Update shared on 09 Nov 2025
Fair value Decreased 0.73%Huntsman’s analyst price target has declined from $10.50 to $10.42 per share. Analysts cite ongoing weakness in key markets, sustained macroeconomic softness, and mounting sector competition as reasons for the reduced outlook.
Analyst Commentary
Recent Street research reflects a broad shift in sentiment on Huntsman, with much of the coverage skewing negative due to sector-specific and macroeconomic pressures. While there are few positive signals at present, analysts’ observations can be grouped around key themes.
Bullish Takeaways
- Some bullish analysts highlight the degree of resilience in Huntsman’s shares, which rose 20% following earnings despite challenging fundamentals.
- The durability of the company's dividend policy, though facing risk, is seen by some as a potential support for valuation if it is maintained.
- Current price targets, although reduced, suggest that analysts see limited further downside from present levels. This implies that stabilization is possible.
Bearish Takeaways
- Several analysts have lowered ratings and price targets, pointing to continuing underperformance in key markets such as MDI, housing, and consumer demand.
- Sustained macroeconomic softness and weak industry fundamentals are expected to persist, which may weigh on Huntsman’s growth prospects.
- Increased competition from overseas, particularly Chinese imports in specialty chemicals, threatens Huntsman's market share and pricing power.
- The company’s dividend is now considered at risk of reduction as pressures on cash flow and profitability continue to mount.
What's in the News
- Huntsman Corporation has announced a cash dividend of $0.0875 per share, payable on December 31, 2025. This reflects a reduction compared to previous payouts (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has declined modestly, falling from $10.50 to $10.42 per share.
- Discount Rate has decreased slightly from 10.52% to 10.13%.
- Revenue Growth forecast has increased, rising from 2.53% to 3.47%.
- Net Profit Margin projection has dropped from 1.92% to 1.45%.
- Future P/E Ratio estimate has risen from 20.62x to 25.94x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.