Oppenheimer raises Albemarle stock price target to $109 on lithium demand

Published 31/07/2025, 18:22
Oppenheimer raises Albemarle stock price target to $109 on lithium demand

Investing.com - Oppenheimer has raised its price target on Albemarle (NYSE:ALB) to $109.00 from $107.00 while maintaining an Outperform rating on the lithium producer’s stock. The stock, currently trading at $68.44, has experienced significant volatility, with a notable 18% decline over the past week. According to InvestingPro analysis, Albemarle appears undervalued based on its Fair Value estimates.

The price target adjustment follows Albemarle’s strong quarterly results, though the company maintained its existing guidance rather than raising it.

Oppenheimer noted that investor concerns primarily center on whether changing geopolitical dynamics have created a temporary pull-in effect on lithium demand that might be followed by softening prices.

The research firm expressed confidence in ongoing demand strength, citing Chinese electric vehicle manufacturers gaining global market share and accelerating demand for stationary energy storage solutions.

Oppenheimer forecasts lithium demand growing faster than supply availability over the next 3-4 years, noting that current pricing does not support investment in new production capacity and increased regionalization could potentially intensify supply-demand mismatches.

In other recent news, Albemarle Corporation reported its second-quarter 2025 earnings, highlighting a significant revenue achievement. The company’s revenue reached $1.33 billion, surpassing the forecasted $1.22 billion by 9.02%. Despite this revenue success, Albemarle’s earnings per share (EPS) was $0.11, which missed the forecast of -$0.78, resulting in a surprise of -114.1%. These earnings results have drawn attention from investors, reflecting optimism despite the EPS shortfall. Albemarle’s performance in revenue indicates robust operational execution in the recent quarter. The developments have not gone unnoticed by analysts, who continue to monitor the company’s financial trajectory. As investors digest these figures, Albemarle remains a focal point in the market, with its recent earnings announcement providing key insights into its financial health.

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