Albemarle stock falls 2.13 percent as estimates turn lower

Published on 09/29/2026 at 08:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Albemarle stock posted USD 1.74 billion in Q2 2026 revenue, up 31.10 percent year over year and above USD 1.59 billion consensus. Nasdaq lists November 4, 2026, for results.

Schwarz-Weiß-Reportagefoto von Bergarbeitern am Lithium-Salzsee im Gegenlicht — Albemarle Corp. US0126531013 – Schwarz-Weiß-Reportage mit Bergarbeitern am Salzsee, dramatische Silhouetten im Gegenlicht, Illustration mit AI erstellt.

Albemarle Corporation stock (ISIN US0126531013) was last at USD 107.39 on the NYSE on September 28, 2026, down 2.13 percent from the prior close. The pressure follows a second-quarter earnings beat while lithium pricing and forward estimates remain central to the story.

Q2 revenue rose 31.10 percent

According to Zacks on September 4, 2026, Albemarle reported Q2 2026 net sales of USD 1.74 billion, an increase of 31.10 percent from the prior-year quarter and above the USD 1.59 billion consensus estimate. Adjusted EPS was USD 3.75, compared with USD 3.35 expected, while reported diluted EPS was USD 3.52.

The same Q2 report showed adjusted EBITDA of USD 858.10 million, up 155.00 percent year over year, and operating cash flow of USD 710.00 million. Energy Storage sales volume rose 11.00 percent to 65 kilotons of lithium carbonate equivalent, while average realized pricing increased 60.50 percent to USD 19.53 per kilogram.

Lower estimates offset the beat

Zacks reported on September 15, 2026, that Albemarle stock had fallen 29.10 percent over six months as weaker lithium prices pressured the shares. The report also said the consensus estimate for Q3 2026 and the full-year 2026 earnings estimate had moved lower over the prior 60 days.

The counter-factor is operating execution. Albemarle lifted its 2026 Specialties sales outlook to USD 1.40 billion to USD 1.60 billion and its adjusted EBITDA outlook to USD 275.00 million to USD 325.00 million, while Energy Storage volume guidance stood at 225 to 235 kilotons.

Stock remains below its yearly high

At USD 107.39, Albemarle's September 28, 2026, reference price stood 51.41 percent below its 52-week high of USD 221.00 and above its 52-week low of USD 79.30. Market capitalization was USD 12.7 billion, with volume of 2,661,352 shares in the session.

Nasdaq lists November 4, 2026, as the estimated earnings announcement date for Q3 2026. The next update will therefore put the lower estimate trend alongside lithium prices, Energy Storage volumes and the company's Specialties outlook.

Albemarle stock trades at USD 107.39

Albemarle stock was last at USD 107.39 on the NYSE on September 28, 2026, at 4:00 p.m. ET, with a daily change of negative 2.13 percent. The market is weighing improved Q2 operating figures against softer lithium conditions and lower forward estimates.