Truist Securities Upholds Buy Rating for Element Solutions (ESI)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 31 2025
0mins
Should l Buy ESI?
Source: NASDAQ.COM
Analyst Recommendation: Truist Securities has maintained a Buy recommendation for Element Solutions (NYSE: ESI) as of October 30, 2025, with an average one-year price target of $30.54/share, indicating a potential upside of 17.47% from its current price of $26.00/share.
Projected Financials: Element Solutions is projected to achieve annual revenue of $2,657 million, reflecting a 6.31% increase, with a non-GAAP EPS forecast of 1.73.
Fund Sentiment: There are 798 funds reporting positions in Element Solutions, with a slight decrease in ownership by 1.72% over the last quarter, while the average portfolio weight dedicated to ESI has increased by 5.48%.
Shareholder Activity: Notable changes in shareholder allocations include T. Rowe Price increasing its stake by 6.61%, while Neuberger Berman significantly decreased its allocation by 49.37% over the last quarter.
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Analyst Views on ESI
Wall Street analysts forecast ESI stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 32.120
Low
29.00
Averages
33.00
High
35.00
Current: 32.120
Low
29.00
Averages
33.00
High
35.00
About ESI
Element Solutions Inc is a global specialty chemicals company, whose businesses supply a range of solutions. Its segments include Electronics and Specialty. The Electronics segment researches, formulates and sells specialty chemicals and material process technologies for all types of electronics hardware, from complex printed circuit board designs to advanced semiconductor packaging. The Specialties segment comprises businesses focused on niche, high-value markets with demanding customer qualification requirements and an emphasis on value-added technical service in semiconductor manufacturing, electrical transmission infrastructure, and space applications. Its solutions enable customers to manufacture processes in several key industries, including consumer electronics, power electronics, semiconductor fabrication, communications and data storage infrastructure, automotive systems, industrial surface finishing, consumer packaging and offshore energy.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Element Solutions Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Element Solutions Inc has declared a cash dividend of $0.08 per share, scheduled for payment on March 16, 2026, reflecting the company's commitment to returning value to shareholders.
- Record Date for Shareholders: The record date for this dividend is set for March 2, 2026, ensuring that shareholders who own stock by this date will receive the dividend, which bolsters investor confidence.
- Company Background: Element Solutions Inc is a leading specialty chemicals technology company that provides a wide range of solutions to enhance the performance of everyday products, serving key industries such as consumer electronics and semiconductor fabrication, underscoring its strong market position.
- Forward-Looking Statements: The company included forward-looking statements regarding the potential for future quarterly cash dividends, acknowledging that actual results may vary due to various factors, which reflects management's cautious optimism about future performance.
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Element Solutions Announces Q4 and Full Year 2025 Financial Results Release Date
- Earnings Release Schedule: Element Solutions plans to release its Q4 and full year 2025 financial results after market close on February 17, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host a conference call on February 18, 2026, at 8:30 a.m. (Eastern Time), featuring CEO Benjamin Gliklich and CFO Carey J. Dorman to provide in-depth financial analysis for investors.
- Participation Details: Investors can join the call by dialing 888-510-2346 (domestic) or 646-960-0111 (international) and must provide Conference ID: 3799230, ensuring smooth information transmission.
- Webcast and Replay: The call will be simultaneously webcast, and a replay will be available shortly after the live call on the company's website, further enhancing information accessibility and transparency.
See More
Element Solutions Announces Q4 and Full Year 2025 Financial Results Release Date
- Earnings Release Schedule: Element Solutions has announced that it will release its Q4 and full-year 2025 financial results after market close on February 17, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call on February 18, 2026, at 8:30 a.m. (Eastern Time), featuring CEO Benjamin Gliklich and CFO Carey J. Dorman, aimed at providing investors with in-depth financial analysis.
- Participation Instructions: Investors can join the call by dialing 888-510-2346 (domestic) or 646-960-0111 (international) and must provide Conference ID: 3799230, ensuring smooth information transmission.
- Webcast and Replay: The conference call will be simultaneously webcast, and a replay will be available shortly after the live call on the company's website, further enhancing investor access to information.
See More
Element Solutions Completes Acquisition of Micromax
- Acquisition Completed: Element Solutions announced late Monday that it has completed the acquisition of Micromax, marking a strategic expansion in the electronic materials sector aimed at enhancing its market competitiveness.
- Market Integration: This acquisition allows Element Solutions to further integrate its product portfolio, improving its position in the high-performance materials market to meet growing customer demands and drive revenue growth.
- Strategic Implications: The acquisition not only aids in expanding market share but also fosters technological innovation and product development, strengthening its influence in the global market, particularly in the electronics industry.
- Future Outlook: Element Solutions anticipates that by integrating Micromax's technologies and resources, it will achieve synergies that enhance operational efficiency and accelerate the speed of new product launches.
See More
Celanese Completes Divestment of Micromax Business
- Divestment Completed: Celanese announced late Monday that it has successfully divested its Micromax business, marking a significant step in the company's strategic restructuring aimed at focusing on core operations and enhancing overall efficiency.
- Strategic Restructuring Intent: By divesting Micromax, Celanese plans to reallocate resources to areas with greater growth potential, thereby strengthening its competitive position in the high-performance materials market, which is expected to positively impact future financial performance.
- Market Reaction Anticipation: The completion of this transaction may boost investor confidence in Celanese, particularly against the backdrop of the company's commitment to optimizing its asset portfolio and enhancing shareholder value, which is likely to have a positive effect on its stock price.
- Future Development Direction: Celanese's strategic restructuring not only helps simplify its business structure but also provides greater flexibility for expansion into emerging markets, further solidifying its leadership position in the global chemical industry.
See More
Element Solutions Completes Micromax Acquisition
- Acquisition Completed: Element Solutions announced the completion of its acquisition of Micromax, marking a significant expansion in the electronics sector and expected to drive growth in its industry-leading electronics portfolio.
- Financial Backing: The acquisition was financed through a $450 million add-on to the existing senior secured term loan B due in 2030, demonstrating the company's strategic planning and flexibility in capital structure.
- Credit Facility Expansion: The company simultaneously entered into a new 5-year $500 million revolving credit facility, increasing its prior facility by $125 million and extending its maturity to 2031, enhancing liquidity and financial stability.
- Future Growth Outlook: Micromax is projected to achieve high-single digit organic revenue growth in 2025, and Element Solutions plans to leverage its resources to support Micromax's success, further solidifying its market position.
See More
Element Solutions Declares Quarterly Cash Dividend
- Quarterly Cash Dividend: Element Solutions Inc has declared a cash dividend of $0.08 per share, scheduled for payment on March 16, 2026, reflecting the company's commitment to returning value to shareholders.
- Record Date for Shareholders: The record date for this dividend is set for March 2, 2026, ensuring that shareholders who own stock by this date will receive the dividend, which bolsters investor confidence.
- Company Background: Element Solutions Inc is a leading specialty chemicals technology company that provides a wide range of solutions to enhance the performance of everyday products, serving key industries such as consumer electronics and semiconductor fabrication, underscoring its strong market position.
- Forward-Looking Statements: The company included forward-looking statements regarding the potential for future quarterly cash dividends, acknowledging that actual results may vary due to various factors, which reflects management's cautious optimism about future performance.
See More
Element Solutions Announces Q4 and Full Year 2025 Financial Results Release Date
- Earnings Release Schedule: Element Solutions plans to release its Q4 and full year 2025 financial results after market close on February 17, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host a conference call on February 18, 2026, at 8:30 a.m. (Eastern Time), featuring CEO Benjamin Gliklich and CFO Carey J. Dorman to provide in-depth financial analysis for investors.
- Participation Details: Investors can join the call by dialing 888-510-2346 (domestic) or 646-960-0111 (international) and must provide Conference ID: 3799230, ensuring smooth information transmission.
- Webcast and Replay: The call will be simultaneously webcast, and a replay will be available shortly after the live call on the company's website, further enhancing information accessibility and transparency.
See More
Element Solutions Announces Q4 and Full Year 2025 Financial Results Release Date
- Earnings Release Schedule: Element Solutions has announced that it will release its Q4 and full-year 2025 financial results after market close on February 17, 2026, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Details: The company will host a conference call on February 18, 2026, at 8:30 a.m. (Eastern Time), featuring CEO Benjamin Gliklich and CFO Carey J. Dorman, aimed at providing investors with in-depth financial analysis.
- Participation Instructions: Investors can join the call by dialing 888-510-2346 (domestic) or 646-960-0111 (international) and must provide Conference ID: 3799230, ensuring smooth information transmission.
- Webcast and Replay: The conference call will be simultaneously webcast, and a replay will be available shortly after the live call on the company's website, further enhancing investor access to information.
See More
Element Solutions Completes Acquisition of Micromax
- Acquisition Completed: Element Solutions announced late Monday that it has completed the acquisition of Micromax, marking a strategic expansion in the electronic materials sector aimed at enhancing its market competitiveness.
- Market Integration: This acquisition allows Element Solutions to further integrate its product portfolio, improving its position in the high-performance materials market to meet growing customer demands and drive revenue growth.
- Strategic Implications: The acquisition not only aids in expanding market share but also fosters technological innovation and product development, strengthening its influence in the global market, particularly in the electronics industry.
- Future Outlook: Element Solutions anticipates that by integrating Micromax's technologies and resources, it will achieve synergies that enhance operational efficiency and accelerate the speed of new product launches.
See More
Celanese Completes Divestment of Micromax Business
- Divestment Completed: Celanese announced late Monday that it has successfully divested its Micromax business, marking a significant step in the company's strategic restructuring aimed at focusing on core operations and enhancing overall efficiency.
- Strategic Restructuring Intent: By divesting Micromax, Celanese plans to reallocate resources to areas with greater growth potential, thereby strengthening its competitive position in the high-performance materials market, which is expected to positively impact future financial performance.
- Market Reaction Anticipation: The completion of this transaction may boost investor confidence in Celanese, particularly against the backdrop of the company's commitment to optimizing its asset portfolio and enhancing shareholder value, which is likely to have a positive effect on its stock price.
- Future Development Direction: Celanese's strategic restructuring not only helps simplify its business structure but also provides greater flexibility for expansion into emerging markets, further solidifying its leadership position in the global chemical industry.
See More
Element Solutions Completes Micromax Acquisition
- Acquisition Completed: Element Solutions announced the completion of its acquisition of Micromax, marking a significant expansion in the electronics sector and expected to drive growth in its industry-leading electronics portfolio.
- Financial Backing: The acquisition was financed through a $450 million add-on to the existing senior secured term loan B due in 2030, demonstrating the company's strategic planning and flexibility in capital structure.
- Credit Facility Expansion: The company simultaneously entered into a new 5-year $500 million revolving credit facility, increasing its prior facility by $125 million and extending its maturity to 2031, enhancing liquidity and financial stability.
- Future Growth Outlook: Micromax is projected to achieve high-single digit organic revenue growth in 2025, and Element Solutions plans to leverage its resources to support Micromax's success, further solidifying its market position.
See More
