NYSE: ESI

Element Solutions (ESI) Stock Analysis & Forecast

Sep 28 close

$35.12−0.59 (−1.7%)

Gekko Brief

AI summary

Element Solutions has been in focus this week on a mix of retrospective earnings data and forward-looking analyst commentary. Reports noted fiscal year 2025 diluted EPS of $0.79, down 21.8%, and free cash flow of $227.6 million, down 22.5%, alongside a separate piece highlighting the stock's 41% year-to-date rally driven by a strong 2026 outlook, higher EBITDA guidance, and expected 20% adjusted EPS growth tied to AI-driven electronics demand. BMO reiterated an Outperform rating with a $45.00 price target, and Goldman Sachs maintained its Buy rating, both citing growth in high-growth markets. A report also flagged surging implied volatility in ESI options.

Shares closed at $35.12, down 1.7%, sitting between the 50-day average of $36.03 and the 200-day average of $35.79, with the one-month return at -3.8% and the six-month return at 5.3%. The GekkoIndex reads 58.6, placing the stock in the Neutral zone, down 6.9 over five days. Price sits 6.6% above Gekko Fair Value of $32.95.

Element Solutions next reports earnings on 27 October 2026, 28 days out, falling inside a typical 20-trading-day holding window; the prior quarter posted a $0.47 EPS beat against a $0.43 estimate with a -2.5% reaction. Options activity shows 1 unusual signal over the last 30 days, with put premium of $850,340 and no call premium. Seasonally, the next 20 trading days have averaged a 1.3% return over 5 years, positive in 3 of those years.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

Element Solutions price vs fair value

$35.12$32.95Sep ’25Mar ’26Sep ’26
Close $35.12200-day averageGekko Fair Value $32.95

Element Solutions quick facts

Market cap
$8.56B
P/E ratio
48.3
Forward P/E
17
EPS, TTM
$0.74
Revenue, TTM
$3.15B
Profit margin
5.7%
Dividend yield
0.93%
Beta
1.26
Volume
3.44M avg 4.86M
1-year return
+41.5%
Typical daily move
±3.9%
Typical 20-day move
±5.4%
50-day average
$36.03
200-day average
$35.79
Next earnings
Oct 27
Shares outstanding
243.7M
52-week range
$22.86$49.25

Element Solutions swing-trade checklist

Element Solutions scores 1 supportive, 2 mixed and 3 headwinds across the 6 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

1 supportive2 mixed3 headwinds

  • Trendmixed

    Averages disagree

    Close $35.12 sits between the 50-day ($36.03) and 200-day ($35.79) averages, or the averages disagree.

    See the chart
  • GekkoIndexmixed

    58.6, Neutral

    Reading 58.6 is in the Neutral zone.

    See the GekkoIndex
  • Fair valueheadwind

    6.6% above

    Price is 6.6% above Gekko Fair Value (more than 5% above).

    See fair value
  • Smart moneyheadwind

    Leans bearish

    Last 30 days: 1 unusual options signal.

    See smart money
  • Earnings riskheadwind

    Reports in 28 days

    Reports on Oct 27, 2026, 28 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +1.3% on average

    From this point in the calendar, the next 20 trading days averaged +1.3% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Element Solutions stock chart and price history

Element Solutions closed at $35.12 on Sep 28, 2026, +41.5% over the past year, inside a 52-week range of $22.86 to $49.25.

Close50-day average200-day averageVolume
Element Solutions share price, past year, with 50-day and 200-day moving averages and volume$25$30$40$45$50NovDecJan 2026FebMarAprMayJunJulAugSep35.12

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−3.8%
3 months
−24.1%
6 months
+5.3%
1 year
+41.5%
The full ESI chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open ESI in Gekko

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About Element Solutions

Element Solutions makes specialty chemicals used in the production of electronic hardware and a range of industrial goods. Its Electronics business supplies materials such as solder, fluxes, and cleaning and attachment products for electronics assembly, along with liquid chemical processes used in printed circuit board manufacturing and technologies like copper interconnects, die attachment, wafer bumping, and photomask solutions used in semiconductor and integrated circuit production. These offerings serve makers of mobile devices, computing equipment, automobiles, and aerospace hardware.

The company runs a second segment, Industrial & Specialty, which produces chemical systems that protect and finish metal and plastic surfaces, consumable chemicals used for image transfer in flexible packaging printing, and water-based hydraulic control fluid chemistries used in offshore energy production. Customers for this segment span aerospace, automotive, construction, consumer packaged goods, and oil and gas production, in addition to consumer electronics.

Element Solutions operates in the United States, China, and other countries. It was formerly named Platform Specialty Products Corporation before adopting its current name in January 2019. Its shares are listed on the NYSE under the ticker ESI.

Listed
NYSE
Sector
Process industries
Industry
Chemicals: major diversified
Website
elementsolutionsinc.com

Element Solutions GekkoIndex: the smart money zone

Element Solutions’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 58.6, in the Neutral zone, down 6.9 points over five sessions.

010058.6Neutral

Down 6.9 points over five sessions, from the Accumulation zone.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying20−1.9%−1.9%+3.9%+7.1%
Accumulation187+1.7%+2.3%+2.4%+5.2%
Neutral (current zone)421+0.1%+0.7%+1.8%+4.5%
Distribution43−0.3%−2.3%−2.2%+1.9%
Selling1Too few readings yet

Average ESI share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the ESI price, zone by zone.Track ESI in Gekko

Is Element Solutions stock overvalued? Gekko Fair Value

Element Solutions trades 6.6% above Gekko Fair Value of $32.95, so the shares are overvalued on Gekko’s estimate.

Gekko’s own estimate of what Element Solutions shares are worth, recalculated every trading day.

$32.95

Gekko Fair Value, Sep 29, 2026

6.6% Overvalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open ESI in Gekko

Element Solutions insider and Congress trading

No open-market insider purchases were filed for Element Solutions, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for ESI in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every ESI insider filing, plotted on the chart in Gekko.Open ESI in Gekko

Congress trades last 90 days

No trades in ESI were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for ESI, plotted on the chart in Gekko.Open ESI in Gekko

Buybacks

Element Solutions has been buying back its own shares.

Bought back, quarter ended Dec 31, 2025
$5.60M
As a share of market cap
0.07%

From company filings.

Unusual options activity last 30 days

1signal, 0% of the flagged premium in calls.

Latest: Bearish flow on Sep 11, $850K in unusual premium.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds ESI.

0added0opened1trimmed0sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko

Element Solutions earnings: next date and track record

Element Solutions reports on Oct 27, 2026 (28 days away), and beat the EPS estimate in 7 of its last 8 reports.

7 of 8reports beat the EPS estimate
±3.7%average move across the report
5 of 8reports followed by a gain

Share-price move across each report

+2.7%Oct ’24+5.4%Feb ’25+8.8%Apr ’25−0.5%Jul ’25−0.2%Oct ’25+4.1%Feb ’26+5.4%Apr ’26−2.5%Jul ’26

Last earnings call, Jul 27, 2026 AI summary

What they said
Element Solutions reported a record quarter (Q2 2026) with record revenue, adjusted EBITDA, and adjusted EPS. Organic net sales grew 15% overall and 20% in Electronics, with Semiconductor Solutions up 31%. Adjusted EBITDA margins (ex pass-through metals) improved 120 bps to 27.8%. Management highlighted strong demand driven by AI infrastructure, data center and power electronics, and continued customer capacity additions. The company announced a proposed merger with Solstice Advanced Materials (subject to approvals) and emphasized potential cost synergies of over $180 million. Management raised full-year adjusted EBITDA guidance to $690–$710 million, expects Q3 adjusted EBITDA of approximately $180 million, and now expects ~20% adjusted EPS growth for 2026. Key investments include ramping Cuprion capacity and integration planning for Solstice; Micromax and EFC were discussed as having strong but somewhat lumpy performance. Management acknowledged headwinds from raw-material and logistics inflation (notably oil-derivative inputs) and metal-price volatility but argued these do not materially impair underlying profit dollars. Incentive compensation accruals were higher (~$10 million) due to outperformance.
Guidance
Raised full-year adjusted EBITDA guidance to $690 million–$710 million; Q3 adjusted EBITDA expected to be ~ $180 million; full-year 2026 adjusted EPS growth expected ~20%.
Risks flagged
Merger remains subject to shareholder and regulatory approvals and customary closing conditions; raw-material and logistics inflation (ethylene/propylene and other oil-derivative inputs); metal-price volatility and pass-through effects; geopolitical risks (notably conflict in Iran) impacting logistics and input costs; lumpiness and volatility in certain acquisitions (Micromax, EFC); integration and execution risk for Cuprion capacity expansion; competitive dynamics and potential customer or supplier concentration risks.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 27, 2026$0.47
est $0.43
+9.3%$977.9M
est $873.2M
+12.0%−2.5%
Apr 28, 2026$0.41
est $0.38
+7.9%$840.0M
est $710.5M
+18.2%+5.4%
Feb 17, 2026$0.37
est $0.36
+2.6%$676.2M
est $631.7M
+7.0%+4.1%
Oct 28, 2025$0.41
est $0.39
+5.1%$656.1M
est $632.4M
+3.7%−0.2%
Jul 30, 2025$0.37
est $0.36
+2.8%$625.2M
est $638.8M
−2.1%−0.5%
Apr 23, 2025$0.34
est $0.33
+3.0%$593.7M
est $576.7M
+3.0%+8.8%
Feb 18, 2025$0.35
est $0.35
0.0%$624.2M
est $598.2M
+4.3%+5.4%
Oct 28, 2024$0.39
est $0.38
+2.6%$645.0M
est $599.8M
+7.5%+2.7%

“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.

Element Solutions stock forecast and analyst price targets

Analysts’ average 12-month price target for Element Solutions is $46.73, +33.1% from the last close, from 10 firms rating the stock in the last 90 days.

$46.73consensus 12-month target, +33.1% from the last close
Low $42High $55
Buy9
Hold1
Sell0

Each firm’s latest rating in the last 90 days: 10 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 21BMO CapitalBuy, reiterated$45+28.1%
Sep 21Goldman SachsBuy, maintained——
Sep 18UBSBuy, reiterated$47+33.8%
Sep 10Goldman SachsBuy, initiated$44+25.3%
Sep 2JefferiesBuy, initiated$55+56.6%
+1.8%average 20-day move after past Neutral readings
+1.3%average move over the next 20 trading days in the last 5 years
±3.9%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Element Solutions seasonality: the next 20 trading days

Over the next 20 trading days from Sep 26, Element Solutions averaged +1.3% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

−1.0%2021+2.9%2022−3.7%2023−0.1%2024+4.8%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+1.9%4 of 5
Next 10 trading days−1.3%1 of 5
Next 15 trading days0.0%2 of 5
Next 20 trading days+1.3%3 of 5
Next 30 trading days+7.0%4 of 5

For scale, ESI’s typical 20-trading-day move in either direction is about 5.4%.

Element Solutions market cap and key statistics

Element Solutions’s market cap is $8.56B, with a P/E ratio of 48.3 and revenue of $3.15B over the last twelve months.

Valuation

Market cap
$8.56B
P/E ratio
48.3
Forward P/E
17
EPS, TTM
$0.74
Gekko Fair Value
$32.95

Trading

Volume
3.44M
Avg volume, 20 days
4.86M
52-week high
$49.25
52-week low
$22.86
Shares outstanding
243.7M

Financials

Revenue, TTM
$3.15B
Profit margin
5.7%
Return on equity
6.5%
Quarterly earnings growth, YoY
+61.9%

Risk and income

Beta
1.26
Typical daily move
±3.9%
Typical 20-day move
±5.4%
Dividend yield
0.93%

Element Solutions stock news this week

Coverage of Element Solutions this week reads neutral: 2 positive, 2 neutral and 2 negative headlines.

News sentiment neutral

Element Solutions peers

Element Solutions’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
DDDuPont de Nemours+0.4%Accumulation6.6% above
SOLSSolstice Advanced Materials+1.7%Accumulation46.8% below
PRMPerimeter Solutions−5.2%Accumulation24.5% below
AVNTAvient+1.2%Accumulation32.9% below
NGVTIngevity+0.9%Neutral7.7% below
IOSPInnospec−0.8%Distribution2.1% above

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Element Solutions stock FAQ

What is Element Solutions’s market cap?

Element Solutions’s market cap is $8.56B at the Sep 28, 2026 close of $35.12, with 243.7M shares outstanding. The shares trade on a P/E ratio of 48.3.

What is the Element Solutions stock forecast?

The consensus analyst 12-month price target for Element Solutions is $46.73, +33.1% from the last close. Of the 10 firms that rated the stock in the last 90 days, 9 rate it a buy, 1 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Element Solutions stock overvalued or undervalued?

On Gekko’s estimate Element Solutions is overvalued: the Sep 28, 2026 close of $35.12 is 6.6% above Gekko Fair Value of $32.95. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Element Solutions report earnings next?

Element Solutions is expected to report on Oct 27, 2026 (28 days away). Analysts expect earnings of $0.48 per share on revenue of $961.2M. Element Solutions beat the earnings estimate in 7 of its last 8 reports, moving 3.7% on average across the report.

What is Element Solutions’s 52-week high and low?

Element Solutions’s 52-week high is $49.25 and its 52-week low is $22.86; it closed at $35.12 on Sep 28, 2026, +41.5% over the past year.

Is Element Solutions stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 6 items with data read as supportive (seasonality), 2 as mixed (trend and gekkoindex) and 3 as headwinds (fair value, smart money and earnings risk). The checklist is a description of current data, not a recommendation.

Is there unusual options activity in Element Solutions?

Gekko flagged 1 unusual options signal in Element Solutions over the last 30 days, with $0 of flagged premium in calls and $850K in puts. The latest, bearish flow, was on Sep 11, 2026 with $850K in unusual premium. The signal-by-signal table is in Gekko.

How this page works

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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