AnalystConsensusTarget updated the narrative for OLN

Olin's analyst price target has increased from $24.13 to $24.73 per share, reflecting analysts' cautious optimism in light of mixed industry signals and recent adjustments in company forecasts.

Analyst Commentary

Analyst perspectives on Olin remain divided, with both bullish takeaways and areas of caution shaping recent research updates. The following points summarize the range of sentiments regarding the company’s outlook, growth prospects, and execution risks.

Bullish Takeaways

• Bullish analysts have raised their price targets in anticipation of potential recovery in key segments. This reflects some confidence in Olin’s ability to weather recent macro challenges.
• There is increased optimism around stabilization in Olin's EBITDA, with signs that performance is finding a trough, particularly in the third quarter.
• The trajectory of core businesses such as chlor-alkali and epoxy is now seen as more stable. Downside risk appears limited from current levels.
• Management’s expectation of an improvement in commercial Winchester sales aligns with analyst views that some headwinds may soon abate.

Bearish Takeaways

• Bearish analysts are cautious about Olin’s ability to achieve necessary commercial pricing increases in Winchester, which is considered vital for margin preservation in upcoming quarters.
• The broader macroeconomic environment and inconsistent end-market demand continue to add uncertainty. This may potentially limit growth and execution.
• Recent slippage in Olin’s commodity business, following a stronger finish to the previous quarter, has tempered expectations for a swift recovery.
• Downgrades and reductions in price targets signal hesitancy over near-term valuation, particularly as 2025 EBITDA projections trend below previous benchmarks.

What's in the News

• Olin Corporation and Mitsui & Co., Ltd. will end their Blue Water Alliance joint venture by the end of this year. The two companies will move toward more flexible collaboration focused on long-term opportunities in the vinyls value chain. (Key Developments)
• The board of directors approved amendments to Olin's Bylaws in August 2025. The changes revise procedures for shareholders' director nominations and require candidates to be available for board interviews. (Key Developments)
• Between April and June 2025, Olin repurchased 510,088 shares for $10.01 million. This completed over 20% of its buyback program announced in July 2022. (Key Developments)

Valuation Changes

• Consensus Analyst Price Target has risen slightly, increasing from $24.13 to $24.73 per share.
• Discount Rate edged up from 9.59 percent to 9.86 percent. This reflects a modest increase in perceived risk.
• Revenue Growth estimates show a marginal improvement, moving from 2.84 percent to 2.86 percent projected annually.
• Net Profit Margin projections have declined, falling from 4.89 percent to 4.66 percent.
• Future P/E ratio is higher, moving from 9.68x to 10.49x. This indicates a modest increase in valuation multiples for anticipated earnings.