Stifel cuts price target for ESAB stock to USD 114 from USD 132

Published on 10/20/2026 at 21:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ESAB second-quarter revenue rose 12.90 percent to USD 807.63 million. ESAB stock costs EUR 57.75 on October 20, 2026, up 0.91 percent on the NYSE.

Target and results

Stifel cut its ESAB target from USD 132.00 to USD 114.00 on October 19, 2026.
Second-quarter revenue rose 12.90 percent to USD 807.63 million.
ESAB stock costs EUR 57.75 at Lang & Schwarz on October 20, 2026 at 9:36 p.m. CEST, up 0.91 percent on the NYSE.
Third-quarter results are scheduled for November 4, 2026.

ESAB, US29605J1060, Illustration mit AI erstellt.

ESAB Corporation (ISIN US29605J1060) is facing a lower analyst valuation after Stifel cut its price target from USD 132.00 to USD 114.00 on October 19, 2026, while maintaining a Buy rating, as Investing.com reported. The euro quote stood at EUR 57.75 at Lang & Schwarz on October 20, 2026 at 9:36 p.m. CEST; ESAB was up 0.91 percent on the NYSE versus its October 19, 2026 close.

What changed in Stifel's view?

Stifel's target reduction leaves the new figure 13.64 percent below the former USD 132.00 target. The firm cited international headwinds, Middle East exposure and questions about emerging-market growth, while identifying Eddyfi integration and synergy generation as important execution points.

The target change followed a weak market backdrop for international industrial companies. Stifel also described ESAB's cash flow as solid and consistent and maintained its Buy rating, according to the October 19, 2026 report from Investing.com.

Revenue rose in the second quarter

ESAB reported USD 807.63 million in revenue for the second quarter of 2026, 12.90 percent above the same period a year earlier and ahead of the USD 741.16 million forecast cited by Investing.com. Adjusted earnings per share came in at USD 1.33 against an expected USD 1.43, showing that revenue growth did not remove the earnings pressure.

The company had reported second-quarter results for the period ended July 3, 2026. A transcript carried by Yahoo Finance also described total sales of USD 766.00 million and adjusted EBITDA of USD 150.00 million, reflecting a different sales presentation from the reported revenue figure.

Stock stays near its yearly low

ESAB's USD 62.74 to USD 137.42 52-week range places the latest NYSE quote at USD 65.09 as of October 20, 2026. The euro quote at Lang & Schwarz provides the German investor view, while the NYSE quotation remains the home-market reference for the daily move.

Results date sets the next marker

ESAB is scheduled to publish third-quarter 2026 results on November 4, 2026, with its conference call starting at 8:00 a.m. Eastern, according to MarketScreener. That date gives investors the next scheduled test of revenue growth, margins and the integration of Eddyfi.

Trading position and valuation

ESAB carried a market capitalization of USD 4.0 billion and a price-to-earnings ratio of 23.87 as of October 20, 2026. The combination of a lower Stifel target, a second-quarter revenue beat and an adjusted earnings miss leaves the next results release as the clearest dated point for reassessing the shares.

Stock price in euros

ESAB stock was trading at EUR 57.75 at Lang & Schwarz on October 20, 2026 at 9:36 p.m. CEST, up 0.91 percent on the NYSE versus its October 19, 2026 close. The further course of trading is shown by the continuously updated real-time quote of ESAB stock.