NASDAQMaterialsChemicals - SpecialtySnapshot 2026-08-31
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Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Complete Element Solutions acquisition and realize $180M synergies: Acquisition terminated vs >$180M synergies target.
View ThesisRanks in the weakest quality tier of its industry — roughly the bottom 44%, softest on free-cash-flow yield.
View QualityManagement screens strong on capital allocation, earnings delivery, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 24% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 2% a day.
View RiskSOLS aims to accelerate growth through its acquisition of Element Solutions. The recent earnings beat showed revenue growth of 11% year over year. SOLS trades at 27× P/E versus a peer median of 18×. The market is pricing in more growth than forecasted, indicating expectations look full. The primary risk is the termination of the Element Solutions acquisition, which undermines growth objectives. Peer multiples imply a price about 24% below where it trades. This read is provisional; the thesis is on watch.
Trailing returns as of 2026-08-31. SOLS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 7 analysts currently covering SOLS (as of Aug 2026).
Based on 6 Wall Street analysts offering 12-month price targets for SOLS in the last 4 months.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-31. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Advances: Accelerate growth through acquisition of Element Solutions
Merger exit and buyback support growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $63.39
The last 12 months of price, then the range of analyst 12-month targets from today’s $63.39.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Accelerate growth through acquisition of Element Solutions
Hedging signals uncertainty about growth through acquisition.
Threatens: Accelerate growth through acquisition of Element Solutions
Merger termination undermines growth acceleration objective.
Threatens: Accelerate growth through acquisition of Element Solutions
Cancellation of acquisition undermines growth strategy.
Advances: Accelerate growth through acquisition of Element Solutions
Scrapping Element deal allows focus on growth and buybacks.
Advances: Accelerate growth through acquisition of Element Solutions
Buyback signals strong capital allocation commitment.
Positive price target revision indicates confidence in growth.
Strategic discussion on nuclear business aligns with growth objectives.
