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↓Deteriorating
- Screens Attractively On Valuation→Stable
- Revenue Decline Headwind→Stable
- +1 more pillar — see the Why tab for full reasoning
H. B. Fuller Company (FUL) Stock Analysis
Recovery setup
Basic Materials · Specialty Chemicals
Sell if holding. Multiple concerning factors at $49.91: 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
Sell if holding. Multiple concerning factors at $49.91: 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 46. Score 5.8/10, moderate confidence.
Passes 8/10 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 98d clear, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent developments
updated 2026-10-08Recent 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 2026-10-08T11:37:13Z.
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.
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Rating Breakdown
1 ceiling hit
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Multiple concerning factors at $49.91: 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 46. Prior stop was $46.42. Score 5.8/10, moderate confidence.
Take-profit target: $59.41 (+19.0% upside). Prior stop was $46.42. Stop-loss: $46.42.
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 14.1 (forward 9.8). TrendMatrix value score: 8.7/10. Verdict: Sell.
12 analysts cover FUL with a consensus score of 4.0/5. Average price target: $68.
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.