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Albemarle Corporation (ALB) Stock Analysis

SellModerate Confidence

Basic Materials · Specialty Chemicals

Sell if holding. At $168.10, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: foreign countries (83.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1).

Albemarle produces lithium compounds (Energy Storage segment), bromine and specialty chemicals (Specialties), and refinery catalysts (Ketjen) serving ~1,900 customers in ~70 countries with ~7,800 employees. Revenue is driven by lithium demand for EV batteries and energy storage;... Read more

$168.10+12.9% A.UpsideScore 5.8/10#3 of 36 Specialty Chemicals
QualityF-score8 / 9FCF yield3.46%
IncomeYield0.92%(5y avg 1.18%)Payout57.97%sustainable
Stop $160.70Target $190.85(analyst − 10%)A.R:R 0.9:1
Analyst target$212.06+26.2%22 analysts
$190.85our TP
$168.10price
$212.06mean
$83
$264

Sell if holding. At $168.10, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: foreign countries (83.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.8/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 71d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Albemarle Corporation

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Positive news sentiment (+1.00)
Strong growth profile
Risks
Concentration risk — Geographic: foreign countries (83.0%)
V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1)
Sector modifier (Basic Materials): -0.1

Key Metrics

P/E (TTM)
P/E (Fwd)15.6
Mkt Cap$20.7B
EV/EBITDA22.6
Profit Mgn-4.2%
ROE-1.8%
Rev Growth32.7%
Beta1.36
Dividend0.92%
Rating analysts29

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C1.44bearish
IV74%elevated

Concentration Risks(10-K Item 1A)

  • HIGHGeographicforeign countries83%
    10-K Item 1A: 'we conduct a substantial portion of our business outside the U.S., with approximately 83% of our net sales to foreign countries.'
  • MEDIUMGeographicChina39%
    10-K Item 1A: 'In 2025, net sales shipped to or within China represented 39% of our total net sales.'

Material Events(8-K, last 90d)

  • 2026-05-08Item 5.02LOW
    Albemarle shareholders approved the 2026 Incentive Plan at the May 5, 2026 Annual Meeting, replacing the 2017 Incentive Plan. Plan covers equity awards granted on or after the Annual Meeting date. Previously approved by Board on February 26, 2026.
    SEC filing →
  • 2026-04-17Item 5.02MEDIUM
    Donald J. LaBauve Jr., Chief Accounting Officer, advised Albemarle on April 13, 2026 of his intent to retire effective June 1, 2026, following more than 36 years of service. Not the result of any dispute or disagreement. No successor named.
    SEC filing →
  • 2026-03-04Item 5.02LOW
    Michelle T. Collins and Mark R. Widmar appointed as independent Board members effective February 26, 2026. Collins assigned to Audit & Finance and Governance & Public Policy Committees; Widmar assigned to Executive Compensation and Safety, Sustainability, Operations & Capital Committees.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Volume
3.3
Ma Position
4.0
Rsi
7.9
Uptrend pullback (RSI 36) - buy opportunityVolume distribution (falling OBV)Above 200-day MA

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.8
Value Rank
2.0
Growth Rank
8.9
Industry growth leader
GatesMomentum 3.2<4.5A.R:R 0.9 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 71d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
36 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $165.67Resistance $221.00

Price Targets

$161
$191
A.Upside+13.5%
A.R:R0.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.2/10 — below 4.5 minimum
! Reward/Risk 0.9:1 at current price — below 1.5:1 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-29 (71d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ALB stock a buy right now?

Sell if holding. At $168.10, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: foreign countries (83.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $160.70. Score 5.8/10, moderate confidence.

What is the ALB stock price target?

Take-profit target: $190.85 (+12.9% upside). Prior stop was $160.70. Stop-loss: $160.70.

What are the risks of investing in ALB?

Concentration risk — Geographic: foreign countries (83.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.1); Sector modifier (Basic Materials): -0.1.

Is ALB overvalued or undervalued?

Albemarle Corporation trades at a P/E of N/A (forward 15.6). TrendMatrix value score: 5.5/10. Verdict: Sell.

What do analysts say about ALB?

29 analysts cover ALB with a consensus score of 3.8/5. Average price target: $212.

What does Albemarle Corporation do?Albemarle produces lithium compounds (Energy Storage segment), bromine and specialty chemicals (Specialties), and...

Albemarle produces lithium compounds (Energy Storage segment), bromine and specialty chemicals (Specialties), and refinery catalysts (Ketjen) serving ~1,900 customers in ~70 countries with ~7,800 employees. Revenue is driven by lithium demand for EV batteries and energy storage; ~83% of net sales are to foreign countries, with China representing 39% of net sales in 2025.

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