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Investor Insights

This summary was created by AI, based on 6 opinions in the last 12 months.

The experts have mixed opinions on Albemarle Corp, with concerns about the volatility of lithium prices, the readiness of the EV market, and the company's investment prospects. While some believe that economic stimulus in China will support lithium prices, others are wary of the company's share price collapse and the capital-intensive nature of the industry. Overall, there is uncertainty about the immediate future of the company and the lithium sector as a whole.

Consensus
Mixed
Valuation
Fair Value
BUY
Albemarle Corp

Lithium prices are -55% the past year. This is about China, which has the worst GDP throughput to earnings; GDP doesn't enhance earnings. However, commodity prices do. China amounts to 60% of all EV sales. If economic stimulus continues there, it will put a floor under lithium prices.

Mining
DON'T BUY
Albemarle Corp

The EVs market isn't ready yet; there aren't enough charging stations.

Mining
DON'T BUY
Albemarle Corp

Very tough business to predict. Collapse of share price very hard to understand. Capital intensive industry with risky bets. Lithium excitement got ahead of the market. However, in fact, there is lots of Lithium in North America. Unless company is low cost producer, not a good investment. 

Mining
DON'T BUY
Albemarle Corp

Not bullish. Lithium sector tough. 

Mining
BUY
Albemarle Corp

The energy transition from fossil to renewable takes time. That's the reality. There's plenty of lithium in the world, but how quickly can we get it to market? The market was surprised by how quickly brine mining in Chile. Also, people aren't buying EV's as quickly as the market expected. Lithium is close to the bottom, so the risk/reward looks good.

Mining
BUY ON WEAKNESS
Albemarle Corp

Lithium prices have plunged. She will add to her position but not until lithium stabilizes. Commodity weakness is already built into the lithium stocks.

Mining
RISKY
Albemarle Corp

Lithium exposure good for investors. Speculative investment given nature of commodities. Don't get over exposed. Balance in portfolio. 

Mining
SELL
Albemarle Corp

There's lithium everywhere. It's going to be an opportunity for EVs. But if you look at the price of a giant like ALB, the shares have come down, and that's just gravity taking hold of high valuations. If you need to sell, sell. Restructuring restricted share trading earlier this week.

Mining
BUY
Albemarle Corp

They'll move 1.9 million metric tons (of lithium) this year, and 3.7 by 2030. It bounced off $185 and is a great entry point here.

Mining
BUY ON WEAKNESS
Albemarle Corp

Lithium is notoriously volatile and has been down because Wall Street has fallen out of love with EVs. But this remains a major growth area. Recently they reported a strong quarter and hugely raised their full-year forecast. He believes in lithium and EVs long term. Sell into strength and buy on weakness, like now.

Mining
PARTIAL BUY
Albemarle Corp

It can be a volatile stock and frustrating, because it's tied to the price of lithium. Long-term, though, demand should be fine with it tripling by 2030. Hang on if you own it.

Mining
PAST TOP PICK
Albemarle Corp
(A Top Pick Oct 04/22, Down 23%)

They have lithium deposits in Chile and the US, so are sensitive to lithium price movements. That's why he sold last spring.

Mining
DON'T BUY
Albemarle Corp
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Lithium prices are adjusting; China prices in particular are contracting. 
Price was $33,400/ton last week, but futures for August are priced at $23,000. 
ALB in particular got downgraded today by Bank of America, with target price going from $262 to $195.  
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Mining
BUY
Albemarle Corp
Allan Tong’s Discover Picks

UBS predicts EV sales will rise 30-35% in China this year. If this trend holds true, then China’s demand should offset any weakness in lithium prices. Also, Albemarle’s PE of 11.24x now has risen from 9.4x to start the year, but is historically reasonable considering the media average over five years is 30.85x. Read: PDAC special: minerals for our full analysis.

Mining
BUY
Albemarle Corp

Just bought it. They own some of the cheapest lithium in the world. They're restructuring their contracts this year, which should boost prices by 25%. It's a long-term global story because EV sales continue to grow. ALB is increasing capacity over the next 8 years.

Mining
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Albemarle Corp(ALB-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 6

Stockchase rating for Albemarle Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Albemarle Corp(ALB-N) Frequently Asked Questions

What is Albemarle Corp stock symbol?

Albemarle Corp is a American stock, trading under the symbol ALB-N on the New York Stock Exchange (ALB). It is usually referred to as NYSE:ALB or ALB-N

Is Albemarle Corp a buy or a sell?

In the last year, 6 stock analysts published opinions about ALB-N. 3 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Albemarle Corp.

Is Albemarle Corp a good investment or a top pick?

Albemarle Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for Albemarle Corp.

Why is Albemarle Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Albemarle Corp worth watching?

6 stock analysts on Stockchase covered Albemarle Corp In the last year. It is a trending stock that is worth watching.

What is Albemarle Corp stock price?

On 2024-12-04, Albemarle Corp (ALB-N) stock closed at a price of $102.6.