ESI
Q3 2026 EPS Estimate
$0.43
Jul 29, 2026 · Reports after close
Revenue Estimate
$853M
FY2026E EPS$1.77
FY2027E EPS$2.05

Analyst Sentiment

Wall St. Consensus
Hold
34 analysts·High coverage
57
Score
17 Buy (50%)10 Hold (29%)7 Sell (21%)
Rating Breakdown
Strong Buy
00%
Buy
1750%
Hold
1029%
Sell
721%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$36.00
-21.2%
Consensus
$39.00
-14.6%
Bull
$52.00
+13.9%
12-Month Target Range34 analysts
$36.00$39.00$52.00
Current $45.66Consensus
Current Price
$45.66
Above Consensus
$6.66

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+7.45%
EPS+15.86%
FY2028
Rev+4.45%
EPS+12.95%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028E
Revenue Avg$3.44B$3.69B$3.86B
Low$3.35B$3.57B$3.86B
High$3.52B$3.82B$3.86B
EBITDA Avg$599M$643M$672M
Low$583M$621M$672M
High$612M$665M$672M
EBIT Avg$374M$402M$420M
Low$365M$388M$420M
High$383M$416M$420M
Net Income Avg$430M$506M$556M
Low$421M$477M$522M
High$438M$535M$591M
EPS Avg$1.77$2.05$2.31
Low$1.74$1.97$2.15
High$1.81$2.21$2.44
Analysts (Rev / EPS)6 / 56 / 53 / 2
Quarterly
MetricQ2 2026Q3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028
Revenue Avg$853M$874M$877M$914M$939M$978M$993M$969M
Low$823M$846M$803M$837M$859M$895M$909M$887M
High$883M$902M$928M$967M$993M$1.04B$1.05B$1.02B
EBITDA Avg$148M$152M$153M$159M$163M$170M$173M$169M
Low$143M$147M$140M$146M$150M$156M$158M$154M
High$154M$157M$162M$168M$173M$180M$183M$178M
EBIT Avg$93M$95M$95M$99M$102M$106M$108M$105M
Low$90M$92M$87M$91M$94M$97M$99M$96M
High$96M$98M$101M$105M$108M$113M$114M$112M
Net Income Avg$105M$113M$111M$115M$123M$131M$130M$127M
Low$100M$101M$99M$102M$110M$117M$116M$113M
High$109M$122M$120M$124M$132M$141M$140M$137M
EPS Avg$0.43$0.46$0.46$0.47$0.51$0.54$0.53$0.52
Low$0.41$0.41$0.41$0.42$0.45$0.48$0.47$0.46
High$0.45$0.50$0.49$0.51$0.54$0.58$0.57$0.56
Analysts (Rev / EPS)5 / 65 / 62 / 42 / 22 / 22 / 22 / 21 / 3

Earnings Surprises

Recent Analyst Actions

May 5, 2026Seaport Global
Element Solutions price target raised to $49 from $41 at Seaport Research
Target:$49.00
+10.5%from $44.33
Apr 30, 2026UBS
Element Solutions price target raised to $52 from $43 at UBS
Target:$52.00
+21.2%from $42.92
Apr 29, 2026Truist Financial
Element Solutions price target raised to $47 from $38 at Truist
Target:$47.00
+10.4%from $42.56
Apr 8, 2026Mizuho Securities
Element Solutions price target raised to $39 from $38 at Mizuho
Target:$39.00
+5.7%from $36.90
Feb 23, 2026Goldman Sachs
Element Solutions price target raised to $37 from $30 at Goldman Sachs
Target:$37.00
+4.4%from $35.44
Feb 20, 2026Seaport Global
Element Solutions price target raised to $41 from $35 at Seaport Research
Target:$41.00
+15.1%from $35.63
Feb 19, 2026Truist Financial
Element Solutions price target raised to $38 from $33 at Truist
Target:$38.00
+9.3%from $34.77
Feb 19, 2026UBS
Element Solutions price target raised to $43 from $34 at UBS
Target:$43.00
+23.8%from $34.74
Feb 19, 2026KeyBanc
Element Solutions price target raised to $36 from $34 at KeyBanc
Target:$36.00
+6.9%from $33.69
Feb 18, 2026BMO Capital
Element Solutions price target raised to $37 from $35 at BMO Capital
Target:$37.00
+8.5%from $34.11
Feb 18, 2026Mizuho Securities
Element Solutions price target raised to $35 from $29 at Mizuho
Target:$35.00
+8.3%from $32.31
Jan 21, 2026Truist Financial
Element Solutions price target raised to $33 from $30 at Truist
Target:$33.00
+16.1%from $28.42
Jan 12, 2026UBS
Element Solutions price target raised to $34 from $33 at UBS
Target:$34.00
+20.6%from $28.19
Oct 30, 2025UBS
Element Solutions price target raised to $33 from $32 at UBS
Target:$33.00
+23.9%from $26.64
Oct 30, 2025KeyBanc
Element Solutions (ESI) PT Raised at KeyBanc as the 'Steady HSD Growth Continues'
Target:$34.00
+28.6%from $26.43
Oct 29, 2025Mizuho Securities
Element Solutions price target raised to $30 from $29 at Mizuho
Target:$30.00
+14.4%from $26.22
Oct 6, 2025UBS
Element Solutions price target raised to $32 from $30 at UBS
Target:$32.00
+18.7%from $26.95
Sep 17, 2025Fermium Research
Element Solutions initiated with a Buy at Fermium Research
Target:$30.00
+13.9%from $26.35
Apr 14, 2025Truist Financial
Element Solutions upgraded to Buy from Hold at Truist
Target:$24.00
+27.2%from $18.87
Jan 27, 2025Barclays
Element Solutions price target lowered to $30 from $32 at Barclays
Target:$30.00
+15.0%from $26.08
Oct 30, 2024BMO Capital
Element Solutions (ESI) PT Raised to $32 at BMO Capital
Target:$32.00
+14.9%from $27.84
Oct 29, 2024Goldman Sachs
Goldman Sachs Reiterates Neutral Rating on Element Solutions (ESI)
Target:$30.00
+12.5%from $26.67
Oct 14, 2024Jefferies
This PG&E Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
Target:$24.00
-8.9%from $26.35
Oct 14, 2024Citigroup
This PG&E Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday
Target:$90.00
+241.6%from $26.35
Oct 14, 2024Seaport Global
Seaport Global Securities Starts Element Solutions (ESI) at Buy
Target:$33.00
+25.1%from $26.38
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.