Element Solutions

ESI · NYSE

$35.67−$0.08 (−0.22%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $35.75

ESI analyst rating

BuyConsensus of 9 analysts over the last 12 months. 89% rate it a buy.

Strong buy0
Buy8
Hold1
Underperform0
Sell0

12-month price target · 14 analysts

Average $46.75 (+31.1% upside)

Low: $35.23
Now: $35.67
High: $57.75

Upgrades and downgrades

The latest rating actions, newest first

ESI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Oct 13, 2026	Initiates	Overweight	$53.00	50%
UBS	Oct 5, 2026	Maintains	Buy	$47.00 → $48.00	49%
Mizuho	Oct 1, 2026	Maintains	Neutral	$45.00 → $42.00	62%
UBS	Sep 18, 2026	Maintains	Buy	$49.00 → $47.00	49%
Jefferies	Sep 2, 2026	Initiates	Buy	$55.00	57%
B of A Securities	Sep 1, 2026	Initiates	Buy	$42.00	48%
Mizuho	Jul 15, 2026	Downgrade	Outperform → Neutral	$54.00 → $45.00	62%
Truist Securities	Jul 9, 2026	Maintains	Buy	$47.00 → $48.00	43%
BMO Capital	Jul 6, 2026	Maintains	Outperform	$45.00 → $50.00	46%
Mizuho	Jul 1, 2026	Maintains	Outperform	$47.00 → $54.00	62%

The case for and against

Updated Oct 14, 2026

Bull case

Element Solutions is supported by durable Electronics momentum, where strong demand in data centers, high-end smartphones, EV power electronics, and nascent AI/ML applications drove a 1Q EBITDA beat to $162.3M and raised 2026 EBITDA guidance to $665M-$685M. The company is also investing incremental capex to expand manufacturing capacity and accelerate Kuprion-related projects, which should help it capture accelerating customer demand and sustain double-digit organic growth across subsegments. With stronger Electronics earnings more than offsetting softer Industrial and Specialty assumptions, management’s shift toward organic growth and customer value supports a long-term earnings algorithm that appears underappreciated.

Bear case

Element Solutions is facing a weaker fundamental setup as industrial surface treatment growth was flat in 1Q, with softness in North American auto and a weakening macro backdrop in Europe weighing on the industrial outlook for the remainder of the year. While the offshore energy business has improving leading indicators and could support accelerating volumes, the company still faces meaningful demand and execution risk if key electronics end markets such as smartphone volumes, auto builds, and EV penetration slow or supply chains are disrupted. Taken together with high leverage concerns in the broader set of cited risks and pressure from competition, labor costs, and customer consolidation, the stock merits a negative outlook.

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