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Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential

Published
22 Apr 25
Updated
08 Oct 25
AnalystConsensusTarget's Fair Value
US$87.79
2.4% overvalued intrinsic discount
08 Oct
US$89.86
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1Y
-9.8%
7D
-2.4%

Author's Valuation

US$87.792.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Oct 25
Fair value Increased 1.31%

Albemarle's analyst price target has increased from approximately $86.65 to $87.79, as analysts cite improving lithium market conditions, particularly due to actions related to supply in China, and slightly stronger profit margins supporting the updated valuation. Analyst Commentary Recent analyst activity on Albemarle reflects a shift in sentiment in response to market dynamics and company-specific developments.

Shared on23 Sep 25
Fair value Increased 1.38%

Analysts have slightly raised Albemarle’s price target from $85.47 to $86.65, citing increased uncertainty around global lithium supply due to China mine closures, which reduces downside risk and may support a sustained lithium price recovery. Analyst Commentary China mine site closures have increased uncertainty around global lithium supply, raising the potential for sustained improvement in lithium prices.

Shared on28 Aug 25
Fair value Increased 2.01%

Upward revisions to Albemarle's price target reflect improved sentiment as China lithium mine closures introduce upside risk to lithium prices and temper bearish views, resulting in a consensus analyst price target increase from $83.79 to $85.01. Analyst Commentary Recent China lithium mine site closures have introduced upside risk to lithium prices, challenging the prolonged bearish outlook for Albemarle.

Shared on01 May 25
Fair value Increased 1.51%