Analyst Consensus ?
ConsensusHold43 ratings
Bullish2046.5%
Neutral1944.2%
Bearish49.3%
1 unmapped firm rating excluded from the percentages.
Albemarle Corporation · ALB · FY2024 Q4 · Calendar Q1 2025
Albemarle pairs cost discipline with lithium-demand growth despite price pressure
The supplied analysis supports a balanced view: demand growth in energy storage and operational productivity provide support, but low lithium prices, reduced capital spending, and execution risks make the durability of earnings growth uncertain.
Reported After market closeNYSEBasic Materials
$11.94B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $-0.60
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $1.34B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+3.5%
Event window
SPY move
+1.1%
Same window
Abnormal move
+2.4%
Stock minus SPY
Volume
2.0×
Versus trailing sessions
Subsequent drift
-5.1%
Up to 20 sessions
ALBSPY benchmark
Ask FN2 about ALB FY2024 Q4
Transcript, numbers and history already loaded
What drove ALB's +3.5% move after FY2024 Q4 earnings?What changed in ALB's guidance and outlook in FY2024 Q4?Give me the bull and bear case for ALB after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis highlights a more explicit operating response to weak lithium pricing: 2025 capex was reduced to $700 million-$800 million, Chengdu was placed into care and maintenance, Qinzhou capacity was shifted toward carbonate, and a $350 million customer prepayment was secured. The demand backdrop remained constructive, particularly in energy storage and grid storage.
Guidance delta
Management's guidance stance was maintained, while 2025 capital expenditure was reduced to a $700 million-$800 million range and the company targeted free-cash-flow breakeven.
Key takeaways
- Management described higher volumes, productivity gains, and cost reductions as support for the outlook despite lower lithium prices.
- Energy-storage volumes rose 26% in the supplied analysis, with grid-storage demand growing about 50% year over year.
- The operating response includes placing Chengdu into care and maintenance, shifting Qinzhou capacity toward carbonate, and continuing Salar yield improvements.
- The balance between demand growth and lithium-price pressure remains the central investor question.
Management priorities
- Ramp Meishan and Kemerton lithium facilities.
- Improve Salar yields and commission CGP3 at Greenbushes.
- Optimize conversion capacity and pursue $300 million-$400 million of cost and productivity improvements.
- Protect liquidity through lower capital spending and a breakeven free-cash-flow target.
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Estimate
Beat
Miss
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Analyst 52W Price Targets
$97.44Current
$68Low
$194.78Average
$320High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 12, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Argus Research | Buy | Buy | Maintain | Oct 7, 2026 |
| UBS | Buy | Buy | Maintain | Oct 5, 2026 |
| Mizuho | Neutral | Neutral | Maintain | Oct 1, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Aug 25, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Aug 10, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 10, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 10, 2026 |
| Evercore ISI Group | In Line | In Line | Maintain | Aug 10, 2026 |
| Truist Securities | Buy | Buy | Maintain | Aug 7, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 7, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Aug 7, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 7, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Jun 4, 2026 |
| Berenberg | Hold | Hold | Maintain | Jun 2, 2026 |
| Vertical Research | Buy | Hold | Upgrade | May 26, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | May 13, 2026 |
| Baird | Neutral | Outperform | Downgrade | Apr 17, 2026 |
| Jefferies | Buy | Buy | Maintain | Jan 28, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jan 21, 2026 |
| Keybanc | Overweight | Downgrade | Jul 30, 2025 | |
| TD Securities | Hold | Hold | Maintain | May 1, 2025 |
| Piper Sandler | Underweight | Underweight | Maintain | Feb 20, 2025 |
| HSBC | Hold | Buy | Downgrade | Jul 17, 2024 |
| Loop Capital | Buy | Buy | Maintain | Mar 15, 2024 |
| TD Cowen | Market Perform | Outperform | Downgrade | Jan 29, 2024 |
| Credit Suisse | Underperform | Underperform | Maintain | Aug 3, 2023 |
| Goldman Sachs | Sell | Neutral | Downgrade | Dec 15, 2021 |
| Cowen & Co. | Outperform | Outperform | Maintain | Mar 10, 2021 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | May 11, 2020 |
| CFRA | Hold | Buy | Downgrade | Apr 3, 2020 |
| Seaport Global | Neutral | Buy | Downgrade | Nov 14, 2019 |
| Bank of America | Underperform | Buy | Downgrade | Oct 28, 2019 |
| Buckingham Research | Neutral | Neutral | Maintain | Oct 3, 2019 |
| Buckingham | Neutral | Neutral | Maintain | Oct 3, 2019 |
| Gabelli & Co. | Buy | Buy | Maintain | Sep 12, 2019 |
| Nomura | Neutral | Neutral | Maintain | Aug 9, 2019 |
| Argus | Buy | Buy | Maintain | Feb 23, 2018 |
| Macquarie | Outperform | Outperform | Maintain | Aug 19, 2015 |
| BB&T Capital | Buy | Buy | Maintain | Jul 8, 2015 |
| Topeka Capital | Buy | Hold | Upgrade | Jul 29, 2014 |
| Topeka | Buy | Hold | Upgrade | Jul 29, 2014 |
| Sterne Agee | Neutral | Buy | Downgrade | Oct 18, 2013 |
| PiperJaffray | Neutral | Overweight | Downgrade | Sep 24, 2013 |
| Gilford Securities | Hold | Buy | Downgrade | Jan 8, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $97.44. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Argus Research | Analyst unavailable | $135 | $104.18 | +38.5% | Oct 7, 2026 |
| BMO Capital | Joel Jackson | $175 | $106.9 | +79.6% | Oct 6, 2026 |
| UBS | Joshua Spector | $150 | $104.59 | +53.9% | Oct 5, 2026 |
| Mizuho Securities | John Roberts | $130 | $105.78 | +33.4% | Oct 1, 2026 |
| Scotiabank | Ben Isaacson | $190 | $131.11 | +95.0% | Aug 10, 2026 |
| Morgan Stanley | Vincent Andrews | $161 | $131.11 | +65.2% | Aug 10, 2026 |
| Truist Financial | Peter Osterland | $225 | $128.49 | +130.9% | Aug 7, 2026 |
| UBS | Analyst unavailable | $175 | $128.86 | +79.6% | Aug 7, 2026 |
| RBC Capital | Analyst unavailable | $166 | $118.83 | +70.4% | Jul 17, 2026 |
| RBC Capital | Analyst unavailable | $257 | $177.4 | +163.8% | May 26, 2026 |
| Vertical Research | Analyst unavailable | $224 | $171.58 | +129.9% | May 26, 2026 |
| Scotiabank | Ben Isaacson | $215 | $191 | +120.6% | May 14, 2026 |
| Deutsche Bank | David Begleiter | $250 | $206.88 | +156.6% | May 12, 2026 |
| RBC Capital | Analyst unavailable | $253 | $216.2 | +159.6% | May 11, 2026 |
| Argus Research | Analyst unavailable | $230 | $215 | +136.0% | May 11, 2026 |
| UBS | Analyst unavailable | $264 | $198.01 | +170.9% | May 8, 2026 |
| Truist Financial | Analyst unavailable | $260 | $198.35 | +166.8% | May 8, 2026 |
| RBC Capital | Analyst unavailable | $245 | $185.38 | +151.4% | Apr 24, 2026 |
| Morgan Stanley | Analyst unavailable | $189 | $186.22 | +94.0% | Apr 14, 2026 |
| UBS | Analyst unavailable | $230 | $172.35 | +136.0% | Apr 9, 2026 |
| Truist Financial | Peter Osterland | $210 | $158.91 | +115.5% | Mar 6, 2026 |
| Berenberg Bank | Andres Castanos-Mollor | $153 | $168.42 | +57.0% | Feb 23, 2026 |
| Evercore ISI | Analyst unavailable | $180 | $173.46 | +84.7% | Feb 18, 2026 |
| RBC Capital | Analyst unavailable | $216 | $170.25 | +121.7% | Feb 17, 2026 |
| Wells Fargo | Analyst unavailable | $165 | $166.35 | +69.3% | Feb 16, 2026 |
| Morgan Stanley | Vincent Andrews | $170 | $165.85 | +74.5% | Feb 13, 2026 |
| Mizuho Securities | Analyst unavailable | $185 | $175.43 | +89.9% | Feb 12, 2026 |
| Wells Fargo | Analyst unavailable | $174 | $189.51 | +78.6% | Jan 26, 2026 |
| RBC Capital | Arun Viswanathan | $200 | $178.41 | +105.3% | Jan 21, 2026 |
| Oppenheimer | Analyst unavailable | $207 | $176.56 | +112.4% | Jan 21, 2026 |
| Truist Financial | Peter Osterland | $205 | $172.54 | +110.4% | Jan 21, 2026 |
| HSBC | Analyst unavailable | $200 | $163.04 | +105.3% | Jan 19, 2026 |
| Deutsche Bank | David Begleiter | $185 | $169.33 | +89.9% | Jan 12, 2026 |
| Mizuho Securities | Analyst unavailable | $156 | $167.82 | +60.1% | Jan 12, 2026 |
| UBS | Joshua Spector | $205 | $167.58 | +110.4% | Jan 12, 2026 |
| Scotiabank | Analyst unavailable | $200 | $161.29 | +105.3% | Jan 12, 2026 |
| Robert W. Baird | Analyst unavailable | $210 | $158.15 | +115.5% | Jan 7, 2026 |
| Jefferies | Laurence Alexander | $167 | $143.93 | +71.4% | Jan 5, 2026 |
| RBC Capital | Analyst unavailable | $159 | $134.71 | +63.2% | Dec 18, 2025 |
| Mizuho Securities | Analyst unavailable | $132 | $134.71 | +35.5% | Dec 18, 2025 |
| Truist Financial | Peter Osterland | $125 | $137.01 | +28.3% | Dec 17, 2025 |
| Morgan Stanley | Vincent Andrews | $147 | $133.72 | +50.9% | Dec 16, 2025 |
| UBS | Analyst unavailable | $185 | $119.14 | +89.9% | Dec 5, 2025 |
| Deutsche Bank | David Begleiter | $125 | $128.14 | +28.3% | Dec 3, 2025 |
| Robert W. Baird | Analyst unavailable | $113 | $128.33 | +16.0% | Dec 2, 2025 |
| BMO Capital | Joel Jackson | $136 | $121.39 | +39.6% | Nov 19, 2025 |
| Scotiabank | Analyst unavailable | $85 | $103.65 | -12.8% | Nov 10, 2025 |
| Truist Financial | Analyst unavailable | $87 | $92.74 | -10.7% | Oct 20, 2025 |
| Wells Fargo | Analyst unavailable | $90 | $96.24 | -7.6% | Oct 15, 2025 |
| UBS | Analyst unavailable | $85 | $92.69 | -12.8% | Oct 6, 2025 |
| Mizuho Securities | Analyst unavailable | $92 | $87.61 | -5.6% | Oct 3, 2025 |
| Robert W. Baird | Ben Kallo | $68 | $87.08 | -30.2% | Aug 29, 2025 |
| UBS | Joshua Spector | $89 | $82.71 | -8.7% | Aug 26, 2025 |
| Deutsche Bank | Analyst unavailable | $74 | $68.56 | -24.1% | Aug 4, 2025 |
| Robert W. Baird | Ben Kallo | $60 | $71.58 | -38.4% | Jul 29, 2025 |
| Mizuho Securities | John Roberts | $76 | $71.82 | -22.0% | Jul 15, 2025 |
| UBS | Joshua Spector | $57 | $74.27 | -41.5% | Jul 11, 2025 |
| Piper Sandler | Charles Neivert | $68 | $61.08 | -30.2% | May 14, 2025 |
| Mizuho Securities | Analyst unavailable | $85 | $75.51 | -12.8% | Mar 7, 2025 |
| Morgan Stanley | Vincent Andrews | $68 | $81.21 | -30.2% | Feb 18, 2025 |
| Berenberg Bank | Andres Castanos-Mollor | $102 | $81.65 | +4.7% | Nov 13, 2024 |
| KeyBanc | Aleksey Yefremov | $127 | $98.56 | +30.3% | Nov 12, 2024 |
| Jefferies | Laurence Alexander | $120 | $96.05 | +23.2% | Sep 27, 2024 |
| BMO Capital | Joel Jackson | $150 | $77.81 | +53.9% | Aug 16, 2024 |
| Piper Sandler | Charles Neivert | $90 | $80.4 | -7.6% | Aug 8, 2024 |
| RBC Capital | Arun Viswanathan | $111 | $81.05 | +13.9% | Aug 6, 2024 |
| KeyBanc | Aleksey Yefremov | $132 | $83.8 | +35.5% | Aug 5, 2024 |
| Berenberg Bank | Andres Castanos-Mollor | $83 | $92.51 | -14.8% | Jul 31, 2024 |
| Piper Sandler | Charles Neivert | $95 | $92.77 | -2.5% | Jun 25, 2024 |
| UBS | Joshua Spector | $124 | $112.65 | +27.3% | Jun 13, 2024 |
| Argus Research | Bill Selesky | $166 | $112.65 | +70.4% | Jun 12, 2024 |
| Piper Sandler | Charles Neivert | $122 | $124.38 | +25.2% | May 30, 2024 |
| Scotiabank | Ben Isaacson | $135 | $127.5 | +38.5% | May 21, 2024 |
| Deutsche Bank | Corinne Blanchard | $140 | $130.78 | +43.7% | May 7, 2024 |
| Scotiabank | Ben Isaacson | $150 | $129.65 | +53.9% | May 6, 2024 |
| RBC Capital | Arun Viswanathan | $157 | $128.1 | +61.1% | May 6, 2024 |
| Berenberg Bank | Andres Castanos-Mollor | $160 | $127.65 | +64.2% | Apr 11, 2024 |
| Loop Capital Markets | Chris Kapsch | $162 | $131.17 | +66.3% | Mar 28, 2024 |
| Loop Capital Markets | Joel Jackson | $180 | $122.66 | +84.7% | Nov 7, 2023 |
| Piper Sandler | Charles Neivert | $155 | $135.32 | +59.1% | Oct 25, 2023 |
| Robert W. Baird | Ben Kallo | $288 | $203.98 | +195.6% | May 15, 2023 |
| KeyBanc | Aleksey Yefremov | $270 | $194.51 | +177.1% | May 11, 2023 |
| UBS | Analyst unavailable | $250 | $235.62 | +156.6% | Jan 11, 2023 |
| Citigroup | Analyst unavailable | $295 | $247.86 | +202.8% | Dec 15, 2022 |
| Morgan Stanley | Analyst unavailable | $155 | $264.64 | +59.1% | Nov 28, 2022 |
| Jefferies | Jonathan Petersen | $320 | $212.04 | +228.4% | Jun 20, 2022 |
| Morgan Stanley | Analyst unavailable | $135 | $242.41 | +38.5% | May 9, 2022 |
| Citigroup | PJ Juvekar | $244 | $190.37 | +150.4% | Feb 18, 2022 |
| UBS | John Roberts | $320 | $190.76 | +228.4% | Feb 18, 2022 |
| Wells Fargo | Edward Kelly | $215 | $190.37 | +120.6% | Feb 18, 2022 |
| Oppenheimer | Colin Rusch | $307 | $196.61 | +215.1% | Feb 17, 2022 |
| Mizuho Securities | Chris Parkinson | $243 | $196.61 | +149.4% | Feb 17, 2022 |
| HSBC | Santhosh Seshadri | $280 | $205.2 | +187.4% | Jan 26, 2022 |
| Cowen & Co. | David Deckelbaum | $275 | $232.62 | +182.2% | Dec 26, 2021 |
| Goldman Sachs | Robert Koort | $205 | $238.9 | +110.4% | Dec 15, 2021 |
| Loop Capital Markets | Chris Kapsch | $280 | $214.42 | +187.4% | Oct 4, 2021 |
| Jefferies | Laurence Alexander | $300 | $218.16 | +207.9% | Sep 30, 2021 |
| Argus Research | Bill Selesky | $278 | $237.75 | +185.3% | Aug 10, 2021 |
| Morgan Stanley | Vincent Andrews | $80 | $158.27 | -17.9% | May 10, 2021 |
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Start freeCompany context
Snapshot as of publicationAlbemarle Corporation stands as a global innovator, producing and distributing a diverse portfolio of engineered specialty chemicals. Its business operations are divided into three principal segments: Lithium, Bromine, and Catalysts. The Lithium division supplies a variety of lithium compounds, including lithium carbonate, hydroxide, and chloride, alongside critical reagents like butyllithium. These materials are vital for manufacturing lithium-ion batteries found in electric vehicles and consumer electronics, as well as for high-performance greases, thermoplastic elastomers used in tires and plastics, and as catalysts for chemical reactions, organic synthesis in areas like steroid chemistry, vitamins, and the pharmaceutical industry.…
Historical context
All ALB earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| RPM RPM International Inc. | FY2027 Q1 · Calendar Q4 2026 | +1.5% | +3.2% | RPM posts record quarter, but input costs narrow the outlook |
Latest beats and misses
Who reports nextBeat on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-29T00:04:08.037886+00:00
- Polygon adjusted daily market bars · 2026-10-12T12:10:47.712660+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-12T12:10:47.709876+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-12. For educational purposes only; not investment advice.