B+
Bull case
25%
Probability
Target price
$57.00
+34.2% vs current
KOP
KoppersANYSE / Materials
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$47.00
+10.6% vs current
B-
Bear case
25%
Probability
Target price
$32.00
-24.7% vs current
AI sentiment snapshot
Latest data as of 2026-05-29
Recent news sentiment (30D)
+20.1
Positive
Company
-
Unavailable
Macro
+20.1
Positive
Pulse
+16.6
Positive
Sentiment proxy
+56.6
Score
AI commentary
Primary-source coverage is strong for the Q1 print and the Stickney update, but coverage is still low and analyst revision data is unavailable in the packet. Trusted market coverage pointed to a positive immediate reaction to the release, yet the thesis remains a cautious monitoring view because the long-dated restructuring charges and execution risk dominate near-term visibility.
RankAlpha Sentiment Codex - 2026-05-29
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-08eventQ1 print reset 2026 guidanceMedium impact
Koppers said Q1 results matched expectations, with sales of $455.3M, adjusted EPS of $0.57, adjusted EBITDA of $49.3M, operating cash flow of $46.3M and free cash flow of $34.9M, but it also cut 2026 adjusted EBITDA to $240M-$260M and adjusted EPS to $3.80-$4.60 after citing competitive pressure, higher raw-material costs, and oil-price spikes. [#IR-2026-05-08]
2026-12-31eventStickney shutdown becomes a multi-year restructuring overhangHigh impact
The company disclosed a conditional decision to discontinue distillation and chemical manufacturing at Stickney, Illinois by December 31, 2026, pending union bargaining, with expected pre-tax charges of $227M-$262M through 2029, including $57M-$67M of cash expenditures. [#10-Q-2026-05-08]
2027-12-31catalyst2027 margin step-up if self-help holdsHigh impact
Management said the Stickney exit should bring benefits beginning in 2027, while PC market share gains and Catalyst transformation actions partially offset CMC weakness in Q1 and helped support cash generation. [#IR-2026-05-08] [#10-Q-2026-05-08]
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-29 • Updated nightlySource: Internal modelMethodology