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Albemarle Corporation

ALB Basic Materials Unknown Updated August 01, 2026
$117.68
52W $64.95 – $221.00
54/100
$13.87B
-34.6
1.35
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
+16.4%
-4.8%
3.41:1
Contested

Is ALB Bullish or Bearish?

Mixed. Innellis AI committee rates Albemarle Corporation (ALB) Watch with a composite score of 54/100 , based on 7 analysts with 43% agreement. Last updated August 01, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +6.05 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -13.95 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — market regime is bullish (bull market -- normal position sizing). Risk Analyst remains cautious — bollinger bandwidth of 20.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.35 means this name should amplify a favorable market regime — Macro
Bear Case
  • ROE of only -2.4% -- cheap may mean cheap for a reason — Value
  • Price structure making lower highs and lower lows — Technical
  • Bollinger bandwidth of 20.3% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 01, 2026
Overall Committee Score
54/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 61%
of 54 Basic Materials peers
Value Analyst neutral
52 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− ROE of only -2.4% -- cheap may mean cheap for a reason
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
52 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 20.3% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2535.03)
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Investment Thesis Evolution

Committee score moved marginally from 52.2 to 54.0.

Analyst-level changes:
  • Macro Analyst: stance neutral->bullish; score 58->70 (+12).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).

Comparing 2026-07-31 to 2026-08-01 (1 day apart).

Technical Analysis

RSI (14)
42.3
Neutral
MACD Histogram
1.185
Bullish Momentum
Trend Direction
Downtrend
Weekly: Sideways
Market Structure
Mixed
Support
$112.03
Resistance
$136.92
Bollinger %B
0.34
Inside Bands
Price vs Moving Averages
EMA 9
$117.33 Above
EMA 21
$123.70 Below
EMA 50
$139.68 Below
EMA 200
$144.94 Below

Fundamental Analysis

Valuation
100
Growth
85
Profitability
0
Financial Health
100
Cash Flow
36
Valuation
P/E Ratio -34.6×
P/B Ratio 1.41×
PEG Ratio 0.06
Dividend Yield 0.01%
52W High $221.00
52W Low $64.95
Quality & Growth
ROE -5.4%
ROA -3.1%
Gross Margin 18.5%
Operating Margin 5.5%
Revenue Growth YoY
Debt / Equity 0.19
AI Fundamental Assessment
P/E ratio of -34.6 (inexpensive relative to a 15-40x range); Price-to-book of 1.4x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.1%; Return on assets of -0.0%; Net margin of -0.0%; Gross margin of 0.2%; Current ratio of 2.07 (healthy short-term liquidity); Debt-to-equity of 0.19; Free cash flow margin of 0.5% (thin cash generation); Free cash flow per share is positive (4.90); Most recent quarter beat estimates by 166.8%; EPS growth accelerating (-178.9% -> +656.6% QoQ); Analyst estimates rising over recent quarters
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Explore ALB Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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