ALBEMARLE CORP
Albemarle, headquartered in Charlotte, North Carolina, develops and manufactures lithium compounds, bromine and specialty chemicals, and catalysts for customers in markets including automotive, energy, electronics, pharmaceuticals and refining. Its Energy Storage segment makes lithium carbonate, lithium hydroxide and lithium chloride for applications such as batteries, power grids and solar panels. Specialties supplies bromine and specialized lithium products, fire safety compounds, cesium products, and zirconium, barium and titanium products, as well as technical and recycling services for lithium products. Ketjen makes catalysts and additives for refining, including hydroprocessing and fluid catalytic cracking products, and performance catalyst solutions such as organometallics and curatives. Albemarle makes money by selling these products and providing related services to customers worldwide. As of December 31, 2025, it served approximately 1,900 customers in approximately 70 countries.
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No SEC Form 4 filings for $ALB in the last 30 days.
See all $ALB insider activity →Sherwin-Williams (SHW) and Albemarle (ALB) reported Q3 2026 earnings, with SHW raising prices by 8% and expecting full impact in 2027, while ALB anticipates lower lithium prices. SHW maintained its 2026 EPS forecast at $12, while ALB raised its adjusted EBITDA forecast for its specialties business. SHW's operating margin was stable at 17.6%, while ALB's fluctuated significantly, landing at 10.1% in Q3 2026.
UBS kept Albemarle's rating at Buy but reduced its price target to $137 from $150. This implies a 38.2% upside from the Nov 9 close of $99.12. Recent analyst targets for Albemarle range from $105 to $170.
Citigroup maintained its Buy rating on Albemarle and raised its price target to $140 from $125, citing a 41.1% upside from the Nov 6 close. Recent analyst targets range from $95 to $170.
Over the past 7 days, AlphAI's AI scored 13 news stories mentioning ALB (ALBEMARLE CORP). Coverage has skewed bearish: 2 bullish, 4 neutral, and 7 bearish.
Recent ALB coverage spans financial news and earnings.
Downward pressure as lithium prices decline, though specialty segment shows improvement.
Analyst target cut suggests lower upside expectations.
Analyst target raise suggests potential upside for Albemarle.
Target cut signals weaker outlook, likely prompting sell pressure.
Analyst downgrade and lower price target suggest near‑term downside pressure on Albemarle.
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.
Sherwin-Williams (SHW) and Albemarle (ALB) reported Q3 2026 earnings, with SHW raising prices by 8% and expecting full impact in 2027, while ALB anticipates lower lithium prices. SHW maintained its 2026 EPS forecast at $12, while ALB raised its adjusted EBITDA forecast for its specialties business. SHW's operating margin was stable at 17.6%, while ALB's fluctuated significantly, landing at 10.1% in Q3 2026.
UBS kept Albemarle's rating at Buy but reduced its price target to $137 from $150. This implies a 38.2% upside from the Nov 9 close of $99.12. Recent analyst targets for Albemarle range from $105 to $170.
Citigroup maintained its Buy rating on Albemarle and raised its price target to $140 from $125, citing a 41.1% upside from the Nov 6 close. Recent analyst targets range from $95 to $170.
Morgan Stanley kept Albemarle at Equal-Weight but cut its price target to $105 from $161, a 34.8% reduction. This implies a 5.8% upside from the Nov 6 close of $99.25. Recent analyst targets for Albemarle range from $95 to $170.
Scotiabank reduced its price target for Albemarle Corp. (ALB) to $165 from $190, citing lower lithium price expectations. The stock is down 51% in six months. Seven analysts have cut earnings estimates. Scotiabank lowered its 2027 EBITDA estimate to $2.3B, but raised its valuation multiple to 9.5x. Albemarle's Q3 2026 earnings met expectations, with revenue up 19% YoY. BMO also cut its target to $160 but maintained an Outperform rating.
Truist Securities kept its Buy rating on Albemarle but reduced its price target to $170 from $185, citing an 8.1% decrease. This target suggests a 72.8% upside from the Nov 5 close of $98.37. Recent analyst notes on Albemarle have price targets ranging from $95 to $185.
RBC Capital maintained its Outperform rating for Albemarle but reduced its price target to $119 from $129, citing a 7.8% decrease. This implies a 21.0% upside from the Nov 5 close of $98.37. Recent analyst price targets for Albemarle range from $95 to $185.
Barclays kept Albemarle at Equal-Weight but cut its price target to $95 from $109, citing a 3.4% downside from the Nov 5 close. Recent analyst targets for Albemarle range from $109 to $185.
BMO Capital reduced its price target for Albemarle Corp. (ALB) to $160 from $175, citing negative lithium market sentiment. The stock is down 49% in six months. BMO raised its 2027 EBITDA estimate to $2.1B and sees current valuation as attractive. Albemarle's Q3 2026 earnings met expectations, with revenue up 19% YoY to $1.55B and EBITDA up 186% to $646M.
Lithium miner shares fell 2.8% on Nov 5, 2026, with Albemarle (ALB) gaining 3.58% and SQM (SQM) dropping 2.08%. Albemarle's stock is 9.1% above its 12-month low, while SQM is 21.8% above its low but 40.9% below its April high. The lithium ETF (LIT) lost 2.75%.
