Mullen Group's guidance appears conservative following a strong second quarter, with TD Cowen's Tim James noting potential upside to the 2026 adj. Ebitda outlook. He believes the outlook implies 13% year-over-year growth, but current trends suggest higher potential.

Jefferies analysts anticipate Daimler Truck entering a growth year in North America in 2027, citing strong markets and supportive environmental regulations. They highlighted an impressive 8.4% margin in the North American truck business last quarter and consider the stock undervalued with a target price of 54 euros.

Cathay Pacific is projected to exceed HSBC's first-half profit estimates, with management expecting HK$6-HK$6.5 billion. This performance is attributed to diverted Middle East traffic, higher fares, and air freight tailwinds, which offset fuel costs. HSBC maintains a buy rating with an increased target price of HK$16.50.