SOLS logo

Solstice Advanced Materials, Inc. Stock Price

NasdaqGS:SOLS Community·US$13.4b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 22 Fair Values set on narratives written by author

SOLS Share Price Performance

US$83.78
35.38 (73.10%)
US$87.67
Fair Value
US$83.78
35.38 (73.10%)
4.4% undervalued intrinsic discount
US$87.67
Fair Value
Price US$83.78
AnalystConsensusTarget US$87.67

SOLS Community Narratives

·
Fair Value US$87.67 4.4% undervalued intrinsic discount

AI Chip And Nuclear Demand Will Support Future Materials And Refrigerants Upside

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US$87.67
4.4% undervalued intrinsic discount
Revenue
4.78% p.a.
Profit Margin
15.2%
Future PE
24.94x
Price in 2029
US$109.13

Trending Discussion

Updated Narratives

SOLS logo

AI Chip And Nuclear Demand Will Support Future Materials And Refrigerants Upside

Fair Value: US$87.67 4.4% undervalued intrinsic discount
2 users have set this as their fair value
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Snowflake Analysis

Reasonable growth potential with mediocre balance sheet.

2 Risks
2 Rewards

Solstice Advanced Materials, Inc. Key Details

US$4.0b

Revenue

US$2.7b

Cost of Revenue

US$1.2b

Gross Profit

US$1.1b

Other Expenses

US$188.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.18
31.30%
4.72%
157.5%
View Full Analysis

About SOLS

Founded
2025
Employees
4100
CEO
David Sewell
WebsiteView website
www.solstice.com

Solstice Advanced Materials, Inc. operates as a specialty chemicals and advanced materials company in the United States and internationally. It operates in two segments: Refrigerants & Applied Solutions (RAS), and Electronic & Specialty Materials (ESM). The RAS segment manufactures and sells low global warming potential (LGWP) refrigerants, blowing agents, solvents, and aerosol materials; and provides, aerosol propellants, cleaning solvents, pharmaceutical packaging materials, and alternative energy services under the Solstice, Genetron, and Aclar brands. The ESM segment offers electronic materials, fibers and laboratory life science chemicals for semiconductor, defense, pharmaceutical, and construction markets. This segment provides sputtering targets, lightweight high-strength fibers, and high-purity life science solutions under the Spectra, Fluka, and Hydranal brands. Solstice Advanced Materials, Inc. was incorporated in 2025 and is headquartered in Morris Plains, New Jersey.

Recent SOLS News & Updates

Seeking Alpha May 26

Solstice: Expectations Run Hot

Summary Solstice, a recent Honeywell spin-off, delivered robust Q1 results with 10% sales growth and strong performance in refrigerants and nuclear segments. Despite healthy fundamentals and nuclear growth prospects, Solstice trades at a stretched 30x earnings multiple after a >60% YTD rally. Capital spending is set to outpace depreciation, with $400–$425 million planned in 2024, reflecting aggressive investment in growth initiatives. I remain cautious on Solstice due to elevated valuation, rising corporate costs, and the risk that current enthusiasm, especially around nuclear, may be overextended. Read the full article on Seeking Alpha

Recent updates

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