TICKERNERD
Menu
AXTAAXTABasic Materials · Specialty Chemicals

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

Last close, 2 Oct 2026
$32
+1.08% on the day

The 16 Wall Street analysts covering Axalta Coating Systems Ltd. hold a median 12-month price target of $39 — +21.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 87 of 100 as at 2 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$6.8B
Ticker Nerd rank
87 / 100
Median analyst target
$39
Analysts covering
16
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
−2.1%
1M
−10.0%
YTD
−0.4%
1Y
+14.2%
From 52W high
−15.7%
From 52W low
+26.6%
$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 Oct 2026
87 / 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
82
Revisions
74
Accruals
71
Momentum
68
Volatility
65
Growth
26
Size
19

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 (19): 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
$25$30$35$40$45$50Jan 26Apr 26Jul 26Oct 26AXTAHigh $47Median $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 says16 analysts
7 Buy9 Hold0 Sell
Low $33Median $39High $47

The green dot is the last close — the median target sits +21.1% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
11 Sept 2026KeybancInitiatesOverweight$47
29 July 2026BairdMaintainsNeutral—
29 July 2026BairdMaintainsNeutral$35 → $37
29 July 2026BMO CapitalMaintainsMarket Perform—
29 July 2026BMO CapitalMaintainsMarket Perform$35 → $39
8 July 2026RBC CapitalMaintainsSector Perform$34 → $36
8 July 2026RBC CapitalMaintainsSector Perform—
1 July 2026MizuhoMaintainsOutperform$32 → $39
1 July 2026MizuhoMaintainsOutperform—
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—

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 2 Oct 2026, Axalta Coating Systems Ltd. returned +14.2% against +16.2% for the S&P 500, dividends included.

AXTA vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140Jan 26Apr 26Jul 26Oct 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
19.8×

Cheaper than 37% of US stocks

Price / sales
1.3×

Cheaper than 62% of US stocks

Price / book
2.7×

Cheaper than 35% of US stocks

EV / EBITDA
9.4×

Cheaper than 39% of US stocks

Growth & margins
Revenue growth (YoY)
3.1%

Higher than 35% of US stocks

Earnings growth (YoY)
−18.3%

Higher than 21% of US stocks

Gross margin
34.5%

Higher than 41% 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 $6.8B and an enterprise value of $9.3B.

  • 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: 19.8×; forward P/E: 11.1× — 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 2 Oct 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.$6.8B
87
EMNEastman Chemical Co.$7.4B
64
WLKWestlake Corp.$8.1B
16
NEUNewMarket Corp.$8.5B
48
SXTSensient Technologies Corp.$5.5B
66
BCPCBalchem Corp.$5.4B
93
SOLSSolstice Advanced Materials, Inc.$9.2B
3

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

Bears are Losing Control Over Axalta Coating Systems (AXTA), Here's Why It's a 'Buy' Now

Zacks Investment Research · 2 Oct 2026positive

Zacks Investment Research reports that Axalta Coating Systems (AXTA) has formed a hammer chart pattern after losing value recently, indicating the stock has found support. Combined with an upward trend in earnings estimate revisions, this could lead to a trend reversal in the near term.

Why it matters — An AXTA watcher would care because the technical pattern and rising earnings estimate revisions suggest the stock may be stabilizing and potentially reversing its recent downtrend.

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

Zacks Investment Research · 29 Sept 2026neutral

Zacks Investment Research published an article comparing Axalta Coating Systems (AXTA) and Hawkins (HWKN) to determine which is the more attractive value stock for investors interested in Chemical - Specialty stocks. The piece examines both companies' value characteristics.

Why it matters — An AXTA watcher would care because the article evaluates how the company stacks up against a peer in the specialty chemicals space from a value-investing perspective.

Axalta's Dr. Robert K. Roop Receives 2026 PCI Lifetime Achievement Award

GlobeNewsWire · 16 Sept 2026positive

Axalta announced that Dr. Robert K. Roop has received the 2026 PCI Lifetime Achievement Award, recognizing his more than 37 years of R&D leadership, customer-focused innovation, and contributions to the coatings industry.

Why it matters — This recognition highlights Axalta's longstanding technical leadership and innovation credibility in the coatings industry, which reflects positively on the company's reputation.

AXTA vs. HWKN: Which Stock Is the Better Value Option?

Zacks Investment Research · 11 Sept 2026neutral

Zacks Investment Research compares Axalta Coating Systems (AXTA) with Hawkins (HWKN) as value options for investors interested in Chemical - Specialty stocks. The article examines which of the two companies may offer better value for those seeking undervalued stocks.

Why it matters — AXTA watchers would care because this analysis evaluates Axalta's valuation relative to a peer in the specialty chemical space, which could influence how they assess its investment appeal.

Axalta: Selling Body-Shop Productivity At A Materials Multiple

Seeking Alpha · 8 Sept 2026neutral

Axalta is leveraging digital color management and operational efficiency to compete on repair cost rather than paint pricing alone. Its Q2 2026 results show margin expansion and deleveraging, though volume recovery remains muted and growth is partly driven by price/mix and acquisitions, with the pending AkzoNobel merger targeting $600M in synergies subject to execution.

Why it matters — AXTA watchers would care because the article highlights both the company's productivity-led competitive strategy and the execution risks tied to the pending AkzoNobel merger and its targeted synergies.

FAQ

Frequently asked questions about AXTA stock

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

The 16 Wall Street analysts covering Axalta Coating Systems Ltd. have a median 12-month price target of $39, with estimates ranging from $33 to $47. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AXTA stock a buy right now?

Of the 16 analysts covering Axalta Coating Systems Ltd., 7 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Axalta Coating Systems Ltd. 87 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AXTA?

As at 2 Oct 2026, Axalta Coating Systems Ltd. ranks 87 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 16 analysts implies +21.1% from the last close, and Ticker Nerd's factor model ranks Axalta Coating Systems Ltd. 87 out of 100 as at 2 Oct 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 $47 over the next 12 months.

How has AXTA stock performed over the past year?

Axalta Coating Systems Ltd. returned +14.2% over the 12 months to 2 Oct 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 (Zacks Investment Research, 2 Oct 2026): "Bears are Losing Control Over Axalta Coating Systems (AXTA), Here's Why It's a 'Buy' Now". Zacks Investment Research reports that Axalta Coating Systems (AXTA) has formed a hammer chart pattern after losing value recently, indicating the stock has found support. Combined with an upward trend in earnings estimate revisions, this could lead to a trend reversal in the near term.

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