Element Solutions Inc (ESI) shares rose 1.3% to $35.64 as of September 23, 2026, a modest gain from the prior close of $35.19. BestStocks flagged the session as a major change for ESI. The move is tied to price move up. 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 climbed 1.3% to $35.64
ESI rose 1.3% in its latest session, moving from $35.19 to $35.64.
Material / EarningsWeak confidence
Rel. volume
0.5×
Below Avg
Vs peers
—
No comparable peers
Market cap
$8.7B
New York Stock Exchange
Analyst target
$48
+33.4% vs price
Price chart
Aug 24 – Sep 23
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 are mixed, leaving the near-term picture neutral / mixed. On the constructive side: Material positive event; Positive 1.3% session move. Weighing against that: Element Solutions Inc (ESI) fell 4.89% to $34.03 as specialty chemicals sector faces macroeconomic headwinds and company-specific margin pressures; Element Solutions filed a material event (8-K) and earnings report today, triggering a 6.55% intraday decline to $35.36. Wall Street's consensus price target sits at $47.56, implying +33.4% upside from $35.64. Over the past 90 days analysts logged 0 upgrades and 1 downgrade. BestStocks rates the overall signal quality weak (36/100). With earnings roughly 34 days out, the next report is the most likely near-term test of the move.
ESI price reaction
ESI last traded at $35.64, up $0.45 (+1.28%) from the previous close of $35.19. The session traded on 0.5× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $31.79 and $36.52, and it currently sits about 81% of the way up that band.
Bullish and bearish analyst opinions on Element Solutions Inc (ESI)
The consensus analyst price target on Element Solutions Inc (ESI) is $47.56, 33.4% above the recent $35.64. Over the past 90 days analysts logged 0 upgrades, 4 maintains, and 1 downgrade. Here is how the bullish and bearish cases on ESI line up.
▲ The bullish case
+Wall Street's consensus price target of $47.56 implies +33.4% upside from $35.64.
+The Street's most bullish target is $55.00 (+54.3%).
+Material positive event.
+Positive 1.3% session move.
▼ The bearish case
−1 analyst downgrade in the past 90 days, most recently Mizuho to Neutral (2026-07-15).
−Element Solutions Inc (ESI) fell 4.89% to $34.03 as specialty chemicals sector faces macroeconomic headwinds and company-specific margin pressures.
−Element Solutions filed a material event (8-K) and earnings report today, triggering a 6.55% intraday decline to $35.36.
−Element Solutions announced a $14.5B acquisition by Solstice Advanced Materials (SOLS) in an all-cash and stock deal, filed via 8-K today.
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, 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 Sep 23, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Element Solutions Inc (ESI) moved -2.24% from $33.48 to $32.73 on 2026-09-18. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move occurred on elevated volume (2.0x the 5-day average), suggesting institutional participation rather than passive drift.
Material / Earnings2026-09-15-1.1%
Element Solutions Inc (ESI) moved -2.42% from $32.58 to $31.79 on 2026-09-15. We checked news, earnings announcements, analyst updates, filings, and corporate actions — no company-specific catalyst was found. The move coincided with ESI reaching a new 30-day low, on volume near its 5-day average.
Element Solutions (ESI) fell 6.44% to $32.13 intraday, extending losses from earlier in the session. Volume totaled 2.9M shares (0.70x expected at this point in the day), indicating below-average participation. The selloff follows the company's decision to call off a major acquisition, which initially prompted gains but appears to have reversed course as investors reassess the strategic rationale.
Element Solutions Inc (ESI) fell 4.89% to $34.03 as specialty chemicals sector faces macroeconomic headwinds and company-specific margin pressures. According to analyst commentary cited by Zacks and Investing.com, the selloff reflects uneven industrial demand (particularly in Industrial Solutions), raw-material and logistics cost inflation that is lagging in customer pricing pass-through, and escalating trade policy uncertainty. Volume of 1.68M shares remains near normal levels (0.92x intraday average).
Material / Earnings2026-09-04+2.9%
Element Solutions Inc (ESI) moved +2.71% from $35.06 to $36.01 on 2026-09-04. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move occurred on light volume (46% of the 5-day average), suggesting limited institutional participation.
Material / Earnings2026-08-28-4.4%
Element Solutions Inc (ESI) moved -6.33% from $37.29 to $34.93 on 2026-08-28. News reports indicate a possible $27 billion merger has been announced, with ESI and peers dropping 21% and 7% respectively following the reports. Volume was 7.2x the 5-day average, indicating significant institutional participation.
Element Solutions (ESI) fell 6.59% to $34.12 amid reports of a possible $27 billion merger (per stockanalysis.com), which has weighed on the stock since disclosure. Volume surged to 10.5 million shares—5.86x the historical average for this time of day—signaling heightened trading activity around the deal news.
Material / Earnings2026-08-19-3.0%
Element Solutions Inc (ESI) moved -4.41% from $37.85 to $36.18 on 2026-08-19. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move occurred on elevated volume (2.2x the 5-day average), suggesting institutional participation in the decline.
In-depth ESI event analyses
Permanent, dated analyses of ESI's most significant sessions.
ESI rose 1.3% to $35.64. No single company-specific catalyst was confirmed during the move window, and it looks technical.
How much did ESI stock rise?
ESI gained 1.28% ($0.45) versus the prior close of $35.19, last trading at $35.64 on 0.5× average volume.
When is Element Solutions Inc's next earnings date?
ESI's next earnings report is estimated for 2026-10-27 — about 34 days away.
What is the analyst price target for ESI?
The consensus analyst price target for ESI is $47.56, about 33.4% above the current $35.64. Over the past 90 days, analysts recorded 0 upgrades, 4 maintains, and 1 downgrade.
How BestStocks tracks ESI
This page is generated automatically by BestStocks' change-detection system after price move up was detected and verified against independent data sources. 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 September 23, 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.