Expected Moves

A crucial update on balance sheet strategy. Restructuring success targets $14.20, whereas capital structure paralysis risks a drop to $11.50.

Q2 earnings will test the efficacy of recent cost reductions, targeting $15.50 on a beat versus $13.00 on continued margin erosion.

Evaluation of the administration's new tariff regime on international chemical supply chains. An exemption pushes the stock to $16.50, but broad tariffs threaten a drop to $13.50.

Q3 results will reveal the direct impact of new trade policies on margins. A resilient print targets $15.20, while tariff-driven cost spikes drag shares to $11.80.

Full-year results and crucial forward guidance. A credible FY27 recovery path targets $14.50, while a prolonged downturn risks structural breakdown to $10.00.