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SOLSSolstice Advanced Materials IncSell4.6·$68.58-14.48%
SellHigh Confidence
Investment thesis

Solstice Advanced Materials is a specialty chemicals company trading near its 52-week high with accumulating on-balance volume, but carries a forward P/E of 27.5x at the high end of its peer range, a debt-to-equity ratio of 1.7x, and only 2 quarters of earnings history in the data — making the investment case rely heavily on limited information.

Thesis pillars

  • Leverage Penalty At 1 7xStable
  • Target Exceeded Rich ValuationStable
  • Near 52w High Volume AccumulationStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Solstice Advanced Materials Inc (SOLS) Stock Analysis

SellVALUE-TRAP 1/5High Confidence

Basic Materials · Specialty Chemicals

Sell if holding. At $68.58, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0; Earnings estimates trending DOWN.

Solstice Advanced Materials, spun off from Honeywell on October 30, 2025, manufactures specialty materials through two segments — Refrigerants & Applied Solutions and Electronic & Specialty Materials — serving over 3,000 customers in approximately 120 countries. Revenue comes... Read more

$68.58+16.9% A.UpsideScore 4.6/10#38 of 40 Specialty Chemicals
QualityF-score5 / 9FCF yield
IncomeYield0.37%Payout6.33%sustainable
Stop $65.79Target $80.29(analyst − 13%)A.R:R 1.1:1
Analyst target$92.29+34.6%7 analysts
$80.29our TP
$68.58price
$92.29mean
$102

Sell if holding. At $68.58, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0; Earnings estimates trending DOWN. Chart setup: No clear chart pattern; technical signals are mixed. Score 4.6/10, high confidence.

Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity 23d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.

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

Recent developments

updated 2026-07-06
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 29, 202623d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Leverage penalty (D/E 1.7): -1.0
Earnings estimates trending DOWN
Weak overall score: 4.6/10

Key Metrics

P/E (TTM)67.4
P/E (Fwd)25.2
Mkt Cap$12.7B
EV/EBITDA16.1
Profit Mgn4.7%
ROE10.7%
Rev Growth10.6%
Beta
Dividend0.37%
Rating analysts12

Quality Signals

Piotroski F5/9

Options Flow

P/C1.14bearish
IV66%elevated

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

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers

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

Earnings Growth
0.0
Revenue Growth
5.2

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Obv
1.0
Vol Acceleration
1.3
Ma Position
2.5
Rsi
3.5
Volume
10.0
Volume distribution (falling OBV)Volume surge (3.7x avg) on selloff

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

Value Rank
1.8
Quality Rank
4.7
Growth Rank
7.5
GatesMomentum 3.1<4.5A.R:R 1.1 < 1.5@spotInsider activity: OKNo SEC red flagsEARNINGS PROXIMITY 23d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
34 · Neutral
20D MA 50D MA 200D MASupport $67.82Resistance $90.25

Price Targets

$66
$80
A.Upside+17.1%
A.R:R1.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! momentum at 3.1 (below the engine's 4.5 threshold)
! asymmetry at 1.1 (below the engine's 1.5 threshold)@spot

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-07-29 (23d)

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 SOLS stock a buy right now?

Sell if holding. At $68.58, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 1.7): -1.0; Earnings estimates trending DOWN. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $65.79. Score 4.6/10, high confidence.

What is the SOLS stock price target?

Take-profit target: $80.29 (+16.9% upside). Prior stop was $65.79. Stop-loss: $65.79.

What are the risks of investing in SOLS?

Leverage penalty (D/E 1.7): -1.0; Earnings estimates trending DOWN; Weak overall score: 4.6/10.

Is SOLS overvalued or undervalued?

Solstice Advanced Materials Inc trades at a P/E of 67.4 (forward 25.2). TrendMatrix value score: 5.5/10. Verdict: Sell.

What do analysts say about SOLS?

12 analysts cover SOLS with a consensus score of 3.8/5. Average price target: $92.

What does Solstice Advanced Materials Inc do?Solstice Advanced Materials, spun off from Honeywell on October 30, 2025, manufactures specialty materials through two...

Solstice Advanced Materials, spun off from Honeywell on October 30, 2025, manufactures specialty materials through two segments — Refrigerants & Applied Solutions and Electronic & Specialty Materials — serving over 3,000 customers in approximately 120 countries. Revenue comes from LGWP refrigerants, nuclear uranium hexafluoride conversion, semiconductor sputtering targets, high-strength fibers, and pharmaceutical packaging, with approximately 4,100 employees across 20 manufacturing sites.

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