
ESI Stock Forecast & Price Target
ESI Analyst Ratings
Bulls say
Element Solutions Inc has demonstrated strong revenue growth in its Electronics segment, driven by a 13% increase in circuitry demand, particularly from the AI and data center markets, which has positively influenced overall sales. The Industrial & Specialty (I&S) segment experienced a year-over-year margin expansion of 420 basis points, reaching 23.7%, attributed to effective productivity initiatives and new business wins that bolster profitability despite weaker demand conditions in certain geographic regions. Additionally, the company continues to capitalize on strong trends in wafer-level packaging growth and anticipates earnings acceleration as it pursues both organic and inorganic margin-accretive initiatives, positioning itself for favorable financial performance in the near term.
Bears say
Element Solutions Inc. faces a negative outlook primarily due to anticipated declines in electric vehicle (EV) volumes, which are expected to adversely impact the power electronics business and overall earnings improvement amid a prolonged semiconductor production trough. The weak industrial and construction activity continues to exert pressure on the Industrial & Specialty segment, compounded by potential slowdowns in investments within AI and data centers, thereby diminishing top-line growth prospects. Additionally, external factors such as a stronger U.S. dollar, reliance on overseas sales, and strained geopolitical relations further exacerbate risks to profitability and overall market performance.
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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