ALB Albemarle Corporation

bullish · high conviction SHIFT track record → $203.52 +5.17 (+2.6%)
Mkt Cap $23B 52wk $53.70 - $215.71 1h ago
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We disagree with Wall Street. Analyst consensus: bearish. Our position: bullish. Check the factor breakdown for details.
Insider selling: $5,044,445 sold by 21 insiders (30d)
Est. revisions: +33.4% (4 up, 1 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +3.6)

Factor Model

net +3.6 5.8 / 10
Est. Revisions
+1.0
Insider Activity
+0.0
Momentum
+0.9
Analyst Rev.
+0.8
Narrative Gap
+0.0

Truist raises Albemarle target to $245

Watch: Watch Albemarle's next earnings and lithium price trends to validate sustained momentum and earnings guidance.

Truist Securities raised Albemarle's price target from $210 to $245 on April 22, 2026, following earnings estimate raises for 2026 and 2027. Lithium prices remain strong due to demand outstripping supply from EV and grid storage sectors. Previous upgrades from $125 to $210 this year reflect sustained bullish momentum in the lithium market.

Strong lithium prices and raised earnings estimates set a bullish outlook for Albemarle's growth potential despite mixed analyst ratings and recent insider selling.

Our Trades

Full track record →
+57.3%

Long Call · Trail Blazer

7d · 2026-04-17
+75.0%

Long Call · Quick Draw

6d · 2026-04-16
+39.0%

Long Call · Quick Draw

7d · 2026-04-15
+21.5%

Long Call · True Believer

6d · 2026-04-13
+12.3%

Long Call · True Believer

3d · 2026-04-12

Evidence

2h ago Albemarle (ALB) Gets Truist Price Target Boost on Lithium Price Momentum yahoo-finance
Updated Saturday UBS main ALB: Buy → Buy
Updated Saturday Citigroup main ALB: Neutral → Neutral
Updated Saturday Truist Securities main ALB: Buy → Buy
Updated Friday Wells Fargo main ALB: Equal-Weight → Equal-Weight
Updated Thursday Mizuho main ALB: Neutral → Neutral
16d ago RBC Capital main ALB: Outperform → Outperform
18d ago Truist Securities main ALB: Buy → Buy
7 older signals
18d ago Citigroup main ALB: Neutral → Neutral
19d ago B of A Securities main ALB: Buy → Buy
23d ago Baird down ALB: Outperform → Neutral
26d ago Insider buy by WOLFF ALEJANDRO DANIEL (ALB): $17,869
34d ago Albemarle (ALB) Could Benefit from Major U.S.-Led Supply Chain Initiative
46d ago Albemarle Corporation (ALB) Seen as a High-Upside Bet in the Lithium Market
59d ago Albemarle (ALB) Q4 Sales Rise 16% to $1.4B on Strong Volume Growth
Fundamentals & Data ▾
Albemarle Corporation Basic Materials · Specialty Chemicals
Mkt Cap
$23B
Beta
1.36
Div Yield
83.00%
52w Range
$53.70 - $215.71
Short Interest
40,363 0.04%
Days to Cover
0.0 -2%
Technicals mixed
vs 20d MA
+4.6%
from 52w Hi
-5.6%
Vol (20d)
80%
1w return
+5.0%
1m return
+18.1%
Vol ratio
1.1x
Insiders
selling 0B / 3S
Analysts
bearish 0 up / 1 down
EPS Estimate
$2.74 +33.4% 30d 4up / 1dn
Est. Dispersion
44% 12 analysts
Analyst Target
$209 $83 - $264
Options P/C
0.39 1C / 0P unusual
Insider Cluster
strong sell 1B / 7S
Fund Convergence
strong Citadel, Two Sigma, Renaissance, D.E. Shaw
Financials
Revenue
$1.4B +16% YoY
FCF
$233M
Gross Margin
14%
Op Margin
2%
Momentum: accelerating
Top Holders
Citadel $948M
Two Sigma $87M
Renaissance $58M
D.E. Shaw $3M
Recent Filings & Data
insider trade 70
net selling · $5,044,445 sold · $17,869 bought
21 insiders · 70 transactions (30d)
Recent transactions
NORRIS ERIC S. · sell · $941,741
WOLFF ALEJANDRO DANIEL · award
MASTERS JERRY KENT JR. · other · $5,000,258
MASTERS JERRY KENT JR. · sell · $2,012,688
LABAUVE DONALD J JR · award
NORRIS ERIC S. · award
SHEOREY NEAL RAVI · award
LIMA CYNTHIA RENEE · award
ANDERSON MELISSA HANFT · award
MASTERS JERRY KENT JR. · award
MUMMERT MARK RICHARD · award
KRUPA ANDER C · award
GAGARINAS AUTUMN M · award
LABAUVE DONALD J JR · award · $266,696
NORRIS ERIC S. · award · $333,984
LIMA CYNTHIA RENEE · award · $27,185
ANDERSON MELISSA HANFT · award · $208,786
MASTERS JERRY KENT JR. · award · $1,670,288
MUMMERT MARK RICHARD · award · $67,684
COLLINS MICHELLE T. · award
KRUPA ANDER C · award · $31,993
GAGARINAS AUTUMN M · award · $35,876
ANDERSON MELISSA HANFT · other
STEINER GERALD A · other
ANDERSON MELISSA HANFT · sell · $1,384,004
WOLFF ALEJANDRO DANIEL · award
SHEOREY NEAL RAVI · other
KRUPA ANDER C · sell · $18,060
KRUPA ANDER C · sell · $11,020
WOLFF ALEJANDRO DANIEL · buy · $17,869
KRUPA ANDER C · award
WOLFF ALEJANDRO DANIEL · award
O CONNELL DIARMUID B · award
CRAMER RALF HANS · award
OBRIEN JAMES J · award
SEAVERS DEAN · award
BRLAS MARY LAURIE · award
STEINER GERALD A · award
MINOR GLENDA J · award
LABAUVE DONALD J JR · other
LABAUVE DONALD J JR · award
JOHNSON NETHA N · other
JOHNSON NETHA N · award
NORRIS ERIC S. · other
NORRIS ERIC S. · award
SHEOREY NEAL RAVI · award
LIMA CYNTHIA RENEE · award
ANDERSON MELISSA HANFT · award
MASTERS JERRY KENT JR. · other
MASTERS JERRY KENT JR. · award
MUMMERT MARK RICHARD · other
MUMMERT MARK RICHARD · award
GRANT STACY GOTO · award
JOHNSON NETHA N · other
NORRIS ERIC S. · other
ANDERSON MELISSA HANFT · other
MASTERS JERRY KENT JR. · other
MASTERS JERRY KENT JR. · sell · $255,328
JOHNSON NETHA N · sell · $112,403
SHEOREY NEAL RAVI · other
WOLFF ALEJANDRO DANIEL · award
O CONNELL DIARMUID B · award
CRAMER RALF HANS · award
OBRIEN JAMES J · award
SEAVERS DEAN · award
BRLAS MARY LAURIE · award
STEINER GERALD A · award
MINOR GLENDA J · award
MUMMERT MARK RICHARD · sell · $114,250
BARICHIVICH JOHN CLARENCE III · sell · $194,951
analyst rating 1
Baird down → Neutral 23d ago
15 signals · latest 2h ago

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