Albemarle (NYSE:ALB – Free Report) had its price objective increased by Mizuho from $156.00 to $185.00 in a research note issued to investors on Thursday morning, Marketbeat Ratings reports. The brokerage currently has a neutral rating on the specialty chemicals company’s stock.
Other research analysts have also issued reports about the stock. Morgan Stanley reaffirmed an “equal weight” rating on shares of Albemarle in a research note on Friday, December 19th. Evercore increased their target price on Albemarle from $88.00 to $100.00 and gave the company an “in-line” rating in a report on Tuesday, November 11th. HSBC upgraded Albemarle from a “hold” rating to a “buy” rating and set a $200.00 target price on the stock in a research report on Monday, January 19th. Bank of America boosted their price target on Albemarle from $118.00 to $167.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Finally, Dbs Bank raised their price objective on Albemarle from $100.00 to $120.00 and gave the company a “buy” rating in a report on Friday, October 24th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Albemarle has a consensus rating of “Moderate Buy” and an average target price of $163.40.
View Our Latest Report on Albemarle
Albemarle Price Performance
Albemarle (NYSE:ALB – Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The specialty chemicals company reported ($0.53) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.40) by ($0.13). Albemarle had a negative net margin of 10.74% and a positive return on equity of 0.40%. The company had revenue of $1.43 billion for the quarter, compared to analysts’ expectations of $1.34 billion. During the same period in the previous year, the business earned ($1.09) earnings per share. The business’s revenue for the quarter was up 15.9% on a year-over-year basis. As a group, equities research analysts anticipate that Albemarle will post -0.04 earnings per share for the current fiscal year.
Institutional Trading of Albemarle
Hedge funds and other institutional investors have recently modified their holdings of the business. PGGM Investments increased its position in shares of Albemarle by 10.8% during the third quarter. PGGM Investments now owns 1,185,005 shares of the specialty chemicals company’s stock worth $96,080,000 after purchasing an additional 115,081 shares in the last quarter. Occidental Asset Management LLC purchased a new position in Albemarle during the 3rd quarter worth approximately $3,313,000. CWM LLC increased its position in Albemarle by 14.8% during the third quarter. CWM LLC now owns 165,074 shares of the specialty chemicals company’s stock worth $13,384,000 after buying an additional 21,257 shares during the period. AXQ Capital LP purchased a new stake in Albemarle in the second quarter valued at approximately $267,000. Finally, Empower Advisory Group LLC boosted its holdings in shares of Albemarle by 11.4% in the second quarter. Empower Advisory Group LLC now owns 866,575 shares of the specialty chemicals company’s stock valued at $54,308,000 after acquiring an additional 88,457 shares during the period. 92.87% of the stock is owned by institutional investors and hedge funds.
Albemarle News Summary
Here are the key news stories impacting Albemarle this week:
- Positive Sentiment: Revenue beat and strong EV/energy-storage demand: Q4 revenue of $1.43B topped estimates and rose ~16% year-over-year, driven by higher Energy Storage volumes and favorable pricing — a sign that lithium end-market demand remains strong. Read More.
- Positive Sentiment: Analyst support and bullish research: Mizuho raised its price target to $185 (neutral rating) and Rothschild/Redburn published a bullish outlook — both actions underpin upside expectations from some sell-side desks. Read More. Read More.
- Positive Sentiment: Policy tailwind for domestic supply: The House passed H.R.3617 (Securing America’s Critical Minerals Supply Act), which aims to strengthen domestic critical-minerals supply chains — a structural tailwind for lithium producers like Albemarle. Read More.
- Neutral Sentiment: FY2026 revenue guidance lifted/updated: Albemarle provided a FY2026 revenue range of roughly $5.7B–$6.0B, above consensus — this signals management expects continued top-line resilience even if EPS guidance was unclear in early releases. Read More.
- Neutral Sentiment: Idling Kemerton Train 1 to preserve flexibility: Management moved Kemerton Train 1 to care & maintenance to improve financial flexibility and optimize global hydroxide mix — reduces near-term operating exposure but keeps restart optionality. Market sees this as prudent capacity management rather than a structural problem. Read More.
- Negative Sentiment: EPS miss and wider-than-expected quarterly loss: Albemarle reported Q4 EPS of ($0.53) vs. consensus ($0.40), which disappointed investors and weighed on near-term sentiment despite the revenue beat. Read More.
- Negative Sentiment: Immediate market reaction and technical pressure: Coverage and market commentary note the stock fell after earnings as traders booked gains and digested the EPS miss; technical indicators show short‑term momentum fatigue, adding to selling pressure. Read More. Read More.
About Albemarle
Albemarle Corporation is a leading global specialty chemicals company primarily engaged in the production and distribution of lithium, bromine, and catalysts. Its lithium segment supplies key components used in rechargeable batteries for electric vehicles, portable electronics, and grid storage systems. The company’s bromine specialty products serve a wide range of industries, including oil and gas drilling fluids, fire safety solutions, and water treatment. In its catalysts division, Albemarle provides products for petroleum refining, chemical processing and emissions control.
Founded in 1994 as a spin-off from Ethyl Corporation, Albemarle has grown through strategic acquisitions and capacity expansions to become one of the world’s foremost chemical producers.
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