TICKERNERD
Menu
AXTAAXTABasic Materials · Specialty Chemicals

AXTA Stock Forecast: Axalta Coating Systems Ltd. Price Predictions for 2026-2027

Last close, 3 Sept 2026
$36
+0.50% on the day

The 15 Wall Street analysts covering Axalta Coating Systems Ltd. hold a median 12-month price target of $39 — +8.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 2 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$7.7B
Ticker Nerd rank
91 / 100
Median analyst target
$39
Analysts covering
15
Revenue$1.3B+3.1% y/y
Operating income$167.0M
Net income$89.0M
Free cash flow$104.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.0%
1M
−0.9%
YTD
+11.3%
1Y
+16.8%
From 52W high
−5.8%
From 52W low
+41.4%
$25
$38
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AXTA stock analysis: one number for the whole business

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.

Where the model ranks itAs at 2 Sept 2026
91 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
96
Quality
89
Value
84
Revisions
78
Momentum
77
Volatility
75
Accruals
71
Growth
26
Size
18

Issuance (96): The share count has been shrinking and the company is not leaning on new borrowing.

Growth (26): Sales and profits are flat, shrinking, or growing more slowly than they were.

Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AXTA stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AXTA, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$30$35$40$45Oct 25Jan 26Apr 26Jul 26AXTAHigh $44Median $39Low $33

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

What Wall Street says15 analysts
6 Buy9 Hold0 Sell
Low $33Median $39High $44

The green dot is the last close — the median target sits +8.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
29 July 2026BairdMaintainsNeutral$35 → $37
29 July 2026BMO CapitalMaintainsMarket Perform$35 → $39
8 July 2026RBC CapitalMaintainsSector Perform$34 → $36
8 July 2026RBC CapitalMaintainsSector Perform—
1 July 2026MizuhoMaintainsOutperform—
1 July 2026MizuhoMaintainsOutperform$32 → $39
4 June 2026CitigroupReinstatesBuy$44
5 May 2026RBC CapitalMaintainsSector Perform—
1 May 2026UBSMaintainsNeutral—
10 Apr 2026Wells FargoDowngradeEqual-Weight—
2 Apr 2026UBSMaintainsNeutral—
1 Apr 2026CitigroupMaintainsBuy—
23 Mar 2026MizuhoMaintainsOutperform—
12 Feb 2026RBC CapitalMaintainsSector Perform—
11 Feb 2026Goldman SachsMaintainsBuy—
23 Jan 2026Seaport GlobalDowngradeNeutral—
12 Jan 2026UBSDowngradeNeutral—
7 Jan 2026BairdDowngradeNeutral—
18 Dec 2025CitigroupMaintainsBuy—
19 Nov 2025RBC CapitalDowngradeSector Perform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AXTA appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

AXTA vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 3 Sept 2026, Axalta Coating Systems Ltd. returned +16.8% against +21.4% for the S&P 500, dividends included.

AXTA vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120Oct 25Jan 26Apr 26Jul 26AXTAS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

AXTA analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+2.5%
Analysts raising
14
Analysts cutting
0
Fundamentals

Axalta Coating Systems Ltd. (AXTA) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
21.6×

Cheaper than 35% of US stocks

Price / sales
1.5×

Cheaper than 60% of US stocks

Price / book
3.0×

Cheaper than 33% of US stocks

EV / EBITDA
10.2×

Cheaper than 37% of US stocks

Growth & margins
Revenue growth (YoY)
3.1%

Higher than 34% of US stocks

Earnings growth (YoY)
−18.3%

Higher than 21% of US stocks

Gross margin
34.5%

Higher than 42% of US stocks

Operating margin
15.2%

Higher than 73% of US stocks

Net margin
6.8%

Higher than 64% of US stocks

Returns & dividend
Return on equity
14.3%

Higher than 73% of US stocks

Return on assets
6.1%

Higher than 82% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Axalta Coating Systems Ltd. (AXTA) statistics: revenue, profit & scale

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 $7.7B and an enterprise value of $10.1B.

  • Revenue in the twelve months to 30 June 2026: $5.2B. The latest quarter grew 3.1% 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.

  • Shares outstanding: 214.0M.

  • Trailing P/E: 21.6×; forward P/E: 12.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Axalta Coating Systems Ltd. employs 12,200 people — $422K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 3 Sept 2026

Data provided by Twelve Data

Peers

AXTA vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSpecialty Chemicals
CompanyMarket capTKN rank
AXTAAxalta Coating Systems Ltd.$7.7B
91
EMNEastman Chemical Co.$8.2B
66
NEUNewMarket Corp.$8.4B
51
ESIElement Solutions, Inc.$8.4B
57
SOLSSolstice Advanced Materials, Inc.$9.7B
3
WLKWestlake Corp.$9.8B
18
SXTSensient Technologies Corp.$5.8B
67

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 →

News

Latest AXTA news & analysis

AkzoNobel and Axalta announce three directors to finalize Board of combined company

GlobeNewsWire · 31 Aug 2026neutral

AkzoNobel and Axalta announced that Stephan B. Tanda, Denise C. Johnson and Robert Schuchna have agreed to serve as non-executive directors of the combined company upon completion of their pending merger of equals.

Why it matters — This announcement provides further details on the leadership structure of the combined company for investors tracking the progress of the pending Axalta-AkzoNobel merger.

AXTA vs. HWKN: Which Stock Should Value Investors Buy Now?

Zacks Investment Research · 26 Aug 2026neutral

Zacks Investment Research published a comparison of Axalta Coating Systems (AXTA) and Hawkins (HWKN) for investors interested in the Chemical - Specialty sector, questioning which of the two stocks presents the better value opportunity currently.

Why it matters — The article positions AXTA among value-investing candidates in the specialty chemical sector and compares it directly with a peer, which AXTA watchers would find relevant for assessing its competitive standing.

Are Basic Materials Stocks Lagging Axalta Coating Systems (AXTA) This Year?

Zacks Investment Research · 14 Aug 2026neutral

Zacks Research compares the year-to-date performance of Axalta Coating Systems (AXTA) and Carpenter Technology (CRS) against their respective sector. The item raises the question of whether basic materials stocks, including AXTA and CRS, are lagging the sector this year.

Why it matters — AXTA watchers would care because the comparison positions the company's year-to-date stock performance relative to its sector and a peer.

AXTA or HWKN: Which Is the Better Value Stock Right Now?

Zacks Investment Research · 10 Aug 2026neutral

Zacks Investment Research published a comparison of Axalta Coating Systems (AXTA) and Hawkins (HWKN), examining which stock is more attractive to value investors.

Why it matters — The article positions AXTA alongside a peer in the specialty chemical space, which may influence how value-focused investors perceive the stock.

Axalta Shareholders Approve Proposed Merger of Equals with AkzoNobel

GlobeNewsWire · 5 Aug 2026positive

Axalta Coating Systems Ltd. announced that its shareholders voted overwhelmingly to approve its previously announced all-stock merger of equals with Akzo Nobel N.V. The approval covers the proposed transaction announced earlier by the company.

Why it matters — A shareholder vote in favor is a significant step toward completing the merger of equals with AkzoNobel, making the deal's next milestones relevant for AXTA watchers.

FAQ

Frequently asked questions about AXTA stock

What is the AXTA stock price forecast for 2026-2027?

The 15 Wall Street analysts covering Axalta Coating Systems Ltd. have a median 12-month price target of $39, with estimates ranging from $33 to $44. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AXTA stock a buy right now?

Of the 15 analysts covering Axalta Coating Systems Ltd., 6 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Axalta Coating Systems Ltd. 91 out of 100 across roughly 4,600 US stocks as at 2 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AXTA?

As at 2 Sept 2026, Axalta Coating Systems Ltd. ranks 91 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 (96 of 100).

Will AXTA stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +8.4% from the last close, and Ticker Nerd's factor model ranks Axalta Coating Systems Ltd. 91 out of 100 as at 2 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AXTA stock forecast for 2030?

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 $44 over the next 12 months.

How has AXTA stock performed over the past year?

Axalta Coating Systems Ltd. returned +16.8% over the 12 months to 3 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Axalta Coating Systems Ltd. do?

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.

What is the latest news on AXTA?

The most recent item we track (GlobeNewsWire, 31 Aug 2026): "AkzoNobel and Axalta announce three directors to finalize Board of combined company". AkzoNobel and Axalta announced that Stephan B. Tanda, Denise C. Johnson and Robert Schuchna have agreed to serve as non-executive directors of the combined company upon completion of their pending merger of equals.

Company

About Axalta Coating Systems Ltd.

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 · 12,200 employees · United States · https://www.axalta.com