Solstice Advanced MaterialsSOLSBUY ON WEAKNESSJul 06, 2026Stock price when the opinion was issued
It spun off from Honeywell last October. Today, it reported a slight sales and adjusted earnings beats, though net income slightly missed and did not raise its full-year forecast. Shares are up 64% this year. Electronic materials, nuclear and refrigerants are all up. It's the only nuclear stock that makes money.
They will merge with Element Solutions, but the market doesn't like the deal, and shares fell 15% today. The merger is smart, and now is a buying opportunity.