waterway closed to commercial traffic.</p><p>JPMorgan analyst Jeffrey Zekauskas noted in his upgrade http://www.streetinsider.com/Investing/Dow+stock+jumps+4.5%25+on+JPMorgan+upgrade+amid+oil+surge/26122230.html Fri, 06 Mar 2026 07:46:27 -0400 CL DOW http://www.streetinsider.com/Upgrades/JPMorgan+Upgrades+Dow+Inc.+%28DOW%29+to+Overweight/26121206.html <p>JPMorgan analyst Jeffrey Zekauskas upgraded Dow Inc. (NYSE: DOW) from Neutral to Overweight with a price target of $40.00 (from $26.00).</p><p>The analyst comments: "The EBITDA increase that stems from an event that dislocates a chemical or fertilizer market carries a capitalization multiple of one as a base case in our opinion. An event can tighten a market, then product prices rise, and when the effects of the event subside, the market returns to the status quo ante. A general rule is that for each $10/bbl change in oil, an integrated margin for North American companies changes by 4-5 cents per http://www.streetinsider.com/Upgrades/JPMorgan+Upgrades+Dow+Inc.+%28DOW%29+to+Overweight/26121206.html Fri, 06 Mar 2026 01:09:22 -0400 DOW http://www.streetinsider.com/Analyst+Comments/JPMorgan+Upgrades+Dow+Inc.+%28DOW%29+to+Overweight/26121206.html <p>JPMorgan analyst Jeffrey Zekauskas upgraded Dow Inc. (NYSE: DOW) from Neutral to Overweight with a price target of $40.00 (from $26.00).</p><p>The analyst comments: "The EBITDA increase that stems from an event that dislocates a chemical or fertilizer market carries a capitalization multiple of one as a base case in our opinion. An event can tighten a market, then product prices rise, and when the effects of the event subside, the market returns to the status quo ante. A general rule is that for each $10/bbl change in oil, an integrated margin for North American companies changes by 4-5 cents per http://www.streetinsider.com/Analyst+Comments/JPMorgan+Upgrades+Dow+Inc.+%28DOW%29+to+Overweight/26121206.html Fri, 06 Mar 2026 01:09:22 -0400 DOW http://www.streetinsider.com/Upgrades/BMO+Capital+Upgrades+Dow+Inc.+%28DOW%29+to+Market+Perform/26114018.html <p>BMO Capital analyst John McNulty upgraded Dow Inc. (NYSE: DOW) from Underperform to Market Perform with a price target of $35.00 (from $22.00).</p><p>The analyst comments: "We are upgrading DOW to Mkt from Und, and raising our target to $35, reflecting the significant recent changes in the global P/E backdrop tied to the Iran conflict. With the temporary shuttering of 12-13% of the world's P/E supply, what had been a soft (and loosening of the) market has shifted to a tight market, which may remain tight for the foreseeable future. Additionally, a spike in crude should reinvigorate the ethane advantage. This http://www.streetinsider.com/Upgrades/BMO+Capital+Upgrades+Dow+Inc.+%28DOW%29+to+Market+Perform/26114018.html Thu, 05 Mar 2026 03:35:40 -0400 DOW