This fire retardant maker will benefit as 'wildfires wreak havoc around more populated areas,' says UBS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 26 2025
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Source: CNBC
Perimeter Solutions' Growth Potential: Analyst Joshua Spector from UBS Securities upgraded Perimeter Solutions to a buy rating, predicting a 54% increase in share price due to rising demand for fire retardants as wildfires become more frequent, particularly in populated areas like Los Angeles.
Market Response and Company Background: Following the upgrade, Perimeter's shares rose by 16%, recovering from a previous decline of over 28% in 2025. The company, formed in 2018 and listed on the NYSE since November 2021, is expected to benefit from increased investment in firefighting resources despite stable acreage burned by wildfires.
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.
