H.B. Fuller has beaten earnings estimates in four consecutive quarters with estimates trending upward and a forward valuation that screens attractively at 12.5 times forward earnings with a PEG of 0.21, but revenue is declining at roughly 2% year-over-year, the stock has reached its near-term technical resistance target, and earnings due in 8 days introduce immediate event risk.
Thesis pillars
- Consistent Beats Near Term Catalyst↑Improving
- Screens Attractively On Valuation→Stable
- Revenue Decline Headwind→Stable
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Jan 22, 2026
H. B. Fuller Company (FUL) Stock Analysis
Recovery setup · Sector Rotation edge
Basic Materials · Specialty Chemicals
Hold if already holding. Not a fresh buy at $49.55, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: outside United States net revenue (56.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7).
H.B. Fuller formulates, manufactures, and sells adhesives, sealants, and specialty chemical products across 34 countries through three segments: Hygiene Health and Consumable Adhesives, Engineering Adhesives, and Building Adhesive Solutions. The company generated approximately... Read more
Hold if already holding. Not a fresh buy at $49.55, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: outside United States net revenue (56.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7). Chart setup: Death cross but MACD improving, RSI 49. Under M&A bid. Hold for deal completion or sell if spread < 3%. Score 5.9/10, moderate confidence.
Passes 7/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 77d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent developments
updated 2026-10-28Recent Developments — H. B. Fuller Company
Latest news
- NEWS Zacks Industry Outlook Highlights Element Solutions, H.B. Fuller Company, Quaker Chemical and Minerals Technologies - Th — The Globe and Mail neutral
- NEWS Zacks Industry Outlook Highlights Element Solutions, H.B. Fuller Company, Quaker Chemical and Minerals Technologies - Ya — Yahoo Finance neutral
- NEWS Zacks Industry Outlook Highlights Element Solutions, H.B. Fuller Company, Quaker Chemical and Minerals Technologies - Tr — TradingView neutral
- NEWS Zacks Industry Outlook Highlights Element Solutions, H.B. Fuller Company, Quaker Chemical and Minerals Technologies - tr — tradingview.com neutral
- NEWS Zacks Industry Outlook Highlights Element Solutions, H.B. Fuller Company, Quaker Chemical and Minerals Technologies - Za — Zacks Investment Research neutral
Generated 2026-10-28T11:39:10Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicoutside United States net revenue56%10-K Item 1A: 'Approximately 56 percent, or $2.0 billion, of our net revenue was generated outside the United States in 2025'
- MEDIUMCommoditypetroleum/natural gas-based raw materials10-K Item 1: 'The majority of our raw materials are petroleum/natural gas-based derivatives'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $49.55, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: outside United States net revenue (56.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7). Chart setup: Death cross but MACD improving, RSI 49. Under M&A bid. Hold for deal completion or sell if spread < 3%. Analyst target $57.67 (+16.4%), stop $46.99 (−5.4%), A.R:R 3.2:1. Score 5.9/10, moderate confidence.
Analyst target: $57.67 (+16.4% upside). Analyst target $57.67 (+16.4%), stop $46.99 (−5.4%), A.R:R 3.2:1. Stop-loss: $46.99.
Concentration risk — Geographic: outside United States net revenue (56.0%); V7 low-quality RISK_OFF penalty: -0.5 (Q=4.7); Sector modifier (Basic Materials): -0.1.
H. B. Fuller Company trades at a P/E of 13.8 (forward 9.6). TrendMatrix value score: 8.7/10. Verdict: Hold.
12 analysts cover FUL with a consensus score of 4.1/5. Average price target: $66.
What does H. B. Fuller Company do?H.B. Fuller formulates, manufactures, and sells adhesives, sealants, and specialty chemical products across 34...
H.B. Fuller formulates, manufactures, and sells adhesives, sealants, and specialty chemical products across 34 countries through three segments: Hygiene Health and Consumable Adhesives, Engineering Adhesives, and Building Adhesive Solutions. The company generated approximately $2.0 billion of net revenue internationally in fiscal 2025 (56% of consolidated total), with approximately 7,100 employees in 44 countries; no single customer accounts for more than 10% of consolidated net revenue.