Huntsman (HUN) Stock Forecast & Price Target

Huntsman Corp is well-positioned for earnings growth in 2026, supported by new capacity and strategic cost actions. With approximately 75% of its MDI business being differentiated and inelastic, the company stands to benefit from potential margin growth opportunities as the construction and automotive sectors recover. Additionally, successful bolt-on mergers and acquisitions, coupled with robust performance in its downstream Polyurethanes segment, could further enhance its financial outlook.

Huntsman Corporation is experiencing significant challenges in its operational segments, particularly in Polyurethanes, where both price and volume are declining due to a loose global supply/demand balance. The company has not provided guidance for FY25, but anticipated continued weakness in the second half of the year, combined with ongoing tariffs, is likely to lead to a reduced earnings run-rate entering 1H26. Additionally, the lowered EBITDA estimates for Q3, FY25, and FY26 indicate a bearish outlook, with projections decreasing from $87 million to $70 million, $295 million to $270 million, and $360 million to $345 million, respectively.