Analysts have modestly reduced Huntsman's fair value estimate from $14.31 to $14.25 per share, a 0.4% cut, while shifting focus to the proposed merger of equals with Olin. Mizuho upgraded Huntsman to Neutral from Underperform and raised its price target to $14 from $10, citing the combined company's more balanced profile, while Deutsche Bank lifted its target to $15 from $14 on methylene diphenyl diisocyanate market conditions. The updated valuation reflects a net profit margin adjustment to 9.10% from 9.04%, a future P/E move to 5.47x from 5.55x, and a discount rate reduction to 8.74% from 8.87%, with revenue growth held near 5.17%. Analysts note potential complementarity between Olin's U.S. gas-advantaged chlorine, caustic and ethylene position and Huntsman's differentiated downstream polyurethane and epoxy businesses, though Neutral ratings signal balanced risks around merger execution and commodity exposure.
Huntsman CorporationAnalysts trim fair value slightly and upgrade to Neutral, with mixed views on merger and commodity exposure.
Olin CorporationMerger with Huntsman noted as potentially complementary, but ratings neutral on execution and commodity risks.
Deutsche Bank Aktiengesellschaft