UBS Maintains Buy on Celanese, Lowers Price Target to $184

Written by Emily J. Thompson, Senior Investment Analyst

CE-0.96%

Source: Benzinga

Updated: Jul 09 2024

0mins

Source: Benzinga

$47.52+Infinity%1D

Analyst Views on CE

Wall Street analysts forecast CE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CE is 54.78 USD with a low forecast of 43.00 USD and a high forecast of 75.00 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.

10 Analyst Rating

4 Buy

6 Hold

0 Sell

Moderate Buy

Current: 47.980

Low

43.00

Averages

54.78

High

75.00

Current: 47.980

Low

43.00

Averages

54.78

High

75.00

Morgan Stanley

Vincent Andrews

resume

$50

2026-01-20

New

Reason

Morgan Stanley

Vincent Andrews

Price Target

$50

AI Analysis

2026-01-20

New

resume

Reason

Morgan Stanley analyst Vincent Andrews resumed coverage of Celanese with an Equal Weight rating and $50 price target. The firm believes the company's leverage will need to get at least below three-times before the stock's valuation will shift back towards a free cash flow yield approach.

RBC Capital

Arun Viswanathan

Sector Perform

maintain

$43 -> $48

2026-01-16

Reason

RBC Capital

Arun Viswanathan

Price Target

$43 -> $48

2026-01-16

maintain

Sector Perform

Reason

RBC Capital analyst Arun Viswanathan raised the firm's price target on Celanese to $48 from $43 and keeps a Sector Perform rating on the shares as part of a broader research note previewing Q4 for Commodity Chemicals. The company's TiO2 business faces continued challenges in Q4 with about $25M additional charges vs. Q3 due to lower production utilization, though the firm is boosting estimates given anticipated immersion cooling commercialization in 2026, the analyst tells investors in a research note.

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Wells Fargo

Overweight -> Equal Weight

downgrade

$55 -> $45

2025-12-19

Reason

Wells Fargo

Price Target

$55 -> $45

2025-12-19

downgrade

Overweight -> Equal Weight

Reason

Wells Fargo downgraded Celanese to Equal Weight from Overweight with a price target of $45, down from $55. The firm downgraded four names in the chemicals space, saying its channel checks suggest "trough-like conditions" could persist in the first half of 2026. Headwinds facing the group include a "muted" recovery in China as well as slow housing markets in the U.S. and Europe, the analyst tells investors in a research note. Wells believes interest rate cuts could help growth, but says catalysts to drive valuation recoveries in chemical stocks is likely quarters away.

Citi

Patrick Cunningham

Buy

downgrade

$60 -> $56

2025-12-18

Reason

Citi

Patrick Cunningham

Price Target

$60 -> $56

2025-12-18

downgrade

Buy

Reason

Citi analyst Patrick Cunningham lowered the firm's price target on Celanese to $56 from $60 and keeps a Buy rating on the shares. The firm updated estimates and targets in the chemicals group as part of its 2026 outlook. Citi is more negative on polyethylene producers and more positive on lithium fundamentals heading into next year.

About CE

Celanese Corporation is a global chemical and specialty materials company. The Company is a global producer of engineered polymers that are used in a variety of applications. Its segments include Engineered Materials and the Acetyl Chain. The Company's Engineered Materials segment includes the engineered materials business and certain strategic affiliates. The Engineered Materials business develops, produces and supplies a broad portfolio of high-performance specialty polymers for automotive and medical applications, as well as industrial products and consumer electronics. The Company's Acetyl Chain segment includes the integrated chain of acetic acid, vinyl acetate monomer (VAM), acetic anhydride, acetate esters, emulsion polymers, ethylene vinyl acetate (EVA) polymers, redispersible powders (RDP), and acetate tow businesses. The Acetyl Chain business produces and supplies acetyl products, including acetic acid, VAM, acetic anhydride and acetate esters.

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.