AXTABasic Materials · Specialty ChemicalsThe 18 Wall Street analysts covering Axalta Coating Systems Ltd. hold a median 12-month price target of $38 — +8.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 22 Oct 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 (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.
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 +8.4% from it.
Of the 20 most recent actions, 4 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 13 Oct 2026 | Barclays | Initiates | Overweight | $45 |
| 5 Oct 2026 | UBS | Maintains | Neutral | $39 → $36 |
| 5 Oct 2026 | UBS | Maintains | Neutral | — |
| 11 Sept 2026 | Keybanc | Initiates | Overweight | — |
| 11 Sept 2026 | Keybanc | Initiates | Overweight | $47 |
| 29 July 2026 | Baird | Maintains | Neutral | — |
| 29 July 2026 | Baird | Maintains | Neutral | $35 → $37 |
| 29 July 2026 | BMO Capital | Maintains | Market Perform | — |
| 29 July 2026 | BMO Capital | Maintains | Market Perform | $35 → $39 |
| 8 July 2026 | RBC Capital | Maintains | Sector Perform | — |
| 8 July 2026 | RBC Capital | Maintains | Sector Perform | $34 → $36 |
| 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 | — |
| 10 Apr 2026 | Wells Fargo | Downgrade | Equal-Weight | — |
| 2 Apr 2026 | UBS | Maintains | Neutral | — |
| 1 Apr 2026 | Citigroup | Maintains | Buy | — |
| 23 Mar 2026 | Mizuho | Maintains | Outperform | — |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, Axalta Coating Systems Ltd. returned +24.2% against +15.6% 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 35% of US stocks
Cheaper than 60% of US stocks
Cheaper than 31% of US stocks
Cheaper than 38% of US stocks
Higher than 35% of US stocks
Higher than 21% of US stocks
Higher than 41% of US stocks
Higher than 73% of US stocks
Higher than 64% of US stocks
Higher than 73% of US stocks
Higher than 82% 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 $7.2B and an enterprise value of $9.7B.
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.
Trailing P/E: 21.4×; forward P/E: 12.3× — 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 12,200 people — $422K 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 says Axalta Coating Systems has two key ingredients associated with a likely earnings beat in its upcoming report and discusses expectations.
Why it matters — AXTA watchers may note the source’s favorable assessment of the company’s prospects for its upcoming earnings report.
Akzo Nobel is seeking regulatory clearance for its proposed merger with Axalta, and its CEO said the company is in talks to shed its European refinishing unit.
Why it matters — The talks relate to regulatory approval for the proposed merger involving Axalta.
Axalta released its 2026-2027 Global Automotive Color Trends Report, outlining consumer, cultural and design influences expected to shape vehicle color over the next three to five years. The report addresses themes including wellness, authenticity, technology, sustainability and personal expression.
Why it matters — The report highlights Axalta's work with global color experts and its engagement with trends relevant to vehicle manufacturers and designers.
AkzoNobel and Axalta offered remedies as they seek EU approval for their $25 billion deal.
Why it matters — The proposed remedies and EU approval process are relevant to Axalta shareholders following the deal.
Zacks Investment Research compares Axalta Coating Systems and Hawkins as specialty chemical stocks, asking which may appeal more to investors seeking undervalued stocks.
Why it matters — The comparison places AXTA among stocks under consideration by value-focused investors.
The 18 Wall Street analysts covering Axalta Coating Systems Ltd. have a median 12-month price target of $38, with estimates ranging from $33 to $47. 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. 83 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Axalta Coating Systems Ltd. ranks 83 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).
No one can know that. What the data says: the median 12-month target from 18 analysts implies +8.4% from the last close, and Ticker Nerd's factor model ranks Axalta Coating Systems Ltd. 83 out of 100 as at 22 Oct 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 $47 over the next 12 months.
Axalta Coating Systems Ltd. returned +24.2% over the 12 months to 22 Oct 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, 22 Oct 2026): "Axalta Coating Systems (AXTA) Earnings Expected to Grow: Should You Buy?". Zacks Investment Research says Axalta Coating Systems has two key ingredients associated with a likely earnings beat in its upcoming report and discusses expectations.
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
