Market open · Delayed intraday data · 10:02 AM ET
Last update: Oct 22, 2026, 10:02 AM ET
Element Solutions Inc
$33.93▼ 6.63% today
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Why Element Solutions Inc (ESI) stock moved

Updated Oct 22, 2026

Element Solutions Inc (ESI) shares tumbled 6.6% to $33.93 as of October 22, 2026, a significant decline from the prior close of $36.34. BestStocks flagged the session as a major change for ESI. Below, we break down what changed for ESI, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

ESI fell 6.6% to $33.93

Element Solutions filed a material event (8-K) and earnings report today, triggering a 7.11% intraday decline to $33.76. The specific content of the 8-K filing has not yet been disclosed in available sources, but the same-day combination of regulatory filing and earnings announcement suggests a significant corporate development or earnings miss relative to consensus expectations ($0.48 EPS). Review the full 8-K filing (esi-20261021.htm) and today's earnings release for specific details on guidance, operational results, or corporate actions; monitor for analyst downgrades or revised consensus estimates over the next 24–48 hours.

This summary describes the catalyst and move as first detected on Oct 22, 2026, 9:52 AM EDT; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
RiskLow confidence
Rel. volume
0.2×
Below Avg
Vs peers
—
No comparable peers
Market cap
$8.3B
New York Stock Exchange
Analyst target
$48
+41.8% vs price
Price chart
Sep 21 – Oct 22
VNNVEF$33$36$38Sep 21Sep 29Oct 7Oct 14Oct 22
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Element Solutions Inc investors

For Element Solutions Inc investors, the recent signals add up to a strong bearish shift. Weighing against that: Sharp 6.6% decline — elevated risk; Element Solutions filed a material event (8-K) and earnings report today, triggering a 7.11% intraday decline to $33.76. Wall Street's consensus price target sits at $48.10, implying +41.8% upside from $33.93. BestStocks rates the overall signal quality low (45/100). With earnings roughly 117 days out, the next report is the most likely near-term test of the move.

ESI price reaction

ESI last traded at $33.93, down $2.41 (-6.63%) from the previous close of $36.34. The session traded on 0.2× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $33.42 and $37.93, and it currently sits about 11% of the way up that band.

Bullish and bearish analyst opinions on Element Solutions Inc (ESI)

Latest catalysta bearish counterpoint
The latest catalyst — a flagged risk event — a bearish counterpoint that challenges the prevailing bullish analyst view.

The consensus analyst price target on Element Solutions Inc (ESI) is $48.10, 41.8% above the recent $33.93. Over the past 90 days analysts logged 0 upgrades, 4 maintains, and 0 downgrades. Here is how the bullish and bearish cases on ESI line up.

The bullish case

  • Wall Street's consensus price target of $48.10 implies +41.8% upside from $33.93.
  • The Street's most bullish target is $55.00 (+62.1%).

The bearish case

  • Sharp 6.6% decline — elevated risk.
  • Element Solutions filed a material event (8-K) and earnings report today, triggering a 7.11% intraday decline to $33.76.
  • Element Solutions Inc (ESI) fell 4.89% to $34.03 as specialty chemicals sector faces macroeconomic headwinds and company-specific margin pressures.
Bull vs bear balanceStrong Bearish Shift
BearishNeutralBullish

Weighing both sides, BestStocks' composite read of recent signals is strongly bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Oct 22, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $48+41.8%
= 4 maintains
Mizuho maintained Neutral · 2026-10-22
SEC filings watch
8-K2026-10-21
Material event — review for impact
high
8-K2026-08-28
Material event — review for impact
high
10-Q2026-07-28
Quarterly financial results
medium
8-K2026-07-27
Material event — review for impact
high
Peer context
ESI-6.6%

Previous notable changes for ESI

News2026-10-21+1.9%
ESI reported record Q3 2026 results, delivering stronger-than-expected financial performance.
Filings2026-10-21+1.9%
Element Solutions Inc (ESI) filed a new 8-K on 2026-10-21. The filing does not disclose material details in the available evidence.
News2026-10-08-1.2%
ESI scheduled third-quarter 2026 earnings release for October 21, 2026, after market close.
Valuation2026-10-02+4.4%via Yahoo Finance ↗
Element Solutions rallied 3.62% to $37.65 after the mutual termination of its merger agreement with Solstice Advanced Materials, with Goldman Sachs reinstating a Buy rating and citing the company's renewed focus on standalone execution and organic growth (web_catalyst; corroborated by Yahoo Finance and Zacks). Volume of 1.5M shares ran 0.5x the time-adjusted average, suggesting below-average participation in the move.

In-depth ESI event analyses

Permanent, dated analyses of ESI's most significant sessions.
Upcoming catalysts & outlook
Next earnings
2027-02-16 (est.)
in 117 days
Earnings Release
2027-02-16
High impact
Thesis shift
Strong Bearish Shift
bearish signal
Risk level
High
from change events

Frequently asked questions about ESI

Why did Element Solutions Inc (ESI) stock move?

ESI tumbled 6.6% to $33.93. The move coincided with the context summarized above, though no single company-specific catalyst was independently confirmed.

How much did ESI stock fall?

ESI lost 6.63% ($2.41) versus the prior close of $36.34, last trading at $33.93 on 0.2× average volume.

When is Element Solutions Inc's next earnings date?

ESI's next earnings report is estimated for 2027-02-16 — about 117 days away.

What is the analyst price target for ESI?

The consensus analyst price target for ESI is $48.10, about 41.8% above the current $33.93. Over the past 90 days, analysts recorded 0 upgrades, 4 maintains, and 0 downgrades.

How BestStocks tracks ESI

This page is generated automatically by BestStocks' change-detection system after its price and volume cleared ESI-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for ESI, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of October 22, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.