Update shared on 28 Nov 2025
Fair value Decreased 7.75%Analysts have lowered their price target for Huntsman to $9.62 from $10.42 per share. They cite weaker MDI market performance and continued softness in key end markets as the primary factors behind the revision.
Analyst Commentary
Recent Street research reflects a mix of cautious and optimistic perspectives regarding Huntsman’s prospects. Analysts note developments in end-market performance, regional dynamics, and execution risks as key valuation factors.
Bullish Takeaways- Bullish analysts see continued Overweight ratings based on the potential for improvement despite current headwinds. This indicates some confidence in the company’s longer-term positioning.
- Recent price targets, while lowered, remain above the company’s current trading levels according to some analysts. This suggests that expectations for recovery or operational improvements are factored into outlooks.
- Despite market softness, upward movement in Huntsman’s shares following recent earnings is viewed as a sign that some investors anticipate stabilization or renewed growth if macro conditions improve.
- Bearish analysts point to sustained weakness in MDI markets and soft macroeconomic indicators such as housing and consumer demand. These factors weigh heavily on valuations and near-term forecasts.
- Multiple price target reductions, including significant cuts to below $10, reflect expectations for further downside risk due to execution concerns and end-market dependence.
- Some warn that Huntsman’s dividend could face increased risk of being lowered, adding to investor concerns over income sustainability.
- Ongoing competition from overseas suppliers, particularly in polyurethane chemicals, is believed to pressure market share and limit near-term growth opportunities.
What's in the News
- Huntsman Corporation's Board of Directors has declared a $0.0875 per share cash dividend on its common stock. The dividend is payable on December 31, 2025, to stockholders of record as of December 15, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Decreased from $10.42 to $9.62, reflecting a more cautious near-term outlook.
- Discount Rate: Lowered marginally from 10.13% to 10.06%, indicating a modest reduction in perceived risk.
- Revenue Growth: Revised downward from 3.47% to 2.91%, signaling slightly weaker growth expectations.
- Net Profit Margin: Increased from 1.45% to 2.02%, suggesting improved profitability assumptions despite other headwinds.
- Future P/E: Decreased notably from 25.94x to 17.72x, as lower forward earnings multiples are being applied.
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.