JPMorgan Chase & Co. Forecasts Strong Price Appreciation for Celanese (NYSE:CE) Stock

Celanese (NYSE:CE) had its target price increased by investment analysts at JPMorgan Chase & Co. from $40.00 to $53.00 in a report released on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the basic materials company’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential downside of 2.01% from the stock’s previous close.

Several other research analysts also recently commented on CE. Mizuho raised their price objective on shares of Celanese from $45.00 to $55.00 and gave the stock a “neutral” rating in a report on Wednesday. Robert W. Baird set a $65.00 price target on Celanese in a report on Thursday. Morgan Stanley started coverage on Celanese in a research report on Tuesday, January 20th. They issued an “equal weight” rating and a $50.00 price target for the company. Zacks Research cut Celanese from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 20th. Finally, Wells Fargo & Company raised their target price on Celanese from $45.00 to $55.00 and gave the stock an “equal weight” rating in a research note on Thursday. Seven investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $59.33.

Celanese Trading Down 1.5%

Shares of CE opened at $54.09 on Thursday. Celanese has a fifty-two week low of $35.13 and a fifty-two week high of $63.55. The business has a 50-day moving average of $47.50 and a 200 day moving average of $44.23. The firm has a market cap of $5.92 billion, a P/E ratio of -5.10 and a beta of 1.12. The company has a debt-to-equity ratio of 2.55, a quick ratio of 1.04 and a current ratio of 1.55.

Celanese (NYSE:CE) last issued its earnings results on Tuesday, February 17th. The basic materials company reported $0.67 earnings per share for the quarter, missing analysts’ consensus estimates of $0.89 by ($0.22). The business had revenue of $2.20 billion for the quarter, compared to the consensus estimate of $2.25 billion. Celanese had a positive return on equity of 8.75% and a negative net margin of 12.15%.Celanese’s revenue for the quarter was down 6.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.45 EPS. Celanese has set its Q1 2026 guidance at 0.700-0.850 EPS. As a group, research analysts forecast that Celanese will post 8.79 EPS for the current year.

Insider Buying and Selling at Celanese

In other Celanese news, CFO Chuck Kyrish purchased 5,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The stock was acquired at an average cost of $41.03 per share, for a total transaction of $205,150.00. Following the completion of the transaction, the chief financial officer directly owned 10,914 shares in the company, valued at approximately $447,801.42. This represents a 84.55% increase in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Insiders own 0.33% of the company’s stock.

Hedge Funds Weigh In On Celanese

Several hedge funds have recently made changes to their positions in the business. Federated Hermes Inc. raised its holdings in Celanese by 182.1% in the second quarter. Federated Hermes Inc. now owns 5,081,458 shares of the basic materials company’s stock worth $281,157,000 after buying an additional 3,280,109 shares during the last quarter. Norges Bank purchased a new position in Celanese in the 2nd quarter worth approximately $114,934,000. Royal Bank of Canada lifted its position in Celanese by 1,539.8% in the 4th quarter. Royal Bank of Canada now owns 2,133,216 shares of the basic materials company’s stock valued at $90,192,000 after acquiring an additional 2,003,127 shares in the last quarter. Capital Research Global Investors boosted its stake in Celanese by 24.0% during the 4th quarter. Capital Research Global Investors now owns 5,565,556 shares of the basic materials company’s stock valued at $235,312,000 after purchasing an additional 1,076,645 shares during the last quarter. Finally, Turtle Creek Asset Management Inc. increased its holdings in shares of Celanese by 21.0% in the 3rd quarter. Turtle Creek Asset Management Inc. now owns 5,115,365 shares of the basic materials company’s stock worth $215,255,000 after purchasing an additional 887,600 shares in the last quarter. 98.87% of the stock is owned by hedge funds and other institutional investors.

Celanese News Roundup

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Analysts are raising price targets — Evercore ISI and others increased targets (Evercore reportedly added ~$18; Mizuho raised its target by ~$10), signaling analyst conviction that valuation has room to move higher. Read More.
• Positive Sentiment: Mizuho specifically boosted its price target to $55, providing near‑term analyst support for the stock. Read More.
• Positive Sentiment: Celanese opened/expanded its Michigan Technology Center to accelerate customer innovation and engineered‑materials development in North America — a capital/innovation push that can improve product mix and long‑term growth in engineered materials. Read More.
• Neutral Sentiment: Some broker notes are mixed: JPMorgan raised its target to $53 but kept a “neutral” rating, implying limited near‑term upside from their view. Read More.
• Neutral Sentiment: Analyst roundup shows varied views across six analysts — helpful context but not uniformly bullish. Read More.
• Negative Sentiment: Q4 2025 earnings missed estimates: EPS $0.67 vs. $0.89 expected and revenue $2.20B vs. $2.25B expected; revenue down ~6.5% YoY and net margin was negative — the quarterly miss is the primary near‑term catalyst for weakness. Read More.
• Negative Sentiment: Management set Q1 2026 EPS guidance of $0.70–$0.85; while guidance provides some visibility, the combination of the miss and weaker revenue trajectory pressured sentiment. Read More.

Celanese Company Profile

Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products.

In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability.