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Calumet, Inc (CLMT) Stock Analysis

Range Bound setup

SellModerate Confidence

Basic Materials · Specialty Chemicals

Sell if holding. Engine safety override at $32.23: Quality below floor (1.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: Elevated put/call ratio: 3.81; Below-average business quality; Negative price momentum.

Calumet, Inc. manufactures, formulates, and markets a slate of specialty branded products and renewable fuels in North America and internationally. It operates through Specialty Products and Solutions; Performance Brands; and Montana/Renewables segments. The Specialty Products... Read more

$32.23+11.4% A.UpsideScore 4.9/10#27 of 36 Specialty Chemicals
QualityF-score4 / 9FCF yield5.54%
Stop $29.97Target $35.90(resistance)A.R:R -0.0:1
Analyst target$37.00+14.8%5 analysts
$35.90our TP
$32.23price
$37.00mean
$25
$60

Sell if holding. Engine safety override at $32.23: Quality below floor (1.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: Elevated put/call ratio: 3.81; Below-average business quality; Negative price momentum. Chart setup: RSI 49 mid-range, Bollinger mid-band. Score 4.9/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 78d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Calumet, Inc

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

Thesis

Rewards
No bull case signals
Risks
Target reached (-0.1% upside)
Quality below floor (1.8 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)94.8
Mkt Cap$2.8B
EV/EBITDA99.0
Profit Mgn-4.5%
ROE
Rev Growth3.6%
Beta0.72
DividendNone
Rating analysts12

Quality Signals

Piotroski F4/9

Options Flow

P/C3.81bearish
IV56%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMcounterpartyJ. Aron
    10-K Item 1A: 'Our arrangement with J. Aron exposes us to J. Aron-related credit and performance risk as well as potential refinancing risks.'

Material Events(8-K, last 90d)

  • 2026-03-25Item 5.02LOW
    Jennifer G. Straumins notified Board she will not stand for re-election and will retire at the end of her current term at the 2026 Annual Meeting of Stockholders. Not due to any disagreement with operations, policies or practices.
    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

Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static

Roa
0.0
Gross Margin
0.0
Operating Margin
0.0
Net Margin
0.0
Current Ratio
3.9
Moat
4.4
Piotroski F
4.4
No competitive moatQuality concerns

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

Macd
0.0
Volume
1.5
Rsi
5.5
Ma Position
6.0
Obv
6.3
Above 200-day MA
GatesMomentum 3.9<4.5A.R:R -0.0=NEGATIVEInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 78d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
49 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $29.81Resistance $36.63

Price Targets

$30
$36
A.Upside+11.4%
A.R:R-0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-0.1% upside)
! Quality below floor (1.8 < 4.0)
! Momentum score 3.9/10 — below 4.5 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-07 (78d)

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 CLMT stock a buy right now?

Sell if holding. Engine safety override at $32.23: Quality below floor (1.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: Elevated put/call ratio: 3.81; Below-average business quality; Negative price momentum. Chart setup: RSI 49 mid-range, Bollinger mid-band. Prior stop was $29.97. Score 4.9/10, moderate confidence.

What is the CLMT stock price target?

Take-profit target: $35.90 (+11.4% upside). Prior stop was $29.97. Stop-loss: $29.97.

What are the risks of investing in CLMT?

Target reached (-0.1% upside); Quality below floor (1.8 < 4.0).

Is CLMT overvalued or undervalued?

Calumet, Inc trades at a P/E of N/A (forward 94.8). TrendMatrix value score: 6.6/10. Verdict: Sell.

What do analysts say about CLMT?

12 analysts cover CLMT with a consensus score of 3.8/5. Average price target: $37.

What does Calumet, Inc do?Calumet, Inc. manufactures, formulates, and markets a slate of specialty branded products and renewable fuels in North...

Calumet, Inc. manufactures, formulates, and markets a slate of specialty branded products and renewable fuels in North America and internationally. It operates through Specialty Products and Solutions; Performance Brands; and Montana/Renewables segments. The Specialty Products and Solutions segment manufactures and markets various solvents, waxes, customized lubricating oils, white oils, petrolatums, gels, esters, and other products. The Montana/Renewables segment processes geographically advantaged renewable feedstocks into renewable diesel, aviation fuel, and renewable naphtha. This segment also engages in the process of Canadian crude oil into conventional gasoline, diesel, jet fuel, and specialty grades of asphalt. The Performance Brands segment blends, packages, and markets high performance products through Royal Purple, Bel-Ray, and TruFuel brands. It serves wholesale distributors and retail chains. Calumet, Inc. was founded in 1919 and is headquartered in Indianapolis, Indiana.

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