Here's Why You Should Hold ESI Stock in Your Portfolio Now

Element Solutions gains from AI-driven demand and operational efficiencies, but inflation, tariffs and uneven industrial demand pose risks.

Zacks Investment Research • Sep 10, 2026

Independent Again, Element Solutions Is Leveraged To DC And Electrification Growth

Element Solutions Inc. remains a well-placed, strategic "picks and shovels" play on data center CapEx and electrification trends. ESI's growth is driven by strong data center demand, enterprise customer mix shift, and increasing content with enterprise customers across industries. Despite the abandoned Solstice merger, ESI maintains robust market positioning and its target of 100bp-200bp of underlying market outgrowth could prove conservative.

Seeking Alpha • Sep 3, 2026

Element Solutions: The Merger Was Noise, The Case Still Stands

Element Solutions (ESI) remains a Strong Buy as robust momentum and Micromax integration drive higher margins despite recent share price weakness. Q2 revenue surged 56% YoY, with Micromax contributing $128.6M and core organic growth at 35.8%, validating ESI's premium valuation. Adjusted EBITDA guidance was raised to $690–$710M for the year, reflecting strong demand from AI/data center trends and resilient recurring revenue.

Seeking Alpha • Aug 29, 2026

Element Solutions & Solstice Mutually End Merger Agreement

ESI and Solstice end their merger after shareholder feedback, allowing ESI to refocus on growth and capital allocation.

Zacks Investment Research • Aug 28, 2026

Element Solutions Announces Mutual Termination of Merger Agreement with Solstice Advanced Materials

MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE: ESI) (“Element Solutions” or the “Company”), a global and diversified specialty chemicals technology company, today announced that the merger agreement between Element Solutions and Solstice Advanced Materials Inc. (“Solstice”) has been mutually terminated. Chairman Ian G.H. Ashken commented, “While the strategic and financial rationale of the proposed transaction was compelling, based on constructive feedback from our shareholders and discus.

Business Wire • Aug 27, 2026

Solstice, Element terminate $14.5 billion merger deal

Honeywell spinoff ​Solstice is shelving its $14.5 billion deal to ‌buy Element Solutions , the companies said on Thursday, scrapping a merger that would have created a major ​supplier of chemicals for semiconductor manufacturing.

Reuters • Aug 27, 2026

Solstice Advanced Materials, Element Solutions Cancel Deal After Shareholder Feedback

The deal would have seen Solstice, a maker of refrigerants and advanced materials, buy specialty-chemicals maker Element for more than $12 billion in cash and stock.

WSJ • Aug 27, 2026

Solstice Advanced Materials Announces Mutual Termination of Merger Agreement with Element Solutions

Board of Directors Authorizes $500 Million Share Repurchase Program Company Affirms Third Quarter and Full-Year 2026 Guidance MORRIS PLAINS, N.J., Aug. 27, 2026 /PRNewswire/ -- Solstice Advanced Materials Inc. (Nasdaq: SOLS) ("Solstice"), a global leader in high-performance specialty materials, today announced that Solstice and Element Solutions Inc. (NYSE: ESI) ("Element") have entered into an agreement to terminate their previously announced agreement for Solstice to acquire Element.

PRNewsWire • Aug 27, 2026

Why Is Element Solutions (ESI) Down 2.7% Since Last Earnings Report?

Element Solutions (ESI) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Aug 26, 2026

Element Solutions Inc Declares Q3 Dividend of $0.08 Per Share

MIAMI--(BUSINESS WIRE)--Element Solutions Inc (NYSE: ESI) announced today that its board has declared a quarterly cash dividend of $0.08 per share of the company's common stock. The declared dividend will be paid on September 15, 2026, to stockholders of record as of the close of business on September 1, 2026. About Element Solutions Inc Element Solutions Inc is a leading global specialty chemicals technology company whose businesses supply a broad range of solutions that enhance the performanc.

Business Wire • Aug 14, 2026