Analyst Price Targets — ESI
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| September 2, 2026 7:37 am | Laurence Alexander | Jefferies | $55.00 | $34.36 | StreetInsider | Jefferies Starts Element Solutions (ESI) at Buy |
| August 28, 2026 10:07 am | — | William Blair | $48.00 | $36.52 | StreetInsider | Freedom Broker Upgrades Element Solutions (ESI) to Buy, 'We would buy ESI aggressively on this news' |
| July 29, 2026 12:43 pm | — | Wolfe Research | $47.00 | $35.42 | TheFly | Element Solutions price target lowered to $47 from $49 at Wolfe Research |
| July 14, 2026 10:27 pm | John Roberts | Mizuho Securities | $45.00 | $40.65 | TheFly | Element Solutions downgraded to Neutral from Outperform at Mizuho |
| July 9, 2026 12:37 pm | Peter Osterland | Truist Financial | $48.00 | $40.86 | TheFly | Element Solutions price target raised to $48 from $47 at Truist |
| July 6, 2026 11:47 am | — | BMO Capital | $50.00 | $43.64 | TheFly | Element Solutions price target raised to $50 from $45 at BMO Capital |
| July 1, 2026 11:07 am | — | Mizuho Securities | $54.00 | $47.75 | TheFly | Element Solutions price target raised to $54 from $47 at Mizuho |
| May 5, 2026 1:52 pm | Michael Harrison | Seaport Global | $49.00 | $44.33 | TheFly | Element Solutions price target raised to $49 from $41 at Seaport Research |
| April 30, 2026 12:31 pm | Joshua Spector | UBS | $52.00 | $42.92 | TheFly | Element Solutions price target raised to $52 from $43 at UBS |
| April 29, 2026 8:16 pm | — | Truist Financial | $47.00 | $42.56 | TheFly | Element Solutions price target raised to $47 from $38 at Truist |
Latest News for ESI
Element Solutions Inc. remains a well-placed, strategic "picks and shovels" play on data center CapEx and electrification trends. ESI's growth is driven by strong data center demand, enterprise customer mix shift, and increasing content with enterprise customers across industries. Despite the abandoned Solstice merger, ESI maintains robust market positioning and its target of 100bp-200bp of underlying market…
Element Solutions (ESI) remains a Strong Buy as robust momentum and Micromax integration drive higher margins despite recent share price weakness. Q2 revenue surged 56% YoY, with Micromax contributing $128.6M and core organic growth at 35.8%, validating ESI's premium valuation. Adjusted EBITDA guidance was raised to $690–$710M for the year, reflecting strong demand from AI/data center trends and resilient recurring…
ESI and Solstice end their merger after shareholder feedback, allowing ESI to refocus on growth and capital allocation.
NVIDIA's blockbuster earnings sent shockwaves through tech on Thursday, but Wall Street analysts were busy reshaping the landscape elsewhere, issuing a flurry of upgrades, downgrades, and fresh initiations across energy, crypto infrastructure, banking, and biotech.
The deal would have seen Solstice, a maker of refrigerants and advanced materials, buy specialty-chemicals maker Element for more than $12 billion in cash and stock.
🧮 Earnings Move Analyzer
Insider Trading
Insider Trading
| Name | Role | Date | Type | Shares | Price | Form | Link |
|---|
Senate Trading
No Senate trades found for ESI.
U.S. House Trading
House Trades Disclosures
| Name | Transaction Date | Type | Asset | Amount | Link |
|---|
Options Chain
Select an expiration to expand. Bid/Ask are shown first (before Mark) on both sides.