Huntsman Reports Q4 2025 Financial Challenges Amid Market Pressures
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy HUN?
Source: Fool
Huntsman Corp's stock fell by 5.03% as it crossed below the 5-day SMA, reflecting investor concerns following its recent earnings report.
The company reported a net loss of $96 million for Q4 2025, an improvement from the previous year's loss but still indicating ongoing profitability pressures. Additionally, the adjusted net loss increased to $63 million, highlighting challenges in cost management and market competition. Despite generating nearly $300 million in operating cash flow, CEO Peter Huntsman noted that the economic cycle for chemicals may not improve significantly in the near term, emphasizing the company's focus on cash management.
These financial results suggest that Huntsman is navigating a difficult market environment, which may lead to cautious investor sentiment and impact future stock performance.
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Analyst Views on HUN
Wall Street analysts forecast HUN stock price to fall
10 Analyst Rating
2 Buy
5 Hold
3 Sell
Hold
Current: 11.510
Low
8.00
Averages
9.78
High
11.00
Current: 11.510
Low
8.00
Averages
9.78
High
11.00
About HUN
Huntsman Corporation is a manufacturer of diversified organic chemical products. It operates through three segments: Polyurethanes, Performance Products and Advanced Materials. The Polyurethanes product segment includes methylene diphenyl diisocyanate, polyols, and thermoplastic polyurethane products. The Performance Products segment is engaged in the manufacturing and sale of amines and maleic anhydride and serves a variety of consumer and industrial end markets. Its Advanced Materials segment includes technologically advanced epoxy, phenoxy, acrylic, polyurethane, mercaptan and acrylonitrile butadiene-based polymer products as well as carbon nanomaterials. Its products comprise different chemicals and chemical formulations, which it markets globally to a wide range of consumers that consist primarily of industrial and building product manufacturers. Its products are used in a range of applications, including adhesives, aerospace, automotive, coatings and construction, and others.
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.
Huntsman Expands Performance Products Facility in Hungary
- Capacity Expansion: Huntsman Corporation celebrated the grand opening of its expanded Performance Products manufacturing facility in Petfurdo, Hungary, significantly increasing global capacity and enhancing flexibility and innovative technologies in the polyurethane, coatings, and electronics sectors.
- Growing Market Demand: As one of the world's leading amine catalyst producers, Huntsman's JEFFCAT® amine catalysts continue to see rising demand globally, being utilized in everyday applications such as automobile seats, mattresses, and energy-efficient insulation for buildings.
- Commitment to Sustainability: The expansion not only enhances manufacturing flexibility but also supports the development of next-generation products, reflecting Huntsman's ongoing focus on sustainability, operational excellence, and long-term value creation to meet the increasing demand for cleaner, more efficient solutions.
- Government Support and Collaboration: The project received an investment grant from the Hungarian government, showcasing the community's confidence in Huntsman and their shared commitment to future growth, with Huntsman looking forward to continuing collaboration to advance economic development and manufacturing excellence in Hungary.
See More
Huntsman Expands Performance Products Facility in Hungary
- Capacity Expansion: Huntsman Corporation successfully completed the expansion of its Performance Products manufacturing facility in Petfurdo, Hungary, significantly increasing global production capacity and enhancing flexibility and innovative technologies in the polyurethane, coatings, and electronics sectors.
- Growing Market Demand: As one of the world's leading amine catalyst producers, Huntsman's JEFFCAT® amine catalysts continue to see rising global demand, being widely used in everyday applications such as automobile seats, mattresses, and energy-efficient insulation for buildings.
- Commitment to Sustainability: The new facility not only enhances manufacturing flexibility but also supports the development of next-generation products, reflecting Huntsman's ongoing focus on sustainability, operational excellence, and long-term value creation in response to cleaner, more efficient solutions.
- Government Support and Collaboration: The project received an investment grant from the Hungarian government, showcasing the community's confidence in Huntsman and the strong partnership that facilitated the project's completion, with Huntsman looking forward to continued collaboration to advance economic development and manufacturing excellence.
See More
White Falcon Capital's Q4 2025 Investor Letter Highlights
- Portfolio Performance: White Falcon Capital's portfolio achieved a net return of 5.6% in Q4 2025, culminating in an annual return of 28.4%, demonstrating resilience despite the 'tariff tantrum' in April, which saw a nearly 20% market drop.
- Long-Term Return Metrics: The portfolio's rolling three-year annualized return stands at 25.9%, surpassing most major indices, including the S&P 500, indicating a strong performance in generating absolute returns adjusted for risk over time.
- Huntsman Corporation Analysis: Huntsman Corporation (NYSE:HUN) was highlighted in the investor letter, with its stock price down 27.50% over the past 52 weeks, yet maintaining a market capitalization of $2.18 billion, reflecting its potential in the global specialty chemicals market.
- View on AI Stocks: White Falcon Capital expressed that certain AI stocks present greater upside potential and lower downside risk, noting an increase in Huntsman holdings among hedge funds from 39 to 50, while emphasizing a stronger focus on AI investment opportunities.
See More
Huntsman Corp Stock Surpasses Analyst Target Price
- Stock Performance: Huntsman Corp (HUN) shares have reached $12.65, surpassing the average analyst 12-month target price of $12.43, indicating increased market confidence and potentially attracting more investor interest.
- Analyst Reactions: When a stock hits its target price, analysts typically either downgrade their valuation or raise their target; currently, Huntsman's targets range from $9.00 to $17.00, reflecting varied market expectations about its future performance.
- Market Signal: Surpassing the target price provides investors with a signal to reassess the company, prompting them to consider whether the current valuation is justified or if it’s time to take profits to mitigate risk.
- Analyst Ratings: Huntsman’s analyst ratings vary from 1 to 5, with an average rating suggesting cautious optimism about the company's future performance, further influencing investor decision-making.
See More
J.P. Morgan Downgrades Huntsman to Neutral Amid Economic Concerns
- Rating Downgrade Impact: J.P. Morgan downgraded Huntsman (HUN) from Overweight to Neutral with a $14 price target, indicating that the current share price reasonably reflects a significant recovery in EBITDA, resulting in a 4.2% drop in Thursday's trading.
- Market Challenge Analysis: Analyst Jeffrey Zekauskas noted that Huntsman's polyurethane business, which accounts for over 50% of its EBITDA, faces challenges in construction markets due to rising interest rates, supply additions, and slower global economic growth.
- Economic Outlook: Although Zekauskas previously believed that business conditions would hit a trough in 2023-24, he now sees 2025 as being challenged by increased economic and tariff uncertainties, pushing Huntsman's recovery outlook to 2026.
- Growth Potential Assessment: Huntsman's value typically rises sharply in environments of declining interest rates and accelerating economic activity, and the analyst suggests that there is potential for price and volume gains if domestic economic growth accelerates.
See More
Huntsman (HUN) Q4 2025 Earnings Call Transcript
See More
Huntsman Expands Performance Products Facility in Hungary
- Capacity Expansion: Huntsman Corporation celebrated the grand opening of its expanded Performance Products manufacturing facility in Petfurdo, Hungary, significantly increasing global capacity and enhancing flexibility and innovative technologies in the polyurethane, coatings, and electronics sectors.
- Growing Market Demand: As one of the world's leading amine catalyst producers, Huntsman's JEFFCAT® amine catalysts continue to see rising demand globally, being utilized in everyday applications such as automobile seats, mattresses, and energy-efficient insulation for buildings.
- Commitment to Sustainability: The expansion not only enhances manufacturing flexibility but also supports the development of next-generation products, reflecting Huntsman's ongoing focus on sustainability, operational excellence, and long-term value creation to meet the increasing demand for cleaner, more efficient solutions.
- Government Support and Collaboration: The project received an investment grant from the Hungarian government, showcasing the community's confidence in Huntsman and their shared commitment to future growth, with Huntsman looking forward to continuing collaboration to advance economic development and manufacturing excellence in Hungary.
See More
Huntsman Expands Performance Products Facility in Hungary
- Capacity Expansion: Huntsman Corporation successfully completed the expansion of its Performance Products manufacturing facility in Petfurdo, Hungary, significantly increasing global production capacity and enhancing flexibility and innovative technologies in the polyurethane, coatings, and electronics sectors.
- Growing Market Demand: As one of the world's leading amine catalyst producers, Huntsman's JEFFCAT® amine catalysts continue to see rising global demand, being widely used in everyday applications such as automobile seats, mattresses, and energy-efficient insulation for buildings.
- Commitment to Sustainability: The new facility not only enhances manufacturing flexibility but also supports the development of next-generation products, reflecting Huntsman's ongoing focus on sustainability, operational excellence, and long-term value creation in response to cleaner, more efficient solutions.
- Government Support and Collaboration: The project received an investment grant from the Hungarian government, showcasing the community's confidence in Huntsman and the strong partnership that facilitated the project's completion, with Huntsman looking forward to continued collaboration to advance economic development and manufacturing excellence.
See More
White Falcon Capital's Q4 2025 Investor Letter Highlights
- Portfolio Performance: White Falcon Capital's portfolio achieved a net return of 5.6% in Q4 2025, culminating in an annual return of 28.4%, demonstrating resilience despite the 'tariff tantrum' in April, which saw a nearly 20% market drop.
- Long-Term Return Metrics: The portfolio's rolling three-year annualized return stands at 25.9%, surpassing most major indices, including the S&P 500, indicating a strong performance in generating absolute returns adjusted for risk over time.
- Huntsman Corporation Analysis: Huntsman Corporation (NYSE:HUN) was highlighted in the investor letter, with its stock price down 27.50% over the past 52 weeks, yet maintaining a market capitalization of $2.18 billion, reflecting its potential in the global specialty chemicals market.
- View on AI Stocks: White Falcon Capital expressed that certain AI stocks present greater upside potential and lower downside risk, noting an increase in Huntsman holdings among hedge funds from 39 to 50, while emphasizing a stronger focus on AI investment opportunities.
See More
Huntsman Corp Stock Surpasses Analyst Target Price
- Stock Performance: Huntsman Corp (HUN) shares have reached $12.65, surpassing the average analyst 12-month target price of $12.43, indicating increased market confidence and potentially attracting more investor interest.
- Analyst Reactions: When a stock hits its target price, analysts typically either downgrade their valuation or raise their target; currently, Huntsman's targets range from $9.00 to $17.00, reflecting varied market expectations about its future performance.
- Market Signal: Surpassing the target price provides investors with a signal to reassess the company, prompting them to consider whether the current valuation is justified or if it’s time to take profits to mitigate risk.
- Analyst Ratings: Huntsman’s analyst ratings vary from 1 to 5, with an average rating suggesting cautious optimism about the company's future performance, further influencing investor decision-making.
See More
J.P. Morgan Downgrades Huntsman to Neutral Amid Economic Concerns
- Rating Downgrade Impact: J.P. Morgan downgraded Huntsman (HUN) from Overweight to Neutral with a $14 price target, indicating that the current share price reasonably reflects a significant recovery in EBITDA, resulting in a 4.2% drop in Thursday's trading.
- Market Challenge Analysis: Analyst Jeffrey Zekauskas noted that Huntsman's polyurethane business, which accounts for over 50% of its EBITDA, faces challenges in construction markets due to rising interest rates, supply additions, and slower global economic growth.
- Economic Outlook: Although Zekauskas previously believed that business conditions would hit a trough in 2023-24, he now sees 2025 as being challenged by increased economic and tariff uncertainties, pushing Huntsman's recovery outlook to 2026.
- Growth Potential Assessment: Huntsman's value typically rises sharply in environments of declining interest rates and accelerating economic activity, and the analyst suggests that there is potential for price and volume gains if domestic economic growth accelerates.
See More
Huntsman (HUN) Q4 2025 Earnings Call Transcript
See More
