
ESI Stock Forecast & Price Target
ESI Analyst Ratings
Bulls say
Element Solutions Inc. reported strong performance driven by a 13% growth in circuitry demand, particularly from AI and data center markets. The company's Industrial & Specialty (I&S) margins improved significantly, rising 420 basis points year-over-year to 23.7%, largely due to productivity initiatives and new business wins, which are expected to bolster profitability moving forward. Furthermore, the Electronics segment demonstrated resilience with an 11% sales increase, supported by continued growth in wafer-level packaging, while overall earnings growth is anticipated to accelerate as the company capitalizes on margin-accretive opportunities and seeks further capacity for capital deployment.
Bears say
Element Solutions Inc is facing several challenges that contribute to a negative outlook on its stock. The company is experiencing a decline in electric vehicle (EV) volumes, which adversely affects its power electronics sector, while prolonged weakness in semiconductor production threatens to delay earnings recovery. Additionally, sluggish industrial and construction activity, combined with potential slowdowns in AI and data center investments, further pressure the growth prospects for the Industrial & Specialty segment, compounded by the risks of currency fluctuations and global supply chain disruptions.
This aggregate rating is based on analysts' research of Element Solutions Inc and is not a guaranteed prediction by Public.com or investment advice.
ESI Analyst Forecast & Price Prediction
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