Barclays analyst Michael Leithead raised the firm’s price target on NL Industries to $6 from $5 and keeps an Underweight rating on the shares. The firm says interest rate cuts, China stimulus, and tariff implementation has boosted 2025 sentiment on TiO2 equities, “but it’s not showing up in the numbers quite yet.” Continued China net export growth remains worrisome, the analyst tells investors in a research note.
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