Added to YB: 2026-03-13
Pitch date: 2026-01-15
HUN [bullish]
Huntsman Corporation
+26.32%
current return
Author Info
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Company Info
Huntsman Corporation manufactures and sells diversified organic chemical products worldwide. The company operates in three segments: Polyurethanes, Performance Products, and Advanced Materials.
Market Cap
$2.4B
Pitch Price
$11.94
Price Target
18.00 (+19%)
Dividend
2.53%
EV/EBITDA
14.05
P/E
-7.35
EV/Sales
0.84
Sector
Chemicals
Category
turnaround
Huntsman Corporation - $HUN
HUN: MDI cyclical trough nearing inflection as BASF's 150kt US capacity absorbed H1 2026, Chinese imports blocked by antidumping duties. Q3 rev $956M Polyurethanes (65% rev), $246M Performance Products, $265M Advanced Materials. $100M cost cuts executed, dividend slashed $172M→$46M. Structural growth in aerospace (Araldite resin) & semis (E-GRADE purification) masks MDI weakness. 2027 $450M EBITDA at 10x = $18/share (+52%); bull case $700M = $35+. 5.4x debt/EBITDA, no near maturities. Upside from housing recovery, EU shutdowns.
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