Solstice Advanced Materials (SOLS)
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-11-04
$57.70-6.54%
Close 2026-11-04 · 1-day change
NASDAQMaterialsChemicals - SpecialtySnapshot 2026-11-04
Research Workspace
Put SOLS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Complete Element Solutions acquisition and realize $180M synergies: Direct metric needs a verified mapping.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 38% in its worst 12-month stretch.
View RiskSOLS's Nuclear and Electronics platforms have to keep compounding to justify the price. Revenue grew 11% year over year in the latest quarter. The company beat its earnings estimate by 11.4%. It trades at 26 times earnings versus a 17 times peer median. The market is pricing in more growth than we forecast. The Element Solutions acquisition synergy target needs a verified mapping. The thesis comparison is not yet verified. Peer multiples imply a price about 26% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. SOLS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering SOLS (as of Nov 2026).
Based on 9 Wall Street analysts offering 12-month price targets for SOLS in the last 4 months.
Continue this research
Compare SOLS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SOLS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put SOLS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain disciplined capital allocation including dividend payments
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $57.70
The last 12 months of price, then the range of analyst 12-month targets from today’s $57.70.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Confirms disciplined capital allocation and growth outlook.
Advances: Invest in high-growth platforms including Nuclear and Electronics
AI demand validates high-growth platform investment thesis.
Advances: Invest in high-growth platforms including Nuclear and Electronics
Quarterly beat confirms execution on growth platforms.
Activist stake and pressure may prompt strategic changes, but no specific demands or company response are stated.
Advances: Invest in high-growth platforms including Nuclear and Electronics
Investment enhances high-growth platforms in Nuclear and Electronics.
Threatens: Accelerate growth through acquisition of Element Solutions
Acquisition cancellation undermines growth acceleration objective.
Advances: Accelerate growth through acquisition of Element Solutions
Merger exit and buyback support growth objectives.
Threatens: Accelerate growth through acquisition of Element Solutions
Hedging signals uncertainty about growth through acquisition.
