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OEC logo

Orion S.A. Stock Price

NYSE:OEC Community·US$326.1m Market Cap
  • 4 Narratives written by author
  • 4 Comments on narratives written by author
  • 18 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

OEC Share Price Performance

US$5.79
-4.55 (-44.00%)
​
US$6.35
Fair Value
US$5.79
-4.55 (-44.00%)
8.8% undervalued intrinsic discount
US$6.35
Fair Value
Price US$5.79
AnalystConsensusTarget US$6.35
AnalystLowTarget US$5.00
AnalystHighTarget US$10.00
Fri, 20 Mar 26
Fair ValueUS$6.35
Share Pricen/a

OEC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$6.35 8.8% undervalued intrinsic discount

Analysts Lower Orion Price Target as Revenue Outlook Drops Despite Higher Profit Margins

1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$5 15.8% overvalued intrinsic discount

Aging Infrastructure And Rising Compliance Demands Will Thwart Prospects

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$10 42.1% undervalued intrinsic discount

Electrification And Sustainability Will Expand Specialty Chemical Markets

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
OEC logo
Orion
8.8% undervalued intrinsic discount

Analysts Lower Orion Price Target as Revenue Outlook Drops Despite Higher Profit Margins

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Mar
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OEC logo
Orion
15.8% overvalued intrinsic discount

Aging Infrastructure And Rising Compliance Demands Will Thwart Prospects

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 6 Mar
Read Narrative
OEC logo
Orion
42.1% undervalued intrinsic discount

Electrification And Sustainability Will Expand Specialty Chemical Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 26 Dec 2025
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
OEC logo

OEC: Specialty Price Increases And Buybacks Will Shape Future Margin Recovery

Fair Value: US$6.35 8.8% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
OEC logo

OEC: Thinner Margins And Higher P/E Will Keep Shares Fairly Valued

Fair Value: US$5 15.8% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
OEC logo

OEC: Grid Demand And Conductive Additives Expansion Will Support Future Upside Potential

Fair Value: US$10 42.1% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with low risk.

3 Risks
2 Rewards
View Full Analysis

Orion S.A. Key Details

US$1.8b

Revenue

US$1.5b

Cost of Revenue

US$335.5m

Gross Profit

US$431.8m

Other Expenses

-US$96.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.70
18.40%
-5.28%
265.5%
View Full Analysis

About OEC

Founded
1862
Employees
1639
CEO
Corning Painter
WebsiteView website
www.orioncarbons.com

Orion S.A., together with its subsidiaries, engages in the manufacture and sale of carbon black products. The company operates in two segments, Specialty Carbon Black and Rubber Carbon Black. It offers post-treated specialty carbon black grades for coatings and printing applications, as well as high purity carbon black grades for the fiber industry; and conductive carbon black grades for batteries, polymers, and coatings. The company also provides rubber carbon black products for tires, such as high-reinforcing grades and semi-reinforcing grades under the ECORAX brand, as well as for mechanical rubber goods end users, including automotive production, construction, as well as certain food, consumer, and medical applications. It operates in the United States, Brazil, rest of the Americas, Germany, South Africa, Italy, Spain, Czech republic, Poland, Italy, Turkey, France, Rest of EMEA, China, the Republic of Korea, and rest of Asia. The company was formerly known as Orion Engineered Carbons S.A. and changed its name to Orion S.A. in June 2023. Orion S.A. was founded in 1862 and is headquartered in Senningerberg, Luxembourg.

Recent OEC News & Updates

Recent updates

No updates

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