
ESI Stock Forecast & Price Target
ESI Analyst Ratings
Bulls say
Element Solutions Inc. is experiencing robust revenue growth, particularly in its Electronics segment, which saw an 11% increase in sales, benefiting significantly from demand in AI and data center markets. The company has demonstrated improved profitability in its Industrial & Specialty (I&S) division, with margins rising 420 basis points year-over-year to 23.7%, driven by successful productivity initiatives and new business wins despite a challenging demand environment in certain regions. Furthermore, strong trends in wafer-level packaging and a notable 22% year-over-year growth in Energy sales within the I&S segment indicate promising prospects for future earnings growth and sustained demand, underpinned by effective capital deployment strategies.
Bears say
Element Solutions Inc. faces a challenging outlook due to declining electric vehicle (EV) volumes and persistent weaknesses in semiconductor production, which could delay anticipated earnings improvement. The Industrial & Specialty segment is under pressure from weak industrial and construction activity, while potential slowdowns in investments related to AI and data centers may hinder overall top-line growth. Additionally, the company's profitability could be negatively affected by a stronger U.S. dollar and ongoing supply chain disruptions linked to geopolitical tensions.
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
Start investing in ESI
Order type
Buy in
Order amount
Est. shares
0 shares