What Huntsman (HUN)'s Unexpected General Counsel Departure Means for Shareholders

• Huntsman Corporation recently announced that Julia Wright, previously named as David Stryker’s successor as Executive Vice President, General Counsel and Secretary, has withdrawn from the position for personal reasons, with Stryker continuing in his role during the renewed search.
• This unexpected change in executive leadership highlights ongoing management continuity challenges at a time when the company is facing notable operational headwinds.
• With leadership transitions now in focus, we will explore how these developments may impact Huntsman's evolving investment narrative and outlook.

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Huntsman Investment Narrative Recap

To invest in Huntsman, you would need confidence in the company's ability to navigate cyclical headwinds, stabilize earnings, and execute its portfolio shift toward higher-margin specialty chemicals. The withdrawal of Julia Wright as incoming General Counsel introduces some uncertainty but is unlikely to materially impact the near-term catalyst: the upcoming Q3 earnings release, which remains the primary event for investors seeking clarity on operations and management’s outlook. The biggest risk for Huntsman is ongoing margin pressure from weak volumes and persistent competition in Europe, especially as volatility in key end-markets continues.

Recent analyst action, including the lowering of price targets and EBITDA forecasts for 2025, has underscored these short-term earnings risks. This shift aligns with cautious market sentiment ahead of the Q3 results and highlights how underlying operational challenges remain front of mind for both management and investors evaluating near-term recovery potential.

By contrast, investors should not overlook the persistent overcapacity in the global MDI/polyurethanes market, particularly from new or existing Chinese production, which...

Read the full narrative on Huntsman (it's free!)

Huntsman's narrative projects $6.4 billion in revenue and $43.7 million in earnings by 2028. This requires 2.7% yearly revenue growth and a $353.7 million earnings increase from current earnings of -$310.0 million.

Uncover how Huntsman's forecasts yield a $11.23 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members estimate Huntsman’s fair value in a wide span from US$9.00 to US$22.88, reflecting five distinct perspectives. With margin pressures and muted sales, it is clear opinions can diverge, consider reviewing different approaches to the company’s outlook.

Explore 5 other fair value estimates on Huntsman - why the stock might be worth just $9.00!

Build Your Own Huntsman Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Huntsman research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Huntsman research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Huntsman's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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