Shares of Element Solutions Inc (ESI.N) experienced a notable uptick today, crossing above its 5-day simple moving average (SMA), signaling a potential bullish trend. This movement comes on the heels of the company's announcement regarding a $450 million add-on to its existing senior secured term loan B, aimed at financing the acquisition of Micromax, which is anticipated to close in the first quarter of 2026, subject to regulatory approvals. Investors are responding positively to the financing news, reflecting confidence in the strategic growth plans of the global specialty chemicals company. However, the press release also included forward-looking statements, highlighting the uncertainties surrounding the transaction's timing and conditions, which investors should consider as they evaluate the stock's performance.
Wall Street analysts forecast ESI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ESI is 33.00 USD with a low forecast of 29.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast ESI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ESI is 33.00 USD with a low forecast of 29.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 29.810
Low
29.00
Averages
33.00
High
35.00
Current: 29.810
Low
29.00
Averages
33.00
High
35.00
BofA
Matthew DeYoe
Buy
maintain
$31 -> $33
2026-01-26
New
Reason
BofA
Matthew DeYoe
Price Target
$31 -> $33
AI Analysis
2026-01-26
New
maintain
Buy
Reason
BofA analyst Matthew DeYoe raised the firm's price target on Element Solutions to $33 from $31 and keeps a Buy rating on the shares. After having hosted Element Solutions CEO Ben Gliklich for investor meetings, the firm remains attracted to the companys asset light business model with exposure to AI and datacenter capital investment and increasing chip and circuit board complexity, the analyst tells investors, citing confidence in the growth algorithm and upside through Kuprion sales traction.
Truist
Buy
maintain
$30 -> $33
2026-01-21
Reason
Truist
Price Target
$30 -> $33
2026-01-21
maintain
Buy
Reason
Truist raised the firm's price target on Element Solutions to $33 from $30 and keeps a Buy rating on the shares. The firm adjusted targets in the chemicals group as part of its Q4 earnings preview. The analyst says demand growth for the group will be limited in 2026 given the "low-growth" macro environment. Truist expects relative strength to continue for the companies with exposure to AI and data centers.
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BMO Capital
John Gibson
Outperform -> Market Perform
downgrade
$3
2025-12-15
Reason
BMO Capital
John Gibson
Price Target
$3
2025-12-15
downgrade
Outperform -> Market Perform
Reason
BMO Capital analyst John Gibson downgraded Ensign Energy to Market Perform from Outperform with an unchanged price target of C$3. The company's shareholder returns are not expected to ramp until 2027 at the earliest, the analyst tells investors in a research note. BMO now sees better near-term opportunities in the Canadian oilfield service space following Ensign's recent share rally.
Mizuho
Outperform -> NULL
downgrade
$31 -> $29
2025-11-20
Reason
Mizuho
Price Target
$31 -> $29
2025-11-20
downgrade
Outperform -> NULL
Reason
Mizuho lowered the firm's price target on Element Solutions to $29 from $31 and keeps an Outperform rating on the shares. The firm cites the recent weakness in Philadelphia Semiconductor Index for the target drop.
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.
