
Albemarle (ALB) Stock Forecast & Price Target
Albemarle (ALB) Analyst Ratings
Bulls say
Albemarle's positive outlook is supported by the significant growth in electric vehicle (EV) sales, which surged 30% year-over-year (y/y) and 8% month-over-month (m/m) in June, reflecting robust demand for lithium essential for battery production. Furthermore, during the first half of 2025, EV sales in Europe rose 22% y/y, indicating a strong market trajectory amid increasing electrification trends. Concurrently, Chinese EV sales accelerated by 33%, underscoring global demand dynamics that favor Albemarle's position as a leading lithium producer, particularly as electric vehicle adoption continues to rise across key markets.
Bears say
Albemarle's outlook is negatively impacted by a revision in management's forecast, indicating that approximately 45% of FY25 lithium volumes are now expected to be sold under long-term agreements (LTAs), a decrease attributed to increased sales in China not governed by these contracts. Additionally, the forecast for electric vehicle (EV) sales in China indicates a slowdown, with year-to-date growth projected to decline significantly from previous expectations, which could exacerbate elevated inventories and impact overall demand for lithium. Lastly, the company faces ongoing pressure from external pricing dynamics, as while spot prices in China may have stabilized, premium pricing conditions outside China suggest potential declines and a continued decrease in the price of spodumene feedstock in the near term.
This aggregate rating is based on analysts' research of Albemarle and is not a guaranteed prediction by Public.com or investment advice.
Albemarle (ALB) Analyst Forecast & Price Prediction
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