Mizuho Forecasts Strong Price Appreciation for Albemarle (NYSE:ALB) Stock

Albemarle (NYSE:ALB) had its target price boosted by analysts at Mizuho from $156.00 to $185.00 in a research note issued to investors on Thursday, MarketBeat Ratings reports. The brokerage presently has a “neutral” rating on the specialty chemicals company’s stock. Mizuho’s target price suggests a potential upside of 11.17% from the stock’s current price.

ALB has been the topic of a number of other reports. Wells Fargo & Company raised their target price on shares of Albemarle from $135.00 to $174.00 and gave the company an “equal weight” rating in a research note on Monday, January 26th. Berenberg Bank raised their price target on Albemarle from $75.00 to $135.00 and gave the company a “hold” rating in a research report on Tuesday, January 6th. Robert W. Baird set a $210.00 price objective on Albemarle and gave the stock an “outperform” rating in a research report on Wednesday, January 7th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Albemarle in a report on Monday, December 29th. Finally, BMO Capital Markets lifted their price target on Albemarle from $145.00 to $210.00 and gave the stock an “outperform” rating in a research report on Tuesday, January 20th. Three equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Albemarle has a consensus rating of “Moderate Buy” and an average price target of $162.72.

Albemarle Stock Performance

ALB opened at $166.42 on Thursday. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.51 and a current ratio of 2.23. The company has a market cap of $19.61 billion, a PE ratio of -28.94, a price-to-earnings-growth ratio of 2.29 and a beta of 1.44. The stock has a 50-day moving average of $158.16 and a 200-day moving average of $115.03. Albemarle has a 52-week low of $49.43 and a 52-week high of $195.68.

Albemarle (NYSE:ALB) last issued its quarterly earnings data on Wednesday, February 11th. The specialty chemicals company reported ($0.53) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.40) by ($0.13). The company had revenue of $1.43 billion during the quarter, compared to the consensus estimate of $1.34 billion. Albemarle had a negative net margin of 10.74% and a positive return on equity of 0.41%. The firm’s revenue was up 15.9% on a year-over-year basis. During the same period in the previous year, the business posted ($1.09) earnings per share. As a group, equities research analysts forecast that Albemarle will post -0.04 earnings per share for the current fiscal year.

Institutional Trading of Albemarle

A number of hedge funds have recently modified their holdings of the company. Arete Wealth Advisors LLC bought a new stake in shares of Albemarle during the fourth quarter valued at approximately $224,000. Marshall Wace LLP bought a new position in Albemarle in the fourth quarter worth $7,363,000. The Manufacturers Life Insurance Company boosted its stake in Albemarle by 265.3% during the fourth quarter. The Manufacturers Life Insurance Company now owns 320,498 shares of the specialty chemicals company’s stock worth $45,331,000 after buying an additional 232,764 shares in the last quarter. CANADA LIFE ASSURANCE Co increased its holdings in Albemarle by 61.0% in the 4th quarter. CANADA LIFE ASSURANCE Co now owns 89,429 shares of the specialty chemicals company’s stock valued at $12,648,000 after buying an additional 33,874 shares during the period. Finally, Fairfield Bush & CO. acquired a new position in shares of Albemarle in the 4th quarter valued at $266,000. Institutional investors own 92.87% of the company’s stock.

Key Albemarle News

Here are the key news stories impacting Albemarle this week:

• Positive Sentiment: Revenue beat and strong Energy Storage demand — Q4 revenue topped estimates with ~16% y/y growth driven by Energy Storage volumes and pricing, a primary reason bulls cite for upside in ALB. ALB Q4 Earnings Miss, Revenues Beat on Higher Volumes & Pricing
• Positive Sentiment: Raised FY‑2026 revenue guidance — management issued a FY‑26 revenue range (~$5.7B–$6.0B) above consensus, giving investors a forward revenue anchor amid lithium price swings. Is Albemarle Setting Up for a Lithium-Fueled Rebound?
• Positive Sentiment: Analyst upside moves — Morgan Stanley and Mizuho raised price targets (to $170 and $185 respectively), signaling some sell‑side conviction on medium-term fundamentals. Morgan Stanley raises price target on Albemarle Mizuho raises price target on Albemarle
• Positive Sentiment: U.S. production support and grants — company commentary and coverage highlight DOE support (Kings Mountain reactivation) and domestic production steps that improve supply‑chain optionality. Is Albemarle Setting Up for a Lithium-Fueled Rebound?
• Neutral Sentiment: Earnings call tone — management emphasized cash strength, disciplined capacity management and flexibility across cycles; those points reduce tail‑risk but leave near‑term volatility intact. Albemarle Earnings Call: Cash Strength Amid Lithium Cycles Albemarle Q4 2025 Earnings Call Transcript
• Positive Sentiment: Potential policy tailwinds — the House passed H.R.3617 (Securing America’s Critical Minerals Supply Act), which could support domestic critical‑minerals investment over time. Congress Vote: The House has passed H.R.3617
• Negative Sentiment: EPS miss and wider loss — Albemarle reported a larger-than-expected Q4 loss (missed EPS estimates), a headline that keeps short-term sellers active. ALB Q4 Earnings Miss, Revenues Beat on Higher Volumes & Pricing
• Negative Sentiment: Not all analysts are bullish — JPMorgan cut its price target to $145 (neutral), a headline that can cap near‑term upside. JPMorgan adjusts price target on Albemarle to $145 from $195
• Negative Sentiment: Macro and lithium price volatility — broader market rate/volatility concerns and swings in lithium prices mean ALB can move sharply both ways; expect continued choppy trading. MarketBeat Week in Review

Albemarle Company Profile

Albemarle Corporation is a leading global specialty chemicals company primarily engaged in the production and distribution of lithium, bromine, and catalysts. Its lithium segment supplies key components used in rechargeable batteries for electric vehicles, portable electronics, and grid storage systems. The company’s bromine specialty products serve a wide range of industries, including oil and gas drilling fluids, fire safety solutions, and water treatment. In its catalysts division, Albemarle provides products for petroleum refining, chemical processing and emissions control.

Founded in 1994 as a spin-off from Ethyl Corporation, Albemarle has grown through strategic acquisitions and capacity expansions to become one of the world’s foremost chemical producers.