B+
Bull case
0%
Probability
Target price
$17.00
+13.4% vs current
HUN
HuntsmanBNYSE / Materials
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
1%
Probability
Target price
$14.00
-6.6% vs current
B-
Bear case
0%
Probability
Target price
$10.00
-33.3% vs current
AI sentiment snapshot
Latest data as of 2026-05-03
Recent news sentiment (30D)
+20.1
Positive
Company
-
Unavailable
Macro
+20.1
Positive
Pulse
+16.6
Positive
Sentiment proxy
+40.4
Score
AI commentary
Primary-source evidence is solid, but the forward thesis is still mostly a monitoring view. The immediate market reaction was favorable, with HUN up about 8.45% on April 30, 2026 after the earnings release and still near $14.41 on May 1, suggesting investors focused on the Q2 profitability step-up message. However, checked analyst-revision visibility remained thin as of this T+3 follow-up, and the stock already trades above the packet's summarized analyst target level, so missing post-print revisions should not be read as confirmation.
RankAlpha Sentiment Codex - 2026-05-03
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-07-31eventQ2 execution must show pricing offsets feedstock and logistics pressureHigh impact
Management cited March feedstock volatility, especially benzene and European natural gas, and said it raised prices across products and regions to protect margins; the next material check is whether Q2 margins actually improve despite lower Polyurethanes margins, Saudi shipment disruption in Performance Products, and still-weak competitive pricing. [#PR-2026-04-30] [#10-Q-2026-05-01]
2026-07-31catalystPost-earnings Q2 profitability step-up is the near-term trading hingeMedium impact
Huntsman reported Q1 2026 revenue of $1.42 billion, adjusted EBITDA of $73 million, and said it expects a Q2 2026 step-up in profitability from higher volumes and margin expansion tied to worldwide pricing actions; the stock rose about 8.45% on April 30, 2026 before holding near $14.41 on May 1, 2026, so some of that recovery narrative is already reflected. [#PR-2026-04-30] [#10-Q-2026-05-01]
2026-12-31catalystPetfurdo expansion and aerospace-led Advanced Materials growth can improve mixHigh impact
Huntsman opened its expanded Performance Products facility in Petfurdo, Hungary in March 2026, increasing capacity and manufacturing flexibility, while Q1 Advanced Materials revenue grew more than 10% with strength in aerospace, power, and automotive; that supports a longer-duration mix and utilization improvement thesis if end-market demand holds. [#PR-2026-03-18] [#PR-2026-04-30]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-03 • Updated nightlySource: Internal modelMethodology