ESIBasic Materials · Specialty ChemicalsThe 12 Wall Street analysts covering Element Solutions, Inc. hold a median 12-month price target of $48 — +43.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 61 of 100 as at 13 Nov 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 (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 systematic trader with 15+ 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 +43.6% from it.
Of the 20 most recent actions, 5 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 23 Oct 2026 | Barclays | Maintains | Overweight | $53 → $51 |
| 23 Oct 2026 | Truist Securities | Maintains | Buy | $48 → $50 |
| 22 Oct 2026 | Mizuho | Maintains | Neutral | $42 → $44 |
| 13 Oct 2026 | Barclays | Initiates | Overweight | $53 |
| 13 Oct 2026 | Barclays | Initiates | Overweight | — |
| 5 Oct 2026 | UBS | Maintains | Buy | $47 → $48 |
| 5 Oct 2026 | UBS | Maintains | Buy | — |
| 1 Oct 2026 | Mizuho | Maintains | Neutral | $45 → $42 |
| 1 Oct 2026 | Mizuho | Maintains | Neutral | — |
| 18 Sept 2026 | UBS | Maintains | Buy | $49 → $47 |
| 18 Sept 2026 | UBS | Maintains | Buy | — |
| 2 Sept 2026 | Jefferies | Initiates | Buy | $55 |
| 2 Sept 2026 | Jefferies | Initiates | Buy | — |
| 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 | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
ESI appears in the Radar on the weeks it earns a place.
AI cloud capacity
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AI chips
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AI networking and servers
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 13 Nov 2026, Element Solutions, Inc. returned +25.0% against +13.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 19% of US stocks
Cheaper than 47% of US stocks
Cheaper than 32% of US stocks
Cheaper than 19% of US stocks
Higher than 86% of US stocks
Higher than 79% of US stocks
Higher than 40% of US stocks
Higher than 69% of US stocks
Higher than 61% of US stocks
Higher than 57% of US stocks
Higher than 75% of US stocks
Higher than 70% 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 $8.0B and an enterprise value of $9.9B.
Revenue in the twelve months to 30 June 2026: $3.2B. The latest quarter grew 51.7% 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: 38.9×; forward P/E: 15.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.97%, paying out 38% 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 was upgraded to Zacks Rank #1 (Strong Buy), reflecting growing optimism about its earnings prospects. The source says this might drive the stock higher in the near term.
Why it matters — ESI watchers may note the improved earnings outlook reflected in the Zacks upgrade.
Zacks Investment Research compares Element Solutions (ESI) and Gerdau (GGB) with their sector performance so far this year. The excerpt provides no performance figures or outcome.
Why it matters — The comparison is relevant to ESI watchers, but the excerpt does not say whether ESI outpaced its sector or peers.
Ensign Energy Services reported a 17% increase in third-quarter revenue and adjusted EBITDA, citing higher drilling activity across its operating regions and the addition of Citadel Drilling rigs in the U.S. Permian Basin.
Why it matters — The results and cited activity drivers provide ESI watchers with an update on the company’s recent operating performance.
Zacks Investment Research highlighted Element Solutions alongside RTX and Herc Holdings as a sales growth stock to consider amid AI-driven volatility, inflation, and tighter financial conditions.
Why it matters — The item identifies ESI as a company of interest for its sales growth in a volatile market environment.
Element Solutions reported organic net sales growth of 13% year over year. Management raised its full-year adjusted EBITDA guidance to $720 million.
Why it matters — These reported results and the higher EBITDA guidance are relevant to ESI watchers assessing the company’s operating performance and outlook.
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.
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. 61 out of 100 across roughly 4,600 US stocks as at 13 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Nov 2026, Element Solutions, Inc. ranks 61 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 12 analysts implies +43.6% from the last close, and Ticker Nerd's factor model ranks Element Solutions, Inc. 61 out of 100 as at 13 Nov 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 +25.0% over the 12 months to 13 Nov 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, 13 Nov 2026): "Element Solutions (ESI) Upgraded to Strong Buy: Here's What You Should Know". Element Solutions was upgraded to Zacks Rank #1 (Strong Buy), reflecting growing optimism about its earnings prospects. The source says this might drive the stock higher in the near term.
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
