W. Nicholas Howley

October 17, 2026

TDG Analyst Notes Highlight Valuation Concerns. Recent analyst commentary suggests TransDigm may be undervalued, with one source estimating a 23% discount to its current price. RBC Capital kept its sector rating but lowered its price target to $1,200, reflecting a more cautious outlook. A Seeking Alpha piece noted that the stock’s price dynamics are drawing more attention than broader AI themes. These observations come as the shares trade near the $1,219 support level.

October 16, 2026

Perimeter Solutions to Rename Premier Group; JPMorgan Lowers Target. Perimeter Solutions announced it will change its corporate name to Premier Group on Nov. 4. The change comes as JPMorgan revises its view, keeping an overweight rating but cutting the price target to $40. The new name may signal a shift in strategy, while the revised target reflects a more cautious outlook. Analysts still see a target range of $38 to $48, with the stock trading near the lower end of its 52‑week range.