FUL
H.B FullerCNYSE / Materials
Last Price
At close
2026-06-02
Current thesis
The clearest bull read is that FUL is proving it can defend profitability despite soft organic demand: Q1 organic revenue fell 6.6%, yet adjusted gross margin rose 170 basis points and adjusted EBITDA rose 4%, with management also lifting FY2026 guidance [#PR-2026-03-25] [#10-Q-2026-03-26]. If the April 2026 pricing action sticks and second-half cash flow improves as planned, the stock has room toward the packet median target of about $71.7.
Posture
Mixed
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.6.
What can break
Management flagged Middle East geopolitical disruption and higher global supply-chain complexity, which helped prompt the March 2026 pricing action and could pressure service levels or customer retention if conditions worsen [#PR-2026-03-25] [#IR-2026-03-19].
Momentum
39
Value
59
Sentiment
56
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $66.00 · Bull $72.00 · Bear $56.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-02 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-28 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $71.71
Why
Momentum39 · Δ7d +6.5
Value59 · Δ7d -0.6
Sentiment56 · Δ7d -3.5
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Value · See fundamentals
Momentum
39
34% active weight
Current posture
7d trendImproving
Δ7d
+6.5
Δ21d
-4.4
Value
59
32% active weight
Current posture
7d trendFlat
Δ7d
-0.6
Δ21d
+0.0
Sentiment
56
33% active weight
Current posture
7d trendSoftening
Δ7d
-3.5
Δ21d
+5.5
Why this grade
Composite grade C. Momentum 38.7 / Value 58.8 / Sentiment 55.6
Fundamentals (TTM)As of 2026-06-02
Fundamentals (TTM)
As of 2026-06-02
Market Cap
$3.41B
Beta
1.10
Shares Out
54.09M
P/E (TTM)
28.7
P/S (TTM)
0.92
P/FCF (TTM)
45.07
Rev YoY
-2.8%
EPS YoY
+24.6%
Gross Margin
+30.7%
Op Margin
+8.1%
Net Debt
$1.85B
Current Ratio
1.93
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

