ESABIndustrials · Metal FabricationThe 11 Wall Street analysts covering ESAB Corp. hold a median 12-month price target of $125 — +87.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 18 of 100 as at 12 Oct 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 (77): 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 (9): The shares have been drifting down relative to others.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen 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 +87.0% from it.
Of the 20 most recent actions, 1 moved their price target up and 6 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | JP Morgan | Maintains | Overweight | $125 → $95 |
| 15 Sept 2026 | Roth Capital | Reiterates | Buy | $151 → $133 |
| 15 Sept 2026 | Roth Capital | Reiterates | Buy | — |
| 11 Aug 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 11 Aug 2026 | Evercore ISI Group | Maintains | In-Line | $103 → $100 |
| 21 July 2026 | Oppenheimer | Maintains | Outperform | $140 → $135 |
| 21 July 2026 | Oppenheimer | Maintains | Outperform | — |
| 20 July 2026 | Stifel | Maintains | Buy | — |
| 20 July 2026 | Stifel | Maintains | Buy | $141 → $137 |
| 7 July 2026 | Roth Capital | Maintains | Buy | — |
| 7 July 2026 | Roth Capital | Maintains | Buy | $142 → $151 |
| 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 | — |
| 3 Feb 2026 | JP Morgan | Maintains | Overweight | — |
| 3 Feb 2026 | Roth Capital | Reiterates | 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.
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. ESAB appears 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 13 Oct 2026, ESAB Corp. returned −41.9% against +18.6% 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 36% of US stocks
Cheaper than 61% of US stocks
Cheaper than 49% 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 67% of US stocks
Higher than 62% of US stocks
Higher than 60% of US stocks
Higher than 76% of US stocks
Higher than 68% 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 $4.2B and an enterprise value of $6.7B.
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: 20.5×; forward P/E: 10.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.73%, 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 →
ESAB Corporation scheduled its third-quarter 2026 earnings release and conference call.
Why it matters — ESAB watchers may note the upcoming timing for the company’s quarterly results and related conference call.
A South Carolina trial court found that ESAB Corp. and France-based Altrad Group are responsible for Cape Asbestos Co. Ltd.'s historical asbestos operations, making the two companies liable for legal judgments related to cancer-causing asbestos imported and distributed in the U.S. for decades. The ruling was announced on Sept. 14 by former South Carolina Chief Justice Jean H. Toal.
Why it matters — The ruling exposes ESAB to asbestos-related legal liability tied to historical operations, a development that could materially affect the company's financial and litigation outlook.
ESAB Corporation announced that its board of directors has declared a dividend. The declaration was communicated via Business Wire from the company's North Bethesda, Maryland headquarters.
Why it matters — A dividend declaration is directly relevant to ESAB shareholders as it confirms a scheduled payout from the company.
The Invesco Small Cap Value Fund reported its Q2 2026 portfolio activity, including selling its Orion position to fund other opportunities, and noted strong performance from MKS stock driven by AI investment demand and advanced computing infrastructure spending. The report also highlighted Teleflex management's efforts to simplify the business and return capital to shareholders.
Why it matters — The fund's portfolio moves reflect broader small-cap value investing trends that could inform how similar funds view holdings like ESAB.
ESAB reported record total core sales and adjusted EBITDA for the second quarter of 2026, driven by organic growth in both operating segments, double-digit growth in automation and equipment, and contributions from acquisitions.
Why it matters — Record sales and adjusted EBITDA, driven by organic growth and strong automation demand, indicate broad-based momentum across ESAB's operations.
The 11 Wall Street analysts covering ESAB Corp. have a median 12-month price target of $125, 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 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 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 (77 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +87.0% from the last close, and Ticker Nerd's factor model ranks ESAB Corp. 18 out of 100 as at 12 Oct 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 -41.9% over the 12 months to 13 Oct 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 (Business Wire, 6 Oct 2026): "ESAB Corporation Schedules Third Quarter 2026 Earnings Release and Conference Call". ESAB Corporation scheduled its third-quarter 2026 earnings release and conference call.
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
