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This Albemarle Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday - Albemarle (NYSE:ALB), ARM Holdings (NASDAQ:ARM)
Benzinga· 2026-01-21 12:07
Core Viewpoint - Top Wall Street analysts have revised their outlook on several prominent stocks, indicating potential investment opportunities in the market [1] Company Insights - Analysts are considering buying ALB stock, suggesting a positive sentiment towards the company's future performance [1]
Albemarle Corporation's Market Position and Future Prospects
Financial Modeling Prep· 2026-01-19 08:04
Core Viewpoint - Albemarle Corporation is a key player in the global lithium market, essential for the electric vehicle industry, despite challenges like fluctuating lithium prices and a slowdown in EV investment growth [1] Group 1: Stock Performance - HSBC has set a price target of $200 for Albemarle, indicating a potential increase of 22.67% from its trading price at the time [2] - The stock has experienced a 31.8% surge over the past month, significantly outperforming the Basic Materials sector's gain of 8.62% [2][3] Group 2: Earnings Expectations - Investors are anticipating Albemarle's earnings report on February 11, 2026, with expectations for an EPS of -$0.62, reflecting a 43.12% year-over-year improvement [3] - Revenue forecasts suggest an 11.18% increase to $1.37 billion [3] Group 3: Strategic Focus - The company is focusing on cost reductions and divestitures to streamline core operations, which, along with a positive outlook on the lithium market, positions Albemarle for a potential rebound in 2026 [3] - Analysts project a significant recovery in earnings, with Wall Street consensus estimates indicating a robust rebound in EBITDA for the years 2025-2027 [3]
Lithium Reclaims Its Role as a Critical Growth Metal as Miners Ramp Up Operations in 2026
Markets.Businessinsider.Com· 2026-01-15 13:45
NEW YORK, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Market News UpdatesNews Commentary - Lithium demand is picking up real momentum as electric vehicles and energy storage continue to scale globally. EVs remain the biggest driver, but what’s changing the story is how quickly battery storage for power grids, renewables, and data centers is growing. As governments and utilities push for more reliable, low-carbon power, lithium-based batteries are becoming essential infrastructure. Industry forecasts continue to point ...
Albemarle’s Q4 2025 Earnings: What to Expect
Yahoo Finance· 2026-01-15 13:41
Core Insights - Albemarle Corporation is a global leader in specialty chemicals, focusing on lithium and bromine, with a market capitalization of $20.82 billion [1] Financial Performance - The company is expected to report a loss of $0.62 per share for Q4 fiscal 2025, reflecting a 43.1% year-over-year improvement [2][3] - For the full fiscal year 2025, analysts anticipate a 53% reduction in diluted loss per share to $1.10, followed by a significant 249.1% improvement to an EPS of $1.64 in fiscal 2026 [3] Stock Performance - Albemarle's stock has surged 91.7% over the past 52 weeks and 147% over the past six months, significantly outperforming the S&P 500 Index, which increased by 18.6% and 10.5% during the same periods [4] - Compared to its sector, represented by the State Street Materials Select Sector SPDR ETF, which rose by 13.1% over the past 52 weeks and 7.1% over the past six months, Albemarle has also outperformed [5] Recent Developments - In its third-quarter results for fiscal 2025, Albemarle reported net sales of $1.31 billion, a 3.5% decline year-over-year, primarily due to lower pricing in the Energy Storage segment, but offset by 8% volume growth in both the Energy Storage and Ketjen segments [6] - The adjusted loss per share for the third quarter decreased by 87.7% from the prior-year period to $0.19, and the stock gained 6.5% intraday following the earnings report [6]
Albemarle: Analysts Turn Bullish as Lithium Prices Rise
Investing· 2026-01-15 12:46
Group 1 - The article provides a market analysis of Albemarle Corp, focusing on its performance and investment potential in the lithium sector [1] - Albemarle Corp has shown significant growth in revenue, with a reported increase of 50% year-over-year, driven by rising demand for lithium in electric vehicle batteries [1] - The company is strategically positioned to benefit from the global shift towards renewable energy and electric vehicles, which is expected to drive further growth in the lithium market [1] Group 2 - The analysis highlights the competitive landscape, noting that Albemarle Corp is one of the leading players in the lithium production industry, alongside competitors such as SQM and Livent [1] - The article discusses the potential risks associated with supply chain disruptions and regulatory challenges that could impact the lithium market [1] - Future projections indicate that the lithium market could reach a valuation of $100 billion by 2025, with Albemarle Corp expected to capture a significant share of this growth [1]
Albemarle (ALB) is a Great Momentum Stock: Should You Buy?
ZACKS· 2026-01-14 18:00
Core Viewpoint - The article highlights Albemarle (ALB) as a strong momentum stock, supported by its recent price performance and positive earnings estimate revisions, indicating potential for continued growth in the near term [2][11]. Price Performance - Albemarle shares have increased by 12.06% over the past week, outperforming the Zacks Chemical - Diversified industry, which rose by 6.31% during the same period [5]. - Over the last quarter, Albemarle's shares have surged by 93.65%, and they are up 90.95% over the past year, while the S&P 500 has only moved 4.96% and 20.67%, respectively [6]. Trading Volume - The average 20-day trading volume for Albemarle is 2,820,999 shares, which serves as a bullish indicator when combined with rising stock prices [7]. Earnings Outlook - In the past two months, three earnings estimates for Albemarle have been revised upwards, while none have been lowered, leading to an increase in the consensus estimate from -$1.24 to -$1.10 [9]. - For the next fiscal year, three estimates have also moved upwards with no downward revisions, indicating a positive trend in earnings expectations [9]. Momentum Style Score - Albemarle currently holds a Momentum Style Score of B, which, along with its Zacks Rank of 1 (Strong Buy), suggests it is well-positioned for outperformance in the market [2][3][11].
Jim Cramer Prefers Albemarle Over Lithium Americas
Yahoo Finance· 2026-01-14 15:57
Group 1 - Lithium Americas Corp. (NYSE:LAC) operates lithium deposits and processing facilities, with its main project located at Thacker Pass [1] - Jim Cramer advised against investing in LAC, suggesting that it is a "yesteryear stock" and not a viable option for investors [1] - Cramer recommended Albemarle (symbol: ALB) as a safer investment alternative, despite its recent price increase [1] Group 2 - The article suggests that certain AI stocks may offer greater upside potential and carry less downside risk compared to LAC [1] - There is a mention of a free report available that highlights an undervalued AI stock benefiting from Trump-era tariffs and the onshoring trend [1]
2026 Rebound? This High-Voltage Lithium Stock Could Have An Explosive Snapback
The Motley Fool· 2026-01-14 09:30
Core Viewpoint - The lithium market is showing signs of improvement, positioning Albemarle to capitalize on potential growth opportunities in the coming years [1] Group 1: Earnings and Financial Performance - Albemarle's EBITDA has faced a decline in 2024 and 2025 due to falling lithium prices and a slowdown in EV investment growth [2] - Analysts predict a sharp recovery in earnings post-2025, driven by a recovery in the lithium market and a strategic refocus by management after divesting $660 million in non-core businesses [3] Group 2: Cost Management and Investment - Management anticipates achieving $450 million in cost reductions, exceeding the initial target of $300 million to $400 million, which will support investments in lithium production expansion [4] Group 3: Lithium Price Dynamics - The price of lithium carbonate in China has surged by 51% in the last month and 85% over the past year, indicating a strong recovery in lithium prices [5] - Factors contributing to this price increase include rising energy storage demand, data center needs, and large-scale battery demand [6] - The ongoing strength in the Chinese EV market and stabilization in U.S. and European EV battery investments are expected to further support lithium price improvements [7] Group 4: Market Exposure and Risks - Albemarle's shift towards the spot market for lithium has increased its exposure, with approximately 50% of sales in 2025 occurring at spot prices compared to 33% in 2024 [9] - While this shift increases risk, it also presents significant upside potential for earnings if lithium prices continue to rise through 2026 [10]
德银上调美国雅保目标价至185美元
Ge Long Hui· 2026-01-14 08:21
Group 1 - Deutsche Bank raised the target price for US-based Yabo from $125 to $185 [1] - The rating for Yabo was upgraded from "Hold" to "Buy" by Deutsche Bank [1]
Albemarle Corporation to Release Fourth Quarter 2025 Earnings Results on Wednesday, February 11, 2026
Prnewswire· 2026-01-13 21:15
CHARLOTTE, N.C., Jan. 13, 2026 /PRNewswire/ -- Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity and health, announced today that it will release its fourth quarter 2025 earnings after the NYSE closes on Wednesday, February 11, 2026. The company will hold a conference call to discuss its fourth quarter 2025 results on Thursday, February 12, at 8 a.m. EST. Access to the call is available via webcast or direct dial. A link to the webcast can ...