Shared on 03 Aug 26

Fair value Increased 8.00%

AXTA: Margin Strength And Proposed Akzo Merger Will Shape Measured Outlook

Axalta keeps holding up on profits even as demand stays uneven, and that’s pushing expectations higher. A possible tie-up with Akzo is back in the spotlight, which could change the path ahead depending on how the deal process plays out.

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Shared on 22 Jun 26

Fair value Increased 1.01%

AXTA: Proposed Akzo Merger And Mixed Ratings Will Shape Measured Outlook

A proposed tie-up with Akzo gets a little clearer after rival bidders step away, but analysts split on whether Axalta can pull off the integration and deliver the benefits. At the same time, the company guides to limited sales growth and rolls out a new cabinet coating system aimed at making manufacturing simpler and cheaper.

3 views

Shared on 06 Jun 26

Fair value Increased 0.41%

AXTA: Merger Progress And Mixed Rating Shifts Will Shape Repriced Expectations

Talk of a potential tie-up with Akzo is back in focus, and some analysts say fewer rival bidders could make a deal feel more likely — while others cut their targets over worries about execution and near-term results. Axalta also rolls out a new cabinet coating designed to simplify manufacturing, as the company signals sales growth stays muted in the near term.

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Shared on 23 May 26

Fair value Decreased 4.46%

AXTA: Merger Synergies And Margin Expansion Will Support Repriced Expectations

Wall Street lowers its expectations for Axalta, even as the business outlook inches up, because analysts say the market is simply willing to pay less for the company right now. The company’s new cabinet-coating launch and guidance for slow near-term sales set the tone for what could help—or hurt—results over the next year.

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Shared on 18 Apr 26

Fair value Decreased 3.91%

AXTA: Akzo Merger Synergies Will Offset Margin Reset Concerns

Axalta Coating Systems' updated analyst price target has been trimmed by about $1.50 per share to reflect a slightly lower fair value estimate and reduced profit margin assumptions, as several recent research notes have highlighted more cautious views even as revenue growth and future P/E expectations remain relatively steady. Analyst Commentary Recent research on Axalta Coating Systems has shifted toward a more cautious tone, with several firms trimming price targets or downgrading their ratings, while a few continue to see upside potential and have raised their target prices.

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Shared on 21 Mar 26

Fair value Increased 4.47%

AXTA: Akzo Merger Synergies Will Outweigh Auto Refinish Volume Headwinds

Axalta Coating Systems' updated analyst price target has shifted by about $2, reflecting revisions to fair value, discount rate, revenue growth and profit margin assumptions. Recent research points to mixed views, as some analysts cite upside from the Akzo deal, while others flag timing of cost savings and softer auto refinish volumes.

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Shared on 06 Feb 26

Fair value Decreased 0.41%

AXTA: Merger Synergy Timeline And Auto Refinish Weakness Will Shape Long-Term Upside

Analysts have inched their blended price target for Axalta Coating Systems lower by about $0.15, reflecting a slightly softer revenue outlook, a modestly lower forward P/E assumption, and a series of downgrades tied to merger related uncertainty, slower auto refinish volumes, and a longer timeline to realize cost synergies from the AkzoNobel deal. Analyst Commentary Recent Street research on Axalta Coating Systems has tilted more cautious, with several firms resetting ratings and targets to reflect merger related uncertainty, a slower path to cost savings, and softer auto refinish volumes.

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Shared on 16 Dec 25

Fair value Increased 0.18%

AXTA: AkzoNobel Merger Is Expected To Unlock Long-Term Upside Despite Macro Headwinds

Axalta Coating Systems’ fair value estimate has been nudged higher to approximately $36.87 from $36.80, as analysts factor in slightly lower discount rates and steady long term growth and margin assumptions, despite modest price target cuts and rating downgrades following the announced merger with AkzoNobel and a softer macro backdrop for coatings demand. Analyst Commentary Recent Street research on Axalta reflects a divided but generally constructive stance, with modest target cuts and some rating downgrades balancing ongoing Buy ratings.

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Shared on 02 Dec 25

Fair value Increased 1.28%

AXTA: Merger Progress Will Unlock Long-Term Upside Despite Sector Uncertainty

Axalta Coating Systems received a modest analyst price target increase to $36.80 from $36.33, as analysts cited recent reassessments of synergy realization, muted growth in coatings markets, and updates to sector expectations following mixed market signals. Analyst Commentary Recent analyst notes on Axalta Coating Systems present a mixed outlook for the company following its merger announcement and recent performance updates.

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Shared on 18 Nov 25

Fair value Decreased 0.15%

AXTA: Advanced Merger Talks Will Drive Momentum Amid Market Uncertainty

Axalta Coating Systems' analyst price target has been slightly reduced by analysts, with updated estimates moving from approximately $40 to $39. This adjustment reflects a more cautious outlook due to mixed macroeconomic signals and inconsistent performance in industrial end markets.

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Shared on 01 Nov 25

Fair value Increased 0.61%

Analysts have modestly reduced their price targets for Axalta Coating Systems, with the average fair value moving from $36.17 to $36.39. This reflects increased caution amid more challenging macro conditions and inconsistent end-market trends.

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Shared on 17 Oct 25

Fair value Decreased 1.06%

Axalta Coating Systems' analyst price target has decreased modestly, dropping from approximately $36.56 to $36.17. Analysts cite persistent macroeconomic headwinds and uneven industrial demand as factors impacting near-term growth expectations.

4 views

Shared on 03 Oct 25

Fair value Decreased 2.37%

Axalta Coating Systems’ average analyst price target has been revised downward from approximately $37.44 to $36.56. Analysts cite increasing headwinds in the repair and refinish sector and expectations for moderated growth ahead.

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Shared on 07 May 25

Fair value Decreased 8.11%

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Shared on 30 Apr 25

Fair value Decreased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 17 Apr 25

Fair value Decreased 4.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 09 Apr 25

Fair value Decreased 0.58%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 02 Apr 25

Fair value Decreased 0.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 26 Mar 25

Fair value Decreased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 19 Mar 25

Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 10 Mar 25

Fair value Increased 11%

AnalystConsensusTarget has increased revenue growth from 2.3% to 2.9% and increased future PE multiple from 16.5x to 18.8x.

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AXTA: Future EV Demand Will Drive Upside Despite Macro Pressure

AXTA: Margin Strength And Proposed Akzo Merger Will Shape Measured Outlook

AXTA: Proposed Akzo Merger And Mixed Ratings Will Shape Measured Outlook

AXTA: Merger Progress And Mixed Rating Shifts Will Shape Repriced Expectations

AXTA: Merger Synergies And Margin Expansion Will Support Repriced Expectations

AXTA: Akzo Merger Synergies Will Offset Margin Reset Concerns

AXTA: Akzo Merger Synergies Will Outweigh Auto Refinish Volume Headwinds

AXTA: Merger Synergy Timeline And Auto Refinish Weakness Will Shape Long-Term Upside

AXTA: AkzoNobel Merger Is Expected To Unlock Long-Term Upside Despite Macro Headwinds

AXTA: Merger Progress Will Unlock Long-Term Upside Despite Sector Uncertainty

AXTA: Advanced Merger Talks Will Drive Momentum Amid Market Uncertainty

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