AXTABasic Materials · Specialty ChemicalsThe 18 Wall Street analysts covering Axalta Coating Systems Ltd. hold a median 12-month price target of $37 — +1.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 75 of 100 as at 13 Nov 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Axalta Coating Systems Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (93): The share count has been shrinking and the company is not leaning on new borrowing.
Growth (25): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (17): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AXTA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +1.2% from it.
Of the 20 most recent actions, 5 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Nov 2026 | RBC Capital | Maintains | Sector Perform | $36 → $35 |
| 30 Oct 2026 | Barclays | Maintains | Overweight | $45 → $44 |
| 30 Oct 2026 | JP Morgan | Maintains | Neutral | $33 → $34 |
| 13 Oct 2026 | Barclays | Initiates | Overweight | $45 |
| 13 Oct 2026 | Barclays | Initiates | Overweight | — |
| 5 Oct 2026 | UBS | Maintains | Neutral | $39 → $36 |
| 5 Oct 2026 | UBS | Maintains | Neutral | — |
| 11 Sept 2026 | Keybanc | Initiates | Overweight | $47 |
| 11 Sept 2026 | Keybanc | Initiates | Overweight | — |
| 29 July 2026 | Baird | Maintains | Neutral | — |
| 29 July 2026 | Baird | Maintains | Neutral | $35 → $37 |
| 29 July 2026 | BMO Capital | Maintains | Market Perform | $35 → $39 |
| 29 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 8 July 2026 | RBC Capital | Maintains | Sector Perform | $34 → $36 |
| 8 July 2026 | RBC Capital | Maintains | Sector Perform | — |
| 1 July 2026 | Mizuho | Maintains | Outperform | $32 → $39 |
| 1 July 2026 | Mizuho | Maintains | Outperform | — |
| 4 June 2026 | Citigroup | Reinstates | Buy | $44 |
| 5 May 2026 | RBC Capital | Maintains | Sector Perform | — |
| 1 May 2026 | UBS | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AXTA appears in the Radar on the weeks it earns a place.
AI cloud capacity
MSFTAMZNGOOGLORCL
AI chips
NVDAAVGOAMDMU
AI networking and servers
ANETDELLLITECRDO
Data centre power
VRTCEGGEVVST
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 13 Nov 2026, Axalta Coating Systems Ltd. returned +23.2% against +13.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 32% of US stocks
Cheaper than 57% of US stocks
Cheaper than 30% of US stocks
Cheaper than 33% of US stocks
Higher than 32% of US stocks
Higher than 24% of US stocks
Higher than 41% of US stocks
Higher than 71% of US stocks
Higher than 63% of US stocks
Higher than 71% of US stocks
Higher than 78% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Axalta Coating Systems Ltd. has a market value of $7.8B and an enterprise value of $10.2B.
Revenue in the twelve months to 30 June 2026: $5.2B. The latest quarter grew 1.8% year on year.
Net income over the same four quarters: $350.0M, a 6.8% net margin.
Diluted earnings per share, trailing twelve months: $1.62.
Free cash flow in the twelve months to 30 June 2026: $495.0M.
Trailing P/E: 23.5×; forward P/E: 13.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Axalta Coating Systems Ltd. employs 12,100 people — $426K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Axalta Coating Systems Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks Investment Research added Axalta Coating Systems (AXTA), along with ALRM and ABR, to its Zacks Rank #5 (Strong Sell) List on November 11, 2026.
Why it matters — AXTA watchers may note the company's inclusion in Zacks' Strong Sell list.
The U.K. Competition and Markets Authority warned that the proposed $25 billion AkzoNobel-Axalta merger could harm competition. It said it would refer the deal for an in-depth investigation unless the parties address its concerns.
Why it matters — The regulator’s warning puts the proposed merger’s review and potential next steps in focus for Axalta watchers.
Reuters reports that AkzoNobel and Axalta have a week to address concerns raised by the UK regulator over their proposed $25 billion merger.
Why it matters — The regulator's concerns and response deadline are relevant to AXTA watchers following the proposed merger.
AkzoNobel and Axalta are considering the UK CMA’s Phase 1 decision on their proposed merger. The CMA identified competition concerns only in the UK supply of vehicle refinish coatings, and the companies aim to address them with the remedy proposal also included in the European Commission’s decision.
Why it matters — The UK review identifies a specific competition concern and a proposed remedy relevant to the planned merger involving Axalta.
The U.K. Competition and Markets Authority warned that the proposed AkzoNobel–Axalta merger could harm competition. It said the deal will be referred for an in-depth Phase 2 investigation unless the parties offer an undertaking to address its concerns.
Why it matters — The regulator’s competition concerns and potential Phase 2 review are relevant to Axalta watchers tracking the proposed merger.
The 18 Wall Street analysts covering Axalta Coating Systems Ltd. have a median 12-month price target of $37, with estimates ranging from $33 to $46. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 18 analysts covering Axalta Coating Systems Ltd., 8 rate it a Buy, 10 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Axalta Coating Systems Ltd. 75 out of 100 across roughly 4,600 US stocks as at 13 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Nov 2026, Axalta Coating Systems Ltd. ranks 75 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (93 of 100).
No one can know that. What the data says: the median 12-month target from 18 analysts implies +1.2% from the last close, and Ticker Nerd's factor model ranks Axalta Coating Systems Ltd. 75 out of 100 as at 13 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Axalta Coating Systems Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AXTA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $33 to $46 over the next 12 months.
Axalta Coating Systems Ltd. returned +23.2% over the 12 months to 13 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Axalta Coating Systems Ltd. is a global coatings company that develops, manufactures, and markets liquid and powder coating systems for automotive, commercial vehicle, and industrial applications.
The most recent item we track (Zacks Investment Research, 11 Nov 2026): "New Strong Sell Stocks for November 11th". Zacks Investment Research added Axalta Coating Systems (AXTA), along with ALRM and ABR, to its Zacks Rank #5 (Strong Sell) List on November 11, 2026.
Axalta Coating Systems Ltd. is a global coatings company that develops, manufactures, and markets liquid and powder coating systems for automotive, commercial vehicle, and industrial applications. The company’s portfolio supports refinish work, original equipment manufacturing, and a broad range of industrial uses where surface protection, durability, and appearance are important. Its offerings include coatings technologies, color-matching tools, application systems, and related customer support services designed to help body shops, vehicle manufacturers, and industrial customers improve efficiency and finish quality. Axalta Coating Systems Ltd. serves diverse end markets across transportation, construction, energy, and general manufacturing, making it a significant supplier within the specialty chemicals and coatings industry.
CEO Mr. Chrishan Anthon Sebastian Villavarayan · 12,100 employees · United States · https://www.axalta.com
