B+
Bull case
25%
Probability
Target price
$330.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
ECL
EcolabCNYSE / Materials
Last Price
Quote time unavailable
Current thesis
The earnings print supports a constructive view: organic growth accelerated, adjusted EPS grew double digits, pricing improved, and full-year guidance was raised. The stronger company-specific upside hook is the planned AI-cooling platform launch and Global High-Tech scaling plan.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +1.0.
What can break
CoolIT-related amortization and financing costs may pressure Q3 EPS.
Momentum
48
Value
48
Sentiment
68
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $300.00 · Bull $330.00 · Bear $245.00Analysis 2026-07-31; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-11 • Model: HYBRID_IC_RP
AI Memo
As of 2026-07-31 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-09-11
Investment thesis
As of 2026-09-11
Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-11. Definitions
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $326.14
Why
Momentum48 · Δ7d +7.6
Value48 · Δ7d -0.0
Sentiment68 · Δ7d +1.0
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Confirming evidence
- • Sentiment remains the lead driver in the composite, 7D delta +1.0.
Contradictions & invalidation
- • CoolIT-related amortization and financing costs may pressure Q3 EPS.
- • Middle East disruption and softer industrial end markets could constrain volume growth.
- • The outlook still embeds acquisition-related amortization and financing costs, while commodity inflation, geopolitical disruption, and execution risk around pricing could limit near-term earnings conversion.
Catalyst clock
2026-07-28
Q2 beat and outlook raise
Lead driver: Sentiment · See AI snapshot
Momentum
48
9% active weight
Current posture
7d trendImproving
Δ7d
+7.6
Δ21d
-2.0
Value
48
28% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
-0.8
Sentiment
68
62% active weight
Current posture
7d trendImproving
Δ7d
+1.0
Δ21d
+4.3
Why this grade
Composite grade C. Momentum 48.1 / Value 48.0 / Sentiment 67.7
Scenario snapshot
Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-07-31. Scenario method
Most likely
B
Base case
50%
Probability
Target price
$300.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$245.00
Analysis reference price unavailable
Analysis 2026-07-31 · RankAlpha Sentiment Codex
Fundamentals (TTM)As of 2026-08-17
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$77.33B
Beta
0.99
Shares Out
280.33M
P/E (TTM)
37.9
P/S (TTM)
4.69
P/FCF (TTM)
90.08
Rev YoY
+9.7%
EPS YoY
+3.2%
Gross Margin
+44.2%
Op Margin
+18.2%
Net Debt
$8.35B
Current Ratio
1.84
As of 2026-09-11 • Updated nightlySource: Internal modelMethods & Data