Huntsman

HUN · NYSE

$8.34+$0.01 (+0.12%)TodayMarket closed ·
Prev close $8.33

HUN analyst rating

HoldConsensus of 13 analysts over the last 12 months. 15% rate it a buy.
  • Strong buy0
  • Buy2
  • Hold9
  • Underperform1
  • Sell1

12-month price target · 16 analysts

Average $11.85 (+42.1% upside)

Low
$9.09
Now
$8.34
High
$16.80

Upgrades and downgrades

The latest rating actions, newest first

HUN analyst upgrades, downgrades and rating actions
FirmDateActionRating
RBC CapitalOct 13, 2026MaintainsSector Perform
BarclaysOct 13, 2026InitiatesEqual-Weight
Wells FargoOct 6, 2026MaintainsEqual-Weight
UBSOct 5, 2026MaintainsNeutral
JefferiesOct 2, 2026MaintainsBuy
CitigroupSep 30, 2026MaintainsNeutral
CitigroupSep 15, 2026InitiatesNeutral
KeybancSep 11, 2026InitiatesOverweight
Wells FargoAug 4, 2026MaintainsEqual-Weight
UBSAug 3, 2026MaintainsNeutral

The case for and against

Updated Jan 19, 2026

Bull case

Huntsman Corporation is positioned for year-over-year earnings improvement in 2026 due to the anticipated benefits from new capacity and strategic cost actions, leveraging its high operating leverage. With approximately 75% of its MDI business being differentiated and more inelastic, Huntsman may experience margin growth opportunities contingent upon recovery in the construction and automotive sectors. Furthermore, potential successful bolt-on mergers and acquisitions, coupled with better-than-expected growth from its downstream Polyurethanes business, could enhance the company's financial outlook significantly.

Bear case

Huntsman Corporation is facing significant challenges, as evidenced by downward revisions in their EBITDA estimates for Q3, FY25, and FY26, now projected at $70 million, $270 million, and $345 million, respectively. The company is experiencing persistent weakness in both price and volume across all segments, largely due to an oversupply in global polyurethanes and methyl diphenyl diisocyanate (MDI) markets, coupled with the impact of tariffs. Additionally, the influx of Asian products into South America has further weakened Huntsman's position, indicating a continued adverse supply/demand imbalance that may lead to a lower revenue run-rate in the forthcoming periods.

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