Insider buying last 90 days
No open-market insider purchases were filed for ESAB in the last 90 days.
From Form 4 filings, dated to when each was filed.
ESAB shares fell 6.5% to $67.25 this week, with a separate report citing a 7.3% drop to $66.68. The decline follows a court ruling in South Carolina finding ESAB and France-based Altrad Group liable for historical asbestos operations tied to Cape Asbestos Co. Ltd., and comes as BofA Securities lowered its price target on the stock to $122 from $142. Coverage otherwise notes that analysts largely maintain "Buy" ratings even as some firms trim targets, alongside comparisons of ESAB against peers in the industrial machinery space.
The stock trades at $67.25, down 14.9% over one month and 38.8% over the past year, sitting below both its 50-day average of $79.04 and its 200-day average of $99.02, with the 50-day itself below the 200-day. The GekkoIndex reads 65.3, placing ESAB in the Accumulation zone. Fair value work puts Gekko Fair Value at $91.92, leaving the current price 26.8% below that mark.
Over the next 20 trading days, attention turns to earnings on 4 November, which falls 36 days out, beyond a typical short-term holding window. Smart money data shows 2 Congress buys and 0 sells within the last 90 days. Seasonality for this calendar stretch has averaged a 3.7% move over the next 20 trading days across 4 years, rising in 3 of them. The 26.8% gap to Gekko Fair Value and the pending asbestos litigation both bear watching.
Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.
ESAB scores 5 supportive, 0 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
5 supportive0 mixed1 headwind
Below 50 and 200-day
Close $67.25 is below the 50-day ($79.04) and 200-day ($99.02) averages, and the 50-day is below the 200-day.
See the chart65.3, Accumulation
Reading 65.3 is in the Accumulation zone.
See the GekkoIndex26.8% below
Price is 26.8% below Gekko Fair Value (more than 5% below).
See fair valueLeans bullish
Last 90 days: Congress 2 buys / 0 sales.
See smart moneyReports in 36 days
Next report Nov 4, 2026, 36 days away — outside a typical 20-trading-day hold.
See earnings+3.7% on average
From this point in the calendar, the next 20 trading days averaged +3.7% over 4 years, rising in 3 of them.
See seasonalityA description of current data, not a recommendation. How this page works
ESAB closed at $67.25 on Sep 28, 2026, −38.8% over the past year, inside a 52-week range of $64.83 to $137.42.
Use the left and right arrow keys to read daily values.
Put ESAB on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.
ESAB makes and sells consumable products and equipment used in cutting, joining, and welding work, along with gas control systems. Its range includes welding materials such as electrodes, wires, and fluxes made from a variety of specialty materials, plus cutting supplies like nozzles, tips, and shields. The company is recognized for pairing these consumables with fabrication equipment that spans small portable welding units to larger, custom-built automated cutting and welding systems.
Beyond physical products, ESAB offers digital tools meant to help customers monitor welding work remotely, manage documentation, and improve overall efficiency. All of these products and services are sold under the ESAB name, reaching customers in fields such as general manufacturing, construction, infrastructure, transportation, energy production, and medical and life sciences work. The company reaches its customers both through independent distribution partners and through its own direct sales staff.
ESAB was founded in 2021 and is headquartered in Wilmington, Delaware. Its shares are listed on the NYSE under the ticker ESAB.
ESAB’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 65.3, in the Accumulation zone, down 6.8 points over five sessions.
Down 6.8 points over five sessions, from the Buying zone.
Reading for Sep 28, 2026
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 37 | +0.6% | +4.2% | ||
| Accumulation (current zone) | 227 | +0.6% | +1.1% | ||
| Neutral | 354 | −0.7% | −2.0% | ||
| Distribution | 53 | +1.1% | +4.4% | ||
| Selling | 1 | Too few readings yet | |||
Average ESAB share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
ESAB trades 26.8% below Gekko Fair Value of $91.92, so the shares are undervalued on Gekko’s estimate.
Gekko’s own estimate of what ESAB shares are worth, recalculated every trading day.
$91.92
Gekko Fair Value, Sep 29, 2026
26.8% Undervalued
No open-market insider purchases were filed for ESAB, and members of Congress disclosed 2 purchases and 0 sales, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
No open-market insider purchases were filed for ESAB in the last 90 days.
From Form 4 filings, dated to when each was filed.
2trades disclosed: 2 purchases and 0 sales.
| Member | Amount | Disclosed |
|---|---|---|
| Thomas Kean House, NJ, purchase | $1,001 - $15,000 | Aug 19 traded Jul 7 |
| Thomas Kean House, NJ, purchase | $1,001 - $15,000 | Aug 19 traded Jul 6 |
From congressional disclosures, which report amounts as ranges.
ESAB reports on Nov 4, 2026, before the open (36 days away), and beat the EPS estimate in 7 of its last 8 reports.
Nov 4, 2026
Expected before the open, 36 days away
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Mar 10, 2026 | $1.35 est $1.35 | — | +1.0% |
| Oct 27, 2025 | $1.32 est $1.25 | $727.8M est $707.7M | +0.9% |
| Aug 6, 2025 | $1.36 est $1.34 | $715.6M est $665.7M | −12.2% |
| Apr 29, 2025 | $1.25 est $1.21 | $678.1M est $657.0M | +0.7% |
| Feb 26, 2025 | $1.28 est $1.16 | — | +0.5% |
| Oct 29, 2024 | $1.25 est $1.12 | $673.3M est $641.8M | +12.6% |
| Aug 2, 2024 | $1.32 est $1.27 | $707.1M est $694.2M | −5.5% |
| May 1, 2024 | $1.20 est $1.10 | $689.7M est $660.9M | −2.2% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Analysts’ average 12-month price target for ESAB is $126.91, +88.7% from the last close, from 5 firms rating the stock in the last 90 days.
Each firm’s latest rating in the last 90 days: 5 firms.
| Date | Firm | Target | vs price |
|---|---|---|---|
| Sep 15 | UBS | $145 | +115.6% |
| Sep 15 | Roth MKM | $133 | +97.8% |
| Aug 10 | Roth MKM | $151 | +124.5% |
| Aug 7 | D.A. Davidson | $130 | +93.3% |
| Aug 7 | Stifel Nicolaus | $132 | +96.3% |
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Over the next 20 trading days from Sep 29, ESAB averaged +3.7% across the last 4 years, rising in 3 of them.
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +2.1% | 2 of 4 |
| Next 10 trading days | +1.4% | 2 of 4 |
| Next 15 trading days | +4.1% | 3 of 4 |
| Next 20 trading days | +3.7% | 3 of 4 |
| Next 30 trading days | +15.6% | 4 of 4 |
For scale, ESAB’s typical 20-trading-day move in either direction is about 6.1%.
ESAB’s market cap is $4.09B, with a P/E ratio of 22.5 and revenue of $3.00B over the last twelve months.
Coverage of ESAB this week reads negative: 1 positive, 1 neutral and 4 negative headlines.
ESAB’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| LRCXLam Research | Neutral | 7.7% above |
| AMATApplied Materials | Neutral | 11.5% below |
| PHParker-Hannifin | Neutral | 5.9% above |
| TTTrane Technologies | Neutral | 13.7% above |
| JCIJohnson Controls International | Neutral | 11.4% above |
| CARRCarrier Global | Accumulation | 4.9% below |
A peer links to its own page where one exists.
ESAB’s market cap is $4.09B at the Sep 28, 2026 close of $67.25, with 62.14M shares outstanding. The shares trade on a P/E ratio of 22.5.
The consensus analyst 12-month price target for ESAB is $126.91, +88.7% from the last close. Of the 5 firms that rated the stock in the last 90 days, 5 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
On Gekko’s estimate ESAB is undervalued: the Sep 28, 2026 close of $67.25 is 26.8% below Gekko Fair Value of $91.92. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
ESAB is expected to report on Nov 4, 2026, before the market opens (36 days away). Analysts expect earnings of $1.34 per share on revenue of $793.2M. ESAB beat the earnings estimate in 7 of its last 8 reports, moving 4.5% on average across the report.
ESAB’s 52-week high is $137.42 and its 52-week low is $64.83; it closed at $67.25 on Sep 28, 2026, −38.8% over the past year.
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 5 of the 6 items with data read as supportive (gekkoindex, fair value, smart money, earnings risk and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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