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Albemarle (ALB) has an average rating of overweight and mean price target of $225.21, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Albemarle (ALB) is likely to continue growing volumes over the coming years from mostly brownfield at Wodgina, Atacama productivity, and opportunities at its Kings Mountain and Antofalla hubs, RBC Capital Markets said in a Monday research report.The company's cost reductions alongside higher lithium prices also continue to drive earnings upside. Lithium supply is expected to remain tight through 2027, and the market is likely to remain balanced to under-supplied through 2050 from continued demand growth into electric vehicles, analysts wrote.RBC stated it now expects 2026 and 2027 EBITDA of $2.8 billion and $2.9 billion, respectively, from $2.7 billion and $2.77 billion earlier. For Q2, it expects EBITDA of $720 million from $680 million earlier.The brokerage said it reiterated its outperform rating on the stock and boosted its price target to $257 per share from $253.Price: $177.30, Change: $+5.72, Percent Change: +3.33%
Albemarle's (ALB) earnings before interest, taxes, depreciation, and amortization, or EBITDA, will likely benefit from strongerLithium prices in the range of low to mid-$20s per kilogram, RBC Capital Markets analysts said in a note emailed Monday.The company posted "strong" Q1 financial results that beat estimates and raised its annual specialties guidance, analysts said.RBC said that ALB continues to ramp its CGP3 projects and make progress on several brownfield opportunities, which should drive mid-single-digit percentage growth in 2027 and beyond.Analysts said the company could provide further details on brownfield investments and capital return in its Q3 financial results.RBC said it remains optimistic for significant EBITDA growth for fiscal 2026 and raised its EBITDA estimate for the company to $650 million from $600 million for Q2.Analysts retained an outperform rating on the stock and increased its price target to $253 from $245.Price: $215.62, Change: $+12.10, Percent Change: +5.95%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $43 to $229, valuing ALB at 27.1x on our 2027 EPS estimate, a premium to ALB's normalized average fwd P/E during the last three years of 19.7x. We raise our 2026 EPS estimate by $9.41 to $11.48 and our 2027 EPS forecast by $2.48 to $8.46. ALB's fundamental outlook has improved materially as lithium market conditions recover from 2025's trough. Energy storage demand remains robust, due to grid modernization and renewable integration, though ALB guides to flat 2026 lithium volumes as it ramps Greenbushes CGP3 and optimizes Wodgina operations. The Specialties segment outlook strengthened on higher bromine pricing. ALB's balance sheet improved significantly following debt reduction to 1.0x net leverage, and management targets $100M-$150M in cost savings for 2026. While near-term volume growth is constrained by asset ramps, capital-light brownfield expansions and the Chile DLE project position ALB for mid-to-high single-digit growth post-2027.
Albemarle (ALB) has an average rating of overweight and mean price target of $215.25, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $204.97, Change: $+6.62, Percent Change: +3.34%
Albemarle (ALB) has an average rating of overweight and mean price target of $203.86, according to analysts polled by FactSet.Price: $212.48, Change: $+19.87, Percent Change: +10.32%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Albemarle delivered strong Q1 results with net sales of $1.43B (+33% Y/Y, 8.4% above consensus) and adjusted EPS of $2.95 vs. a loss of $0.18 in the prior year, beating consensus by $1.64. Adjusted EBITDA surged 148% Y/Y to $664M, demonstrating significant operational leverage as lithium pricing recovered. The Energy Storage segment led recovery with sales of $891M (+70% Y/Y) driven by pricing improvements (+51%) and volume growth (+14%), while adjusted EBITDA jumped 196% to $551M. Management provided 2026 outlook scenarios based on lithium pricing. Assuming the FY 25 average (~$10/kg LCE) projects $4.1B-$4.3B sales and $0.9B-$1.0B adjusted EBITDA, while the Q1 2026 average (~$20/kg LCE) suggests $5.7B-$6.0B sales and $2.4B-$2.6B adjusted EBITDA. We believe ALB's balance sheet optimization through $1.3B debt reduction and $648M in divestiture proceeds strengthens financial flexibility. ALB remains on track for $100M-$150M in annual cost improvements while maintaining disciplined capex guidance of $550M-$600M.
Albemarle (ALB) has an average rating of overweight and mean price target of $199.86, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Albemarle (ALB) shares were down 6.4% in Friday afternoon trading after Baird downgraded the company's stock to neutral from outperform, with a price target of $210.Trading volume stood at nearly 2.7 million shares, compared with a daily average of over 2.5 million.Price: $201.85, Change: $-13.78, Percent Change: -6.39%
Albemarle (ALB) has an average rating of overweight and mean price target of $196.38, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
