KMT Loading... : Bullish and Bearish Analyst Opinions
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16:24
Aug 26
Aug 26
Watch Kennametal tungsten price-cost exposure
Watch KMT; the note sees tungsten exposure as indirect via price-cost timing, surcharges, recycling, inventory, and volumes, not a clean tungsten long.
MED
01:16
Aug 25
Aug 25
Watch KMT on tungsten theme tracker
Watch KMT as part of a US-listed tungsten theme tracker; the author frames this as a research/beneficiary map, not an owned position.
MED
13:00
May 06
May 06
While the total PJM capacity upgrade opportunity is up to 2GW, the incremental 1GW comes from more traditional natural gas upgrades, not just CT-to-CCGT conversions, indicating a wider opportunity set in the market. — Each upgrade (turbine conversion vs. gas path) has different capex and OEM implications. Additional traditional upgrades could drive higher demand for gas turbine parts and services from vendors beyond just full-turbine OEMs.
HIGH
About KMT Analyst Coverage
Buzzberg tracks KMT across 2 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: TheValueist, Robert Gaudet.