ALB

In recent weeks, Albemarle has attracted heightened attention as analysts lifted earnings estimates for the current quarter and fiscal years, ahead of its August 5, 2026 earnings release. This shift in expectations, reflected in a strong Zacks Rank #2 (Buy) and growing search interest, underscores how sentiment can pivot despite recent volatility and selling pressure. We’ll now examine how this wave of upward earnings estimate revisions could reshape Albemarle’s existing investment narrative around lithium and cost discipline. Find 49 companies with promising cash flow potential yet trading below their fair value. To own Albemarle, you need to believe that lithium demand and the company’s cost discipline can outweigh pricing pressure and EV uncertainty. The recent wave of upward earnings estimate revisions and a Zacks Rank #2 (Buy) support that thesis in the near term, but they do not remove the core risk that prolonged weak lithium prices and industry overcapacity could still pressure margins and slow any earnings recovery. The most relevant recent development here is the sharp rise in consensus EPS for the upcoming quarter to US$3.21, alongside expectations for higher revenue. This improvement in near term forecasts sits against a share price that has fallen about 25% in four weeks, highlighting how fast sentiment can shift ahead of the August 5, 2026 report and how much is riding on Albemarle’s ability to turn higher volumes and cost cuts into resilient profitability. Yet even with rising earnings estimates, investors should be aware that prolonged low lithium prices and persistent oversupply could still... Read the full narrative on Albemarle (it's free!) Albemarle's narrative projects $6.7 billion revenue and $1.9 billion earnings by 2029. This requires 6.8% yearly revenue growth and about a $2.3 billion earnings increase from -$399.6 million today. Uncover how Albemarle's forecasts yield a $212.74 fair value, a 78% upside to its current price. Some of the most optimistic analysts were already modeling revenue of about US$8.5 billion and earnings near US$2.7 billion by 2029, so this latest burst of positive estimate revisions may either reinforce that bullish view or prompt a rethink, depending on how you weigh those forecasts against risks like prolonged price weakness in lithium heavy markets. Explore 3 other fair value estimates on Albemarle - why th...

Zacks Equity Research recently highlighted Perimeter Solutions as a top-ranked Basic Materials stock after raising its current-year earnings estimate based on improved expectations. This combination of upgraded earnings forecasts and favorable comparison with peers such as Kronos Worldwide and Albemarle has drawn fresh attention to Perimeter Solutions’ operating outlook. We’ll now examine how the upward revision in earnings estimates could influence Perimeter Solutions’ existing investment narrative and risk-reward profile. Outshine the giants: these 16 early-stage AI stocks could fund your retirement. To own Perimeter Solutions, you have to believe in a long term role for its fire retardants and specialty chemicals under multi year government and industrial contracts. The Zacks earnings upgrade speaks directly to the key short term catalyst: whether improving estimates start to validate that contract backed story. At the same time, the biggest risk remains any disruption or repricing of core agreements with agencies like the U.S. Wildland Fire Service or CAL FIRE, which this news does not materially change. Against that backdrop, the recently announced five year USDA agreement, which is framed around domestic manufacturing and full service federal operations, looks especially relevant. It ties directly into expectations for more consistent Fire Safety revenue and earnings, the same area now under closer scrutiny after Zacks raised its current year earnings forecast. How effectively Perimeter executes on this long dated contract will be central to whether the upgraded outlook proves durable. However, investors also need to weigh how dependent that earnings story is on long duration contracts and what happens if even one of the larger agreements were to... Read the full narrative on Perimeter Solutions (it's free!) Perimeter Solutions' narrative projects $1.2 billion revenue and $1.0 billion earnings by 2029. This requires 18.7% yearly revenue growth and a $1.2 billion earnings increase from -$190.1 million today. Uncover how Perimeter Solutions' forecasts yield a $43.33 fair value, a 26% upside to its current price. Some of the lowest ranked analysts already expected revenue to reach about US$1.2 billion and earnings of roughly US$655 million by 2029, yet they still worried that slower conversion of government run bases into Perimeter run bases could cap EBI...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Albemarle (ALB) is back in focus after the company scheduled its second quarter 2026 earnings release for August 5, with a follow up conference call on August 6 for investors and analysts. See our latest analysis for Albemarle. Albemarle’s share price has come under pressure recently, with the stock down 3.57% over the last day and 17% over 30 days, even though the 1 year total shareholder return of 86.22% still points to strong earlier gains and more mixed results over 3 and 5 years. If Albemarle’s recent swings have you thinking about where else capital might work in the materials space, it could be worth scanning the rare earths opportunity set via the 31 best rare earth metal stocks. After a 17% slide in 30 days but a 1 year total return above 80%, Albemarle now sits at a crossroads. Is this the moment to step in, or does it pay to wait for a deeper reset before buying? Against Albemarle’s last close at $129.02, the most widely followed narrative places fair value at $212.74, creating a sizable gap that hinges on a specific earnings and margin path. Read the complete narrative. Curious how a loss of almost $400 million today feeds into a multi billion dollar earnings story with sharply higher margins and a very different profit multiple over time? The narrative lays out that bridge in detail. Result: Fair Value of $212.74 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Albemarle’s story still hinges on lithium prices and project execution. Prolonged low pricing or delays to key expansions could quickly challenge this undervalued case. Find out about the key risks to this Albemarle narrative. The first take on Albemarle leaned on future earnings and cash flows, but the current P/S ratio of 2.8x tells a cooler story. That is richer than both its peer group at 2.6x and the US Chemicals industry at 1.1x, and also above a fair ratio estimate of 1.8x. This points to valuation risk if sentiment or forecasts shift. For a closer look at what the numbers imply for Albemarle’s pricing, see the See what the numbers say about this price — find out in our valuation breakdown.. With Albemarle presenting both clear risks and potential rewards, do...

Charlotte, North Carolina-based Albemarle Corporation (ALB) provides energy storage solutions worldwide. Valued at a market cap of $16 billion, the company operates through three segments: Energy Storage, Specialties, and Ketjen, and offers lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride, bromine and highly specialized lithium solutions, and more. ALB is expected to release its Q2 2026 earnings soon. Ahead of the event, analysts expect the company’s EPS to be $3.21 on a diluted basis, up significantly from $0.11 in the year-ago quarter. The company has exceeded Wall Street’s EPS estimates in three of its last four quarters, while missing on one occasion. Broadcom’s Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy. Nasdaq Futures Plunge as Samsung Sparks Chip Selloff Mark Cuban Asks What If You Didn’t Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay? Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2026, analysts project the company’s EPS to be $13.15, up significantly from a loss of $0.79 per share in fiscal 2025. Moreover, its EPS is expected to rise by roughly 2.5% year over year (YoY) to $13.48 in fiscal 2027. ALB stock has grown 99.1% over the past 52 weeks, rallying the S&P 500 Index’s ($SPX) 20% rise and the State Street Materials Select Sector SPDR ETF’s (XLB) 13.8% rise during the same time frame. On May 7, ALB stock rose 3% following the release of its Q1 2026 earnings. The company’s revenue came in at $1.4 billion, surpassing Wall Street’s estimates. Moreover, its adjusted EPS amounted to $2.95, also coming in on top of the Street’s estimates. Analysts are moderately bullish on ALB, with the stock currently rated “Moderate Buy” overall. Among the 23 analysts covering the stock, 12 are recommending a “Strong Buy,” two suggest a “Moderate Buy,” and nine suggest a “Hold.” ALB’s average analyst price target is $212.65, indicating an upside of 58.9% from the current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This articl...

CHARLOTTE, N.C., July 7, 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 second quarter 2026 earnings after the NYSE closes on Wednesday, August 5, 2026. The company will hold a conference call to discuss its second quarter 2026 results on Thursday, August 6, at 8 a.m. EDT. Access to the call is available via webcast or direct dial. A link to the webcast can be found through Albemarle Corporation's website at http://investors.albemarle.com. Direct dial numbers are provided below: Participant Dial-in Numbers:U.S. & Canada Toll-Free: 1 (800) 590-8290International: 1-240-690-8800Conference ID: ALBQ2 Webcast Details:Event Title: Albemarle Q2 2026 Earnings CallEvent Date: August 6, 2026Start Time: 8 a.m. EDT Attendee URL:https://albemarle-q2-2026-earnings-call.open-exchange.net/ Replay Information:A webcast replay will be available following the conclusion of the event through the News and Events page on Albemarle's website, http://investors.albemarle.com. About AlbemarleAlbemarle Corporation (NYSE: ALB) is a world leader in transforming essential resources into critical ingredients for mobility, energy, connectivity and health. We partner to pioneer new ways to move, power, connect and protect with people and planet in mind. A reliable and high-quality global supply of lithium and bromine allows us to deliver advanced solutions for our customers. Learn more about how the people of Albemarle are enabling a more resilient world at Albemarle.com. Albemarle regularly posts information to Albemarle.com, including notification of events, news, financial performance, investor presentations and webcasts, non-GAAP reconciliations, U.S. Securities and Exchange Commission filings and other information regarding the company, its businesses and the markets it serves. Investor Relations Contact: +1 (980) 308-6194, [email protected] Contact: Ryan Dean, +1 (980) 308-6310, [email protected] View original content to download multimedia:https://www.prnewswire.com/news-releases/albemarle-corporation-to-release-second-quarter-2026-earnings-results-on-wednesday-august-5-2026-302819754.html

Commercial Metals Company CMC reported adjusted earnings per share of $1.73 in third-quarter fiscal 2026 (ended May 31, 2026), beating the Zacks Consensus Estimate of $1.60 by 8.1%. The bottom line surged 147.1% from 70 cents in the year-ago quarter. Net revenues in the reported quarter were $2.48 billion compared with $2.02 billion in the year-ago quarter. The reported figure beat the Zacks Consensus Estimate of $2.37 billion. The cost of goods sold in the quarter rose 17.9% year over year to $2.03 billion. Core EBITDA surged 78.6% year over year to $353.6 million during this period. The core EBITDA margin expanded 440 basis points year over year to 14.2%, aided by metal margin expansion, contributions from the recently acquired precast businesses and an improved Europe Steel Group performance. Commercial Metals Company price-consensus-eps-surprise-chart | Commercial Metals Company Quote The North America Steel Group segment generated net revenues of $1.79 billion in the fiscal third quarter compared with $1.56 billion in the year-ago quarter. We expected net revenues of $1.67 billion in the quarter. The segment registered an adjusted EBITDA of around $253 million compared with $180 million in the year-ago quarter. Our model predicted an adjusted EBITDA of $262 million. The North America Steel Group segment benefited from higher margins over scrap costs and gains from the Transform, Advance, Grow program. However, finished steel products shipments declined 1.7% year over year due to planned downtime, heavy rainfall that curbed construction activity in select markets and greater focus on value over volume. The Europe Steel Group segment’s revenues were $291 million, up 17.6% from the year-ago quarter. Our model predicted net revenues of $280 million. The adjusted EBITDA was $34.7 million in the fiscal third quarter compared with $3.6 million in the year-ago quarter. We expected an adjusted EBITDA of $5 million for the quarter. The segment benefited from a $20.4-million CO2 credit and improved market conditions. The Construction Solutions Group segment generated net revenues of around $395 million in the fiscal third quarter compared with $197 million in the year-ago quarter. Our model predicted net revenues of $335 million. The segment registered an adjusted EBITDA of $97 million compared with $41 million in the year-ago quarter. We expected an adjusted EBIT...

Steel Dynamics, Inc. STLD expects second-quarter 2026 earnings of $3.51 to $3.55 per share. This reflects an increase from $2.78 in the first quarter and $2.01 a year earlier, driven by significantly stronger anticipated profitability in its steel operations amid robust demand and expanding metal margins. Second-quarter results include an estimated $16 million asset write-down tied to the relocation of the company's planned second satellite aluminum recycled slab center from Arizona to Columbus, MI, after issues with Arizona state officials created risks for the project's construction and operations. Steel operations are expected to post higher earnings meaningfully as rising selling prices outpaced scrap raw material costs. Demand remains strong across non-residential construction, energy, automotive and industrial markets, supported by low steel inventories and favorable pricing conditions. Earnings from metals recycling operations are projected to be in line with the first quarter, as higher ferrous and non-ferrous shipments are expected to be offset by unrealized hedging losses. Steel fabrication earnings are expected to be lower sequentially due to higher steel input costs despite stronger shipments and steady pricing. The fabrication backlog has risen nearly 40% from a year ago and extends into 2027. The aluminum segment is expected to deliver significantly improved earnings on higher shipments and stronger pricing. Steel Dynamics continues to advance the startup of its aluminum flat-rolled mill in Columbus, with two of three cold mills now operational. The first of two Continuous Annealing and Solution Heat (CASH) lines is already shipping material for customer qualification. During the second quarter, the company repurchased $170 million of its common stock. Steel Dynamics plans to report second-quarter 2026 results after market close on July 20. Shares of STLD are up 98.5% in the past year compared with the industry’s 93.4% rise. Image Source: Zacks Investment Research STLD carries a Zacks Rank of #3 (Hold). Some better-ranked stocks in the Basic Materials space are Nucor Corporation NUE, L.B. Foster Company FSTR and Albemarle Corporation ALB. NUE, FSTR and ALB carry a Zacks Rank of #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The Zacks Consensus Estimate for NUE’s current-year earnings stands at $15.71 per sh...

Nucor Corporation NUE has announced earnings guidance for the second quarter of 2026. The company has projected earnings per share (EPS) to be between $4.70 and $4.80. Excluding a non-cash benefit related to its investment in fusion energy company Helion, adjusted EPS is expected to range from $4.50 to $4.60. The company reported earnings of $3.23 per share in the first quarter of 2026 and $2.60 per share in the second quarter of 2025. The guidance highlights expected sequential growth across all three of its operating segments. The largest increase is expected to be witnessed in the steel mills segment due to higher average selling prices and stable volumes. Approximately $130 million in cash refunds tied to prior raw materials procurement costs will also benefit the costs in the segment. The steel products segment is expected to benefit from higher volumes and slightly improved pricing, while the raw materials segment should see gains from stronger realized prices. The company also continued returning capital to shareholders. As of June 17, 2026, Nucor repurchased approximately 1.12 million shares at an average price of $223.47 and returned roughly $630 million through share buybacks and dividends. Nucor plans to release its second-quarter results after the market closes on July 27. NUE shares have gained 96.2% over the past year against the industry’s 93.4% growth. Image Source: Zacks Investment Research NUE currently sports a Zacks Rank #1 (Strong Buy). Some other top-ranked stocks in the Basic Materials space are Albemarle Corporation ALB, Dow Inc. DOW and Avino Silver & Gold Mines Ltd. ASM. While ALB and DOW sport a Zacks Rank #1 each at present, ASM carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The Zacks Consensus Estimate for ALB’s 2026 earnings is pinned at $12.39 per share, indicating a 1,668.35% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with an average surprise of 74.5%. ALB’s shares have jumped 183% over the past year. The Zacks Consensus Estimate for DOW’s 2026 earnings is pegged at $2.61 per share, indicating a rise of 377.66% year over year. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters. DOW’sshares have gained 14.3% over the past year. The Zacks Consensus Estimate fo...

Uranium Energy Corp. UEC ended the third quarter of fiscal 2026 with an adjusted loss of 7 cents per share, excluding the impacts of non-recurring items, compared with the year-ago quarter’s loss of 6 cents. The figure was wider than the Zacks Consensus Estimate of a loss of 5 cents. Including non-recurring items, the company posted a loss of 11 cents in the quarter. UEC’s earnings miss largely mirrored a heavier cost structure as the company advanced multiple initiatives at once, from mine development to the buildout of its broader U.S. fuel-cycle ambitions. Uranium Energy Corp. price-consensus-eps-surprise-chart | Uranium Energy Corp. Quote Uranium Energy reported no sales in the third quarter of fiscal 2026 as the company did not record any purchased-uranium inventory sales in the period.Instead, UEC stayed focused on building optionality around its uranium inventory and in-situ recovery (“ISR”) ramp. As of April 30, 2026, the company held 1,456,000 pounds of purchased uranium concentrate inventory and highlighted a 1.46-million-pound U3O8 inventory position, alongside a strategy that keeps it 100% unhedged to uranium prices. Total operating costs rose 73.8% year over year to $40.8 million, driven primarily by mineral property expenditure of $29.5 million (up 88.4% from $15.7 million). General and administrative expenses were $9.43 million compared with $6.38 million, while depreciation, amortization and accretion totaled $1.82 million compared with $1.41 million.As a result, Uranium Energy posted an operating loss of $40.8 million, wider than the $23.5-million operating loss incurred in the year-ago quarter. Operationally, Uranium Energy reached a milestone by commencing production at its Burke Hollow IRS project, a greenfield ISR asset that is moving from development into early production activities.At Burke Hollow, the company said that the uranium recovery process was initiated with oxygen and carbon dioxide injection, and it commissioned a satellite ion-exchange plant with 2,500 gallons per minute of capacity. It also completed and tested an additional 46 wells in phase 1A as it built out field infrastructure.UEC has also been positioning for higher production rates in the fiscal fourth quarter, with new header houses and Burke Hollow expected to operate for a full quarter. UEC exited the quarter with $794 million in liquid assets and no debt, unders...

It has been about a month since the last earnings report for Albemarle (ALB). Shares have lost about 16.5% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Albemarle due for a breakout? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent drivers for Albemarle Corporation before we dive into how investors and analysts have reacted as of late. Albemarle posted a first-quarter 2026 adjusted earnings of $2.95 per share. This compares favorably with the adjusted loss of 18 cents a year ago. The figure beat the Zacks Consensus Estimate of $1.24 by 137.9%, as higher lithium pricing and improved volumes lifted results.On a reported basis, net income attributable to Albemarle rose to $319.1 million from $41.3 million, reflecting a much stronger operating backdrop.Net sales rose 32.7% year over year to $1.43 billion and topped the consensus mark of $1.33 billion by 7.8%. Demand indicators stayed constructive, with global Energy Storage Systems production up 117% year over year in the quarter. Energy Storage net sales climbed 69.9% year over year to $891.2 million, driven by higher pricing and volumes. It surpassed the consensus estimate of $775 million. Management attributed the gain to a 51% increase in price and a 14% rise in volumes versus the prior-year quarter.Specialties net sales increased 11.7% year over year to $358.4 million. It also beat the consensus estimate of $319 million. The improvement reflected a 7% lift in volumes and a 2% increase in pricing, helped by bromine specialties demand and pricing.Corporate and all other net sales were $179.2 million versus $231.3 million a year ago.The divestiture of Ketjen reduced companywide net sales by 4% year over year. Cash and cash equivalents were $1.09 billion as of March 31, 2026, compared with $1.62 billion as of Dec. 31, 2025. Long-term debt was $1.81 billion at the quarter-end, down from $3.12 billion at the end of 2025 after the company paid down $1.3 billion of outstanding debt during the quarter. Net cash provided by operating activities was $346.2 million in the first quarter of 2026 versus $547.2 million in the year-ago period. Albemarle updated its 2026 outlook considerations, raising the Specialties view on stronger-than-expected bromine pricing. The compa...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Recent upgrades to Albemarle (ALB) earnings forecasts and renewed optimism around its cost cuts and capital spending have refocused attention on the stock, even as valuation concerns and insider selling remain in the background. See our latest analysis for Albemarle. The share price has pulled back recently, with a 1-day share price return of 2.0% and a 30-day share price return of 11.72% down. At the same time, the year-to-date share price return of 16.96% and a 1-year total shareholder return of about 19x the starting point suggest longer term momentum. Recent analyst upgrades and cost-focused moves are now competing with valuation worries and insider selling for investor attention. If Albemarle’s swings have you thinking about where else to look in materials, this could be a useful moment to scan 32 best rare earth metal stocks So, with Albemarle trading at a discount to analyst targets and some intrinsic value models, yet still drawing caution on valuation and insider selling, is this a fresh entry point or is the market already pricing in future growth? With Albemarle last closing at $168.34 against a narrative fair value of $212.74, the gap between price and expectations is driving renewed debate about what the stock already reflects. Read the complete narrative. Want to see what underpins that wide spread in targets? The most followed narrative leans on a sharp earnings swing, richer margins, and a re-rated profit multiple. The exact assumptions behind that jump are where the story gets interesting. Result: Fair Value of $212.74 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that story can quickly change if lithium prices stay weak for longer or if oversupply and conversion overcapacity continue to pressure Albemarle’s pricing power. Find out about the key risks to this Albemarle narrative. Analysts see Albemarle as about 20.9% undervalued using their earnings based fair value of $212.74, and our DCF model is more generous, suggesting a fair value of $335.78. If cash flows support that higher figure, the current $168.34 price may be leaving too much on the table. Look into how the SWS DCF model arrives at its fair value. With mixed signals on Albemarle’s value and prospects, it helps to st...

It is not surprising that before an earnings season, every investor looks for stocks that can beat market expectations. This is because investors always try to position themselves ahead of time and look to tap stocks that are high-quality in nature. We ran a screener that yielded stocks Albemarle ALB, Construction Partners ROAD, Sterling Infrastructure Inc. STRL, Silicon Motion Technology SIMO and Marathon Petroleum MPC as the likely winners on the earnings beat potential. Historically, stocks of companies with solid quarterly earnings (on a nominal basis) tank if they miss or merely meet market expectations. After all, a 20% earnings rise (though apparently looks good) doesn’t tell you if earnings growth has been exhibiting a decelerating trend. Also, seasonal fluctuations come into play sometimes. If a company’s Q1 is seasonally weak and Q4 strong, then it is likely to report a sequential earnings decline. In such cases, growth rates are misleading when judging the true health of a company. On the other hand, after much brainstorming and analysis of companies’ financials and initiatives, Wall Street analysts project the earnings of companies. They, in fact, club their insights and a company’s guidance when deriving an earnings estimate. Thus, outperforming that estimate is almost equivalent to beating the company’s own expectation as well as the market perception. And if the margin of earnings surprise is big, it typically drives the stock higher right after the release. Thus, more than anything else, an earnings surprise can push a stock higher. Now, finding stocks that have the potential to beat on the bottom line may be investors’ dream, but not an easy job. One way to do this is to look at the earnings surprise history of the company. An impressive track in this regard generally acts as a catalyst in sending a stock higher. It indicates the company’s ability to surpass estimates. And investors generally believe that the company will apply the same secret sauce to execute yet another earnings beat in its next release. In order to shortlist stocks that are likely to come up with an earnings surprise, we chose the following as our primary screening parameters. Last EPS Surprise greater than or equal to 10%: Stocks delivering positive surprise in the last quarter tend to surprise again. Average EPS Surprise in the last four quarters greater than 20%: We li...