ALBEMARLE CORP
No SEC Form 4 filings for $ALB in the last 30 days.
See all $ALB insider activity →Bank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
CATL’s Jianxiawo lithium mine in China’s Jiangxi remains shut after its licence expired in Aug 2025. Benchmark estimates a prolonged shutdown could put ~60,000 tonnes LCE at risk, with restart delays cutting 2026 output. GFEX lithium carbonate futures swung on restart rumors. Zimbabwe plans a concentrate export ban from Jan 1.
Albemarle (ALB) shares fell 27.7% over three months, versus declines in its chemical peers and a rise in the S&P 500, as lithium prices dropped on weaker EV demand in China and expectations of higher supply. ALB cited cost and productivity gains, $1.3B operating cash flow in 2025, and expects 2026 energy storage volume down 0% to 4% YoY.
Over the past 7 days, alphai's AI scored 11 news stories mentioning ALB (ALBEMARLE CORP). Coverage has skewed bullish: 4 bullish, 5 neutral, and 2 bearish.
Recent ALB coverage spans sector analysis, earnings and commodities.
ALB is treated as a medium-term undervalued pick within the broader AI buildout basket, per BofA’s methodology.
If lithium supply tightens, it can improve pricing power and earnings visibility for producers like Albemarle, but the article does not provide new ALB-specific guidance.
Near-term downside risk is tied to weaker lithium pricing and Energy Storage volume/margin pressure, partially offset by conversion capacity ramp-ups and cost actions.
Earnings beat tied to lithium pricing supports the bull case, but the piece is primarily a valuation screen rather than a new estimate change.
Guidance update and segment margin drivers (specialties strength, energy storage volume disruption) create a near-term earnings and cash-flow narrative for ALB.
alphai scores every news story that mentions ALB with an AI model for sentiment and relevance, and aggregates insider trades from ALBEMARLE CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Bank of America said its AI-infrastructure stock screen found 16 Buy-rated names trading more than 20% below 52-week highs, with positive three-month earnings revisions. Micron (MU) had the largest implied upside versus BofA’s $1,550 target, about 63%. BofA cited server DRAM pricing growth and tight supply, plus long-term 2028 EPS estimate near $150.
5 min readCATL’s Jianxiawo lithium mine in China’s Jiangxi remains shut after its licence expired in Aug 2025. Benchmark estimates a prolonged shutdown could put ~60,000 tonnes LCE at risk, with restart delays cutting 2026 output. GFEX lithium carbonate futures swung on restart rumors. Zimbabwe plans a concentrate export ban from Jan 1.
7 min readAlbemarle (ALB) shares fell 27.7% over three months, versus declines in its chemical peers and a rise in the S&P 500, as lithium prices dropped on weaker EV demand in China and expectations of higher supply. ALB cited cost and productivity gains, $1.3B operating cash flow in 2025, and expects 2026 energy storage volume down 0% to 4% YoY.
6 min readMorningstar says 55% of US-listed stocks it covers beat FactSet earnings by at least 5% as of Aug. 11. It screened for six undervalued “earnings crushers” with 10%+ EPS beats and 5%+ revenue beats, including Albemarle, Atlassian, Baxter International, CarMax, Ionis Pharmaceuticals, and Sanofi, citing EPS, revenue, Morningstar ratings, and discounts to fair value.
7 min readAlbemarle (ALB) discussed its Q2 2026 results and updated outlook on an earnings call. Q2 net sales were $1.7B, adjusted EBITDA $858M, and net income $480M, with EPS of $3.52. The company raised 2026 specialty outlook and expects energy storage volumes to be 225k to 235k tons LCE, citing a June 9 Greenbushes CGP3 fire and Middle East supply-chain impacts.
6 min readAlbemarle (ALB) released investor slides saying strong lithium and energy storage system (ESS) demand is supporting projected growth in specialties and ESS. The company attributes the outlook to operational efficiency, disciplined capital allocation, and its resource base, aiming to maintain long-term competitiveness and financial flexibility.
1 min readOn Aug. 11, 2026, lithium-related equities fell broadly. The Global X Lithium ETF (LIT) closed at $74.11, down 0.84%. Albemarle (ALB) fell 1.41% to $129.36 and SQM (SQM) dropped 0.85% to $72.22, amid risk-off moves tied to gold rising above $4,400/oz and oil slipping below $90/bbl.
6 min readSimply Wall St reports Albemarle (ALB) released Q2 2026 results on Aug. 5, citing higher sales and net income year over year, plus full-year guidance and lithium volume updates. The article discusses ALB’s stock performance and a valuation narrative estimating fair value at $187.16 versus a $129.36 close, while noting valuation metrics and margin/lithium-price assumptions.
5 min readLithium equities rose modestly on August 10. The Global X Lithium & Battery Tech ETF (LIT) closed at $74.74, up 0.99%. Albemarle ended at $131.21 (+0.08%) and SQM at $72.84 (+1.24%). Traders cited portfolio rebalancing after a battery-metals drawdown and improved near-term demand signals from EV data and currency moves.
4 min readRBC said Albemarle could benefit from low-cost assets and brownfield opportunities, according to the report. Separately, Scotiabank adjusted Albemarle’s price target to $190 from $200 while keeping a Sector Outperform rating. Albemarle shares were about $131.52 at 12:03 pm.
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