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Perimeter Solutions, SA (PRM) Stock Analysis

Breakout setup

SellVALUE-TRAP 2/5Moderate Confidence

Basic Materials · Specialty Chemicals

Sell if holding. At $33.44, A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: USDA Forest Service (32.0%); Concentration risk — Geographic: United States (76.0%).

Perimeter Solutions provides fire retardants, firefighting foams, and related equipment/services through its Fire Safety segment (primarily to U.S. government agencies and commercial customers) and specialty products including P2S5-based lubricant additives and electronic... Read more

$33.44+2.2% A.UpsideScore 5.6/10#7 of 36 Specialty Chemicals
QualityF-score6 / 9FCF yield-3.03%
Stop $31.10Target $34.19(resistance)A.R:R -0.4:1
Analyst target$37.00+10.6%2 analysts
$34.19our TP
$33.44price
$37.00mean
$40

Sell if holding. At $33.44, A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: USDA Forest Service (32.0%); Concentration risk — Geographic: United States (76.0%). Chart setup: Golden cross, above all MAs, RSI 59, MACD bullish. Score 5.6/10, moderate confidence.

Passes 7/8 gates (positive momentum, 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 favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Perimeter Solutions, SA

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
Strong earnings beat streak (4/4)
Strong growth profile
Positive momentum
Risks
Concentration risk — Customer: USDA Forest Service (32.0%)
Concentration risk — Geographic: United States (76.0%)
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)
P/E (Fwd)17.1
Mkt Cap$5.5B
EV/EBITDA-59.3
Profit Mgn-26.9%
ROE-15.7%
Rev Growth73.6%
Beta1.93
DividendNone
Rating analysts6

Quality Signals

Piotroski F6/9MoatNarrow

Options Flow

P/C0.04bullish
IV50%elevated

Concentration Risks(10-K Item 1A)

  • HIGHCustomerUSDA Forest Service32%
    10-K Item 1: 'our two largest customers, the USDA Forest Service and the U.S. Bureau of Land Management accounted for 32% and 11%, respectively, of our consolidated revenues'
  • MEDIUMCustomerU.S. Bureau of Land Management11%
    10-K Item 1: 'our two largest customers, the USDA Forest Service and the U.S. Bureau of Land Management accounted for 32% and 11%, respectively, of our consolidated revenues'
  • HIGHGeographicUnited States76%
    10-K Item 1: 'approximately 76% of our annual revenues derived in the United States'

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

Rating Breakdown

1 floor-breaker

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

Value Rank
0.0
Quality Rank
0.6
Growth Rank
9.7
Industry growth leader
GatesA.R:R -0.4=NEGATIVEMomentum 7.2>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 78d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
59 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $25.42Resistance $34.89

Price Targets

$31
$34
A.Upside+2.2%
A.R:R-0.4:1

Position Sizing

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

Risk Alerts

! Target reached (-6.0% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-06 (78d)

Verdict History

reverse chrono — latest first
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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 PRM stock a buy right now?

Sell if holding. At $33.44, A.R:R is negative (-0.4) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: USDA Forest Service (32.0%); Concentration risk — Geographic: United States (76.0%). Chart setup: Golden cross, above all MAs, RSI 59, MACD bullish. Prior stop was $31.10. Score 5.6/10, moderate confidence.

What is the PRM stock price target?

Take-profit target: $34.19 (+2.2% upside). Prior stop was $31.10. Stop-loss: $31.10.

What are the risks of investing in PRM?

Concentration risk — Customer: USDA Forest Service (32.0%); Concentration risk — Geographic: United States (76.0%); Analyst target reached - limited upside remaining.

Is PRM overvalued or undervalued?

Perimeter Solutions, SA trades at a P/E of N/A (forward 17.1). TrendMatrix value score: 6.7/10. Verdict: Sell.

What do analysts say about PRM?

6 analysts cover PRM with a consensus score of 4.0/5. Average price target: $37.

What does Perimeter Solutions, SA do?Perimeter Solutions provides fire retardants, firefighting foams, and related equipment/services through its Fire...

Perimeter Solutions provides fire retardants, firefighting foams, and related equipment/services through its Fire Safety segment (primarily to U.S. government agencies and commercial customers) and specialty products including P2S5-based lubricant additives and electronic components. Approximately 76% of annual revenues are derived in the United States; the USDA Forest Service and Bureau of Land Management together account for 43% of consolidated revenues.

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