TICKERNERD
Menu
ESIESIBasic Materials · Specialty Chemicals

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

Last close, 2 Oct 2026
$38
+4.40% on the day

The 11 Wall Street analysts covering Element Solutions, Inc. hold a median 12-month price target of $47 — +23.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 56 of 100 as at 2 Oct 2026 — in the upper half.

Market cap
$9.2B
Ticker Nerd rank
56 / 100
Median analyst target
$47
Analysts covering
11
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
+6.2%
1M
+10.2%
YTD
+52.8%
1Y
+44.5%
From 52W high
−22.6%
From 52W low
+66.6%
$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 2 Oct 2026
56 / 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
94
Momentum
73
Growth
69
Quality
65
Value
46
Volatility
40
Issuance
30
Accruals
27
Size
16

Revisions (94): Analysts have, on balance, been raising their forecasts.

Accruals (27): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (16): 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 $47Low $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 says11 analysts
10 Buy1 Hold0 Sell
Low $42Median $47High $55

The green dot is the last close — the median target sits +23.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
1 Oct 2026MizuhoMaintainsNeutral$45 → $42
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—
6 July 2026BMO CapitalMaintainsOutperform$45 → $50
1 July 2026MizuhoMaintainsOutperform—
30 Apr 2026Truist SecuritiesMaintainsBuy—
30 Apr 2026UBSMaintainsBuy—
27 Mar 2026Freedom Capital MarketsInitiatesBuy—
19 Feb 2026KeybancMaintainsOverweight—
19 Feb 2026Truist SecuritiesMaintainsBuy—
19 Feb 2026UBSMaintainsBuy—
18 Feb 2026BMO CapitalMaintainsOutperform—
18 Feb 2026MizuhoMaintainsOutperform—

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.

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.

Free, every Monday. 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 2 Oct 2026, Element Solutions, Inc. returned +44.5% against +16.2% for the S&P 500, dividends included.

ESI vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160180Jan 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
+2.3%
Analysts raising
8
Analysts cutting
1
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
51.3×

Cheaper than 14% of US stocks

Price / sales
2.9×

Cheaper than 41% of US stocks

Price / book
3.3×

Cheaper than 29% of US stocks

EV / EBITDA
19.8×

Cheaper than 15% 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 41% 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
0.8%

Higher than 17% 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 $9.2B and an enterprise value of $11.2B.

  • 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: 51.3×; forward P/E: 17.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.84%, 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 3 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.$9.2B
56
SOLSSolstice Advanced Materials, Inc.$9.2B
3
NEUNewMarket Corp.$8.5B
48
WLKWestlake Corp.$8.1B
16
EMNEastman Chemical Co.$7.4B
64
ALBAlbemarle Corp.$12.3B
85
AXTAAxalta Coating Systems Ltd.$6.9B
87

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

Implied Volatility Surging for Element Solutions Stock Options

Zacks Investment Research · 25 Sept 2026neutral

Zacks Investment Research reports that implied volatility is surging for Element Solutions (ESI) stock options, highlighting notable movements in the options market that investors should pay close attention to.

Why it matters — Elevated implied volatility signals heightened market attention and potential uncertainty around ESI shares, which option holders and stock watchers would want to monitor.

Element Solutions Rallies 41% YTD: What's Driving the Stock?

Zacks Investment Research · 23 Sept 2026positive

Element Solutions (ESI) shares have risen 40.8% year to date. The rally is attributed to stronger 2026 guidance, demand related to AI, and robust cash generation, which together bolster the company's outlook.

Why it matters — The stock's strong year-to-date performance and upbeat guidance signal improving fundamentals that an ESI watcher would track.

Here's Why You Should Hold ESI Stock in Your Portfolio Now

Zacks Investment Research · 10 Sept 2026neutral

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.

Independent Again, Element Solutions Is Leveraged To DC And Electrification Growth

Seeking Alpha · 3 Sept 2026positive

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: The Merger Was Noise, The Case Still Stands

Seeking Alpha · 29 Aug 2026positive

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.

FAQ

Frequently asked questions about ESI stock

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

The 11 Wall Street analysts covering Element Solutions, Inc. have a median 12-month price target of $47, 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 11 analysts covering Element Solutions, Inc., 10 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Element Solutions, Inc. 56 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank ESI?

As at 2 Oct 2026, Element Solutions, Inc. ranks 56 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).

Will ESI stock go up?

No one can know that. What the data says: the median 12-month target from 11 analysts implies +23.9% from the last close, and Ticker Nerd's factor model ranks Element Solutions, Inc. 56 out of 100 as at 2 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 +44.5% over the 12 months to 2 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 (Zacks Investment Research, 25 Sept 2026): "Implied Volatility Surging for Element Solutions Stock Options". Zacks Investment Research reports that implied volatility is surging for Element Solutions (ESI) stock options, highlighting notable movements in the options market that investors should pay close attention to.

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