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Jefferies sees bottlenecks in critical minerals as electrification demand builds

Wed, 02 Sep 2026 11:09:18 -0400

Investing.com -- In a note Wednesday, Jefferies initiated coverage of several companies tied to advanced materials and energy-efficiency solutions, arguing that electrification, AI and rising defense and space investment are creating durable demand, but also a series of supply bottlenecks across critical minerals.

Analyst Laurence Alexander named Element Solutions and Almonty Industries as top picks, both rated Buy.

IperionX and Materion were also given Buy ratings, while NioCorp Developments, Fireweed Metals Corp and Standard Lithium were assigned a Hold rating.

The firm’s thesis is that AI has spilled over into new demand for energy and accelerating automation as robots become more

Jefferies sees bottlenecks in critical minerals as electrification demand builds

Wed, 02 Sep 2026 11:09:18 -0400

Analyst Laurence Alexander named Element Solutions and Almonty Industries as top picks, both rated Buy.

IperionX and Materion were also given Buy ratings, while NioCorp Developments, Fireweed Metals Corp and Standard Lithium were assigned a Hold rating.

The firm’s thesis is that AI has spilled over into new demand for energy and accelerating automation as robots become more

Jefferies sees bottlenecks in critical minerals as electrification demand builds

Wed, 02 Sep 2026 11:09:18 -0400

Analyst Laurence Alexander named Element Solutions and Almonty Industries as top picks, both rated Buy.

IperionX and Materion were also given Buy ratings, while NioCorp Developments, Fireweed Metals Corp and Standard Lithium were assigned a Hold rating.

The firm’s thesis is that AI has spilled over into new demand for energy and accelerating automation as robots become more

Jefferies sees bottlenecks in critical minerals as electrification demand builds

Wed, 02 Sep 2026 11:09:18 -0400

Analyst Laurence Alexander named Element Solutions and Almonty Industries as top picks, both rated Buy.

IperionX and Materion were also given Buy ratings, while NioCorp Developments, Fireweed Metals Corp and Standard Lithium were assigned a Hold rating.

The firm’s thesis is that AI has spilled over into new demand for energy and accelerating automation as robots become more

Jefferies Starts Element Solutions (ESI) at Buy

Wed, 02 Sep 2026 03:37:04 -0400

Jefferies analyst Laurence Alexander initiates coverage on Element Solutions (NYSE: ESI) with a Buy rating and a price target of $55.00.

The analyst comments: “Element Solutions, in our view, is one of the best ways to find leverage to the theme of more electronics in more places, rather than to the narrower theme of better chips. While in the near term ESI likely trades on prospects for a cyclical recovery (i.e., how rates affect auto demand), we expect compound growth to be driven by the rollout of "physical AI." We initiate coverage with a Buy rating.

We estimate almost two-thirds of sales

Jefferies Starts Element Solutions (ESI) at Buy

Wed, 02 Sep 2026 03:37:04 -0400

Jefferies analyst Laurence Alexander initiates coverage on Element Solutions (NYSE: ESI) with a Buy rating and a price target of $55.00.

We estimate almost two-thirds of sales

BofA Securities Resumes Element Solutions (ESI) at Buy

Tue, 01 Sep 2026 08:07:11 -0400

BofA Securities analyst Matthew DeYoe resumes coverage on Element Solutions (NYSE: ESI) with a Buy rating and a price target of $42.00.

The analyst comments "We resume coverage of ESI with a Buy-rating following the termination of the Solstice (SOLS) merger agreement. With the deal off, discussions shift back to fundamentals, where results remain strong. Recapping 2Q, ESI posted adjusted EBITDA of $184mn (+35% y-y), well above consensus (~$167mn), driven by Electronics, where organic sales grew 20% and adj EBITDA rose 47%. Total net sales rose 56% with +15% coming from organic initiatives. Importantly, we think this organic growth has legs

BofA Securities Resumes Element Solutions (ESI) at Buy

Tue, 01 Sep 2026 08:07:11 -0400

BofA Securities analyst Matthew DeYoe resumes coverage on Element Solutions (NYSE: ESI) with a Buy rating and a price target of $42.00.

BofA Securities Resumes Element Solutions (ESI) at Buy

Tue, 01 Sep 2026 08:07:11 -0400

BofA Securities analyst Matthew DeYoe resumes coverage on Element Solutions (NYSE: ESI) with a Buy rating and a price target of $42.00.

BofA Securities Resumes Element Solutions (ESI) at Buy

Tue, 01 Sep 2026 08:07:11 -0400

BofA Securities analyst Matthew DeYoe resumes coverage on Element Solutions (NYSE: ESI) with a Buy rating and a price target of $42.00.

Freedom Broker Upgrades Element Solutions (ESI) to Buy, 'We would buy ESI aggressively on this news'

Fri, 28 Aug 2026 06:08:06 -0400

(Updated - August 28, 2026 6:08 AM EDT)

Freedom Broker analyst David Silver upgraded Element Solutions (NYSE: ESI) from Hold to Buy with a price target of $48.00 (from $42.00).

The analyst comments "We consider the mutual decision to terminate the previously announced acquisition of ESI by Solstice Advanced Materials (SOLS: NR) to be an elegant, effective solution that should quickly reverse ESI’s ~16% share price erosion since the deal was first announced. We believe the opportunity for investors in both companies to choose among pure play exposures will quickly restore the luster lost as a result of the agreement to be

Freedom Broker Upgrades Element Solutions (ESI) to Buy, 'We would buy ESI aggressively on this news'

Fri, 28 Aug 2026 06:08:06 -0400

(Updated - August 28, 2026 6:08 AM EDT)

Freedom Broker analyst David Silver upgraded Element Solutions (NYSE: ESI) from Hold to Buy with a price target of $48.00 (from $42.00).

Freedom Broker Upgrades Element Solutions (ESI) to Buy, 'We would buy ESI aggressively on this news'

Fri, 28 Aug 2026 06:08:06 -0400

(Updated - August 28, 2026 6:08 AM EDT)

Freedom Broker analyst David Silver upgraded Element Solutions (NYSE: ESI) from Hold to Buy with a price target of $48.00 (from $42.00).

Freedom Broker Upgrades Element Solutions (ESI) to Buy, 'We would buy ESI aggressively on this news'

Fri, 28 Aug 2026 06:08:06 -0400

(Updated - August 28, 2026 6:08 AM EDT)

Freedom Broker analyst David Silver upgraded Element Solutions (NYSE: ESI) from Hold to Buy with a price target of $48.00 (from $42.00).

Form 8-K Element Solutions Inc For: Aug 27

Fri, 28 Aug 2026 06:07:00 -0400

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Form 8-K Element Solutions Inc For: Aug 27

Fri, 28 Aug 2026 06:07:00 -0400

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Solstice scraps Element Solutions deal, approves $500M buyback