Tashi-Delek/E+ via Getty Images Metallus ( MTUS ) is gaining momentum for growth in 2026 as price negotiations for the year may provide tailwinds along with higher expected volumes as new production comes online. With growing demand for munitions by the DoD, Metallus will be well positioned once its Continuous Bloom Reheat Furnace ramps up production. Despite the optimistic outlook, the market had...
Tashi-Delek/E+ via Getty Images Metallus ( MTUS ) is gaining momentum for growth in 2026 as price negotiations for the year may provide tailwinds along with higher expected volumes as new production comes online. With growing demand for munitions by the DoD, Metallus will be well positioned once its Continuous Bloom Reheat Furnace ramps up production. Despite the optimistic outlook, the market had a negative reaction to Metallus’ q4’25 earnings release, sending shares down roughly -16%. Given the strong market opportunity at hand, I am upgrading MTUS shares to a Strong Buy with a price target of $32/share at 7.73x eFY27 EV/aEBITDA. Metallus Operational Update Corporate Filings Metallus closed Q4’25 with mixed results, with a 14% increase in total volumes shipped paired with pricing pressure across the automotive and aerospace & defense markets. Despite the offsetting price/volume dynamics, the market demand recovery was supportive of revenue growth across all segments excluding energy. Accordingly, demand remains strong for Metallus with lead times for bars extending through eq2’26 and seamless mechanical tubing through eq3’26. In addition to this, Metallus has complete its annual pricing negotiations going into Q4’25 reporting, guiding incremental price increases for its steel products. Corporate Filings From a macroeconomic perspective, the January ISM-PMI Manufacturing Index print was supportive of an improving market for Metallus. Accordingly, customers’ inventories were reported to substantially contract in the month while their backlog of orders expanded at a strong rate. According to the report, steel products were in short supply with improving prices for steel. Management confirmed this presumption in the Q4’25 earnings call with a positive outlook for the industrials market, suggesting that both pricing and volumes may increase throughout FY26. This, in part, is underpinned by supply chain disruptions and dwindling inventory levels, two appealing mechanism...
Rooftop solar installers are steering customers toward leases instead of purchases. Federal tax credits for purchased systems have ended but are still available for leased ones. (Image credit: Jeff Brady)
Rooftop solar installers are steering customers toward leases instead of purchases. Federal tax credits for purchased systems have ended but are still available for leased ones. (Image credit: Jeff Brady)
Neo Performance Materials Inc. (NOPMF) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Neo Performance Materials Inc. (NOPMF) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
MOSCOW, Feb 25 (Reuters) - A Russian court has fined Alphabet's Google over 22 million roubles ($288,000) for distributing VPN (virtual private network) services on the Google Play app store, state
MOSCOW, Feb 25 (Reuters) - A Russian court has fined Alphabet's Google over 22 million roubles ($288,000) for distributing VPN (virtual private network) services on the Google Play app store, state
Three small caps with robust insider support, but only one has the market attention; it is the one speculators should focus on, as it can disrupt markets.
Three small caps with robust insider support, but only one has the market attention; it is the one speculators should focus on, as it can disrupt markets.
Hong Kong authorities will offer sweeteners of about HK$22 billion (US$2.8 billion) to residents and businesses, up from HK$7.8 billion last year, as public coffers are set to pivot from a deficit to a surplus. Financial Secretary Paul Chan Mo-po on Wednesday announced a raft of tax concessions and allowances in his annual budget, almost three times what was offered last year. “Hong Kong’s economy...
Hong Kong authorities will offer sweeteners of about HK$22 billion (US$2.8 billion) to residents and businesses, up from HK$7.8 billion last year, as public coffers are set to pivot from a deficit to a surplus. Financial Secretary Paul Chan Mo-po on Wednesday announced a raft of tax concessions and allowances in his annual budget, almost three times what was offered last year. “Hong Kong’s economy shows steady and stable progress, but there are still imbalances and insufficiencies during...