Street View: Limited earnings upside for Celanese amid persistent headwinds
** Chemicals maker Celanese CE.N forecast third-quarter profit below estimates on Monday, anticipating waning demand across most of its key markets in the second half of 2025
** Shares down 11.2% at $42.07
EXTENDED HEADWINDS TO IMPACT FUTURE EARNINGS
** RBC Capital Markets ("sector perform", PT: $63) says it does not expect material earnings upside for CE in the next year on persistent headwinds in construction, industrial and auto sectors
** Baird Equity Research ("outperform", PT: $67) says Q3 forecast is likely to weigh on investor sentiment despite significant year-to-date underperformance
** "In our opinion, while the management team of Celanese is pulling on the right self-improvement levers (cost-outs/asset sales/maximizing cash flow) ... end-market volumes remain at a low point - with 3Q earnings partly impacted by inventory reduction initiatives" - Baird Equity Research
** UBS ("neutral"), cuts PT to $49 from $66, says it is also harder to see demand strengthen into Q4, which means this lower earnings level will remain a debate until early 2026
Related Articles
How Is the U.S. Accumulating Bitcoin — and Why Is the Market Watching So Closely?
In short, the form of U.S. Bitcoin accumulation is a powerful policy language. A direct purchase strategy could trigger a seismic shift in global finance, while a passive approach would reinforce the status quo. For investors, understanding how the U.S. acts is more important than whether it acts at
Fed at a Crossroads: Powell Faces the Spotlight at Jackson Hole in a Moment of Fed Uncertainty
TradingKey - The annual Jackson Hole Symposium is currently underway, with Federal Reserve Chair Jerome Powell’s speech on Friday, August 22, drawing global attention. Amid growing internal divisions within the Fed and external pressure from the Trump administration to reshape its leadership, will
Powell's Jackson Hole Speech: For U.S. Stocks, Hawk or Dove Signal Could Be a Lose-Lose?
TradingKey - As U.S. inflation and labor market data show signs of rebalancing, Treasury traders and Wall Street banks have largely priced in a rate cut at the September FOMC meeting — the first of 2025. Yet both a more dovish-than-expected tone and a potential surprise hawkish signal from Fed Chair
Eurozone Q2 GDP Commentary: Will the Euro's Upward Momentum Persist?
TradingKey - On 14 August 2025, Eurostat published Q2 GDP figures, revealing a drop in the Eurozone's quarter-on-quarter growth from 0.6% in the first quarter to 0.1%. Consequently, annual growth eased from 1.5% to 1.4%. The slowdown primarily stems from the diminishing boost from European...
Ethereum Price Prediction: Will ETH Extend the Rally? What’s the Future Trend?
Ethereum's impressive 2025 rally has been largely fueled by inflows from spot ETFs and a surge in institutional holdings, signaling growing confidence in its role as a core asset in the crypto market. However, to officially confirm the start of a new bull cycle, ETH must break above the critical $4,
