ChemBriefAlbemarle’s Lithium Math Turns Brutal
JPMorgan significantly lowered earnings forecasts for Albemarle Corp due to declining lithium prices and Greenbushes plant delays, impacting projected Q3 profits and sales volume.
Sahm · 2026-08-26 20:07 UTC
JPMorgan significantly lowered earnings forecasts for Albemarle Corp due to declining lithium prices and Greenbushes plant delays, impacting projected Q3 profits and sales volume.
JPMorgan lowered its price target and earnings estimates for Albemarle to $140 by December 2027, citing weak lithium prices and production delays at the Greenbushes CGP3 plant.
NFJ Investment Group LLC acquired a $23.33 million position in Albemarle Corporation during the second quarter. The company reported strong quarterly earnings of $3.75 per share and declared a $0.41 d
Deutsche Bank AG acquired over 970,000 shares of specialty chemicals firm Albemarle Corporation worth approximately $131 million in Q2. The investment follows Albemarle's recent announcement of strong
Albemarle reported a significant Q2 2026 profit rebound with sales reaching US$1.74 billion and raised its full-year lithium carbonate volume outlook to 225-235 kilotons. Analysts project revenue grow
Albemarle reported a significant Q2 2026 profit rebound with sales reaching US$1.74 billion. The company raised its full-year 2026 lithium carbonate output outlook to 225-235 kilotons despite operatio
Occidental Asset Management LLC invested $4.49 million in Albemarle Corporation during the second quarter. Albemarle reported stronger-than-expected quarterly earnings of $3.75 per share with a 31.1%
American Vanguard Corporation has appointed Mark Helt as U.S. Crop President to lead its crop protection and seed business strategy. Helt brings over 25 years of commercial leadership experience from
Assenagon Asset Management significantly increased its stake in Albemarle Corporation by 331% in Q2, holding shares worth $27.5 million. The move follows Albemarle's strong quarterly earnings beat and
Albemarle reported strong Q2 earnings driven by higher lithium prices, causing an 8% share rally. Analysts view the stock as undervalued due to low-cost operations and expected long-term demand growth
Albemarle Corp shows high implied volatility in Sept 2026 options despite a Hold rating, suggesting a potential trading opportunity for seasoned options traders selling premium.
Albemarle Corp holds a risk score of 5.61, ranking 37th in the Chemicals industry, with a beta of 1.32 signaling higher volatility than the S&P 500.
Albemarle Corp details its dividend and stock split history from 2024 to 2026, highlighting $860.75 million distributed over the past five years. The report also includes current stock prices and mark
Albemarle Corporation granted 1,375 shares to director Eduardo Bartolomeo Desalles under its 2023 Stock Compensation Plan, vesting in July 2027.
Albemarle Corp increased its quarterly dividend by 1.2% to $0.41 per share, citing resilience in its lithium and chemicals operations. Despite strong fundamentals, some caution remains due to overvalu
Zacks.com identifies Albemarle Corp and Ternium as low-leverage defensive stocks amid geopolitical uncertainty, citing robust balance sheets and earnings growth.
Albemarle Corp was designated Zacks' Bull of the Day following a strong Q1 earnings beat and favorable lithium market conditions. Analyst estimates have soared, suggesting a potential investment entry
Albemarle director Michelle T. Collins received a 1,250-share stock grant on July 1, 2026, under the 2023 Directors Plan, vesting in July 2027 with additional dividend shares.
Albemarle Corp director Diarmuid B. O'Connell received 1,286 shares of common stock under the 2023 Directors Plan, with holdings adjusted for an asset separation agreement.
This article compares Albemarle and SQM, two major lithium producers, analyzing financial performance and growth prospects amidst rising EV demand. It concludes Albemarle offers a better opportunity d
This article compares lithium producers Albemarle Corporation and SQM, highlighting Albemarle as the more favorable investment due to higher earnings growth and lower financial risks amidst rising EV
A fire at a Lineage Logistics warehouse prompted safety investigations and health complaints. The report outlines ownership connections to Altus Power and highlights Albemarle Corp amidst past environ
Citi upgraded Albemarle to Buy with a $225 target despite a 4.6% stock drop, anticipating a lithium market turnaround by 2026 driven by price stabilization and strong demand.
Albemarle Corp ranks 28th in the Chemicals industry with an institutional shareholding score of 7.00. Total institutional ownership stands at 86.19%, marking a 19.13% decrease quarter-over-quarter.
This article details Albemarle Corp's historical dividend payouts and stock split information over the past five years. It provides a timeline of cash dividends and notes the absence of current stock
Albemarle Corp reports China as its largest revenue region at 39.40%, while specific segment and profit data for FY2024 and FY2025 remain undisclosed.
International Battery Metals Ltd. reported fiscal 2026 financial results alongside significant advancements in its Direct Lithium Extraction technology, achieving 98% lithium recovery. The company is
Albemarle shares fell 1.65%, underperforming the S&P 500, yet analysts project strong growth with a 2700% EPS increase and a Zacks Rank of #1. Valuation metrics suggest the stock remains undervalued d
Albemarle Corp holds a Zacks Rank #1 and a "Strong Buy" brokerage recommendation, though the analysis warns investors to consider potential analyst bias alongside earnings estimate revisions.
Anson Resources and POSCO signed a binding agreement for a Direct Lithium Extraction demonstration plant at Utah's Green River project, with POSCO funding operations and paying a $7.2 million fee to s
Vertical Research upgraded Albemarle to Buy while RBC raised its price target to $257, citing brownfield expansions and productivity improvements as drivers for volume growth.
Albemarle Corp shares fell 3.60% to $149.84, marking four consecutive days of losses despite mixed broader market performance. The decline impacts the leading lithium and chemical producer's valuation
Albemarle Corp. shares dropped 3.00% to $171.13 on Monday, underperforming the broader market. The stock remains 22.57% below its 52-week high.
Albemarle Corp.'s stock valuation is under scrutiny following recent financial results and cash flow updates. Investors are evaluating the company's strategic shift toward lithium and energy storage m
Albemarle Corporation anticipates higher shareholder returns fueled by strong cash flows and rising lithium prices in Q1 2026. Analysts project substantial earnings growth despite current high valuati
DNB Asset Management AS reduced its stake in Albemarle Corp by 46.3% in Q4, despite the company beating earnings expectations with a consensus target price of $200.26.
Albemarle Corp. shares rose 1.41% to close at $121.78, outperforming rivals despite remaining below its 52-week high and year-to-date levels.
Albemarle Corp reported quarterly earnings of $2.95 per share, significantly beating consensus estimates. Despite the positive results, shares fell 5.6% as the lithium and specialty chemicals leader n
Albemarle Corp shares fell 2.57% to $175.74, marking five consecutive days of losses despite mixed broader market performance.
Albemarle Corp faces conflicting fair value signals following recent share price weakness, with estimates ranging from $172.62 to $352.89 based on differing valuation models. Investors are urged to re
WealthPlan Investment Management LLC reduced its stake in Albemarle Corporation by 51%, selling 34,458 shares worth $4.67 million. Analysts maintain a Moderate Buy rating with a $200.26 price target d
Albemarle Corp affiliate Jerry Kent Masters Jr. sold 11,783 common stock shares on March 10, 2026, under a Rule 144 filing. The transaction followed Restricted Stock Units acquired between 2022 and 20
Zacks upgraded Albemarle Corp. to Strong-Buy after Q1 2026 earnings beat expectations with $2.95 EPS and 32.7% revenue growth. The leading lithium producer benefits from strong EV sector demand and it
Argus Research maintained a Buy rating on Albemarle, raising its price target to $230 amid strong lithium demand from electric vehicles, despite conflicting signals of overvaluation and insider sellin
Albemarle Corp. shares rose 3.18% to $209.99, marking three consecutive days of gains and outperforming broader market indices like the S&P 500.
UBS reaffirmed its Buy rating and $230 price target for Albemarle following better-than-expected Q1 earnings driven by strong lithium and energy storage performance. The company maintained its full-ye
Jennison Associates LLC acquired 40,933 shares valued at $5.79 million in Albemarle, reporting $1.43 billion quarterly revenue that beat estimates despite missing EPS targets.
Albemarle shares dropped 1.35% against S&P 500 gains, though up 10.45% monthly. Q1 2026 earnings due May 6 are forecasted to show significant growth despite a high Forward P/E.
Vanguard Capital Management disclosed a 7.37% stake in Albemarle Corp via SEC filing, holding 8.68 million shares with sole voting power as of March 31, 2026.
Albemarle Corp is projected to report significant year-over-year earnings growth and higher revenues for the quarter ended March 2026. Analysts cite a Zacks Rank #3 and high ESP as indicators of poten