FUL
H.B FullerBNYSE / Materials
Last Price
At close
2026-07-18
Current thesis
The bull case is that Q2 confirmed H.B. Fuller can still grow EBITDA and EPS through pricing, restructuring, and mix even with only modest organic growth, while the AMS transaction could move the company toward a higher-margin medical mix if synergies and deleveraging are delivered.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.2.
What can break
AMS execution risk is now central: the June 25, 2026 8-K says the deal still requires AMS shareholder approval, UK court sanction, and regulatory approvals, with a long-stop date of June 25, 2027 [#8-K-2026-06-26].
Momentum
43
Value
60
Sentiment
61
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $68.00 · Bull $74.00 · Bear $56.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $73.29
Why
Momentum43 · Δ7d +16.4
Value60 · Δ7d -0.2
Sentiment61 · Δ7d -6.8
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
43
26% active weight
Current posture
7d trendSoftening
Δ7d
+16.4
Δ21d
-16.2
Value
60
39% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+1.6
Sentiment
61
34% active weight
Current posture
7d trendSoftening
Δ7d
-6.8
Δ21d
+7.6
Why this grade
Composite grade B. Momentum 42.5 / Value 60.2 / Sentiment 61.4
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$3.06B
Beta
1.10
Shares Out
53.79M
P/E (TTM)
28.7
P/S (TTM)
0.92
P/FCF (TTM)
45.07
Rev YoY
-2.3%
EPS YoY
+60.4%
Gross Margin
+31.9%
Op Margin
+8.1%
Net Debt
$1.98B
Current Ratio
1.92
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

