Ingevity

NGVT · NYSE

$70.60+$0.29 (+0.41%)TodayMarket closed ·
Prev close $70.31

NGVT analyst rating

BuyConsensus of 2 analysts over the last 12 months. 50% rate it a buy.
  • Strong buy0
  • Buy1
  • Hold1
  • Underperform0
  • Sell0

12-month price target · 5 analysts

Average $92.48 (+31.0% upside)

Low
$85.85
Now
$70.60
High
$99.75

Upgrades and downgrades

The latest rating actions, newest first

NGVT analyst upgrades, downgrades and rating actions
FirmDateActionRating
Wells FargoFeb 27, 2026MaintainsEqual-Weight
Wells FargoJan 29, 2026MaintainsEqual-Weight
Wells FargoDec 19, 2025MaintainsEqual-Weight
BMO CapitalDec 10, 2025MaintainsOutperform
Wells FargoNov 12, 2025MaintainsEqual-Weight

The case for and against

Updated Feb 9, 2026

Bull case

Ingevity Corp demonstrates a positive outlook due to effective management execution aimed at enhancing its portfolio through strategic asset sales, which are expected to reduce earnings volatility. The focus on refining operations is anticipated to bolster the company's margin profile significantly. Furthermore, the strong performance of the Performance Chemicals segment, which generates the majority of revenue, underpins the financial stability and growth potential of the company.

Bear case

Ingevity Corp faces significant risks that contribute to a negative outlook, primarily related to the potential decline in global auto production, which could negatively impact the company’s earnings and valuation multiples. The company’s dependency on transitioning its customer base towards automotive focused applications adds an additional layer of uncertainty, especially if it cannot adapt effectively and timely. Furthermore, various operational risks, including patent expirations, tariff impacts on the Performance Materials segment, weather-related disruptions, and competitive pressures, further complicate its financial stability and outlook.

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.