ESABIndustrials · Metal FabricationThe 11 Wall Street analysts covering ESAB Corp. hold a median 12-month price target of $122 — +55.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 18 of 100 as at 3 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores ESAB Corp. 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
Value (74): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Momentum (15): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on ESAB, 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 +55.8% from it.
Of the 20 most recent actions, 1 moved their price target up and 7 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | Oppenheimer | Maintains | Outperform | $135 → $110 |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | $125 → $95 |
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | — |
| 15 Sept 2026 | Roth Capital | Reiterates | Buy | — |
| 15 Sept 2026 | Roth Capital | Reiterates | Buy | $151 → $133 |
| 11 Aug 2026 | Evercore ISI Group | Maintains | In-Line | $103 → $100 |
| 11 Aug 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 21 July 2026 | Oppenheimer | Maintains | Outperform | $140 → $135 |
| 21 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 20 July 2026 | Stifel | Maintains | Buy | $141 → $137 |
| 20 July 2026 | Stifel | Maintains | Buy | — |
| 7 July 2026 | Roth Capital | Maintains | Buy | $142 → $151 |
| 7 July 2026 | Roth Capital | Maintains | Buy | — |
| 16 June 2026 | DA Davidson | Initiates | Buy | — |
| 16 Apr 2026 | DA Davidson | Maintains | Buy | — |
| 10 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 8 Apr 2026 | Stifel | Maintains | Buy | — |
| 31 Mar 2026 | Jefferies | Assumes | Buy | $150 → $130 |
| 23 Feb 2026 | JP Morgan | Maintains | Overweight | — |
| 23 Feb 2026 | Stifel | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ESAB appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, ESAB Corp. returned −29.5% against +14.8% for the S&P 500, dividends included.
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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 46% of US stocks
Cheaper than 29% of US stocks
Higher than 59% of US stocks
Higher than 10% of US stocks
Higher than 46% of US stocks
Higher than 68% of US stocks
Higher than 62% of US stocks
Higher than 60% of US stocks
Higher than 76% of US stocks
Higher than 67% 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.
ESAB Corp. has a market value of $4.7B and an enterprise value of $7.3B.
Revenue in the twelve months to 30 June 2026: $3.0B. The latest quarter grew 12.9% year on year.
Net income over the same four quarters: $178.5M, a 5.9% net margin.
Diluted earnings per share, trailing twelve months: $2.79.
Free cash flow in the twelve months to 30 June 2026: $196.6M.
ESAB Corp. spent $24.4M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 23.4×; forward P/E: 11.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.64%, paying out 13% of earnings.
ESAB Corp. employs 10,300 people — $291K 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 ESAB Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The headline identifies a Seeking Alpha transcript of ESAB Corporation’s Q3 2026 earnings call; the provided text contains no further call details.
Why it matters — ESAB watchers can use the transcript to review the company’s Q3 2026 earnings-call discussion, but no results or outlook are included in the excerpt.
ESAB reported quarterly earnings of $1.30 per share, below the Zacks Consensus Estimate of $1.33. Earnings were $1.32 per share a year earlier.
Why it matters — ESAB watchers may note that quarterly earnings missed the consensus estimate and were lower than a year ago.
ESAB Corporation announced its third-quarter 2026 results, according to a Business Wire headline. The excerpt provides no details about the results.
Why it matters — ESAB watchers may note the quarterly results announcement, though the excerpt does not disclose performance details.
Zacks says ESAB lacks the two key ingredients it considers necessary for a likely earnings beat ahead of next week's report.
Why it matters — ESAB watchers may note the article's caution about the likelihood of an earnings beat as the release approaches.
ESAB introduced ROBBI AI™, a cobot system for MIG and TIG welding that uses camera and laser sensing to assess conditions and adjust welding motion and process parameters in real time.
Why it matters — The launch highlights ESAB’s use of physical AI in welding automation for shop-floor applications.
The 11 Wall Street analysts covering ESAB Corp. have a median 12-month price target of $122, with estimates ranging from $95 to $145. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering ESAB Corp., 10 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks ESAB Corp. 18 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, ESAB Corp. ranks 18 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 Value (74 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +55.8% from the last close, and Ticker Nerd's factor model ranks ESAB Corp. 18 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering ESAB Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ESAB are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $95 to $145 over the next 12 months.
ESAB Corp. returned -29.5% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
ESAB Corporation is a global industrial company focused on fabrication technology and gas control solutions. ESAB Corporation develops and supplies welding consumables, cutting equipment, joining systems, automation tools, robotics, and related gas control products used across metal fabrication and manufacturing workflows.
The most recent item we track (Seeking Alpha, 4 Nov 2026): "ESAB Corporation (ESAB) Q3 2026 Earnings Call Transcript". The headline identifies a Seeking Alpha transcript of ESAB Corporation’s Q3 2026 earnings call; the provided text contains no further call details.
ESAB Corporation is a global industrial company focused on fabrication technology and gas control solutions. ESAB Corporation develops and supplies welding consumables, cutting equipment, joining systems, automation tools, robotics, and related gas control products used across metal fabrication and manufacturing workflows. Its portfolio supports a broad range of applications in industries such as construction, shipbuilding, energy, transportation, and general industrial production, where precision, productivity, and reliable joining processes are essential. The company serves customers through a mix of direct sales and distribution channels, with operations spanning major international markets. Based in North Bethesda, Maryland, ESAB Corporation is recognized for its role in enabling industrial fabrication processes through equipment and consumables that connect manual, mechanized, and automated production environments.
CEO Mr. Shyam P. Kambeyanda · 10,300 employees · United States · https://www.esabcorporation.com
