Element Solutions stock gets fresh analyst support from BMO

Published on 10/07/2026 at 05:04 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Element Solutions stock carries a USD 45.00 BMO target dated October 5, 2026. Q2 revenue reached USD 977.9 million and net income USD 77.3 million.

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Element Solutions stock carries a Buy rating from BMO Capital and a USD 45.00 price target, while the shares were last at USD 37.74 on the NYSE on October 6, 2026. The latest market view puts the stock below both the BMO target and the broader analyst consensus.

BMO keeps its Buy rating

According to Markets Insider on October 5, 2026, BMO Capital analyst John McNulty reiterated a Buy rating and a USD 45.00 target for Element Solutions. The target stands 19.2 percent above the NYSE price of USD 37.74.

UBS also raised its target from USD 47.00 to USD 48.00 while retaining a Buy rating on October 5, 2026, according to Markets Insider. That move contrasts with Mizuho, which cut its target from USD 45.00 to USD 42.00 on October 1, 2026.

Q2 revenue rose to USD 977.9 million

Element Solutions reported USD 977.9 million of revenue and USD 77.3 million of net income for the quarter ended June 30, 2026, according to Markets Insider. Revenue increased from USD 625.2 million in the year-earlier quarter, while net income rose from USD 47.4 million, equal to gains of 56.4 percent and 63.1 percent.

The Q2 figures give the analyst targets an operating base rather than a purely valuation-driven story. Element Solutions also reported adjusted EBITDA margin of 27.8 percent in Q2, up 120 basis points year over year, while electronics organic sales grew 20 percent, according to Yahoo Finance on July 28, 2026.

Consensus points to October 27

The published consensus covers 10 firms, with nine Buy ratings, one Hold and no Sell ratings. Its average 12-month target is USD 46.45, with a low of USD 42.00 and a high of USD 55.00, according to Gekko; the average target is 23.1 percent above the October 6 price.

The next reporting date is October 27, 2026, according to Gekko. The key counter-factor is input-cost pressure: management cited raw-material and logistics inflation as a risk to near-term margin capture in the Q2 call.

ESI remains below its yearly high

Element Solutions was last at USD 37.74 on the NYSE on October 6, 2026, with a session range of USD 37.24 to USD 37.92 and a daily gain of 0.53 percent. Its 52-week range was USD 22.86 to USD 49.25, while market capitalization stood at USD 9.2 billion and volume reached 1,948,584 shares.