Lithium Deficit Could Boost Albemarle (ALB) Stock, Says UBS

Core Insights - Albemarle Corporation (NYSE:ALB) is recognized as one of the 15 Best Stocks to Buy for the Long Term [1] - UBS upgraded Albemarle to Buy from Neutral, raising the price target to $185 from $107, anticipating a lithium market deficit by 2026 due to rising energy storage demand and slow capacity expansion [2] - The company reported strong Q3 2025 earnings with net sales of $1.3 billion, an 8% YoY growth in Energy Storage, and an adjusted EBITDA of $226 million, reflecting a 7% increase [3] Financial Performance - Albemarle's capital expenditures were reduced to $434 million in the first nine months of the year, down from $903 million in the same period last year [4] - The company expects CapEx to be approximately $600 million in 2025, a 65% decrease from 2024 [4] - Operating cash flow increased by 57% year-over-year to $356 million, indicating improved cash management [4]