ESI Element Solutions Loading... : Bullish and Bearish Analyst Opinions
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23:52
May 08
May 08
Electronics chemicals growth story.
Element Solutions is a specialty chemicals company benefiting from the AI buildout and data center intensity. The portfolio is well positioned, and even after a 73% YTD run it still trades under 24x earnings. It can keep climbing.
HIGH
23:58
Apr 13
Apr 13
Element Solutions is a good semiconductor play.
Element Solutions is a very good chemicals company tied to semiconductors via its electronics business.
MED
23:52
Mar 30
Mar 30
Cramer noted Element Solutions is benefiting from AI and semiconductor demand, with stock up nearly 30% YTD, and it trades at a lower P/E than peers like Unity Electronics. The company provides specialty chemicals for electronics and is part of the rallying "Chem7" basket due to shortages from the Iran war, with secular trends in data centers and electrification. It represents a cost-effective way to gain exposure to chemical shortages and AI-driven demand, but risks remain. Resolution of the Iran war could ease chemical shortages, or a semiconductor downturn could reduce demand.
About ESI Analyst Coverage
Buzzberg tracks ESI (Element Solutions) across 1 sources. 2 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (67%). 3 total trade ideas tracked.