Solstice Acquisition Should Be an Electronics and Refrigerants Leader After Element Solutions Deal
Solstice Advanced Materials, spun off from Honeywell in late 2025, plans to acquire Element Solutions, a leading semiconductor and electronic materials business, with the deal expected to close in 2027. This acquisition is anticipated to position Solstice as a leader in electronics and refrigerants. The company produces specialty chemicals for various markets including refrigerants, uranium conversion, semiconductors, and electronics.
Solstice Advanced Materials to acquire Element Solutions in $14.5-billion deal
Solstice Advanced Materials announced its intent to acquire Element Solutions Inc. in a cash-and-stock deal valued at approximately $14.5 billion, including assumed debt. This acquisition aims to create an industry-leading advanced materials platform, expanding Solstice's exposure to high-growth electronics, AI infrastructure, and other specialty markets. The combined entity is projected to have 2025 net sales of $6.8 billion and realize over $180 million in synergies by the third year post-closing, with the transaction expected to finalize in the first half of 2027.
ESI Stock Alert: Halper Sadeh LLC is Investigating Whether Element Solutions Inc is Obtaining a Fair Price for its Shareholders
Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Element Solutions Inc (NYSE: ESI) to Solstice Advanced Materials, Inc. The firm is concerned that the transaction may not ensure a fair price for Element shareholders and that the company's board of directors may have breached its fiduciary duties. Shareholders are encouraged to contact the firm to discuss their rights and options.
Solstice to Acquire Element Solutions in $14.5 Billion Deal
Solstice Advanced Materials Inc., a spinoff from Honeywell International Inc., announced its acquisition of Element Solutions Inc. in a cash-and-stock deal valued at $14.5 billion. This merger is set to create a market leader in the specialty chemicals sector. Element shareholders will receive $10 in cash and half a share of Solstice stock per Element share, representing a 15% premium over Element's closing price on July 2.
Element Solutions Tumbles As Mega Merger Sparks Jitters
Element Solutions (ESI) shares are declining due to investor concerns about a reported "merger of equals" with Solstice Advanced Materials. Though the deal would create a significant specialty chemicals entity focused on advanced chipmaking, the market is reacting to potential integration challenges and uncertainties associated with a large stock-based transaction. Despite strong long-term prospects in semiconductor materials, weakened cash generation and existing debt could exacerbate any merger-related higher costs or volatile earnings.
ESI - Element Solutions Inc Latest SEC Filings
This article provides the latest SEC filings information for Element Solutions Inc (ESI), a specialty chemicals company. It details the company's financial overview, including market cap, income, sales, dividends, and key financial ratios. The report also lists performance metrics, insider and institutional ownership, and analyst recommendations.
Insiders At Element Solutions Sold US$26m In Stock, Alluding To Potential Weakness
This article analyzes recent insider selling at Element Solutions Inc, totaling US$26 million over the last year. It highlights that while insider selling isn't always a negative signal, a significant volume can indicate waning confidence, especially when compared to buying activity. The article suggests that such large sales might imply that insiders believe the stock is fully valued or may face future challenges.
Envirosense MicroMotion from Element Solutions Inc - specialty chemistries for smarter sensors
Element Solutions Inc (NYSE: ESI) has launched Envirosense MicroMotion, a line of specialty chemistries designed for high-precision automotive and industrial motion and pressure sensors. These customizable formulations aim to improve sensor reliability and manufacturing efficiency by fine-tuning surface interactions for delicate microstructures. While not directly branded on end products, MicroMotion plays a critical role in the US manufacturing supply chain, contributing to the performance of modern automotive and industrial systems.
Mizuho Adjusts Price Target on Element Solutions to $54 From $47, Maintains Outperform Rating
Mizuho has increased its price target for Element Solutions (ESI) to $54 from $47, while reiterating an Outperform rating on the stock. This adjustment reflects a positive outlook on the specialty chemicals company. Element Solutions Inc is a global specialty chemicals company with segments in Electronics and Specialty, providing solutions for various industries including consumer electronics and semiconductor manufacturing.
ESI - Element Solutions Inc Volatility & Greeks
This article provides a detailed financial overview of Element Solutions Inc (ESI), including its latest stock performance, market capitalization, key financial ratios, and volatility metrics. It covers various aspects like insider and institutional ownership, analyst recommendations, and historical performance, presenting a comprehensive snapshot of the company's financial health.
Element Solutions Inc (ESI) Shares Fall 4.3% -- GF Value Says Still Overvalued
Element Solutions Inc (ESI) shares dropped by 4.3% to $45.66 on June 26, 2026. According to GuruFocus' GF Value, the stock is significantly overvalued by 47.8%, with an estimated intrinsic value of $30.90. The company's P/E ratio of 73.7x is well above its historical median, and the absence of recent insider transactions further suggests caution for investors.
Price to earnings forward of Element Solutions Inc. – NYSE:ESI
This article provides a brief display of the "Price to earnings forward" metric for Element Solutions Inc. (NYSE: ESI) on the TradingView platform. It shows the period, value, and change information for this financial metric, indicating that the market is closed and no trades were made at the time of viewing.
Price to sales forward of Element Solutions Inc. – BOATS:ESI
This article provides the forward price-to-sales ratio for Element Solutions Inc. (ESI) as presented by BOATS (Blue Ocean Alternative Trade System) on TradingView. It indicates that the market was closed at the time of publication and gives no actual trade data or specific financial values.
Element Solutions Inc (ESI) Shares Fall 4.3% -- GF Value Says Still Overvalued
Element Solutions Inc (ESI) shares dropped by 4.3% to $45.66, which is 47.8% above its GF Value™ estimate of $30.90, indicating the stock is significantly overvalued. The company's GF Score™ is 77/100, with strong growth but poor valuation. No insider transactions have occurred in the last three months, suggesting a lack of insider confidence in the current stock price.
ESI Forecast — Price Target — Prediction for 2027
The article provides a forecast and price target for Element Solutions Inc. (ESI) stock based on analyst ratings. It includes current stock performance, historical highs and lows, earnings information, and financial metrics, emphasizing that the content is not investment advice.
A Look At Element Solutions (ESI) Valuation After Sector Outperformance And Upgraded Earnings Estimates
Element Solutions (ESI) has shown strong performance, outperforming the Basic Materials sector with a 59.1% year-to-date share price increase and a 89.2% one-year total shareholder return. Analysts have upgraded full-year earnings estimates and view the stock as 13% undervalued based on a fair value of $47.30 compared to its current price of $41.28. However, the article highlights a significant valuation risk due to its high P/E ratio of 67.6x compared to industry averages and notes that the bullish narrative depends on sustained strong demand and improved profitability.
What Element Solutions (ESI)'s Electronics Beat and Conference Messaging Means For Shareholders
Element Solutions Inc (ESI) recently presented at a tech conference, reinforcing its position in advanced electronics materials after exceeding guidance in its Electronics segment for Q1 2026. This performance, coupled with the stock reaching an all-time high, highlights the importance of the Electronics division as a growth engine. However, the company's reliance on cyclical end markets and a rich earnings multiple mean investors should be aware of potential sentiment reversals.
What Element Solutions (ESI)'s Electronics Beat and Conference Messaging Means For Shareholders
Element Solutions (ESI) recently presented at a conference and reported better-than-guided first-quarter earnings, especially in its Electronics segment. This performance reinforces the company's focus on advanced electronics materials, driven by demand from high-performance computing and EVs. However, despite the positive momentum, investors should consider the company's rich earnings multiple and exposure to cyclical end markets.
Element Solutions Slides as Recent Rally Reverses
Element Solutions Inc (ESI) saw its stock drop by 6.6% after a significant rally, which saw shares reach an all-time high the previous day. This reversal appears to be profit-taking by investors, likely triggered by a broader market selloff in technology and semiconductor-linked names, as ESI has significant exposure to electronics materials. Despite the recent dip, the company reported record first-quarter 2026 results and raised its full-year guidance, suggesting underlying strength.
Element Solutions Inc (ESI) Stock Up 6.8% but GF Value Says Overvalued -- GF Score: 77/100
Element Solutions Inc (ESI) shares rose 6.8% to $49.09, but GuruFocus's GF Value indicates the stock is significantly overvalued by 59.4% compared to its intrinsic value of $30.80. Despite a strong GF Score of 77/100, driven by high growth and momentum, its valuation score is low at 3/10, and its current P/E ratio is far above its historical median, cautioning investors about potential risks.
Element Solutions Inc. $ESI Shares Sold by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. reduced its stake in Element Solutions Inc. (NYSE: ESI) by 17.2% in the first quarter, selling 737,538 shares and retaining 3.55 million shares valued at $121.3 million. Despite this sale, Element Solutions remains a significant holding for Vaughan Nelson, accounting for 1.2% of its portfolio. Wall Street analysts maintain a "Buy" rating for ESI with a consensus price target of $39.57, following strong Q1 results that beat EPS and revenue estimates, alongside a 41.5% year-over-year revenue increase and a declared quarterly dividend.
Element Solutions Inc (ESI) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article details the revenue breakdown for Element Solutions Inc (ESI) by business segment and geographic region. For FY2025, Assembly Solutions was the largest segment, followed by Industrial Solutions and Circuitry Solutions. Geographically, other countries contribute the most to revenue, with China and the United States also being significant contributors.
Element Solutions Inc (ESI) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Element Solutions Inc (ESI), highlighting its current price momentum score of 9.46, ranking 4th in the Chemicals industry. It details the stock's trading range between resistance at $48.03 and support at $40.74, suggesting suitability for range-bound swing trading. The analysis also covers various technical indicators like MACD, RSI, and moving averages, concluding with a "Buy" signal based on MA5 to MA200.
Element Solutions Inc (ESI) Earnings Forecast: Future EPS & Revenue Growth Estimates
Element Solutions Inc (ESI) has an earnings forecast score of 8.17, placing it 5th out of 68 in the Chemicals industry. Analysts have set an average price target of $31.00 for ESI, with most analysts recommending a "Buy" for the stock. The company's expected revenue for the next quarter is $852.78 million, and its EPS for the previous quarter was $0.03, with an expectation of $0.43 for the next quarter.
Element Solutions Inc (ESI) Institutional Confidence
Element Solutions Inc (ESI) has an institutional shareholding score of 10.00, placing it first out of 68 companies in the Chemicals industry. The institutional shareholding proportion increased by 1.38% quarter-over-quarter to 104.49%. Steven Cohen is the largest institutional shareholder, holding 1.62 million shares, which represents 0.84% of outstanding shares.
Element Solutions (ESI) Wolfe Research 3rd Annual Materials of the Future Conference 2026 summary
This article summarizes Element Solutions' (ESI) presentation at the Wolfe Research 3rd Annual Materials of the Future Conference 2026. Key points include the company's strategic focus on compounding EPS, recent divestitures and reinvestments, and a strong growth outlook driven by the electronics segment, particularly in data centers. Element Solutions also highlighted its innovation in materials for complex electronics and its Kuprion technology.
Element Solutions stock hits all-time high at 45.66 USD By Investing.com
Element Solutions Inc (ESI) has reached an all-time high of $45.66, reflecting a 110% surge over the past year and 68% in the last six months. This growth is attributed to strong performance in its Electronics segment, especially due to AI and datacenter exposure. Analyst firms like BofA Securities, Truist Securities, and BMO Capital have raised price targets and maintained "Buy" or "Outperform" ratings, with the company also declaring a quarterly cash dividend.
Element Solutions stock hits all-time high at 45.66 USD By Investing.com
Element Solutions Inc (ESI) has reached an all-time high of $45.66, reflecting a 110% stock surge over the past year. Despite being near its 52-week high, InvestingPro suggests the stock may be overvalued. Recent strong first-quarter EBITDA results, boosted by AI and datacenter exposure, led analysts to raise price targets, and the company also declared a quarterly cash dividend.
Element Solutions stock hits all-time high at 45.66 USD
Element Solutions Inc (ESI) has reached an all-time high of $45.66, marking a 110% stock surge over the past year. This growth is driven by strong Q1 EBITDA, outperforming analyst expectations, especially in its Electronics segment due to AI and datacenter exposure. Despite suggestions of overvaluation, analysts have raised price targets, and the company announced a quarterly cash dividend.
(ESI) Risk Channels and Responsive Allocation
This article provides an AI-driven analysis for Element Solutions Inc. (NYSE: ESI), highlighting strong near-term sentiment with a long-term positive bias. It presents three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—alongside multi-timeframe signal analysis with support and resistance levels. The report emphasizes the potential for upside given no remaining resistance above the current price.
Why Element Solutions (ESI) Is Up 9.7% After Specialty Demand And Integrations Bolster Margins
Element Solutions Inc (ESI) reported strong quarterly results driven by high demand for specialty chemicals and benefits from recent integrations, leading to a 9.7% increase in its stock. The company's strategy focuses on shifting towards higher-value specialty chemicals in electronics and industrial coatings, aiming for significant revenue and earnings growth by 2029. Despite positive progress, investors are still weighing execution risks, market volatility, and competition, which continue to influence its valuation.
Why Element Solutions (ESI) Is Up 9.7% After Specialty Demand And Integrations Bolster Margins
Element Solutions Inc (ESI) saw a 9.7% increase in its stock price following strong Q1 2026 results, driven by robust demand for its specialty chemicals and benefits from recent integrations. The company's strategy focuses on shifting towards higher-value specialty chemicals in electronics and industrial coatings to expand margins. Despite positive developments, investor concerns remain regarding execution risk, end-market volatility, and potential valuation issues.
Demand-Driven Rally Lifted Element Solutions Inc (ESI) in Q1
Element Solutions Inc (NYSE: ESI) was a significant contributor to The London Company Small-Mid Cap Strategy's Q1 2026 performance, rallying on strong demand for specialty chemicals. The company's timely investments and focus on high-growth markets are expected to maintain its outperformance and margin expansion. Despite strong performance, Insider Monkey suggests that some AI stocks may offer even greater potential for returns.
Element Solutions Inc. $ESI Shares Bought by Capital World Investors
Capital World Investors increased its stake in Element Solutions Inc. (NYSE:ESI) by 3.8% in the fourth quarter, purchasing an additional 123,244 shares to bring its total holdings to 3.41 million shares valued at approximately $85.1 million. This increase follows Element Solutions reporting stronger-than-expected quarterly results with EPS of $0.41 and revenue of $840 million, a 41.5% year-over-year increase. The company also declared a quarterly dividend of $0.08 per share.
BNY Mellon Small Cap Value Fund's Element Solutions Inc(ESI) Holding History
This article details BNY Mellon Small Cap Value Fund's holding history in Element Solutions Inc (ESI). The fund acquired 101,630 shares in early 2026 at an average price of $31.34, with a current market value of $3.47 million. The investment represents 1.33% of the fund's portfolio and has generated an estimated gain of 31.17% to date.
Are Basic Materials Stocks Lagging Element Solutions (ESI) This Year?
Element Solutions (ESI) has significantly outperformed the Basic Materials sector year-to-date, returning 59.4% compared to the sector's 10.8% average. The company holds a Zacks Rank of #2 (Buy) with improving analyst sentiment. Another strong performer in the sector is Metallus (MTUS), up 14.6% this year, also with a Zacks Rank #2 (Buy).
Are Basic Materials Stocks Lagging Element Solutions (ESI) This Year?
Element Solutions (ESI) has significantly outperformed the Basic Materials sector year-to-date, returning 59.4% compared to the sector's 10.8% average. The company holds a Zacks Rank of #2 (Buy) and its earnings outlook has improved. Another strong performer in the sector is Metallus (MTUS), though ESI's performance within its specific Chemical - Specialty industry is also noteworthy.
Tangible book value per share of Element Solutions Inc – XETR:PLQ
The article discusses the tangible book value per share of Element Solutions Inc (XETR:PLQ) and provides an overview of its financial data within the TradingView platform. It also lists various features and services offered by TradingView, including market data, charting tools, and community resources. The content provided is minimal and mainly points to where this financial data can be found on their platform.
Element Solutions Inc Balance Sheet – XETR:PLQ
The balance sheet for Element Solutions Inc (XETR:PLQ) shows its total assets for Q1 2026 reached 4.97 billion EUR, marking a 14.34% increase from Q4 2025. Concurrently, total liabilities rose by 25.93% in Q1 2026, reaching 2.59 billion EUR. The article provides financial data overview, statements, statistics, dividends, earnings, and revenue for the company.
Element Solutions Inc Revenue Breakdown – XETR:PLQ
Element Solutions Inc (XETR:PLQ) generated total revenue of 2.17 billion EUR last year. The Electronics segment was the top-performing unit, contributing 1.52 billion EUR, while the largest regional contribution came from Other Countries, accounting for 1.25 billion EUR.
(ESI) Movement as an Input in Quant Signal Sets
This article analyzes Element Solutions Inc. (NYSE: ESI) using AI-generated quant signal sets, highlighting a neutral near and mid-term outlook with a potential long-term positive bias. It presents three distinct trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis and support/resistance levels. The analysis also emphasizes an exceptional risk-reward short setup for ESI.
ESI Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Element Solutions Inc (ESI), detailing its revenue breakdown, profitability margins, and a comparison with competitors. ESI's primary revenue driver is Assembly Solutions, and the company maintains healthy gross, operating, and net margins. Its market capitalization is $10.39B, and its gross margin of 38.42% surpasses that of competitors like PRM and HUN.
Element Solutions Inc (NYSE:ESI) Meets Minervini Trend Template and High-Growth Momentum Criteria
Element Solutions Inc (NYSE:ESI) has met Mark Minervini's Trend Template and high-growth momentum criteria, indicating a strong technical and fundamental position. The stock's price, moving averages, relative strength, accelerating EPS, sales growth, and expanding profit margins all suggest it is a leading growth candidate. ChartMill's analysis gives ESI a technical rating of 10 out of 10, highlighting its consistent performance and potential for a breakout.
Fidelity Advisor Small Cap Fund's Element Solutions Inc(ESI) Holding History
This article details Fidelity Advisor Small Cap Fund's historical holdings in Element Solutions Inc (ESI). As of February 28, 2026, the fund held 1.06 million shares of ESI, valued at $37.10 million, representing 1.69% of its portfolio. The fund has made multiple purchases and sales of ESI since 2019Q4, resulting in an estimated gain of $38.28 million, or 118.76%, on its current holdings.
Why Is Element Solutions (ESI) Up 0.8% Since Last Earnings Report?
Element Solutions (ESI) shares have risen 0.8% since its last earnings report, underperforming the S&P 500 despite topping Q1 earnings and revenue estimates. The company reported strong performance in its Electronics segment, driven by AI infrastructure demand, and raised its full-year adjusted EBITDA outlook. Despite positive earnings, analysts have shown a downward trend in estimate revisions.
Element Solutions Inc (ESI) Shares Surge 6.0% -- What GF Score o
Element Solutions Inc (ESI) shares have surged 6.0% and demonstrate strong fundamentals with a GF Score of 81/100, driven by high momentum and growth ranks. Despite this performance, the stock is considered significantly overvalued, trading 43.2% above its estimated fair value of $30.15, and its current P/E ratio of 69.7x is well above its historical median. Investors are cautioned due to the overvaluation and absence of insider transactions, suggesting potential risks for new investments at current price levels.
ESI’s AI Buzz Puts NYSE Composite Story In Play
Element Solutions is gaining attention due to its dividend update and increasing exposure to the demand for AI data center electronics. The company, operating in the specialty chemicals and materials sector, is seeing its market story reshaped by these factors. The relevance of AI for Element Solutions stems from the critical role specialty chemical solutions play in advanced data center electronics manufacturing processes.
Did ESI’s Dividend and AI Data Center Buzz Just Recast Element Solutions’ Investment Narrative?
Element Solutions Inc (ESI) recently declared a quarterly dividend of US$0.0800 per share and has garnered increased analyst attention due to strong operational momentum and growing exposure to AI and data center-related electronics chemicals. This article explores how these developments, particularly the emphasis on AI and data centers, are influencing the company's investment narrative. While the dividend reinforces capital return consistency, the focus is shifting to ESI's ability to leverage its specialty chemicals in high-performance electronics, aiming for substantial revenue and earnings growth by 2029.
Did ESI’s Dividend and AI Data Center Buzz Just Recast Element Solutions’ Investment Narrative?
Element Solutions Inc (ESI) recently affirmed its quarterly dividend of US$0.0800 per share, which, coupled with increased analyst attention on its exposure to AI and data center-related electronics chemicals, is reshaping its investment narrative. While the dividend reinforces consistent capital returns, the primary focus is now on ESI’s strategic shift towards higher-value electronics and industrial applications, capitalizing on the growing demand from AI and data centers. However, investors are cautioned to consider the company's reliance on cyclical markets despite the AI enthusiasm.
Is Element Solutions (ESI) stock outpacing its basic materials peers this year?
This article examines whether Element Solutions (ESI) has outperformed its basic materials sector peers year-to-date. Investors often look at stock performance relative to industry averages to gauge a company's strength. The analysis aims to provide insight into ESI's stock trajectory within its sector.
