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ESIESIBasic Materials · Specialty Chemicals

ESI Stock Forecast: Element Solutions, Inc. Price Predictions for 2026-2027

Last close, 22 Oct 2026
$33
−8.89% on the day

The 12 Wall Street analysts covering Element Solutions, Inc. hold a median 12-month price target of $48 — +43.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 62 of 100 as at 22 Oct 2026 — in the upper half.

Market cap
$8.9B
Ticker Nerd rank
62/ 100
Median analyst target
$48
Analysts covering
12
Revenue$977.9M+56.4% y/y
Operating income$113.7M
Net income$77.3M
Free cash flow$71.7M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−6.8%
1M
−5.9%
YTD
+33.3%
1Y
+31.7%
From 52W high
−32.4%
From 52W low
+45.4%
$23
$49
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

ESI stock analysis: one number for the whole business

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.

Where the model ranks itAs at 22 Oct 2026
62/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
98
Growth
74
Momentum
68
Quality
65
Value
55
Volatility
38
Issuance
35
Accruals
28
Size
17

Revisions (98): Analysts have, on balance, been raising their forecasts.

Accruals (28): 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.

Wall Street

ESI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on ESI, 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
$20$30$40$50$60Jan 26Apr 26Jul 26Oct 26ESIHigh $55Median $48Low $42

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 says12 analysts
11 Buy1 Hold0 Sell
Low $42Median $48High $55

The green dot is the last close — the median target sits +43.5% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
13 Oct 2026BarclaysInitiatesOverweight$53
5 Oct 2026UBSMaintainsBuy$47 → $48
5 Oct 2026UBSMaintainsBuy—
1 Oct 2026MizuhoMaintainsNeutral$45 → $42
1 Oct 2026MizuhoMaintainsNeutral—
18 Sept 2026UBSMaintainsBuy—
18 Sept 2026UBSMaintainsBuy$49 → $47
2 Sept 2026JefferiesInitiatesBuy$55
2 Sept 2026JefferiesInitiatesBuy—
1 Sept 2026B of A SecuritiesReinstatesBuy$42
15 July 2026MizuhoDowngradeNeutral$54 → $45
15 July 2026MizuhoDowngradeNeutral—
9 July 2026Truist SecuritiesMaintainsBuy$47 → $48
9 July 2026Truist SecuritiesMaintainsBuy—
6 July 2026BMO CapitalMaintainsOutperform$45 → $50
6 July 2026BMO CapitalMaintainsOutperform—
1 July 2026MizuhoMaintainsOutperform—
30 Apr 2026Truist SecuritiesMaintainsBuy—
30 Apr 2026UBSMaintainsBuy—
27 Mar 2026Freedom Capital MarketsInitiatesBuy—

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.

ESI appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
  • The AI build-out map, free: every AI company we track, part by part, and one part in full with each verdict.
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Free. Unsubscribe any time.

Performance

ESI 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 22 Oct 2026, Element Solutions, Inc. returned +31.7% against +15.6% for the S&P 500, dividends included.

ESI vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160180200Jan 26Apr 26Jul 26Oct 26ESIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

ESI 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
+2.2%
Analysts raising
1
Analysts cutting
0
Fundamentals

Element Solutions, Inc. (ESI) 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
49.1×

Cheaper than 15% of US stocks

Price / sales
2.8×

Cheaper than 42% of US stocks

Price / book
3.1×

Cheaper than 29% of US stocks

EV / EBITDA
19.1×

Cheaper than 16% of US stocks

Growth & margins
Revenue growth (YoY)
56.4%

Higher than 88% of US stocks

Earnings growth (YoY)
63.1%

Higher than 78% of US stocks

Gross margin
34.2%

Higher than 40% of US stocks

Operating margin
11.8%

Higher than 67% of US stocks

Net margin
5.7%

Higher than 62% of US stocks

Returns & dividend
Return on equity
6.5%

Higher than 56% of US stocks

Return on assets
4.6%

Higher than 75% of US stocks

Dividend yield
0.9%

Higher than 69% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Element Solutions, Inc. (ESI) statistics: revenue, profit & scale

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 $8.9B and an enterprise value of $10.8B.

  • 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.

  • Shares outstanding: 243.7M.

  • Trailing P/E: 49.1×; forward P/E: 17.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.88%, paying out 43% of earnings.

  • Element Solutions, Inc. employs 5,200 people — $606K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 22 Oct 2026

Data provided by Twelve Data

Peers

ESI 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
ESIElement Solutions, Inc.$8.9B62
NEUNewMarket Corp.$8.1B50
WLKWestlake Corp.$8.2B14
AXTAAxalta Coating Systems Ltd.$7.5B83
EMNEastman Chemical Co.$7.4B61
SOLSSolstice Advanced Materials, Inc.$9.5B2
ALBAlbemarle Corp.$10.9B84

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 →

News

Latest ESI news & analysis

Element Solutions Inc (ESI) Q3 2026 Earnings Call Transcript

Seeking Alpha · 22 Oct 2026neutral

Element Solutions held its Q3 2026 financial results conference call on October 22, 2026. The excerpt lists company and conference-call participants and introduces the presentation, but provides no earnings results or management commentary.

Why it matters — The transcript excerpt confirms the timing and participants of ESI’s quarterly call, but contains no financial or operational details for investors to assess.

What Element Solutions (ESI) Said on Its Q3 Earnings Call

MarketBeat · 22 Oct 2026positive

Element Solutions reported record third-quarter revenue, adjusted EBITDA and adjusted earnings per share, citing demand for electronics products related to AI infrastructure, advanced semiconductor packaging and high-performance circuit boards. It raised its full-year adjusted EBITDA outlook to approximately $720 million.

Why it matters — The results and raised outlook highlight business performance and demand trends relevant to ESI watchers.

3 Chemical Specialty Stocks to Escape Industry Challenges

Zacks Investment Research · 22 Oct 2026neutral

The item says ESI, PRM and KWR are using cost cuts and expansion moves to navigate weak demand and margin pressure from higher input and other costs.

Why it matters — ESI watchers may note the operating challenges and the company’s stated approaches to addressing them.

Element Solutions (ESI) Surpasses Q3 Earnings and Revenue Estimates

Zacks Investment Research · 22 Oct 2026positive

Element Solutions reported quarterly earnings of $0.50 per share, above the Zacks Consensus Estimate of $0.48. Earnings were $0.41 per share in the year-ago quarter.

Why it matters — The results provide ESI watchers with an update on quarterly earnings relative to analyst consensus and the prior-year period.

Element Solutions Inc Reports Record Results for Third Quarter 2026

Business Wire · 21 Oct 2026positive

Element Solutions announced financial results for the three and nine months ended September 30, 2026, and its CEO described the quarter as another period of record results. The excerpt also says the company is translating favorable Electronics market conditions into profit growth.

Why it matters — The update highlights reported record results and the Electronics market as relevant context for monitoring ESI’s performance.

FAQ

Frequently asked questions about ESI stock

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

The 12 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.

Is ESI stock a buy right now?

Of the 12 analysts covering Element Solutions, Inc., 11 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Element Solutions, Inc. 62 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ESI?

As at 22 Oct 2026, Element Solutions, Inc. ranks 62 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 (98 of 100).

Will ESI stock go up?

No one can know that. What the data says: the median 12-month target from 12 analysts implies +43.5% from the last close, and Ticker Nerd's factor model ranks Element Solutions, Inc. 62 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the ESI stock forecast for 2030?

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.

How has ESI stock performed over the past year?

Element Solutions, Inc. returned +31.7% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Element Solutions, Inc. do?

Element Solutions Inc. is a specialty chemicals company that develops and supplies advanced materials and technical services used in manufacturing and finishing processes.

What is the latest news on ESI?

The most recent item we track (Seeking Alpha, 22 Oct 2026): "Element Solutions Inc (ESI) Q3 2026 Earnings Call Transcript". Element Solutions held its Q3 2026 financial results conference call on October 22, 2026. The excerpt lists company and conference-call participants and introduces the presentation, but provides no earnings results or management commentary.

Company

About Element Solutions, Inc.

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