Albemarle Corporation

NYSE:ALB 株式レポート

時価総額：US$23.7b

Albemarle 将来の成長

Future 基準チェック /36

Albemarle利益と収益がそれぞれ年間38.8%と6.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.1% 37%なると予測されています。

主要情報

38.8%

収益成長率

37.00%

EPS成長率

Chemicals 収益成長17.6%
収益成長率6.6%
将来の株主資本利益率13.13%
アナリストカバレッジ

Good

最終更新日13 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
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新しいナラティブ • 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

業績と収益の成長予測

NYSE:ALB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20286,4781,6398912,00311
12/31/20276,3161,4651,2791,81817
12/31/20266,0111,2431,1861,97718
3/31/20265,495-4005751,081N/A
12/31/20255,143-6776921,282N/A
9/30/20254,946-188114891N/A
6/30/20254,993-1,096-185763N/A
3/31/20255,094-1,307-1471,137N/A
12/31/20245,378-1,316-993688N/A
9/30/20246,502-1,967-1,428594N/A
6/30/20247,458-554-1,269996N/A
3/31/20248,398326-1,611702N/A
12/31/20239,6171,573-8281,327N/A
9/30/20239,8823,3244652,376N/A
6/30/20239,6633,9189642,642N/A
3/31/20238,7733,6759772,423N/A
12/31/20227,3202,6906461,908N/A
9/30/20225,5931,554-308809N/A
6/30/20224,332264-1,04119N/A
3/31/20223,626281-613392N/A
12/31/20213,328124-609344N/A
9/30/20213,313212-54828N/A
6/30/20213,229703148977N/A
3/31/20213,219364-14802N/A
12/31/20203,129376-52799N/A
9/30/20203,242382-29835N/A
6/30/20203,375438-127728N/A
3/31/20203,496507-31820N/A
12/31/20193,589533N/A719N/A
9/30/20193,519572N/A515N/A
6/30/20193,417547N/A522N/A
3/31/20193,385695N/A480N/A
12/31/20183,375694N/A546N/A
9/30/20183,311346N/A606N/A
6/30/20183,288335N/A582N/A
3/31/20183,172135N/A343N/A
12/31/20173,07255N/A304N/A
9/30/20172,911315N/A356N/A
6/30/20172,810302N/A428N/A
3/31/20172,742282N/A645N/A
12/31/20162,677442N/A736N/A
9/30/20162,703560N/A498N/A
6/30/20162,742510N/A480N/A
3/31/20162,791468N/A488N/A
12/31/20152,826302N/A361N/A
9/30/20152,702124N/A379N/A
6/30/20152,652149N/A331N/A

アナリストによる今後の成長予測

収入対貯蓄率: ALBは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: ALB今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: ALB今後 3 年以内に収益を上げることが予想されます。

収益対市場: ALBの収益 ( 6.6% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: ALBの収益 ( 6.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ALBの 自己資本利益率 は、3年後には低くなると予測されています ( 13.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/14 23:30
終値2026/05/14 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Albemarle Corporation 18 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37

アナリスト機関
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