Loading...
ALB logo

Albemarle CorporationInforme acción NYSE:ALB

Capitalización bursátil US$23.7b
Precio de las acciones
US$191.10
US$264
27.6% infravalorado descuento intrínseco
1Y216.8%
7D-3.7%
Valor de la cartera
Ver

Albemarle Corporation

Informe acción NYSE:ALB

Capitalización de mercado: US$23.7b

Albemarle (ALB) Resumen de Acciones

Albemarle Corporation ofrece soluciones de almacenamiento de energía en todo el mundo. Saber más

Análisis fundamental de ALB
Puntuación del snowflake
Valoración2/6
Crecimiento futuro3/6
Rendimiento pasado0/6
Salud financiera4/6
Dividendos3/6

ALB Community Fair Values

Create Narrative

See what 306 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Albemarle Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Albemarle
Precios históricos de las acciones
Precio actual de la acciónUS$191.10
Máximo en las últimas 52 semanasUS$221.00
Mínimo de 52 semanasUS$53.70
Beta1.36
Cambio en 1 mes0.65%
Variación en 3 meses14.88%
Cambio de 1 año216.81%
Variación en 3 años-9.06%
Variación en 5 años20.96%
Variación desde la OPV2,535.86%

Noticias y actualizaciones recientes

Actualización de narrativa May 13

ALB: Lithium Recovery And Cost Discipline Will Drive Future Re Rating

Albemarle's analyst price target has shifted from $245 to $264, with analysts pointing to recent broad based target raises and updated assumptions on lithium pricing, capital discipline, and a higher future P/E multiple as key drivers behind the change. Analyst Commentary Recent research points to a clear shift in tone around Albemarle, with a series of price target raises and selected upgrades framed around improving lithium fundamentals, tighter cost control, and a willingness to reward shareholders for disciplined capital allocation.

Recent updates

Actualización de narrativa May 13

ALB: Lithium Recovery And Cost Discipline Will Drive Future Re Rating

Albemarle's analyst price target has shifted from $245 to $264, with analysts pointing to recent broad based target raises and updated assumptions on lithium pricing, capital discipline, and a higher future P/E multiple as key drivers behind the change. Analyst Commentary Recent research points to a clear shift in tone around Albemarle, with a series of price target raises and selected upgrades framed around improving lithium fundamentals, tighter cost control, and a willingness to reward shareholders for disciplined capital allocation.
Actualización de narrativa Apr 29

ALB: Lithium Price Recovery And Cost Discipline Will Drive Bullish Re Rating

Analysts have nudged Albemarle's implied fair value estimate higher, with the target moving from $230 to $245 as they factor in slightly stronger revenue growth expectations, a modestly higher profit margin outlook, and updated P/E assumptions following a series of recent target hikes and mixed rating changes across the Street. Analyst Commentary Recent research on Albemarle shows a cluster of higher price targets and selective upgrades, even as a few firms trim targets or ratings.
Seeking Alpha Apr 21

Albemarle: BESS Demand May Make This The Last Lithium Cycle That Looks Like A Cycle

Summary Albemarle Corporation remains my top lithium pick, with a Buy rating reaffirmed amid a bullish macro and policy backdrop. Lithium price recovery, supply discipline, and structural demand from energy storage and EVs underpin ALB’s earnings leverage and margin expansion. Portfolio streamlining, cost savings, and U.S./China policy shifts create a favorable supply-demand setup for ALB stock, supporting a potential >100% upside scenario. Key risks include lithium price reversals and ALB’s elevated valuation, but diversified demand from stationary storage mitigates cyclicality concerns. Read the full article on Seeking Alpha
Actualización de narrativa Apr 15

ALB: Lithium Price Recovery And Cost Discipline Will Support Bullish Re Rating

Analysts have raised their average price targets for Albemarle by double-digit dollar amounts, placing them in the $150 to $230 range. They cite higher lithium price assumptions, more constructive views on supply and demand, and ongoing cost discipline as key supports for the updated valuation inputs.
Actualización de narrativa Apr 01

ALB: Lithium Tightening And Cost Discipline Will Drive Bullish Re Rating Ahead

Analysts have nudged Albemarle's price targets higher across the board, with several firms lifting their views by $10 to more than $100, as they point to stronger lithium pricing, disciplined cost control, and improving sentiment around electric vehicle and energy storage demand. Analyst Commentary Bullish analysts are leaning into a more constructive view on Albemarle, with a cluster of upgrades and higher price targets tied to lithium pricing, cost discipline, and renewed interest in battery supply chains.
Actualización de narrativa Mar 18

ALB: Lithium Price Rally Will Likely Curb Future Share Returns

The analyst price target for Albemarle has been revised higher to $126.39 from $75.00. Analysts point to stronger lithium pricing, tighter inventories, and ongoing cost and capital expenditure discipline as key reasons for the shift.
Actualización de narrativa Mar 03

ALB: Lithium Tightening And Price Recovery Will Support Re Rating Ahead

Albemarle's updated analyst price targets have moved higher, with several firms lifting their ranges into roughly the mid to low $200s as analysts point to stronger lithium pricing, tighter inventories, and what they view as improving supply and demand fundamentals for the commodity. Analyst Commentary Recent Street research on Albemarle shows a clear tilt toward more constructive views, with many bullish analysts increasing price targets across a wide range and several moving to more positive ratings.
Actualización de narrativa Feb 17

ALB: Lithium Supply Tightening And Pricing Recovery Will Drive Re Rating

The analyst price target for Albemarle has been raised to $230, up from $143.88, as analysts factor in stronger lithium pricing, improved supply and demand expectations, and updated views on margins and future price-to-earnings (P/E) multiples. Analyst Commentary Recent Street research on Albemarle has tilted more positive, with several bullish analysts lifting price targets and moving to more constructive ratings.
Artículo de análisis Feb 12

Newsflash: Albemarle Corporation (NYSE:ALB) Analysts Have Been Trimming Their Revenue Forecasts

The analysts covering Albemarle Corporation ( NYSE:ALB ) delivered a dose of negativity to shareholders today, by...
Actualización de narrativa Feb 03

ALB: Future Returns Will Depend On Sustained Lithium Tightness And Pricing Power

The analyst price target for Albemarle has been raised from about $148 to roughly $173. This change reflects analysts' use of a slightly lower discount rate, modestly higher revenue growth assumptions, and a higher future P/E multiple, supported by a series of recent target hikes and upgrades tied to stronger lithium pricing and tightening supply expectations.
Actualización de narrativa Jan 20

ALB: Future Returns Will Hinge On Sustained Lithium Pricing Strength

The analyst price target for Albemarle has been raised from about $125.49 to roughly $147.79 as analysts factor in higher lithium price assumptions, improved profit margin expectations, and a lower future P/E multiple, supported by a broad wave of recent upgrades and target increases across major research firms. Analyst Commentary Recent research on Albemarle reflects a clear shift toward more constructive views, with several upgrades and higher targets built around revised lithium price decks, inventory tightness, and evolving demand themes such as energy storage and physical AI.
Artículo de análisis Jan 07

Albemarle Corporation (NYSE:ALB) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable

Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 26% gain in the last month alone...
Actualización de narrativa Jan 05

ALB: Future Returns Will Depend On Lithium Pricing Outpacing Current Optimism

Narrative Update The analyst price target for Albemarle has increased from about $107 to roughly $125 as analysts incorporate updated lithium pricing assumptions, expectations for stronger medium-term earnings power, and slightly improved margin outlooks. These changes are reflected in a higher assumed future P/E multiple.
Actualización de narrativa Dec 18

ALB: Lithium Price Rebound Is Expected To Limit Future Share Upside

Analysts have raised our Albemarle fair value estimate to $75 from $58, reflecting higher projected lithium prices, improved demand expectations, and stronger medium term earnings power. Analyst Commentary Recent Street research on Albemarle has turned incrementally constructive on lithium pricing and near term earnings, but the overall tone remains balanced as many price targets and ratings embed limited upside from current levels.
Actualización de narrativa Dec 04

ALB: Future Returns Will Hinge On Sustained Lithium Price Recovery

Analysts have nudged our Albemarle fair value estimate higher to approximately $107 from about $103 per share, reflecting modestly improved lithium price expectations and slightly stronger long term earnings power despite still limited perceived upside. Analyst Commentary Street research has broadly shifted in a more constructive direction on Albemarle, with a series of target price increases reflecting higher assumed lithium prices and improved earnings power.
Artículo de análisis Nov 25

Albemarle (NYSE:ALB) Has Announced A Dividend Of $0.405

The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 2nd of January, with...
Actualización de narrativa Nov 20

ALB: Future Stock Performance Will Depend On Sustained Lithium Price Recovery

Albemarle's analyst price target has increased significantly, reflecting a new consensus valuation of approximately $103 per share. Analysts cite improved lithium demand expectations, earlier achievement of higher average sales prices, and enhanced market fundamentals as key drivers behind the upward revision.
Artículo de análisis Nov 18

Albemarle Corporation's (NYSE:ALB) 27% Share Price Surge Not Quite Adding Up

Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 27% gain in the last month alone...
Actualización de narrativa Nov 05

ALB: Future Earnings Outlook Will Balance Rising Lithium Prices And Chile Supply Uncertainties

The analyst price target for Albemarle has been revised upward from $92.92 to $96.45. Analysts point to favorable lithium price trends and improved earnings prospects as key drivers for the adjustment.
Artículo de análisis Oct 31

Albemarle (NYSE:ALB) Is Due To Pay A Dividend Of $0.405

The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 2nd of January, with...
Actualización de narrativa Oct 22

Analysts Adjust Targets for Albemarle Amid Lithium Market Shifts and Safety Incident in Chile

Albemarle's analyst price target has increased to $100 from $95, as analysts cite recent government investments and evolving lithium supply dynamics as factors supporting a higher fair value for the stock. Analyst Commentary Recent analyst reports on Albemarle reflect a mix of optimism and caution, as shifting lithium supply dynamics and significant government involvement continue to shape the company's outlook and valuation.
Actualización de narrativa Oct 08

Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential

Albemarle's analyst price target has increased from approximately $86.65 to $87.79, as analysts cite improving lithium market conditions, particularly due to actions related to supply in China, and slightly stronger profit margins supporting the updated valuation. Analyst Commentary Recent analyst activity on Albemarle reflects a shift in sentiment in response to market dynamics and company-specific developments.
Actualización de narrativa Sep 23

Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential

Analysts have slightly raised Albemarle’s price target from $85.47 to $86.65, citing increased uncertainty around global lithium supply due to China mine closures, which reduces downside risk and may support a sustained lithium price recovery. Analyst Commentary China mine site closures have increased uncertainty around global lithium supply, raising the potential for sustained improvement in lithium prices.
Artículo de análisis Sep 09

Albemarle (NYSE:ALB) Will Pay A Dividend Of $0.405

The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend on the 1st of October, with...
Artículo de análisis Sep 01

Albemarle Corporation's (NYSE:ALB) Shares Climb 25% But Its Business Is Yet to Catch Up

Albemarle Corporation ( NYSE:ALB ) shares have continued their recent momentum with a 25% gain in the last month alone...
Actualización de narrativa Aug 28

Policy Tailwinds And Cost Cuts Will Unlock Lithium Potential

Upward revisions to Albemarle's price target reflect improved sentiment as China lithium mine closures introduce upside risk to lithium prices and temper bearish views, resulting in a consensus analyst price target increase from $83.79 to $85.01. Analyst Commentary Recent China lithium mine site closures have introduced upside risk to lithium prices, challenging the prolonged bearish outlook for Albemarle.
Artículo de análisis Aug 15

Albemarle (NYSE:ALB) Is Due To Pay A Dividend Of $0.405

Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend of $0.405 per share on the 1st of October...
Artículo de análisis Jul 31

Albemarle (NYSE:ALB) Is Paying Out A Dividend Of $0.405

The board of Albemarle Corporation ( NYSE:ALB ) has announced that it will pay a dividend of $0.405 per share on the...
Artículo de análisis Jul 18

Albemarle Corporation's (NYSE:ALB) 27% Share Price Surge Not Quite Adding Up

Despite an already strong run, Albemarle Corporation ( NYSE:ALB ) shares have been powering on, with a gain of 27% in...
Artículo de análisis Jul 02

Is Albemarle (NYSE:ALB) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 20

Is It Time To Consider Buying Albemarle Corporation (NYSE:ALB)?

Albemarle Corporation ( NYSE:ALB ), is not the largest company out there, but it saw a double-digit share price rise of...
User avatar
Nueva narrativa Apr 22

Optimized Conversion Network And Capex Cuts Will Secure Lithium Stability

Optimization and cost efficiency efforts could improve Albemarle's margins despite volatile lithium prices, enhancing earnings stability.
Seeking Alpha Apr 10

Albemarle: Tariff War Triggers Richer Yields And Improved Upside Potential

Summary ALB has fallen drastically since 2022 peaks, thanks to the moderating lithium spot prices, the over-supply issues in 2025, and the intensified tariff/trade war. This is on top of the potential impacts on near-term energy storage/EV demand, since lithium may be twice tariffed attributed to the global mining/ packaging/ final product development. Even so, ALB appears to be well capitalized to weather the near-term headwinds, thanks to the healthier balance sheet and Talison Joint Venture being adj EBITDA accretive from 2026/2027 onwards. This is on top of the projected lithium deficit from 2026 onwards, with it likely to trigger higher spot prices and improved top/bottom lines then. With ALB now offering a relatively rich total operational return at double digits, we are upgrading to a cautious Buy with numerous caveats. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Albemarle: Stock Lines Up For A Secular Buy

Summary If you bought Albemarle for its low P/E ratio when it was at $300, you should sell now as earnings will be negative. But investors who understand cyclicality look at the price-to-sales ratio and would buy Albemarle today and avoid NVIDIA. We go over how a flat price generates a 22% annualized yield here and also look at the convertible shares yielding 9.6%. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

Albemarle Stock Is My Top Pick For Next Year And For The Rest Of The Decade

Summary Lithium prices have dropped 85% from their peak, causing Albemarle's stock to fall by two-thirds, but a market turnaround is likely to happen soon, given that miners are cutting costs. Continued lithium demand growth, even as miners are cutting back on capital spending, makes for a potentially robust lithium price upswing in the near future. Albemarle's finances are strained, showing significant losses, but the company is cutting capital spending to improve future financial results in response to low lithium prices, which should improve profitability. While there are many downside risks for the lithium market and multinational companies like Albemarle, such as nationalization risks, and risks of trade disruptions, the downside is limited, while the upside potential is substantial. The low downside risk, high-upside potential combination makes Albemarle one of my top picks to outperform next year and for the rest of this decade. Read the full article on Seeking Alpha
Seeking Alpha Nov 29

Albemarle Preferred Shares Are Awful, Get Better Yield This Way

Summary Mandatory convertible preferred shares like ALB.PR.A are almost as risky as common shares. Most investors are in it for the fixed coupon and don't understand their potential losses. We saw this in the case of Algonquin mandatory convertibles and even in the case of Paramount mandatory convertibles. We suggest a better way. Read the full article on Seeking Alpha
Seeking Alpha Nov 20

Albemarle: Troubles Persist, Best To Stay Away

Summary Albemarle Corporation, a leader in lithium mining, faces challenges as lithium prices have plunged, impacting revenue and profitability. The company has negative margins and generates negative Free Cash Flow, with Working Capital Changes temporarily masking deeper financial issues. Management is optimistic, targeting $300-$400 million in cost reductions and a 50% cut in 2025 capital expenditures, but remains vague on the 2025 outlook. I maintain a STRONG SELL rating due to ongoing negative Free Cash Flow and reliance on unsustainable Working Capital Changes for short-term gains. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

ALBUS ChemicalsMercado US
7D-3.7%1.2%1.1%
1Y216.8%9.8%26.7%

Rentabilidad vs. Industria: ALB superó a la industria US Chemicals, que obtuvo un rendimiento del 9.8% el año pasado.

Rentabilidad vs. Mercado: ALB superó al mercado US, que obtuvo un rendimiento del 26.7% el año pasado.

Volatilidad de los precios

Is ALB's price volatile compared to industry and market?
ALB volatility
ALB Average Weekly Movement8.9%
Chemicals Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: ALB no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de ALB (9%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
18877,800Jerry Masterswww.albemarle.com

Albemarle Corporation ofrece soluciones de almacenamiento de energía en todo el mundo. Opera a través de tres segmentos: Almacenamiento de energía, Especialidades y Ketjen. El segmento de Almacenamiento de Energía ofrece compuestos de litio, incluyendo carbonato de litio, hidróxido de litio y cloruro de litio para su uso en baterías de litio utilizadas en electrónica de consumo y vehículos eléctricos, redes eléctricas y paneles solares, grasas de alto rendimiento, vidrios especiales utilizados en electrodomésticos y electrónica de consumo.

Resumen de fundamentos de Albemarle Corporation

¿Cómo se comparan los beneficios e ingresos de Albemarle con su capitalización de mercado?
Estadísticas fundamentales de ALB
Capitalización bursátilUS$23.70b
Beneficios(TTM)-US$399.63m
Ingresos (TTM)US$5.49b
4.1x
Ratio precio-ventas (PS)
-56.4x
Ratio precio-beneficio (PE)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ALB
IngresosUS$5.49b
Coste de los ingresosUS$4.48b
Beneficio brutoUS$1.02b
Otros gastosUS$1.42b
Beneficios-US$399.63m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)-3.39
Margen bruto18.53%
Margen de beneficio neto-7.27%
Ratio deuda/patrimonio17.6%

¿Cómo se ha desempeñado ALB a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.8%
Rentabilidad actual por dividendo
-48%
Ratio de pagos
¿Cuándo hay que comprar ALB para recibir un próximo dividendo?
fechas de dividendos de Albemarle
Fecha ex dividendoJun 12 2026
Fecha de pago de dividendosJul 01 2026
Días hasta ex dividendo27 days
Días hasta la fecha de pago de dividendos46 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/14 14:10
Precio de las acciones al final del día2026/05/14 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Albemarle Corporation está cubierta por 37 analistas. 18 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William SeleskyArgus Research Company
Benjamin KalloBaird
Andres Castanos-MollorBerenberg