Mizuho cuts target for Element Solutions stock to USD 42.00

Published on 10/05/2026 at 12:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 revenue hit USD 977.90 million, up 56.40 percent year over year. Element Solutions stock costs EUR 33.80 on October 5, 2026 after EUR 33.70.

ESI, US28618M1062, Illustration mit AI erstellt.

Element Solutions Inc (US28618M1062) faces a lower analyst valuation after Mizuho maintained its Neutral rating and cut its adjusted price target to USD 42.00 from USD 45.00 on October 1, 2026, according to GuruFocus. The revised target keeps the central question on execution rather than demand alone.

Target cut meets strong quarter

Element Solutions reported USD 977.90 million of revenue in the second quarter of 2026, compared with USD 873.19 million expected by analysts, while adjusted earnings per share reached USD 0.47 against a USD 0.43 consensus estimate, MarketBeat reported. Revenue therefore exceeded the cited forecast by USD 104.71 million, a 12.00 percent difference.

The quarter also delivered operating momentum in the business most exposed to artificial-intelligence infrastructure. In the second quarter of 2026, Electronics organic net sales grew 20.00 percent, while adjusted EBITDA increased 33.00 percent year over year in constant currency, according to the Yahoo Finance transcript. Adjusted EBITDA margin excluding pass-through metals rose 120 basis points year over year to 27.80 percent.

Guidance raises the bar

Management raised full-year 2026 adjusted EBITDA guidance to USD 690 million to USD 710 million and forecast adjusted earnings-per-share growth of 20.00 percent for the year, the earnings-call transcript states. That combination gives the stock a measurable operating support, but the Mizuho cut shows that valuation expectations have become more selective.

For investors, the key distinction is between reported revenue growth and underlying demand. Electronics organic growth was 20.00 percent in the second quarter, while total organic net sales grew 15.00 percent, leaving metals pricing and acquisition contributions as important variables when the next report arrives.

NYSE quote and euro reference

Element Solutions was last at USD 37.93 on the NYSE on October 2, 2026 at 4:00 p.m. ET, with a 52-week range of USD 22.86 to USD 49.25 and market capitalization of USD 9.2 billion. The stock was trading at EUR 33.80 at Lang & Schwarz on October 5, 2026 at 12:16 p.m. CEST, up 0.30 percent versus the prior close of EUR 33.70. The next earnings date is October 27, 2026, according to Yahoo Finance.