Albemarle Focuses on Core Business, Anticipates Dramatic Profit Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3d ago
0mins
Source: NASDAQ.COM
- Cost-Cutting Strategy: Albemarle's implementation of cost-cutting measures is expected to dramatically increase its earnings per share from a loss of $0.84 in 2025 to $2.29 in 2026, indicating significant improvements in profitability.
- Lithium Market Recovery: The price of lithium carbonate has doubled over the past year, and with the growing battery energy storage market, Albemarle is positioned for a robust growth cycle that is likely to enhance its profits significantly.
- Analyst Rating Upgrades: This week, Albemarle received price target upgrades from four analysts, ranging from $180 to $210, reflecting market recognition of its improving fundamentals and contributing to a more than 16% increase in stock price over the week.
- EV Market Dynamics: Despite electric vehicle sales not developing as expected, automakers like Ford and General Motors are ramping up investments in battery manufacturing, further driving the recovery in lithium demand, signaling a strong market rebound in 2026.
Analyst Views on ALB
Wall Street analysts forecast ALB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ALB is 149.79 USD with a low forecast of 85.00 USD and a high forecast of 210.00 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.
20 Analyst Rating
10 Buy
10 Hold
0 Sell
Moderate Buy
Current: 189.750
Low
85.00
Averages
149.79
High
210.00
Current: 189.750
Low
85.00
Averages
149.79
High
210.00
About ALB
Albemarle Corporation is engaged in transforming essential resources into critical ingredients for mobility, energy, connectivity, and health. The Company’s segments include Energy Storage, Specialties, and Ketjen. The Energy Storage segment develops and manufactures a range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride. Its Specialties business optimizes its portfolio of bromine and highly specialized lithium solutions. Its Specialties business serves a variety of industries, including energy, mobility, connectivity, and health. Specialty products are essential in both internal combustion and electric vehicles, from high-voltage cables and powertrains to airbags and tires. Its Ketjen segment includes clean fuels technologies (CFT), fluidized catalytic cracking (FCC) catalysts and additives, and performance catalyst solutions (PCS). It serves various markets such as grid storage, automotive, aerospace, conventional energy, 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.
