Earnings GrowthExpectation of EBITDA growth accelerating in 2025, supported by improved operating rates and sales volumes, leading to +20% growth.
Financial PerformanceAnalyst reiterates Overweight rating and increases price target from $105 to $117 due to healthy integrated Polyethylene margins and export volumes, and modestly higher pricing.
Operational EfficiencyValue Enhancement Program achieved $400MM in recurring annual EBITDA and plans to achieve up to $1B by year-end 2025.