Albemarle Corporation

NYSE:ALB 주식 리포트

시가총액: US$19.9b

Albemarle 향후 성장

Future 기준 점검 3/6

Albemarle (는) 각각 연간 37.2% 및 6.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 37% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.8% 로 예상됩니다.

핵심 정보

37.2%

이익 성장률

37.00%

EPS 성장률

Chemicals 이익 성장17.3%
매출 성장률6.6%
향후 자기자본이익률13.79%
애널리스트 커버리지

Good

마지막 업데이트19 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • May 19

Albemarle Corporation: I Don't See This Losing Any Steam Any Time Soon

Summary Albemarle Corporation is rated a Buy, reflecting strong Q1 results, robust lithium demand, and attractive valuation versus sector peers. ALB's vertically integrated model and fixed OEM contracts, especially in Energy Storage, drive substantial gross profit growth amid volatile lithium prices. Rising demand from EVs and Energy Storage Systems, particularly data centers, underpins the bullish thesis as supply constraints support higher lithium prices. Risks include potential disruption from sodium-ion batteries, but lithium's established supply chain and energy density advantages limit near-term threats. Read the full article on Seeking Alpha
새로운 내러티브 • May 15

ALB: Analyzing the Global Lithium Hegemon Dynamics and the Realization of the Post-Digestion EV Industrial Inflection Point

Albemarle Corporation (ALB), the world’s largest producer of lithium for electric vehicle (EV) batteries, is navigating a powerful structural recovery in 2026. After a period of extreme commodity price volatility and inventory rightsizing, the organization has successfully transitioned into a highly disciplined, vertically integrated chemical utility.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
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새로운 내러티브 • 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

이익 및 매출 성장 예측

NYSE:ALB - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20286,4781,6398912,00311
12/31/20276,3241,5281,2841,92717
12/31/20266,0411,2431,1631,97718
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

애널리스트 향후 성장 전망

수입 대 저축률: ALB 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: ALB (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: ALB 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: ALB 의 수익(연간 6.6%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ALB 의 수익(연간 6.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ALB의 자본 수익률은 3년 후 13.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 14:36
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
기업 재무제표10년
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지분 구조10년
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분석가 소스

Albemarle Corporation는 37명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William SeleskyArgus Research Company
Benjamin KalloBaird
Andres Castanos-MollorBerenberg