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FULH. B. Fuller CompanyHold6.2·$59.14-6.50%
HoldModerate Confidence
Investment thesis

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 CatalystStable
  • Screens Attractively On ValuationStable
  • Revenue Decline HeadwindStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

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H. B. Fuller Company (FUL) Stock Analysis

HoldModerate Confidence

Basic Materials · Specialty Chemicals

Hold if already holding. Not a fresh buy at $59.14, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: outside United States net revenue (56.0%); Thin upside margin: 6.3%.

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

$59.14+6.3% A.UpsideScore 6.2/10#3 of 36 Specialty Chemicals
QualityF-score8 / 9FCF yield6.28%
IncomeYield1.55%(5y avg 1.20%)Payout28.19%sustainable
Stop $56.52Target $62.89(analyst − 13%)A.R:R 0.7:1
Analyst target$72.29+22.2%7 analysts
$62.89our TP
$59.14price
$72.29mean
$80

Hold if already holding. Not a fresh buy at $59.14, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: outside United States net revenue (56.0%); Thin upside margin: 6.3%. Chart setup: No clear chart pattern; technical signals are mixed. Under M&A bid. Hold for deal completion or sell if spread < 3%. Score 6.2/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.60, earnings proximity 86d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-29
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Sep 23, 202686d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (4/4)
Positive news sentiment (+0.60)
Earnings estimates trending UP
Risks
Concentration risk — Geographic: outside United States net revenue (56.0%)
Thin upside margin: 6.3%
Leverage penalty (D/E 1.1): -0.5

Key Metrics

P/E (TTM)18.8
P/E (Fwd)12.0
Mkt Cap$3.4B
EV/EBITDA9.1
Profit Mgn5.3%
ROE9.4%
Rev Growth5.8%
Beta0.96
Dividend1.55%
Rating analysts11

Quality Signals

Piotroski F8/9

Options Flow

P/C1.06bearish
IV52%elevated

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 materials
    10-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.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesA.R:R 0.7 < 1.5@spotMomentum 4.7<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.7>=4.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.60EARNINGS PROXIMITY 86d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
48 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $58.27Resistance $66.45

Price Targets

$57
$63
A.Upside+6.3%
A.R:R0.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! M&A event: 'cash offer' detected
! asymmetry at 0.7 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-09-23 (86d)

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 FUL stock a buy right now?

Hold if already holding. Not a fresh buy at $59.14, but acceptable to hold if already in. Reasons: Concentration risk — Geographic: outside United States net revenue (56.0%); Thin upside margin: 6.3%. Chart setup: No clear chart pattern; technical signals are mixed. Under M&A bid. Hold for deal completion or sell if spread < 3%. Target $62.89 (+6.3%), stop $56.52 (−4.6%), A.R:R 0.7:1. Score 6.2/10, moderate confidence.

What is the FUL stock price target?

Take-profit target: $62.89 (+6.3% upside). Target $62.89 (+6.3%), stop $56.52 (−4.6%), A.R:R 0.7:1. Stop-loss: $56.52.

What are the risks of investing in FUL?

Concentration risk — Geographic: outside United States net revenue (56.0%); Thin upside margin: 6.3%; Leverage penalty (D/E 1.1): -0.5.

Is FUL overvalued or undervalued?

H. B. Fuller Company trades at a P/E of 18.8 (forward 12.0). TrendMatrix value score: 8.1/10. Verdict: Hold.

What do analysts say about FUL?

11 analysts cover FUL with a consensus score of 4.0/5. Average price target: $72.

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.

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