ESIBasic Materials · Specialty ChemicalsThe 10 Wall Street analysts covering Element Solutions, Inc. hold a median 12-month price target of $48 — +38.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 57 of 100 as at 10 Sept 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 (94): 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +38.3% from it.
Of the 20 most recent actions, 2 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Sept 2026 | Jefferies | Initiates | Buy | $55 |
| 1 Sept 2026 | B of A Securities | Reinstates | Buy | $42 |
| 15 July 2026 | Mizuho | Downgrade | Neutral | $54 → $45 |
| 15 July 2026 | Mizuho | Downgrade | Neutral | — |
| 9 July 2026 | Truist Securities | Maintains | Buy | $47 → $48 |
| 9 July 2026 | Truist Securities | Maintains | Buy | — |
| 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 | — |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Element Solutions, Inc. returned +31.5% against +17.5% 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 15% of US stocks
Cheaper than 45% of US stocks
Cheaper than 33% of US stocks
Cheaper than 16% of US stocks
Higher than 88% of US stocks
Higher than 78% 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 20% 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.
Element Solutions, Inc. has a market value of $8.3B and an enterprise value of $10.7B.
Revenue in the twelve months to 30 June 2026: $3.2B. The latest quarter grew 56.4% year on year.
Net income over the same four quarters: $178.8M, a 5.7% net margin.
Diluted earnings per share, trailing twelve months: $0.74.
Free cash flow in the twelve months to 30 June 2026: $137.7M, after $86.5M of capital spending.
Element Solutions, Inc. spent $78.5M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 46.2×; forward P/E: 16.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.94%, paying out 43% of earnings.
Element Solutions, Inc. employs 5,200 people — $606K 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 Element Solutions, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Element Solutions benefits from AI-driven demand and operational efficiencies, though inflation, tariffs, and uneven industrial demand remain risks. The article suggests holding the stock given these mixed conditions.
Why it matters — ESI watchers would care because the item lays out the main tailwinds and headwinds shaping the company's outlook without recommending a buy or sell.
Element Solutions remains a well-placed "picks and shovels" play on data center capex and electrification trends, driven by strong data center demand and growing enterprise content across industries. Despite abandoning the Solstice merger, the company maintains robust market positioning and its 100bp-200bp underlying market outgrowth target may prove conservative.
Why it matters — ESI watchers would find reassurance that the company retains strong structural growth drivers from data center and electrification demand even after the Solstice merger fell through.
Element Solutions reported Q2 revenue up 56% year-over-year, with Micromax contributing $128.6M and core organic growth of 35.8%. The company raised its full-year adjusted EBITDA guidance to $690–$710M, citing strong demand from AI/data-center trends and resilient recurring revenue.
Why it matters — ESI watchers would care because the raised EBITDA guidance and robust Micromax-led growth indicate the company is delivering on its integration plan and benefiting from strong end-market demand despite recent share-price weakness.
Element Solutions and Solstice mutually agreed to end their merger after considering shareholder feedback. The termination allows Element Solutions to refocus on growth and capital allocation.
Why it matters — ESI watchers would care because the end of the merger changes the company's strategic direction and its plans for growth and capital allocation.
Solstice Advanced Materials and Element Solutions have called off their proposed merger, which would have seen Solstice acquire Element for more than $12 billion in cash and stock. The deal was terminated after shareholder feedback.
Why it matters — Element Solutions shareholders who were anticipating the acquisition will now not receive the proposed $12 billion-plus cash-and-stock deal, leaving the company's path forward unchanged.
The 10 Wall Street analysts covering Element Solutions, Inc. have a median 12-month price target of $48, with estimates ranging from $42 to $55. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Element Solutions, Inc., 9 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Element Solutions, Inc. 57 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Sept 2026, Element Solutions, Inc. ranks 57 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 (94 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +38.3% from the last close, and Ticker Nerd's factor model ranks Element Solutions, Inc. 57 out of 100 as at 10 Sept 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 $55 over the next 12 months.
Element Solutions, Inc. returned +31.5% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Element Solutions Inc. is a specialty chemicals company that develops and supplies advanced materials and technical services used in manufacturing and finishing processes.
The most recent item we track (Zacks Investment Research, 10 Sept 2026): "Here's Why You Should Hold ESI Stock in Your Portfolio Now". Element Solutions benefits from AI-driven demand and operational efficiencies, though inflation, tariffs, and uneven industrial demand remain risks. The article suggests holding the stock given these mixed conditions.
Element Solutions Inc. is a specialty chemicals company that develops and supplies advanced materials and technical services used in manufacturing and finishing processes. Element Solutions Inc. serves customers across electronics, communication infrastructure, automotive systems, industrial surface finishing, consumer packaging, and offshore energy. Its product portfolio supports applications such as circuit board metallization, electronic assembly, semiconductor packaging, surface coatings, plating, cleaning, and other process-critical chemistries. The company operates through its Electronics and Specialty businesses, combining formulation expertise with customer support to help improve performance, durability, and efficiency in industrial production. Element Solutions Inc. plays a significant role in global supply chains by providing highly engineered chemical solutions that are embedded in the production of everyday products and complex technologies.
CEO Mr. Benjamin Gliklich · 5,200 employees · United States · https://elementsolutionsinc.com
