Published

20 Aug 25

Updated

13 May 26

Views

196

Not Invested

Fair Value

US$264

Share price13 May

US$114.8556.5% undervalued

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1Y37.15%

7D-4.91%

Accelerating EV Adoption And Renewables Will Reshape Lithium Markets

AN

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

20 Aug 25

Updated

13 May 26

Views

196

Not Invested

Shared on 13 May 26

Fair value Increased 7.76%

ALB: Lithium Recovery And Cost Discipline Will Drive Future Re Rating

Wall Street is warming up to Albemarle again, with many analysts lifting their targets as they expect lithium markets to improve and the company to keep a tight grip on spending. Not everyone agrees after the recent run, but the split views highlight what has to go right for the outlook to hold.

8 views

Shared on 29 Apr 26

Fair value Increased 6.52%

ALB: Lithium Price Recovery And Cost Discipline Will Drive Bullish Re Rating

Analysts have nudged Albemarle's implied fair value estimate higher, with the target moving from $230 to $245 as they factor in slightly stronger revenue growth expectations, a modestly higher profit margin outlook, and updated P/E assumptions following a series of recent target hikes and mixed rating changes across the Street. Analyst Commentary Recent research on Albemarle shows a cluster of higher price targets and selective upgrades, even as a few firms trim targets or ratings.

10 views

Shared on 15 Apr 26

ALB: Lithium Price Recovery And Cost Discipline Will Support Bullish Re Rating

Analysts have raised their average price targets for Albemarle by double-digit dollar amounts, placing them in the $150 to $230 range. They cite higher lithium price assumptions, more constructive views on supply and demand, and ongoing cost discipline as key supports for the updated valuation inputs.

22 views

Shared on 01 Apr 26

ALB: Lithium Tightening And Cost Discipline Will Drive Bullish Re Rating Ahead

Analysts have nudged Albemarle's price targets higher across the board, with several firms lifting their views by $10 to more than $100, as they point to stronger lithium pricing, disciplined cost control, and improving sentiment around electric vehicle and energy storage demand. Analyst Commentary Bullish analysts are leaning into a more constructive view on Albemarle, with a cluster of upgrades and higher price targets tied to lithium pricing, cost discipline, and renewed interest in battery supply chains.

22 views

Shared on 03 Mar 26

ALB: Lithium Tightening And Price Recovery Will Support Re Rating Ahead

Albemarle's updated analyst price targets have moved higher, with several firms lifting their ranges into roughly the mid to low $200s as analysts point to stronger lithium pricing, tighter inventories, and what they view as improving supply and demand fundamentals for the commodity. Analyst Commentary Recent Street research on Albemarle shows a clear tilt toward more constructive views, with many bullish analysts increasing price targets across a wide range and several moving to more positive ratings.

21 views

Shared on 17 Feb 26

Fair value Increased 60%

ALB: Lithium Supply Tightening And Pricing Recovery Will Drive Re Rating

The analyst price target for Albemarle has been raised to $230, up from $143.88, as analysts factor in stronger lithium pricing, improved supply and demand expectations, and updated views on margins and future price-to-earnings (P/E) multiples. Analyst Commentary Recent Street research on Albemarle has tilted more positive, with several bullish analysts lifting price targets and moving to more constructive ratings.

19 views

Fair Value vs Share Price

US$264

vs US$114.8556.5% undervalued

15.8%

Revenue growth

32.2%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Albemarle

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Adequate balance sheet average dividend payer.

Market capUS$13.5b

PB1.8x

Estimated Growth6.6%

Dividend Yield1.4%

CEO & management

Jerry Masters

CEO

3.1yrs

CEO Tenure

Provides energy storage solutions worldwide.