The verdict
Members only- Wheel fit
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- CSP entry zone
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- Fair value
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S&P Global’s September 22 preview reports FY2027 EPS consensus near $156, up from about $90 in March. That is substantially above our normalized $85 base assumption: our caution is an explicit cycle haircut, not an unnoticed omission of bullish estimates. If the higher earnings prove…
Stance track record
Every dated update and each stance change, in public. The analysis behind them is for members.
- EarningsStance unchanged
- ThesisStance changed from Accumulate to Hold
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