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Axalta Coating Systems Ltd. Stock Price

NYSE:AXTA Community·US$7.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

AXTA Share Price Performance

US$37.61
8.93 (31.14%)
US$38.57
Fair Value
US$37.61
8.93 (31.14%)
2.5% undervalued intrinsic discount
US$38.57
Fair Value
Price US$37.61
AnalystConsensusTarget US$38.57
AnalystHighTarget US$43.27
AnalystLowTarget US$30.14

AXTA Community Narratives

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Fair Value US$38.57 2.5% undervalued intrinsic discount

AXTA: Future EV Demand Will Drive Upside Despite Macro Pressure

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·
Fair Value US$43.27 13.1% undervalued intrinsic discount

Global Urbanization And Digitalization Will Drive Sustainable Coatings

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Fair Value US$30.14 24.8% overvalued intrinsic discount

Sluggish North America Demand Will Exert Pressure Yet Unlock Value

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US$30.14
24.8% overvalued intrinsic discount
Revenue
2% p.a.
Profit Margin
10.23%
Future PE
14.07x
Price in 2029
US$37.8
US$43.27
13.1% undervalued intrinsic discount
Revenue
3.9% p.a.
Profit Margin
11.79%
Future PE
16.57x
Price in 2029
US$54.23

Trending Discussion

No trending discussion available.

Updated Narratives

AXTA logo

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

Fair Value: US$38.57 2.5% undervalued intrinsic discount
3 users have set this as their fair value
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AXTA: Q2 Cost Tailwinds And Akzo Merger Prospects Will Shape Returns

Fair Value: US$30.14 24.8% overvalued intrinsic discount
0 users have set this as their fair value
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AXTA: Merger Progress With Akzo Is Expected To Drive Future Repricing

Fair Value: US$43.27 13.1% undervalued intrinsic discount
1 users have set this as their fair value
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Snowflake Analysis

Good value with adequate balance sheet.

1 Risk
2 Rewards

Axalta Coating Systems Ltd. Key Details

US$5.2b

Revenue

US$3.4b

Cost of Revenue

US$1.8b

Gross Profit

US$1.4b

Other Expenses

US$349.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.63
34.04%
6.78%
119.4%
View Full Analysis

About AXTA

Founded
1866
Employees
12200
CEO
Chrishan Anthon Villavarayan
WebsiteView website
www.axalta.com

Axalta Coating Systems Ltd., through its subsidiaries, manufactures, markets, and distributes high-performance coatings systems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company operates through two segments, Performance Coatings and Mobility Coatings. It also offers water and solvent-borne products and systems to repair damaged vehicles for independent body shops, multi-shop operators, and original equipment manufacturers (OEM) dealership body shops. In addition, the company provides functional and decorative liquid, and powder coatings for building materials, cabinet, wood and luxury vinyl flooring, and furniture applications under the Imron Industrial, Tufcote Industrial, Corlar Industrial, Strenex Industrial, PercoTop, Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Ceranamel, Alesta, Teodur, Nap-Gard, Abcite, and Plascoat brands. Further, it develops and supplies electrocoat, primer, the basecoat, and clearcoat products for OEMs of light and commercial vehicles; and coatings systems for various commercial applications, including HDT, MDT, bus, rail, motorcycles, marine and aviation, trailers, recreational vehicles, and personal sport vehicles under the Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC brands. The company also offers products under the Audurra, Abcite, Alesta, AquaEC, Axalta Irus Mix, Axalta Irus Scan, Axalta NextJet, Axalta Nimbus, Centari, Ceranamel, Challenger, Chemophan, ColorNet, Cromax, Cromax Mosaic, Durapon 70, Duxone, Harmonized Coating Technologies, Hydropon, Imron ExcelPro, Imron Elite, Imron, Lutophen, Nap-Gard, Nason, Spies Hecker, Standox, Stollaquid, Syntopal, Syrox, Raptor, Rival, U-POL, and Vermeera brands. The company was formerly known as Axalta Coating Systems Bermuda Co., Ltd. and changed its name to Axalta Coating Systems Ltd. in August 2014. Axalta Coating Systems Ltd. was founded in 1866 and is headquartered in Philadelphia, Pennsylvania.

Recent AXTA News & Updates

Narrative Update Aug 03

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

Analysts have lifted the fair value estimate for Axalta Coating Systems from about $35.71 to roughly $38.57, citing higher price targets linked to solid margin execution, gradually improving fundamentals, and signs of early recovery in key end markets. Analyst Commentary Recent research updates on Axalta Coating Systems point to a more constructive tone, with several firms lifting price targets after the latest Q2 results.

Recent updates

No updates