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Dow: Margin Recovery Ahead Of Consensus
DOWDow(DOW) Seeking Alpha·2025-05-27 17:40

We initiate on Dow Inc. (NYSE: DOW ) with a Strong Buy rating and a 44PT.DowInc.isaglobalmaterialssciencecompanywithoperationsinpackaging,infrastructure,mobilityandspecialtycoatings.Ourthesisisbasedonourbelowconsensusmuted2025forecastof44 PT. Dow Inc. is a global materials science company with operations in packaging, infrastructure, mobility and specialty coatings. Our thesis is based on our below-consensus 'muted' 2025 forecast of 5.1bn ofMoretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify ...