Added to YB: 2026-07-14
Pitch date: 2026-07-10
SOLS [bullish]
Solstice Advanced Materials, Inc.
-1.74%
current return
Author Info
Company Info
Solstice Advanced Materials, Inc. operates as a specialty chemicals and advanced materials company in the United States and internationally.
Market Cap
$9.7B
Pitch Price
$62.14
Price Target
95.00
Dividend
0.49%
EV/EBITDA
12.05
P/E
52.34
EV/Sales
2.89
Sector
Chemicals
Category
special_situation
Solstice and Element? Buy the dislocation (SOLS)
SOLS: Post-merger w/ Element Solutions (ESI) creates domestic advanced packaging juggernaut riding AI chiplet demand (high-teens growth to 2030). Shares dislocated from ~$80 to low $60s on nuclear holders dumping, arb shorting, high multiple concerns. Now ~13.5x FY25 EBITDA vs peers 20x+. $180M synergies, better margins/growth. At 18x = $95 target, ~53% upside; S&P 500 inclusion catalyst if back to high $70s. Author sold pre-merger, now short ITM puts.
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