MMM
3M Co
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 185.46
Buy <=wait / entry
USD 146.67
Trim >=take some off
USD 170.00
Thesis breakA material adverse PFAS court decision that materially raises the 10-K disclosed...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 26% | 100 / 100 | 26.0 |
| Base case | 49% | 62 / 100 | 30.4 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Long-term supply agreement with Airbus for A220 insulation and aircraft comfort components
- Acquisition of Madison Fire & Rescue combined with Scott Safety to create leading fire and safety business
- Q2 2026 earnings beat with adjusted EPS $2.40 vs estimate $2.25, adjusted sales $6.5B, and raised full-year guidance