$ESI 0.57 Developing

Notable posts

• @wallstengine neutral 37 eng

  SOLSTICE $SOLS to acquire LEMENT SOLUTIONS in a $14.5B cash-stock deal, including debt. $ESI holders get $10 cash + 0.5 SOLS/share, a ~15% premium, and will own ~44% of the combined company. Close expected in H1 2027.

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• @wallstengine neutral 33 eng

  SOLSTICE, ELEMENT SOLUTIONS MUTUALLY TERMINATE MERGER PACT $SOLS $ESI

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• @wallstengine bullish 31 eng

  Jefferies Initiates $ESI at Buy, PT $55 Analyst comments: "Element Solutions, in our view, is one of the best ways to find leverage to the theme of more electronics in more places, rather than to the narrower theme of better chips. While in the near term ESI likely trades on prospects for a cyclical recovery (i.e., how rates affect auto demand), we expect compound growth to be driven by the rollout of "physical AI." We initiate coverage with a Buy rating. We estimate almost two-thirds of sales are to early-cycle markets, which makes growth forecasts for 2027 and 2028 a call on the degree to which the combination of higher rates and oil prices slow the global economy. Our base case is a "muddle through" scenario, with muted global growth and persistent strength in the AI-related industrial sectors. We estimate that a synchronized global recovery scenario could accelerate EPS growth 10%-15% and that a recession clips our forecast by 7%-10%." Analyst: Laurence Alexander

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• @wallstengine bullish 26 eng

  Freedom Broker Upgrades $ESI to Buy, Raises PT to $48 from $42 Analyst comments: "We consider the mutual decision to terminate the previously announced acquisition of ESI by Solstice Advanced Materials to be an elegant and effective solution that should quickly reverse ESI’s ~16% share price erosion since the deal was first announced. We believe the opportunity for investors in both companies to choose among pure-play exposures will quickly restore the luster lost as a result of the agreement to be acquired. We would buy ESI aggressively on this news. We restore our pre-agreement price target of $48." Analyst: David Silver

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