Materials

Specialty Chemicals

13 companies under coverage.

Coverage

Specialty Chemicals

Albemarle Corp (ALB)

BUY. 12-month probability-weighted target $139 (+37% vs spot). P/E Multiple explains 70% of Monte Carlo outcome variance.

ALBEquity ResearchMonte Carlo

12 October 2026Rating: BUY · Fair value vs price +23.6%

Equity Research

Westlake Chemical Corporation (WLK)

BUY. 12-month probability-weighted target $76 (+21% vs spot). Gross Margin explains 63% of Monte Carlo outcome variance.

WLKEquity ResearchMonte Carlo

12 October 2026Rating: BUY · Fair value vs price +2.5%

Equity Research

Avient Corp (AVNT)

HOLD. 12-month probability-weighted target $44 (+17% vs spot). Gross Margin explains 63% of Monte Carlo outcome variance.

AVNTEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price +2.5%

Equity Research

Axalta Coating Systems Ltd (AXTA)

HOLD. 12-month probability-weighted target $37 (+12% vs spot). Gross Margin explains 54% of Monte Carlo outcome variance.

AXTAEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price +0.4%

Equity Research

PPG Industries Inc (PPG)

HOLD. 12-month probability-weighted target $116 (+12% vs spot). Gross Margin explains 55% of Monte Carlo outcome variance.

PPGEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price -2.9%

Equity Research

RPM International Inc (RPM)

HOLD. 12-month probability-weighted target $100 (+3% vs spot). Gross Margin explains 59% of Monte Carlo outcome variance.

RPMEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price -8.3%

Equity Research

Element Solutions Inc (ESI)

HOLD. 12-month probability-weighted target $38 (+5% vs spot). P/E Multiple explains 51% of Monte Carlo outcome variance.

ESIEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price -12.9%

Equity Research

Sherwin-Williams Co (SHW)

HOLD. 12-month probability-weighted target $331 (+4% vs spot). Gross Margin explains 49% of Monte Carlo outcome variance.

SHWEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price -16.1%

Equity Research

Solstice Advanced Materials, Inc (SOLS)

HOLD. 12-month probability-weighted target $57 (-7% vs spot). Gross Margin explains 51% of Monte Carlo outcome variance.

SOLSEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price -20.3%

Equity Research

Ecolab Inc (ECL)

HOLD. 12-month probability-weighted target $273 (-3% vs spot). P/E Multiple explains 52% of Monte Carlo outcome variance.

ECLEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price -21.2%

Equity Research

NewMarket Corporation (NEU)

SELL. 12-month probability-weighted target $796 (-11% vs spot). Gross Margin explains 59% of Monte Carlo outcome variance.

NEUEquity ResearchMonte Carlo

12 October 2026Rating: SELL · Fair value vs price -25.5%

Equity Research

International Flavors & Fragrances Inc (IFF)

SELL. 12-month probability-weighted target $74 (-12% vs spot). Gross Margin explains 65% of Monte Carlo outcome variance.

IFFEquity ResearchMonte Carlo

12 October 2026Rating: SELL · Fair value vs price -25.5%

Equity Research

LyondellBasell Industries NV (LYB)

HOLD. 12-month probability-weighted target $58 (-4% vs spot). P/E Multiple explains 45% of Monte Carlo outcome variance.

LYBEquity ResearchMonte Carlo

12 October 2026Rating: HOLD · Fair value vs price -25.9%