Axalta Coating Systems

AXTA · NYSE

$34.14−$0.91 (−2.60%)TodayMarket closed · Oct 23, 7:30 PM ET

Prev close $35.05

AXTA analyst rating

HoldConsensus of 12 analysts over the last 12 months. 42% rate it a buy.

Strong buy0
Buy5
Hold7
Underperform0
Sell0

12-month price target · 20 analysts

Average $39.79 (+16.5% upside)

Low: $33.33
Now: $34.14
High: $49.35

Upgrades and downgrades

The latest rating actions, newest first

AXTA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Oct 13, 2026	Initiates	Overweight	$45.00	50%
UBS	Oct 5, 2026	Maintains	Neutral	$39.00 → $36.00	50%
Keybanc	Sep 11, 2026	Initiates	Overweight	$47.00	35%
BMO Capital	Jul 29, 2026	Maintains	Market Perform	$35.00 → $39.00	50%
Baird	Jul 29, 2026	Maintains	Neutral	$35.00 → $37.00	55%
RBC Capital	Jul 8, 2026	Maintains	Sector Perform	$34.00 → $36.00	46%
Mizuho	Jul 1, 2026	Maintains	Outperform	$32.00 → $39.00	62%
Citigroup	Jun 4, 2026	Initiates	Buy	$44.00	55%
RBC Capital	May 5, 2026	Maintains	Sector Perform	$31.00 → $29.00	46%
UBS	May 1, 2026	Maintains	Neutral	$31.00 → $32.00	50%

The case for and against

Updated Jan 24, 2025

Bull case

Axalta Coating Systems Ltd has demonstrated robust performance, particularly in its Refinish segment, which experienced a 5% growth driven by strong North American gains and the addition of 1,200 new body shops. The company's Mobility Coatings segment reported a 7% increase in light vehicle sales, significantly outpacing global auto production, with notable volume growth in China. Additionally, Axalta's historical ability to raise prices on new products bolsters its profitability, further enhancing its positive financial outlook amidst macroeconomic challenges.

Bear case

Axalta Coating Systems is facing significant challenges, particularly due to declining Class 8 vehicle builds and weak industrial production, leading to a reduction in net sales within its Performance Coatings segment. The ongoing softness in the commercial vehicle sales market, anticipated to persist over the coming quarters, represents a major headwind for the company’s growth prospects. Additionally, with a notable exposure to foreign exchange fluctuations, particularly against the euro, there is a risk of further downward pressure on earnings estimates if currency conditions deteriorate.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.