ESIBasic Materials · Specialty ChemicalsThe 8 Wall Street analysts covering Element Solutions, Inc. hold a median 12-month price target of $48 — +22.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 59 of 100 as at 15 Aug 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Element Solutions, Inc. 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
Revisions (96): Analysts have, on balance, been raising their forecasts.
Accruals (26): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (17): 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 ESI, 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.
The green dot is the last close — the median target sits +22.4% from it.
Of the 20 most recent actions, 2 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 July 2026 | Mizuho | Downgrade | Neutral | $54 → $45 |
| 9 July 2026 | Truist Securities | Maintains | Buy | $47 → $48 |
| 6 July 2026 | BMO Capital | Maintains | Outperform | $45 → $50 |
| 6 July 2026 | BMO Capital | Maintains | Outperform | — |
| 1 July 2026 | Mizuho | Maintains | Outperform | — |
| 30 Apr 2026 | Truist Securities | Maintains | Buy | — |
| 30 Apr 2026 | UBS | Maintains | Buy | — |
| 27 Mar 2026 | Freedom Capital Markets | Initiates | Buy | — |
| 19 Feb 2026 | Keybanc | Maintains | Overweight | — |
| 19 Feb 2026 | Truist Securities | Maintains | Buy | — |
| 19 Feb 2026 | UBS | Maintains | Buy | — |
| 18 Feb 2026 | BMO Capital | Maintains | Outperform | — |
| 18 Feb 2026 | Mizuho | Maintains | Outperform | — |
| 26 Jan 2026 | B of A Securities | Maintains | Buy | — |
| 21 Jan 2026 | Truist Securities | Maintains | Buy | — |
| 12 Jan 2026 | UBS | Maintains | Buy | — |
| 20 Nov 2025 | Mizuho | Maintains | Outperform | — |
| 5 Nov 2025 | BMO Capital | Maintains | Outperform | — |
| 30 Oct 2025 | Keybanc | Maintains | Overweight | — |
| 30 Oct 2025 | Truist Securities | 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.
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. ESI appears on the weeks it earns a place.
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 14% of US stocks
Cheaper than 42% of US stocks
Cheaper than 32% of US stocks
Cheaper than 16% of US stocks
Higher than 88% of US stocks
Higher than 79% of US stocks
Higher than 41% of US stocks
Higher than 67% of US stocks
Higher than 62% of US stocks
Higher than 56% of US stocks
Higher than 74% of US stocks
Higher than 19% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 Element Solutions, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Element Solutions Inc (NYSE: ESI) announced that its board has declared a quarterly cash dividend of $0.08 per share, payable on September 15, 2026, to stockholders of record on September 1, 2026.
Why it matters — This declaration continues Element Solutions' dividend program, providing a regular cash return to shareholders.
Zacks Investment Research reported that implied volatility is surging for Element Solutions (ESI) stock options, urging investors to pay close attention to the movement in the options market.
Why it matters — Increasing implied volatility in ESI options may signal heightened uncertainty or expectations of a significant price move, which would be relevant for anyone monitoring the stock.
Element Solutions Inc. (ESI) reported Q2 earnings and sales that exceeded analysts' estimates, driven by strong demand in the Electronics segment, along with contributions from acquisitions and favorable metals pricing.
Why it matters — The earnings beat signals that ESI's Electronics business, a key growth driver, is performing well and that its acquisition strategy is delivering results.
Element Solutions reported record Q2 revenue, adjusted EBITDA and adjusted earnings per share, driven by demand for AI infrastructure and high-performance computing across its electronics portfolio.
Why it matters — The record results signal strong execution and growing exposure to high-growth AI and computing end markets. Why it matters is that this shows Element Solutions is benefiting from secular trends in AI and high-performance computing, which could support continued growth.
Element Solutions Inc (ESI) held its Q2 2026 earnings call, and Seeking Alpha published the transcript of that call.
Why it matters — Investors can review ESI's second-quarter performance and management commentary directly from the earnings call transcript.
The 8 Wall Street analysts covering Element Solutions, Inc. have a median 12-month price target of $48, with estimates ranging from $42 to $50. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Element Solutions, Inc., 6 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Element Solutions, Inc. 59 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Element Solutions, Inc. ranks 59 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 Revisions (96 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +22.4% from the last close, and Ticker Nerd's factor model ranks Element Solutions, Inc. 59 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Element Solutions, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ESI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $42 to $50 over the next 12 months.
Element Solutions, Inc. returned +55.5% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Element Solutions Inc. is a leading global specialty chemicals company dedicated to providing innovative solutions that enhance consumer products.
The most recent item we track (Business Wire, 14 Aug 2026): "Element Solutions Inc Declares Q3 Dividend of $0.08 Per Share". Element Solutions Inc (NYSE: ESI) announced that its board has declared a quarterly cash dividend of $0.08 per share, payable on September 15, 2026, to stockholders of record on September 1, 2026.
Element Solutions Inc. is a leading global specialty chemicals company dedicated to providing innovative solutions that enhance consumer products. This corporation operates predominantly in the industries of electronics, automotive, and consumer goods, providing advanced materials that improve product performance and sustainability. Key offerings include high-purity consumable chemicals such as coatings, adhesives, inks, and other specialty materials used in manufacturing processes. With a focus on sustainability and efficiency, Element Solutions Inc. significantly contributes to the technological advancements and environmental efforts in these sectors. The company collaborates closely with a wide range of businesses, ensuring their products meet diverse and evolving market needs. As such, Element Solutions Inc. holds a pivotal role in facilitating the development of next-generation technologies and supporting global industrial innovations.
CEO Mr. Benjamin Gliklich · 5,200 employees · United States · https://elementsolutionsinc.com