Aberdeen Group plc Sells 39,392 Shares of Sociedad Quimica y Minera S.A. $SQM
Aberdeen Group plc reduced its stake in Sociedad Quimica y Minera S.A. (NYSE:SQM) by 17.9% in the third quarter, selling 39,392 shares and holding 180,758 shares valued at $7.74 million. Other institutional investors like Royal Bank of Canada and Goldman Sachs Group Inc. increased their holdings in SQM. The stock currently has a "Moderate Buy" rating from analysts with an average target price of $69.79.
Albemarle (ALB) director converts deferred phantom stock into common shares
Albemarle Corporation director Gerald A. Steiner converted 934 deferred phantom stock units into common shares in two transactions on February 18, 2026. These conversions, part of his deferred director compensation plans, were performed at a stated price of $0.00 per share and are not considered open-market purchases. The phantom stock units, which include dividend equivalent rights, convert on a one-for-one basis into common stock.
DuPont Declares $0.20 Quarterly Dividend, Yield at 1.59%
DuPont has announced a quarterly dividend of $0.20 per share, maintaining consistency with previous distributions and demonstrating stable cash flow. The dividend, payable on March 16 with a record and ex-dividend date of March 2, results in a forward yield of 1.59%. The company targets 3% organic sales growth and an EPS of $2.25 to $2.30 for 2026, aiming for long-term growth through portfolio transformation despite current unimpressive growth.
Critical Minerals Market to Reach US$ 586.63 Billion by 2032;
The global critical minerals market is projected to reach US$ 586.63 billion by 2032, growing at a CAGR of 7.53% between 2025 and 2032, driven primarily by the escalating demand from clean energy technologies like electric vehicles and renewable energy systems. Asia Pacific currently leads the market with a 35% share, while the market faces challenges from geopolitical risks and concentrated supply chains. Key players include Albemarle Corporation, China Northern Rare Earth, and MP Materials, and strategic initiatives are underway globally to diversify supply and enhance resilience.
Triple Flag Delivers Record Earnings Per Share and Operating Cash Flow Per Share Growth in 2025
Triple Flag Precious Metals Corp. announced record financial results for the fourth quarter and full year of 2025, including record earnings per share and operating cash flow per share. The company also declared a dividend and highlighted strategic developments, such as funding the E44 gold deposit at Northparkes, which is expected to significantly contribute to future growth. Triple Flag remains debt-free with over $1 billion in liquidity, projecting robust organic growth in Gold Equivalent Ounces (GEOs) towards 2030 and beyond.
Lithium stocks surge after Chinese mine suspends production
The article reports on the surge in lithium stock prices following the suspension of production at a Chinese lithium mine. This event likely impacted global lithium supply, leading to increased investor interest and higher stock valuations for companies in the sector.
LAC vs. ALB: Which Lithium Stock Has More Upside Potential Now?
This article compares two lithium stocks, Lithium Americas Corp. (LAC) and Albemarle Corporation (ALB), to determine which has greater upside potential. It likely analyzes their financial performance, growth prospects, and market positions within the lithium industry.
RBC Capital Raises Price Target for Albemarle (ALB) to $216 | AL
RBC Capital has reaffirmed its "Outperform" rating for Albemarle (ALB) and increased its price target from $200 to $216, reflecting positive expectations for the company. Albemarle is a leading global producer of lithium, vital for electric vehicle batteries, and also a major producer of bromine. While analysts project an average target price of $181.04, GuruFocus estimates a fair value of $82.53 based on historical data and future performance outlook.
This Albemarle Analyst Turns Bullish On Improving Structural Fundamentals
An analyst at Bank of America Securities upgraded Albemarle's rating to Buy and raised the price target to $190, citing improving structural fundamentals. The company's strong fourth-quarter results, supported by energy storage volumes and significant cost savings, contributed to the bullish outlook. The analyst also highlighted that Albemarle's stock decline presents an attractive entry point given its execution through a downturn and positioning for recovery.
Albemarle upgraded on improved lithium pricing and cost-savings initiatives
Bank of America analysts upgraded Albemarle (NYSE:ALB, XETRA:AMC) to 'Buy' from 'Neutral' and increased their price target to $190, citing improved lithium pricing and the company's cost-savings initiatives. The analysts noted that lithium spot prices have doubled and that Albemarle's Q4 2025 results exceeded expectations, driven by higher energy storage volumes and significant cost savings. Bank of America also raised its fiscal 2026 EBITDA estimate for Albemarle, expecting EBITDA margins to reach approximately 41%.
Sociedad Quimica y Minera S.A. (NYSE:SQM) Short Interest Down 13.2% in January
Sociedad Quimica y Minera S.A. (NYSE:SQM) saw a 13.2% drop in short interest in January, totaling 1,392,213 shares, indicating low short-selling pressure. The company missed Q4 earnings estimates but beat revenue expectations and recently paid a special dividend. MarketBeat shows a consensus "Moderate Buy" rating for SQM among analysts.
Small Cap ETFs: VB Boasts Lower Fees, While ISCB Sports a Higher Dividend Yield
This article compares two U.S. small-cap ETFs, ISCB (iShares Morningstar Small-Cap ETF) and VB (Vanguard Small-Cap ETF), highlighting their key differences related to fees, performance, holdings, and liquidity. While both offer broad small-cap exposure with very low expense ratios and similar dividend yields, ISCB has shown stronger recent returns and holds more stocks, whereas VB is significantly larger, more liquid, and slightly less volatile. The analysis helps investors differentiate between the two options based on their priorities, such as cost-consciousness or asset liquidity.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Albemarle, BitGo Holdings, Chevron, Dollar General, Equifax, Shopify, Southwest Airlines, Visa, and More
This article compiles the top Wall Street analyst upgrades, downgrades, and initiations for Tuesday, February 17, 2026. It highlights research calls for companies such as Albemarle, Chevron, Shopify, Southwest Airlines, and Visa (upgrades), and ConocoPhillips, Dollar General, and Eagle Materials (downgrades). The report also discusses market reactions to a surprisingly low January inflation report, leading to speculation about potential future interest rate cuts.
Small Cap ETFs: VB Boasts Lower Fees, While ISCB Sports a Higher Dividend Yield
This article compares two small-cap ETFs, the iShares Morningstar Small-Cap ETF (ISCB) and the Vanguard Small-Cap ETF (VB), highlighting their similarities and differences. While ISCB has delivered stronger recent returns and holds more stocks, VB is larger, more liquid, and slightly less volatile, with a marginally lower expense ratio. Both funds offer attractive, nearly identical expense ratios and dividend yields, making them similar in cost and income generation, but with some distinctions in their portfolio composition and market performance.
Albemarle Announces Idling of Operations at Kemerton Processing Plant
Albemarle Corporation announced it will idle Train 1 of its Kemerton lithium hydroxide processing plant in Western Australia, effective immediately, placing it into care and maintenance. This decision follows earlier actions to idle Train 2 and stop expansion plans due to ongoing efforts to reduce operating costs and insufficient lithium price improvements to offset challenges for hard-rock lithium conversion. The company expects this move to improve adjusted EBITDA starting in Q2 2026, with no impact on projected 2026 sales volumes or its Australian mining interests.
Analysts Conflicted on These Materials Names: Albemarle (ALB) and Vale SA (VALE)
J.P. Morgan analyst Jeffrey Zekauskas maintained a Hold rating on Albemarle (ALB) with a $145.00 price target, while Jefferies analyst Chris LaFemina reiterated a Buy rating on Vale SA (VALE) with a $20.00 price target. The article highlights the differing analyst opinions within the Materials sector for these two companies. Albemarle has a "Moderate Buy" consensus with a 7.1% upside, while Vale SA also has a "Moderate Buy" consensus but with a slight downside from current levels.
Sigma Lithium Announces Additional Sale of 150,000t plus 350,000t Optional of High Purity Lithium Fines; Production-Backed Revolver of US$96 Million
Sigma Lithium has announced the sale of 150,000 tonnes of high purity lithium fines at US$140/t, with an option for an additional 350,000 tonnes at market prices. This commercial success leverages the company's innovative Greentech Plant technology, enabling up to 60% recovery in reprocessing for clients. Furthermore, the company has secured a US$96 million production-backed revolving facility, strengthening its liquidity through pre-payments tied to the supply of 70,500 tonnes of high-grade lithium oxide concentrate in 2026.
Kymera Therapeutics Touts Once-Daily Oral “Biologics-Like” KT-621 at Guggenheim Conference
Kymera Therapeutics highlighted its oral targeted protein degrader KT-621, designed for Type 2 inflammatory diseases, at the Guggenheim Conference. The company positions KT-621 as a "biologics-like" drug with deep target degradation and clinical signals in atopic dermatitis that could significantly expand the multi-billion dollar Type 2 disease market due to its oral, once-daily convenience. Kymera also discussed its IRF5 degrader, KT-579, and its platform for developing novel therapies for previously undruggable immune targets.
Solidion Technology Enters into Non-Binding Memorandum of Understanding to Supply Pouch Cells
Solidion Technology, Inc. (Nasdaq: STI) has signed a non-binding Memorandum of Understanding (MOU) to supply pouch cells for energy storage systems. This agreement, while non-binding, could potentially generate an estimated $4 to $6 million in revenue over the next 12 months for the advanced battery technology provider. The company's CEO, Jaymes Winters, noted that Solidion's intellectual property and technology are attracting global partners.
Argus upgrades Freeport-McMoRan stock rating to Buy on copper demand
Argus has upgraded its rating for Freeport-McMoRan (NYSE:FCX) from Hold to Buy, setting a price target of $72, citing the mining company's strengthened balance sheet and anticipated strong demand for copper. The firm expects Freeport-McMoRan to benefit from increased electrification, AI build-out, and energy transition initiatives. This upgrade follows a period of higher highs and higher lows for FCX shares since November 2025 and solid fourth-quarter 2025 earnings that surpassed expectations.
Sociedad Quimica y Minera S.A. $SQM Shares Purchased by Peregrine Investment Management Inc.
Peregrine Investment Management Inc. significantly increased its stake in Sociedad Quimica y Minera S.A. (SQM) by 58.6% in the third quarter, making it their 10th largest holding. Other institutional investors also adjusted their positions in SQM. The article details SQM's recent financial performance, including an EPS miss but revenue growth, and discusses recent analyst ratings for the company.
Wells Fargo & Company $WFC Shares Purchased by Public Sector Pension Investment Board
The Public Sector Pension Investment Board increased its holdings in Wells Fargo & Company (NYSE:WFC) by 1.3% in Q3, now owning 1,600,740 shares valued at $134,174,000. Other institutional investors also adjusted their positions, with 75.90% of the stock owned by institutional investors. Wells Fargo recently reported Q4 earnings of $1.76 EPS, beating estimates, and announced a quarterly dividend of $0.45 per share.
Albemarle Corporation (NYSE:ALB) Q4 2025 Earnings Call Transcript
Albemarle Corporation reported strong Q4 2025 results with net sales up 16% year-over-year and adjusted EBITDA up 7%, driven by growth in energy storage and cost improvements. The company updated its 2030 global lithium demand outlook, projecting a 10% increase from previous forecasts, largely due to stronger demand for stationary storage. Albemarle also announced the idling of its Kemerton lithium hydroxide plant to improve financial performance and enhance flexibility, expecting this action to be accretive to adjusted EBITDA starting in Q2 2026.
Should Eastman’s 2025 Earnings Slide Test Confidence in Its Efficiency and Sustainability Strategy (EMN)?
Eastman Chemical Company reported a significant decline in its 2025 sales and net income, with sales dropping to US$8,752 million from US$9,382 million and net income to US$474 million from US$905 million in 2024. This performance raises questions about the effectiveness of the company's efficiency and sustainability strategies amidst market headwinds. Despite the earnings setback, Eastman increased its quarterly dividend to US$0.84 per share, signaling continued commitment to shareholders while also highlighting a tension between balance sheet resilience and potential future constraints if market pressures persist.
Albemarle Earnings: Shares Sell Off Despite Strong Profit Growth Outlook Above Consensus
Albemarle's shares fell 7% despite fourth-quarter earnings showing improved sequential lithium prices and a management outlook above consensus estimates. Morningstar maintains its $200 fair value estimate for Albemarle, viewing it as slightly undervalued with a Very High Uncertainty Rating. The company anticipates substantially improved profits and free cash flow in 2026 due to higher lithium prices, even with reduced medium-term volume growth assumptions.
Behind the Scenes of Albemarle's Latest Options Trends
Deep-pocketed investors are showing significant interest in Albemarle (NYSE: ALB) through unusual options activity, with a notable bullish leaning despite some bearish sentiment. Benzinga identified 28 extraordinary options activities, indicating that major market movers are targeting a price band between $75.0 and $280.0 for the stock. Analysts currently have an average price target of $192.2 for Albemarle, a leading lithium and bromine producer, with its stock currently trading around $171.17.
Albemarle Corp. stock underperforms Thursday when compared to competitors
Albemarle Corp. (ALB) shares fell by 9.41% to $158.93 on Thursday, ending a four-day winning streak. This underperformance occurred during a poor trading session for the broader market, with both the S&P 500 and Dow Jones Industrial Average also declining.
Albemarle Corp (ALB) Shares Down 7.07% on Feb 12
Albemarle Corp (ALB) shares dropped 7.07% on Feb 12, trading at $163.03, significantly below its 52-week high but well above its 52-week low. Wall Street analysts forecast an average target price of $174.22 with an "Outperform" recommendation, while GuruFocus estimates a one-year GF Value of $83.95, suggesting a potential downside.
ALB Q4 Earnings Miss, Revenues Beat on Higher Volumes & Pricing
Albemarle Corporation (ALB) reported an adjusted loss of 53 cents per share in Q4 2025, wider than expected, but revenues rose 15.9% year over year to $1,428 million, exceeding consensus estimates. The revenue growth was primarily driven by higher volumes and pricing in its Energy Storage and Ketjen segments. Despite the earnings miss, the company's financial position improved, and it provided an outlook for 2026.
Albemarle Losses Narrow and Guidance Was Great. The Stock Rallied.
Albemarle (ALB) reported solid fourth-quarter earnings and impressive guidance, leading to a rally in its stock. The lithium miner saw narrowed losses due to rising lithium prices, continuing the volatile trend for lithium investors.
Albemarle (ALB) Maintains Neutral Rating; Price Target Raised by Mizuho | ALB Stock News
Mizuho has raised its price target for Albemarle (ALB) to $185, while maintaining a Neutral rating. This adjustment comes amidst a series of upward price target revisions from various analysts, including Jefferies, JP Morgan, Wells Fargo, Truist Securities, and Oppenheimer, indicating an optimistic market outlook for the lithium producer. Despite the raised price targets, GuruFocus estimates a potential downside due to the GF Value significantly differing from the current stock price.
BASF Strengthens Business Services Through Global Hub Setup
BASF is establishing a new centralized hub in India to enhance its Global Business Services, focusing on cost efficiency, operational resilience, and consistent support. This strategy involves consolidating Finance and HR functions in India, optimizing supply chain in Kuala Lumpur, and maintaining regional management for proximity-dependent services. The new hub model aims to simplify processes, increase automation, and leverage competitive costs to support BASF's long-term objectives.
Albemarle Losses Narrow and Guidance Was Great. Why the Stock Is Down After Earnings.
Albemarle reported solid fourth-quarter earnings and impressive guidance, yet its stock was down before the market open on Thursday. Despite a 117% increase in stock value over the past year due to higher lithium prices, the post-earnings reaction puzzled investors. The article aims to explore the reasons behind the stock's decline despite positive financial news.
The Small Cap Wrap: Alkane, Cobre, Tamboran, Aruma and more
This article provides a wrap-up of news from several small-cap companies including Alkane Resources, Cobre Ltd, Tamboran Resources, and Aruma Resources. Alkane launched a US ADR program to attract North American investors, Cobre is raising A$60 million to acquire a majority stake in a Chilean copper project, and Tamboran is advancing its Beetaloo pilot project. Additionally, Elon Musk's AI chatbot Grok has climbed to third place in global AI chatbot traffic.
The Small Cap Wrap: Alkane, Cobre, Tamboran, Aruma and more
This Small Cap Wrap highlights several companies' recent developments. Alkane Resources launched a Level 1 ADR program for North American investors, while Cobre Ltd plans a A$60 million capital raise to acquire a majority interest in Chile's Sierra Atacama Copper Project. Tamboran Resources Corporation remains on track to deliver first gas from the Beetaloo Basin in Q3 2026, and Aruma Resources Ltd is commencing its maiden field season at the high-grade Tillex Copper-Silver Project in Canada.
Albemarle: Fourth Quarter Earnings Overview
Albemarle Corp. reported a net loss of $455.9 million in the fourth quarter, with an adjusted loss of 53 cents per share, missing analysts' expectations. Despite the loss, the company's Q4 revenue reached $1.43 billion, exceeding forecasts. For the full year, Albemarle's net loss narrowed to $677.4 million, and its stock price has increased by 24% year-to-date.
Albemarle: Q4 Earnings Snapshot
Albemarle Corp. reported a fourth-quarter loss of $455.9 million, or $3.87 per share, significantly missing analyst expectations for a loss of 40 cents per share. Despite the loss, the specialty chemicals company's revenue of $1.43 billion for the period exceeded Street forecasts. For the full year, Albemarle's loss narrowed to $677.4 million on revenues of $5.14 billion.
ALBEMARLE CORP SEC 10-K Report
Albemarle Corporation has released its 2025 10-K report, detailing financial performance, business operations, and strategic initiatives. The company reported net sales of $5,142.7 million and a net loss of $(510.6) million, showing improvement from the previous year. Strategic focuses include optimizing its portfolio through divestitures, enhancing financial flexibility, and continuing to invest in innovative chemistry and sustainable practices.
Albemarle: Fourth Quarter Earnings Overview
Albemarle Corp. reported a net loss of $455.9 million for the fourth quarter, with an adjusted loss of 53 cents per share, missing analysts' expectations. Despite the loss, the company's revenue for the quarter reached $1.43 billion, surpassing forecasts. For the full year, Albemarle's net loss was $677.4 million, and its stock price has seen a 24% increase since the beginning of the year.
Albemarle swings to quarterly loss on charges tied to Ketjen sale
Albemarle, the world's largest lithium producer, reported a net loss of $455.9 million in the last quarter of the year, a significant swing from a net profit in the prior-year quarter. This loss was primarily attributed to charges related to the upcoming sale of its Ketjen refining catalyst business. The company posted a loss of $3.87 per share compared to a profit of 29 cents per share in the same period last year.
Albemarle (NYSE: ALB) swings to 2025 loss but boosts free cash flow
Albemarle Corporation reported a net loss of $414 million for Q4 2025, primarily due to tax-related items and asset write-downs linked to the Ketjen transaction, despite increasing net sales by 16% to $1.4 billion. For the full year 2025, the company generated strong free cash flow of $692 million and achieved $450 million in cost and productivity improvements, significantly reducing capital expenditures. Albemarle provided a 2026 outlook with wide ranges for net sales and adjusted EBITDA, heavily dependent on lithium market prices, and plans to finalize the sale of a controlling stake in Ketjen.
Albemarle Announces Plans to Idle its Kemerton Lithium Hydroxide Processing Plant
Albemarle Corporation has announced its decision to idle the remaining operating train at its Kemerton lithium hydroxide processing plant in Western Australia, effective immediately, placing it into care and maintenance. This move follows previous actions to reduce operating costs amid lithium price volatility, aiming to improve financial flexibility despite recent price improvements. The company states this decision will be accretive to adjusted EBITDA starting in Q2 2026 and will not impact projected 2026 volumes, with customer demand met through other production channels.
MEOH & Partners Launch U.K.'s First Biomethanol Bunkering Service
Methanex Corporation (MEOH), Exolum, and Orsted have launched the U.K.'s first commercially ready biomethanol storage and supply service at the Port of Immingham, aiming to accelerate the decarbonization of the maritime sector. Exolum provides infrastructure, Methanex supplies the biomethanol, and Orsted will be the initial user for its offshore wind farm maintenance vessels. This initiative leverages existing energy infrastructure to support sustainable fuels and significantly reduce the U.K.'s transport-related CO2 emissions.
Albemarle earnings on deck: Can lithium recovery end losses? By Investing.com
Albemarle (ALB) is set to report fourth-quarter earnings, with analysts anticipating a loss of 51 cents per share on $1.34 billion in revenue. Despite a projected wider loss compared to the previous quarter, the lithium market has seen significant improvement, with prices up 77% year-over-year and analysts largely bullish on the stock. Key factors for investors will be realized lithium prices, the impact of energy storage demand, and management's profitability timeline after extensive cost reductions and divestitures.
ArcelorMittal to Build New EAF in Dunkirk to Advance Decarbonization
ArcelorMittal (MT) plans to invest Euro 1.3 billion in a new electric arc furnace (EAF) at its Dunkirk steelmaking site, projected to begin operations in 2029 and significantly reduce CO2 emissions. This move is supported by France’s Energy Efficiency Certificates scheme and comes amidst evolving European policy frameworks aimed at protecting domestic steelmakers. Additionally, ArcelorMittal is investing Euro 500 million in a new electrical steel production unit at its Mardyck plant, marking a substantial investment outside of decarbonization efforts.
Chile’s Mining Resurgence Fuels Optimism for Key ETF
Chile's renewed mining activity, driven by increased copper and lithium output, is benefiting the iShares MSCI Chile ETF. The country is experiencing significant disinflation, with inflation rates dropping to 2.8%, and the central bank has held interest rates steady. Key developments include Codelco's increased copper production and SQM's expanded lithium production plans, with the ETF offering exposure to these commodity-heavy sectors.
Earnings Scheduled For February 11, 2026
This article lists companies scheduled to report their quarterly earnings on February 11, 2026. It divides the companies into those reporting before the bell and those reporting after the bell, providing estimated earnings per share and revenue for each. Notable companies include Humana, TotalEnergies, Lithia Motors, T-Mobile US, Shopify, Cisco Systems, Albemarle, McDonald's, and HubSpot.
The Truth About Albemarle Corp: Is This Quiet EV Giant About To Explode?
Albemarle Corp (ALB), a major lithium producer, is generating buzz among investors as the core ingredient for EV batteries. Despite recent volatility and a significant price drop from its peak, the company is viewed by many as a potential long-term value play tied to the growing EV market. Investors should be aware of the stock's cyclical nature and volatility, but its established business and critical role in the energy transition make it a significant player to watch.
Avadel Pharmaceuticals plc Announces High Court Approval of Scheme of Arrangement for Acquisition by Alkermes plc
Avadel Pharmaceuticals plc announced that the Irish High Court has approved its scheme of arrangement for acquisition by Alkermes plc. This acquisition, involving all of Avadel's ordinary shares, is expected to take effect on February 12, 2026, contingent on the Court Order's processing. As a result, trading of Avadel shares on Nasdaq is anticipated to cease after February 11, 2026.
Credo Is No Longer Just A Cable Story - Earnings Preview (NASDAQ:CRDO)
Credo Technology Group Holding Ltd (CRDO) is expected to show strong preliminary Q3 revenue, positioning it for growth in the AI-driven data center market. The company's leadership in AECs, expansion into new growth pillars, and the launch of its Blue Heron 224G retimer are key drivers. Risks include revenue concentration among hyperscalers and intense competition from industry giants like Marvell and Broadcom.
