ESI Element Solutions Inc

$ESI | Goldman Sachs Reinstates Element Solutions at Buy with $44 PT on Merger Termination and Organic Growth Goldman Sachs stays bullish as merger termination removes dilution risk and refocuses execution on organic growth and continued upside. 🔹 Follow for more analyst insights on other tickers.

Nice R/R spot for $ESI LATENT EQUITY | DESK NOTE ──────────────────────────────── ▶ ESI Element Solutions Inc 01 Oct 2026 WHY OWN IT • Q2 net sales $978M (+15% organic) and adjusted EBITDA $184M (+35%) at a 27.8% margin, with FY26 adjusted EBITDA guidance raised to $690–710M. • AI is the growth engine: Electronics +20% organic, Circuitry growth "primarily due to continued AI and data center investment," and Semiconductor Solutions +31% organic on advanced-packaging plating demand. • The selloff was deal premium, not the business: the Solstice merger (~$50/share implied) was terminated Aug 27 with no fees, and management said momentum "continues unabated and in-line with our guidance." The stock is ~26% below its June closing high. • Setup: our 200-day pullback flag fired Sep 30, with the low testing the rising 200-day ($35.75) and the close holding at $36.28. It's a reclaim after 14 closes below the 200-day in September, so valid but young; the 50-day is falling into it.

$ESI fear being spread to keep stocks down while the billionaires load the boat. Once everyone figures out the data center build out is happening regardless of the fear being spread they will realize they should have bought this.