DOW INC.

Dow reported adjusted EPS of $1.44 for Q2 (consensus ~1.25) and revenue of $12.09 billion with operating EBIT of $1.6 billion. The stock is down about 2.8% premarket as investors view the recovery as partly temporary and express concerns about weak demand in Europe and China, excess capacity and volatile raw-material costs. Analyst downgrades and price-target cuts (including Morgan Stanley, Goldman Sachs) as well as doubts about the dividend’s sustainability after a halving earlier this year heighten caution. The negative market environment and the question of whether the geopolitically driven price tailwind will persist lead to a » Plus sur de.investing.com

RBC Capital Markets has downgraded Dow from “Outperform” to “Sector Perform” and cut the price target from $51 to $28. The decision is justified by expected weakening polyethylene prices, a structural oversupply and weak demand, and the burden of the costly cracker project in Alberta, which could require around $6 billion in net capital. RBC materially reduced EBITDA estimates for 2026/2027 and therefore sees limited cash-flow and capital-return capacity compared with peers such as LyondellBasell. » Plus sur de.investing.com

Dow and Univar Solutions signed a long-term agreement to distribute Dow's Decarbia low-carbon product portfolio through Univar's global network. The offering includes high-integrity Product Carbon Footprint (PCF) certificates and targets industries such as beauty, personal care, food and pharmaceuticals. Dow's low-carbon calculations use its Carbon Footprint Ledger methodology, assured to international standards including ISO14067 and the GHG Protocol, to help customers meet Scope 3 emissions reduction targets. » Plus sur finance.yahoo.com