Founded in 1785 and headquartered in Fort Lauderdale, Florida, Element Solutions has established itself as a diversified specialty chemical supplier with critical applications across advanced manufacturing. According to 10 analysts, the average rating for ESI stock is Strong Buy with a 12-month stock price target of $30.7, representing 21.49% upside potential. The company benefits from secular tailwinds in semiconductor advanced packaging and electrification.
Cyborg Score Rationale
Element Solutions demonstrates solid fundamentals with analyst consensus at Strong Buy and consistent dividend payments. The company operates in high-growth markets (semiconductors, electronics) with defensible market positions. Market cap of ~$6.8B indicates mid-cap scale with room for expansion.
Top Insights
Electronics segment serves mobile communications, computers, automobiles, and aerospace equipment industries with assembly, circuitry, and semiconductor solutions
Industrial & Specialty serves aerospace, automotive, construction, consumer electronics, and oil and gas through electroless nickel, plating, water treatment, graphics, and energy solutions
Analyst consensus rates ESI as Strong Buy with 21.49% upside to $30.7 target
Quarterly dividend of $0.08 with ex-date March 2, 2026, indicating shareholder-friendly capital allocation
Named Competitors
Specialty Chemicals — Diversified specialty chemicals for electronics and industrial markets
Surface Treatment Solutions — Specialty chemicals for electronics and semiconductor manufacturing
Industrial Chemicals — Specialty and basic chemicals for multiple industrial segments
Recent Developments
(July 2025) Q2 2025 earnings conference call held with updated outlook