Piper Sandler cuts AdvanSix price target to $35, maintains overweight

Published 18/03/2025, 15:36
Piper Sandler cuts AdvanSix price target to $35, maintains overweight

On Tuesday, Piper Sandler adjusted the price target for AdvanSix (NYSE:ASIX) stock, decreasing it to $35 from the previous $39, while retaining an Overweight rating on the shares. With the stock currently trading at $23.48, analysts see significant upside potential, with targets ranging from $35 to $40. The revision follows the company’s release of its fourth-quarter and full-year 2024 earnings, as well as the new guidance for 2025 provided by AdvanSix. The firm’s analysts have also incorporated their channel checks and estimates for the years 2025 and 2026 into their valuation model.

The report from Piper Sandler acknowledges a significant year-over-year increase in EBITDA for AdvanSix in 2025, driven by strong contributions from ammonium sulfate (AS) and acetone sales. These products are expected to continue bolstering earnings in the future. According to InvestingPro data, the company maintains a fair financial health score of 2.28, with particularly strong profit metrics. Other chemical intermediates, such as nylon, caprolactam, and amines, are projected to offer a more modest upside, reflecting the subdued economic growth in the U.S. and globally.

Despite the positive outlook on EBITDA growth, the price target reduction to $35 per share is attributed to a slight decrease in earnings projections through 2026. Nevertheless, AdvanSix’s adjusted EBITDA is anticipated to surge to $223 million in 2025, up from $142 million in 2024, marking a substantial improvement. The company’s management has been actively supporting the stock through share buybacks, as highlighted in InvestingPro’s analysis, which offers 8 additional key insights about the company’s performance.

The analysis by Piper Sandler emphasizes the expected earnings strength of AdvanSix, particularly in the production of AS and acetone, which are seen as key drivers for the company’s financial performance in the coming year. The maintained Overweight rating suggests that the firm still views the stock as a favorable investment despite the revised price target.

Investors are likely to monitor AdvanSix’s stock performance closely in light of these updates, considering Piper Sandler’s projections and the company’s strategic position within the chemical intermediates market.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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