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Albemarle CorporationNYSE:ALB Stock Report

Market Cap US$22.7b
Share Price
US$203.52
US$245
16.9% undervalued intrinsic discount
1Y245.3%
7D0.8%
Portfolio Value
View

Albemarle Corporation

NYSE:ALB Stock Report

Market Cap: US$22.7b

Albemarle (ALB) Stock Overview

Provides energy storage solutions worldwide. More details

ALB fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance0/6
Financial Health4/6
Dividends3/6

ALB Community Fair Values

Create Narrative

See what 310 others think this stock is worth. Follow their fair value or set your own to get alerts.

Materials opportunity

Albemarle Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for Albemarle
Historical stock prices
Current Share PriceUS$198.35
52 Week HighUS$221.00
52 Week LowUS$53.70
Beta1.36
1 Month Change14.30%
3 Month Change21.41%
1 Year Change245.32%
3 Year Change-0.086%
5 Year Change25.78%
Change since IPO2,635.86%

Recent News & Updates

Narrative Update 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
Narrative Update 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.

Recent updates

Narrative Update 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
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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
New Narrative 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
Seeking Alpha Nov 07

Albemarle: Don't Lose Faith Now

Summary Albemarle is adjusting its business model due to slow EV demand, leading to reduced new mine construction and potential future price boosts. The lithium miner reported Q3'24 revenues dropped 39% to $1.4 billion, reflecting a potential trough of the lithium price cycle, with significant cost-cutting measures in place. The company cut capex plans, slashed spending from $2.1 billion in 2023 to $0.8-$0.9 billion in 2025. The stock trades at around 3x to 5x adjusted EBITDA potential on a return to higher lithium prices. Read the full article on Seeking Alpha

Shareholder Returns

ALBUS ChemicalsUS Market
7D0.8%-1.4%2.1%
1Y245.3%10.5%30.6%

Return vs Industry: ALB exceeded the US Chemicals industry which returned 10.5% over the past year.

Return vs Market: ALB exceeded the US Market which returned 30.6% over the past year.

Price Volatility

Is ALB's price volatile compared to industry and market?
ALB volatility
ALB Average Weekly Movement9.3%
Chemicals Industry Average Movement7.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: ALB has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ALB's weekly volatility (9%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18877,800Jerry Masterswww.albemarle.com

Albemarle Corporation provides energy storage solutions worldwide. It operates through three segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment offers lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride for use in lithium batteries used in consumer electronics and electric vehicles, power grids and solar panels, high performance greases, specialty glass used in consumer appliances and electronics.

Albemarle Corporation Fundamentals Summary

How do Albemarle's earnings and revenue compare to its market cap?
ALB fundamental statistics
Market capUS$22.71b
Earnings (TTM)-US$399.63m
Revenue (TTM)US$5.49b
4.3x
P/S Ratio
-58.5x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ALB income statement (TTM)
RevenueUS$5.49b
Cost of RevenueUS$4.48b
Gross ProfitUS$1.02b
Other ExpensesUS$1.42b
Earnings-US$399.63m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-3.39
Gross Margin18.53%
Net Profit Margin-7.27%
Debt/Equity Ratio17.6%

How did ALB perform over the long term?

See historical performance and comparison

Dividends

0.8%
Current Dividend Yield
-48%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 16:45
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Albemarle Corporation is covered by 36 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
William SeleskyArgus Research Company
Benjamin KalloBaird
Andres Castanos-MollorBerenberg