B+
Bull case
0%
Probability
Target price
$72.00
+15.0% vs current
FUL
H.B FullerCNYSE / Materials
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
1%
Probability
Target price
$66.00
+5.4% vs current
B-
Bear case
0%
Probability
Target price
$56.00
-10.6% vs current
AI sentiment snapshot
Latest data as of 2026-04-28
Recent news sentiment (30D)
+20.1
Positive
Company
-
Unavailable
Macro
+20.1
Positive
Pulse
+16.6
Positive
Sentiment proxy
+52.7
Score
AI commentary
Primary-source tone is mixed but modestly improved: the March 25, 2026 earnings release was constructive on margin, leverage, and guidance, while the March 19, 2026 pricing announcement also signals a still-challenging cost and supply backdrop. Recent headline flow is not broad enough to justify a strong sentiment call, social coverage is unavailable, and analyst-revision breadth is unavailable, so this remains a monitoring-style neutral setup rather than a high-conviction rerating thesis.
RankAlpha Sentiment Codex - 2026-04-28
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-06-24eventQ1 margin expansion and higher FY2026 outlookHigh impact
First-quarter FY2026 results showed adjusted EBITDA up to $119 million with adjusted EBITDA margin of 15.4%, while management raised full-year revenue, adjusted EBITDA, and adjusted EPS outlook; this supports a stabilization thesis if pricing and restructuring savings continue to offset weak volumes [#PR-2026-03-25] [#10-Q-2026-03-26].
2026-07-31catalystApril 1 global price increase tests pass-through powerMedium impact
H.B. Fuller announced a minimum 10% global price increase effective April 1, 2026 to address supply-chain disruption and higher costs; successful customer retention and realization would help protect margins, but weak demand could limit capture [#IR-2026-03-19].
2026-11-28catalystRestructuring, Project ONE, and leverage reduction remain the main self-help pathHigh impact
The company continues to rely on restructuring savings, Project ONE execution, and disciplined cash generation; Q1 net debt was $1.968 billion and net debt-to-adjusted EBITDA was 3.1x, while the 10-K notes Project ONE spending could exceed current estimates and restructuring benefits may be delayed [#PR-2026-03-25] [#10-K-2026-01-22] [#10-Q-2026-03-26].
Recommendation
N/A
No formal recommendation provided.
As of 2026-04-28 • Updated nightlySource: Internal modelMethodology