$AXTA

Axalta Coating Systems Ltd.

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High

Axalta (AXTA) Q1: $1.25B sales, $259M EBITDA; $600M synergies from AkzoNobel deal

Axalta Coating Systems Ltd. reported strong Q1 2026 results with $1.254 billion in net sales and $259 million in adjusted EBITDA, exceeding expectations. The company also set a first-quarter record for cash provided by operations at $68 million and free cash flow at $21 million. Axalta maintained its full-year guidance and reiterated a $600 million annual run-rate synergy target for its proposed merger with AkzoNobel, with shareholder votes expected by early July.

UBS Group Issues Pessimistic Forecast for Axalta Coating Systems (NYSE:AXTA) Stock Price

UBS Group lowered its price target for Axalta Coating Systems (NYSE:AXTA) from $36 to $31 while maintaining a "neutral" rating, indicating a potential 15.26% upside. This adjustment follows Axalta's slight miss on Q4 earnings and revenue expectations, coupled with softer Q1 guidance. The consensus among analysts remains a "Hold" with an average price target of $36.13, despite shares trading near $26.90.

Fox Run Management L.L.C. Takes $1.27 Million Position in Axalta Coating Systems Ltd. $AXTA

Fox Run Management L.L.C. has acquired a new position in Axalta Coating Systems Ltd. (NYSE:AXTA) during the third quarter, purchasing 44,328 shares valued at approximately $1.27 million. Institutional investors collectively own 98.28% of the stock. Axalta (AXTA) currently has a "Hold" consensus rating from analysts, with share prices around $33.72 and a market capitalization of $7.19 billion.