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SOLS

SOLS

SOLS
$61.53USD↓-0.05%-0.03 today

MARKET CAP

9.8B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$61 – $63

52W RANGE

$0
$91

AI Summary

Stalk
Sell NowMedium

SOLS has failed to reclaim key moving averages after a sharp distribution drop and continues to reject resistance at the 9-, 20-, and 50-day EMAs. The medium-term structure remains bearish with no active bullish patterns or oversold signals, and short-term momentum is negative. Selling into rallies around the EMA zone and downward trendline remains the preferred execution posture until structural repair becomes evident.

  • ↑Q2 2026 net sales of $1.148B (+11% YoY) driven by nuclear & electronic materials.
  • ↑2026 adjusted EBITDA guidance of $1.035–1.055B targeting mid-30% margins.
  • ↓Weak profitability metrics despite growth raise efficiency concerns.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Solstice Advanced Materials (NASDAQ: SOLS) is an emerging leader in the specialty materials sector, particularly focused on high-performance solutions in nuclear energy, electronic materials, refrigerants, and healthcare packaging. Recently spun off from Honeywell, the company seeks to leverage its advanced technological capabilities and operational expertise to capture significant market opportunities driven by the growing demand in sectors like alternative energy and semiconductor manufacturing. Solstice is strategically positioned to benefit from ongoing transitions in regulatory frameworks, particularly concerning refrigerants, as well as increasing investments in nuclear and high-tech applications.

Bull says

  • ↑Q2 2026 net sales of $1.148B (+11% YoY) driven by nuclear & electronic materials.
  • ↑2026 adjusted EBITDA guidance of $1.035–1.055B targeting mid-30% margins.
  • ↑Refrigerants sales rose 12% YoY; increasing HFO mix to ~80% boosts margins.
  • ↑Planned CapEx of $420–440M for electronic materials and nuclear capacity expansion.
  • ↑Strong momentum and positive analyst revisions support bullish sentiment and trading liquidity.

Bear says

  • ↓Weak profitability metrics despite growth raise efficiency concerns.
  • ↓~$30M revenue headwind from nuclear product loan transition compresses margins.
  • ↓Low earnings yield and weak growth factors hint at potential overvaluation.
  • ↓High CapEx reliance ($420–440M) may strain flexibility if demand lags.
  • ↓Rising input costs, especially sulfur, risk further margin compression.
  • ↓Geopolitical and segment volatility (healthcare packaging, refrigerants) could dent performance.

Investment themes with SOLS

Lin↓ -2.55%

MU · GLW · VRT

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 08-21-2026neutral

Transcript signals

Bull points

  • our refrigerants business experienced a significant increase in demand for our low global warming potential refrigerants for stationary applications due to the ongoing regulatory transition towards next-generation HFO solutions.
  • we remain focused on driving LGWP solutions and on continuing our strong operational execution to ensure we are well positioned to serve our customers upon a return to more normalized demand in key end markets.
  • 12% during the quarter to $2.2 billion as of September 30th.

Bear points

  • $243 million in adjusted EBITDA for the third quarter of 2025, down 3% year over year, and adjusted EBITDA margin of 35.4%, down 431 basis points year over year.
  • $175 million, down 3% year over year.
  • $49 million, down 14% year over year.
Read full transcript analysis ›