オプションチェーンは、Element Solutionsの株式オプションの主要データを様々な行使価格と満期日で表示します。トレーダーはこの情報を使用して、潜在的な取引を分析し、Element Solutionsの市場センチメントを評価します。.

Element Solutions (NYSE:ESI) 株価情報, オプションチェーン

Element Solutions

Element Solutions Inc is a specialty chemicals company whose businesses supply a broad range of solutions that enhance the performance of products people use every day. The company has two segments which are Electronics and Industrial & Specialty. The Industrial & Specialty segment which generates majority of the revenue, includes chemical systems that protect and decorate metal and plastic surfaces; consumable chemicals that enable printing image transfer on flexible packaging materials; and chemistries used in water-based hydraulic control fluids in offshore energy production. Electronics segment researches, formulates and sells specialty chemicals and process technologies for all types of electronics hardware, from complex printed circuit board designs to semiconductor packaging.

Element Solutions Inc

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The chemical industry could be in for a turbulent 2025 spurred by increased demand, cost inflation and President-elect <a href="https://www.benzinga.com/markets/commodities/24/11/42235640/trumps-energy-policies-poised-to-reshape-oil-gas-market-winners-and-losers-revealed">Donald Trump&#8216;s PFAS policies</a>.
The Chemicals Analyst: Bank of America analyst Steve Byrne released a note covering the chemicals industry on Tuesday, upgrading and downgrading several companies:
<ul>
<li>Archer-Daniels-Midland Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ADM#NYSE">ADM</a>) from Neutral to Underperform, lowering its price target from $63 to $54.</li>
<li>Celanese Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CE#NYSE">CE</a>) from Underperform to Buy, lowering its price target from $95 to $88.</li>
<li>Eastman Chemical Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMN#NYSE">EMN</a>) from Neutral to Buy, lowering its price target from $115 to $109.</li>
<li>Element Solutions Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) from Buy to Neutral, lowering its price target from $32 to $28.</li>
<li>FMC Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FMC#NYSE">FMC</a>) from Underperform to Neutral, lowering its price target from $63 to $61.</li>
<li>Olin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OLN#NYSE">OLN</a>) from Neutral to Buy, lowering its price target from $48 to $40.</li>
<li>Origin Materials Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORGN#NASDAQ">ORGN</a>) from Buy to Underperform, lowering its price target from $2.50 to $1.50.</li>
</ul>
Main Takeaways: Agriculture stocks faced a decline in the waning months of 2024, amid market concerns over potential trade policies under President-elect Trump and the impact of rising interest rates linked to the federal deficit. Byrne believes the market has already re-priced higher risk.
The analyst believes chemicals will see increased demand with a caveat.
&#8220;We expect end-market demand to grow this year, although we&#8217;ve pared back expectations, given incremental headwinds from tariff concerns, a strong USD, and higher interest rate expectations, among others,&#8221; Byrne said. &#8220;Still, the U.S. Manufacturing PMI has been surprisingly weak and the risk-reward is skewed positively in our view.&#8221;
Meanwhile, the analyst foresees a return of inflationary pressures on input costs, squeezing margins.
Byrne says Trump&#8217;s election win and a possible &#8220;trade war&#8221; could slow GDP growth and hurt chemical companies&#8217; bottom lines. He notes deregulation and lower corporate taxes as a positive. The analyst suggests that Trump&#8217;s weakening of the EPA could pause certain regulatory initiatives, potentially increasing litigation risks for PFAS manufacturers.
Company Takeaways: Byrne cited declining profitability and increased macroeconomic risk for his Archer-Daniels-Midland downgrade.
The analyst upgraded Celanese&#8217;s stock based on an expected demand recovery, an attractive valuation and potential benefits from shareholder activism.
Eastman Chemical took a severe hit in 2024&#8217;s fourth quarter. Byrne says the market&#8217;s sell-off was &#8220;overdone&#8221; and is optimistic for future revenue and earnings growth.
Byrne downgraded Element Solutions and said there is better opportunity elsewhere. He noted possible currency headwinds.
FMC could face a tough recovery from its struggles in 2024, but Byrne is optimistic that the company&#8217;s EBITDA can rebound. The analyst says market multiples are &#8220;appropriately reflecting risks.&#8221;
Byrne says Olin&#8217;s valuation is &#8220;highly attractive&#8221; due to its high free cash flow yield. The analyst also said the company is insulated from Trump administration risks.
The analyst&#8217;s downgrade of Origin Materials is linked to doubts that the company will be able to license its technology and possible headwinds for sustainable products.
Price Action: Several of the companies showed sharp movement following the analyst&#8217;s note:
<ul>
<li>Archer-Daniels-Midland traded at $51.18, down 1.8%.</li>
<li>Celanese Corporation traded at $71.97, up 6.81%.</li>
<li>Eastman Chemical traded at $91.77, up 2.99%.</li>
<li>FMC Corp traded at $53.16, up 2.17%.</li>
<li>Olin Corp traded at $33.10, up 4.38%.</li>
<li>Origin Materials traded at $1, down 9.9%.</li>
</ul>
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</ul>
Photo: dongfang/Shutterstock.com

Analyst Color

Government

Regulations

Upgrades

Downgrades

Price Target

Economics

Analyst Ratings

ORGN

Increased Demand, Trump Administration Risks: Analyst Picks Celanese As Chemical Winner, ADM As Loser For 2025

B of A Securities analyst Steve Byrne downgrades Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) from Buy to Neutral and lowers the price target from $32 to $28.

News

B of A Securities Downgrades Element Solutions to Neutral, Lowers Price Target to $28

Ratings for Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) were provided by 4 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $32.75, a high estimate of $34.00, and a low estimate of $32.00. Witnessing a positive shift, the current average has risen by 6.78% from the previous average price target of $30.67.
<img src="https://www.benzinga.com/files/images/story/2024/1734379210_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The analysis of recent analyst actions sheds light on the perception of Element Solutions by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Bhavesh Lodaya</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$34.00</td>
<td>$32.00</td>
</tr>
<tr>
<td>Michael Leithead</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$32.00</td>
<td>$30.00</td>
</tr>
<tr>
<td>Bhavesh Lodaya</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$32.00</td>
<td>$30.00</td>
</tr>
<tr>
<td>Michael Harrison</td>
<td>Seaport Global</td>
<td>Announces</td>
<td>Buy</td>
<td>$33.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Element Solutions. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Element Solutions compared to the broader market.</li>
<li>Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Element Solutions's stock. This examination reveals shifts in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Element Solutions's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/ESI/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Element Solutions analyst ratings.</a>
<h2>About Element Solutions</h2>
Element Solutions Inc is a specialty chemicals company whose businesses supply a broad range of solutions that enhance the performance of products people use every day. The company has two segments which are Electronics and Industrial &amp; Specialty. The Industrial &amp; Specialty segment which generates majority of the revenue, includes chemical systems that protect and decorate metal and plastic surfaces; consumable chemicals that enable printing image transfer on flexible packaging materials; and chemistries used in water-based hydraulic control fluids in offshore energy production. Electronics segment researches, formulates and sells specialty chemicals and process technologies for all types of electronics hardware, from complex printed circuit board designs to semiconductor packaging.
<h3>Financial Milestones: Element Solutions's Journey</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Element Solutions's remarkable performance in 3 months is evident. As of 30 September, 2024, the company achieved an impressive revenue growth rate of 7.63%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Materials sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Element Solutions's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 6.25%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 1.67%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Element Solutions's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 0.8% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Element Solutions's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.79.
<h2>The Significance of Analyst Ratings Explained</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying Element Solutions: Insights From 4 Analyst Reviews

BMO Capital analyst Bhavesh Lodaya maintains Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) with a Outperform and raises the price target from $32 to $34.

BMO Capital Maintains Outperform on Element Solutions, Raises Price Target to $34

Element Solutions's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) short percent of float has risen 4.05% since its last report. The company recently reported that it has 1.72 million shares sold short, which is 0.77% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.0 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Element Solutions Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731689158_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Element Solutions has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Element Solutions's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Element Solutions's peer group average for short interest as a percentage of float is 3.20%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

How Is The Market Feeling About Element Solutions?

Barclays analyst Michael Leithead maintains Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) with a Overweight and raises the price target from $30 to $32.

Barclays Maintains Overweight on Element Solutions, Raises Price Target to $32

BMO Capital analyst Bhavesh Lodaya maintains Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) with a Outperform and raises the price target from $30 to $32.

BMO Capital Maintains Outperform on Element Solutions, Raises Price Target to $32

Guidance

Element Solutions Sees FY24 Adj. EBITDA $535M-$540M, Free Cash Flow $280M-$300M

Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) reported quarterly earnings of $0.39 per share which beat the analyst consensus estimate of $0.38 by 2.63 percent. This is a 8.33 percent increase over earnings of $0.36 per share from the same period last year. The company reported quarterly sales of $645.00 million which beat the analyst consensus estimate of $626.46 million by 2.96 percent. This is a 7.63 percent increase over sales of $599.30 million the same period last year.

Earnings

Earnings Beats

Element Solutions Q3 Adj $0.39 Beats $0.38 Estimate, Sales $645M Beat $626.46M Estimate

Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) is gearing up to announce its quarterly earnings on Monday, 2024-10-28. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Element Solutions will report an earnings per share (EPS) of $0.39.
The announcement from Element Solutions is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Earnings History Snapshot</h3>
Last quarter the company beat EPS by $0.01, which was followed by a 3.05% drop in the share price the next day.
Here's a look at Element Solutions's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
<th>Q3 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.35</td>
<td>0.32</td>
<td>0.33</td>
<td>0.33</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.36</td>
<td>0.34</td>
<td>0.32</td>
<td>0.36</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-3.0%</td>
<td>-4.0%</td>
<td>-2.0%</td>
<td>4.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2024/1729868579_0.png" alt="eps graph" />
<h3>Analysts' Perspectives on Element Solutions</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Element Solutions.
The consensus rating for Element Solutions is Buy, derived from 1 analyst ratings. An average one-year price target of $33.0 implies a potential 22.31% upside.
<h3>Comparing Ratings Among Industry Peers</h3>
The below comparison of the analyst ratings and average 1-year price targets of Arcadium Lithium, Balchem and Axalta Coating Sys, three prominent players in the industry, gives insights for their relative performance expectations and market positioning.
<ul>
<li>For Arcadium Lithium, analysts project an Neutral trajectory, with an average 1-year price target of $4.83, indicating a potential 82.1% downside.</li>
<li>The prevailing sentiment among analysts is an Buy trajectory for Balchem, with an average 1-year price target of $185.0, implying a potential 585.69% upside.</li>
<li>Analysts currently favor an Outperform trajectory for Axalta Coating Sys, with an average 1-year price target of $42.6, suggesting a potential 57.89% upside.</li>
</ul>
<h3>Peer Analysis Summary</h3>
The peer analysis summary offers a detailed examination of key metrics for Arcadium Lithium, Balchem and Axalta Coating Sys, providing valuable insights into their respective standings within the industry and their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Element Solutions</td>
<td>Buy</td>
<td>4.54%</td>
<td>$267.20M</td>
<td>3.97%</td>
</tr>
<tr>
<td>Arcadium Lithium</td>
<td>Neutral</td>
<td>7.93%</td>
<td>$80.40M</td>
<td>1.38%</td>
</tr>
<tr>
<td>Balchem</td>
<td>Buy</td>
<td>1.22%</td>
<td>$82.99M</td>
<td>2.93%</td>
</tr>
<tr>
<td>Axalta Coating Sys</td>
<td>Outperform</td>
<td>4.40%</td>
<td>$460M</td>
<td>6.39%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Element Solutions ranks at the top for Revenue Growth with 4.54%. It is in the middle for Gross Profit at $267.20M. For Return on Equity, Element Solutions is at the bottom with 3.97%.
<h3>Get to Know Element Solutions Better</h3>
Element Solutions Inc is a specialty chemicals company whose businesses supply a broad range of solutions that enhance the performance of products people use every day. The company has two segments which are Electronics and Industrial &amp; Specialty. The Industrial &amp; Specialty segment which generates majority of the revenue, includes chemical systems that protect and decorate metal and plastic surfaces; consumable chemicals that enable printing image transfer on flexible packaging materials; and chemistries used in water-based hydraulic control fluids in offshore energy production. Electronics segment researches, formulates and sells specialty chemicals and process technologies for all types of electronics hardware, from complex printed circuit board designs to semiconductor packaging.
<h3>Understanding the Numbers: Element Solutions's Finances</h3>
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Positive Revenue Trend: Examining Element Solutions's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 4.54% as of 30 June, 2024, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Materials sector.
Net Margin: Element Solutions's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 15.21% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Element Solutions's ROE stands out, surpassing industry averages. With an impressive ROE of 3.97%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Element Solutions's ROA excels beyond industry benchmarks, reaching 1.88%. This signifies efficient management of assets and strong financial health.
Debt Management: Element Solutions's debt-to-equity ratio is below the industry average at 0.81, reflecting a lower dependency on debt financing and a more conservative financial approach.
<a href="https://www.benzinga.com/quote/ESI/earnings">To track all earnings releases for Element Solutions visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insights into Element Solutions's Upcoming Earnings

WIIM

Element Solutions shares are trading higher following a report suggesting the company may be exploring a sale.

Rumors

Watching Element Solutions; Traders Circulate Unconfirmed Rumor That The Company May Be Exploring A Sale

Shares of Element Solutions Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) were climbing <a href="https://www.benzinga.com/quote/esi">in early trading on Monday</a>.
Chipmakers are increasingly focused on reducing size and power consumption of chips, "much of which is enabled by ESI&#8217;s materials," according to Seaport Research Partners.
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5937f6b285b07a0001ac3654/michael-harrison">Analyst Michael Harrison</a> initiated coverage of Element Solutions with a Buy rating and price target of $33.
The Element Solutions Thesis: The transition towards advanced packaging is still in the initial stages and the company has "a broad portfolio, strong customer relationships, and application expertise to capture expanding share within this growing opportunity set," Harrison said in the initiation note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
"ESI&#8217;s businesses are capital-light and generate strong cash flow to fund organic and inorganic growth, and we expect Electronics to account for a growing portion of ESI&#8217;s earnings over time," he added.
During its second-quarter earnings release, the company had indicated that it could have "several years of record earnings ahead," which could be the case even if the electronics and industrial recovery is slower than anticipated, the analyst stated.
"ESI should be well-positioned to outgrow the market and drive strong bottom-line growth," he further wrote.
Price Action: Shares of Element Solutions had risen by 1.54% to $26.38 at the time of publication on Monday.
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</ul>

Long Ideas

Initiation

Movers

Tech

Element Solutions Boasts 'Broad Portfolio' To Capture Expanding Share: Analyst

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>UBS analyst Michael Goldsmith initiated coverage on NETSTREIT Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NTST#NYSE">NTST</a>) with a Buy rating and announced a price target of $19. Netstreit shares closed at $15.70 on Friday. <a href="https://www.benzinga.com/quote/NTST/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Michael Harrison initiated coverage on Element Solutions Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) with a Buy rating and announced a price target of $33. Element Solutions shares closed at $25.98 on Friday. <a href="https://www.benzinga.com/quote/ESI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Kyle Menges initiated coverage on The Timken Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TKR#NYSE">TKR</a>) with a Neutral rating and announced a price target of $90. Timken shares closed at $84.04 on Friday. <a href="https://www.benzinga.com/quote/TKR/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Praneeth Satish initiated coverage on Shoals Technologies Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHLS#NASDAQ">SHLS</a>) with an Equal-Weight rating and announced a price target of $46. Shoals Technologies shares closed at $5.31 on Friday. <a href="https://www.benzinga.com/quote/SHLS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Julien Dumoulin-Smith initiated coverage on PG&amp;E Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>) with a Buy rating and announces Price Target of $24. PG&amp;E shares closed at $19.63 on Friday. <a href="https://www.benzinga.com/quote/PCG/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying PCG stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="522" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/14094412/image-100-1024x522.png" alt="" class="wp-image-593945" style="width:632px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/14094412/image-100-1024x522.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/14094412/image-100-300x153.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/14094412/image-100-768x392.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/14094412/image-100.png 1327w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read More: 
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<li><a href="https://www.benzinga.com/news/24/10/41308141/this-analyst-with-85-accuracy-rate-sees-around-20-upside-in-amd-here-are-5-stock-picks-for-last-week">This Analyst With 85% Accuracy Rate Sees Around 20% Upside In AMD &#8211; Here Are 5 Stock Picks For Last Week From Wall Street&#8217;s Most Accurate Analysts</a></li>
</ul>

NTST

SHLS

This PG&E Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday

Seaport Global analyst Michael Harrison initiates coverage on Element Solutions (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) with a Buy rating and announces Price Target of $33.

Seaport Global Initiates Coverage On Element Solutions with Buy Rating, Announces Price Target of $33

Element Solutions's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) short percent of float has risen 9.2% since its last report. The company recently reported that it has 2.12 million shares sold short, which is 0.95% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.02 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Element Solutions Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727792125_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Element Solutions has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Element Solutions's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Element Solutions's peer group average for short interest as a percentage of float is 3.55%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Element Solutions's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ESI#NYSE">ESI</a>) short percent of float has risen 13.0% since its last report. The company recently reported that it has 2.52 million shares sold short, which is 1.13% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.94 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Element Solutions Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726085725_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Element Solutions has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Element Solutions's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Element Solutions's peer group average for short interest as a percentage of float is 3.69%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Looking Into Element Solutions's Recent Short Interest

Air Products and Chemicals, Inc. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/apd#NYSE">APD</a>) is expected to gain from its project investments, productivity actions and new business deals amid the softness in China and Europe.
The company&#39;s shares have lost 9.6% over a year compared with a 10.6% decline of its industry.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/96/77101.jpg?v=847617279" />
Image Source: Zacks Investment Research
Let&#39;s find out why this Zacks Rank #3 (Hold) stock is worth retaining at the moment.
&nbsp;
<h2>High-return Projects and Productivity Actions Aid APD Stock</h2>
Air Products is well-placed to benefit from its investments in high-return industrial gas projects and productivity measures. It remains focused on its gasification strategy and is executing its growth projects. These projects are expected to be accretive to earnings and cash flows.
APD is realizing the benefits of the completion of the second phase of the Jazan project in Saudi Arabia. The company has a total available capacity to deploy (over fiscal 2024-2033) $30.8 billion in high-return investments aimed at creating significant shareholder value.
Air Products is also driving productivity to improve its cost structure. It is seeing the positive impacts of its productivity actions. Benefits from additional productivity and cost improvement programs are likely to support its margins moving ahead. The company also remains focused on improving pricing amid an inflationary environment.
The company also remains committed to maximizing returns to shareholders leveraging strong balance sheet and cash flows. Air Products&#39; board, in January 2024, increased its quarterly dividend to $1.77 per share. This marked the 42nd straight year of dividend increase. APD paid roughly $1.5 billion in dividends to shareholders in 2023. It expects to return roughly $1.6 billion to shareholders through dividends in 2024.
<h2>Softness in China &amp; Europe a Worry for Air Products</h2>
The slowdown in China and Europe may affect APD&#39;s business in these regions. The sluggish China economy is impacting volumes in the Industrial Gases - Asia segment. A slower economic recovery in China and the softness in electronics may continue to affect the segment&#39;s volumes.
Air Products is also seeing weak demand for merchant products in Europe. Its volumes in Europe rose modestly year-over-year in the fiscal third quarter as the contribution of the new assets in Uzbekistan offset weaker merchant volumes. The lack of growth in industrial output in Europe is a concern for the near term.
<div class="chart_embed">
<h3>Air Products and Chemicals, Inc. Price and Consensus</h3>
<img alt="Air Products and Chemicals, Inc. Price and Consensus" src="https://staticx-tuner.zacks.com/images/charts/3f/1725958852.png" style="height:265px; width:590px" title="" />
Air Products and Chemicals, Inc. price-consensus-chart | Air Products and Chemicals, Inc. Quote
</div>
<h2>Stocks to Consider</h2>
Better-ranked stocks in the Basic Materials space are, Hawkins, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/hwkn#NASDAQ">HWKN</a>), Element Solutions Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/esi#NYSE">ESI</a>) and Eldorado Gold Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ego#NYSE">EGO</a>), each sporting a Zacks Rank #1 (Strong Buy).
The Zacks Consensus Estimate for Hawkins&#39; current fiscal-year earnings is pegged at $4.14, indicating a rise of 15.3% from year-ago levels. The Zacks Consensus Estimate for HWKN&#39;s current fiscal-year earnings has increased 12.8% in the past 60 days. The stock has rallied around 101% in the past year.
The consensus estimate for Element Solutions&#39; current-year earnings has increased by 0.7% in the past 60 days. ESI beat the consensus estimate in three of the last four quarters while delivering in-line results on the other occasion. In this timeframe, it delivered an earnings surprise of around 3.8%, on average.
The Zacks Consensus Estimate for Eldorado Gold&#39;s current year earnings is pegged at $1.35 per share, indicating a year-over-year rise of 136.8%. EGO beat the consensus estimate in each of the last four quarters, with the average earnings surprise being 430.3%. The company&#39;s shares have rallied roughly 64% in the past year.
<a href="https://www.zacks.com/stock/news/2333874/here-s-why-you-should-hold-onto-air-products-stock-for-now?cid=CS-BENZ-FT-analyst_blog|rank_focused-2333874">To read this article on Zacks.com click here.</a>

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Here's Why You Should Hold Onto Air Products Stock for Now

FMC Corporation&#39;s (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/fmc#NYSE">FMC</a>) shares have gained 9.6% over the past three months. The company has also outperformed its industry&#39;s decline of 7.8% over the same time frame. FMC has also topped the S&amp;P 500&#39;s roughly 2.9% rise over the same period.
Let&#39;s dive into the factors behind this Zacks Rank #3 (Hold) stock&#39;s price appreciation.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/25/76914.jpg?v=1710638083" style="height:412px; width:610px" />
Image Source: Zacks Investment Research
<h2>New Products, Restructuring Actions Aid FMC Stock</h2>
FMC delivered better-than-expected results in the second quarter on the back of higher volumes. It saw improved demand in the quarter, leading to an increase in sales volumes, especially in the United States and Brazil. The company is gaining from efforts to expand its product portfolio through new product launches and restructuring actions.
FMC is investing in technologies as well as new product launches to enhance value to the farmers. New products launched in Europe, North America and Asia are gaining significant traction. Product introductions are expected to support the company&#39;s results this year.
The company generated $590 million in sales in 2023 from new products launched in the past five years. It expects revenues from new products to grow by roughly $200 million in 2024. It expects a significant amount of volume growth to come from new products in the second half of 2024. FMC is seeing strong gains in new products including Coragen eVo and Premio Star insecticides and the Onsuva fungicide in Latin America.
The acquisition of BioPhero ApS, a Denmark-based pheromone research and production company, also adds biologically produced state-of-the-art pheromone insect control technology to the company&#39;s product portfolio and R&amp;D pipeline, highlighting FMC&#39;s role as a leader in delivering innovative and sustainable crop protection solutions.
FMC is also expected to benefit from reduced input costs, a favorable product mix and its cost-control actions. It benefited from favorable input costs in the second quarter of 2024. FMC is also making progress with its global restructuring and cost-reduction program. It sees benefits from restructuring to contribute $75-$100 million to full-year 2024 adjusted EBITDA, net of inflation.
<div class="chart_embed">
<h3>FMC Corporation Price and Consensus</h3>
<img alt="FMC Corporation Price and Consensus" src="https://staticx-tuner.zacks.com/images/charts/18/1725873589.png" style="height:265px; width:576px" title="" />
FMC Corporation price-consensus-chart | FMC Corporation Quote
</div>
<h2>Stocks to Consider</h2>
Better-ranked stocks in the Basic Materials space are Newmont Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nem#NYSE">NEM</a>), Element Solutions Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/esi#NYSE">ESI</a>) and Eldorado Gold Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ego#NYSE">EGO</a>), each sporting a Zacks Rank #1 (Strong Buy).
The Zacks Consensus Estimate for Newmont&#39;s current-year earnings is pegged at $2.82, indicating a rise of 75.2% from year-ago levels. The Zacks Consensus Estimate for NEM&#39;s earnings has increased 16% in the past 60 days. The stock has rallied around 29% in the past year.
The consensus estimate for Element Solutions&#39; current-year earnings has increased by 0.7% in the past 60 days. ESI beat the consensus estimate in three of the last four quarters while delivering in-line results on the other occasion. In this timeframe, it delivered an earnings surprise of around 3.8%, on average.
The Zacks Consensus Estimate for Eldorado Gold&#39;s current year earnings is pegged at $1.35 per share, indicating a year-over-year rise of 136.8%. EGO beat the consensus estimate in each of the last four quarters, with the average earnings surprise being 430.3%. The company&#39;s shares have rallied roughly 61% in the past year.
<a href="https://www.zacks.com/stock/news/2333348/fmc-shares-rise-10-in-3-months-what-s-driving-the-stock?cid=CS-BENZ-FT-analyst_blog|price_surge_/_plunge-2333348">To read this article on Zacks.com click here.</a>

FMC Shares Rise 10% in 3 Months: What's Driving the Stock?

Eastman Chemical Company (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/emn#NYSE">EMN</a>) is benefiting from cost-cutting and productivity actions as well as its innovation-driven growth model amid challenges from soft demand in certain markets.
Shares of EMN are up 22.1% over the past year compared with a 7.4% decline of its industry.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/40/76792.jpg?v=1565582696" />
Image Source: Zacks Investment Research
Let&#39;s find out why this Zacks Rank #3 (Hold) stock is worth retaining at the moment.
<h2>Eastman Chemical Gains on Cost Actions &amp; Innovation</h2>
Eastman is gaining from its actions to manage costs. It is expected to benefit from lower operating costs from its operational transformation program in 2024.
EMN is taking action to keep its manufacturing and administrative costs in control. It achieved cost savings of around $200 million in 2023, net of inflation.&nbsp; Pricing initiatives and lower raw material and energy costs are also expected to support the company&#39;s bottom line. The company plans to maintain pricing discipline and improve asset utilization throughout the year.
Eastman aims to increase new business revenues by utilizing its innovation-driven growth strategy. Innovation and market development initiatives are expected to support its sales volumes. Its specialty portfolio is expected to drive sales growth across key end markets such as consumer durables, building &amp; construction and transportation.
The company is also expected to gain from the revenues and earnings generated by its Kingsport methanolysis facility in 2024. It anticipates a $50 million incremental EBITDA contribution from the Kingsport facility.
Eastman Chemical also remains focused on maintaining a disciplined approach to capital allocation with an emphasis on debt reduction. It returned $526 million to shareholders in 2023 through dividends and share repurchases. It also raised its dividend for the 14th consecutive year. EMN expects to repurchase shares worth around $300 million in 2024.
<h2>Demand Weakness a Concern for EMN Stock</h2>
EMN is exposed to headwinds from weak demand in certain markets. It is seeing soft demand in building &amp; construction and cautious customer behavior in consumer durables and electronics. Demand in building &amp; construction remains sluggish in most regions.
While Eastman Chemical is seeing an end of customer inventory de-stocking across most of its end markets, the same is expected to continue in medical applications in the second half of 2024. Weaker demand is expected to adversely impact its performance in the third quarter of 2024.
<div class="chart_embed">
<h3>Eastman Chemical Company Price and Consensus</h3>
<img alt="Eastman Chemical Company Price and Consensus" src="https://staticx-tuner.zacks.com/images/charts/3c/1725614461.png" style="height:265px; width:583px" title="" />
Eastman Chemical Company price-consensus-chart | Eastman Chemical Company Quote
</div>
<h2>Stocks to Consider</h2>
Better-ranked stocks in the Basic Materials space are Newmont Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/nem#NYSE">NEM</a>), Element Solutions Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/esi#NYSE">ESI</a>) and Eldorado Gold Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/ego#NYSE">EGO</a>), each sporting a Zacks Rank #1 (Strong Buy).
The Zacks Consensus Estimate for Newmont&#39;s current-year earnings is pegged at $2.82, indicating a rise of 75.2% from year-ago levels. The Zacks Consensus Estimate for NEM&#39;s earnings has increased 16% in the past 60 days. The stock has rallied around 35% in the past year.
The consensus estimate for Element Solutions&#39; current-year earnings has increased by 0.7% in the past 60 days. ESI beat the consensus estimate in three of the last four quarters while delivering in-line results on the other occasion. In this timeframe, it delivered an earnings surprise of around 3.8%, on average.
The Zacks Consensus Estimate for Eldorado Gold&#39;s current year earnings is pegged at $1.35 per share, indicating a year-over-year rise of 136.8%. EGO beat the consensus estimate in each of the last four quarters, with the average earnings surprise being 430.3%. The company&#39;s shares have rallied roughly 73% in the past year.
<a href="https://www.zacks.com/stock/news/2332583/here-s-why-you-should-hold-onto-eastman-chemical-stock-for-now?cid=CS-BENZ-FT-analyst_blog|rank_focused-2332583">To read this article on Zacks.com click here.</a>

Here's Why You Should Hold Onto Eastman Chemical Stock for Now

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