Solstice Advanced Materials, Inc (SOLS)

February 20, 2026 In Company Notes By Hassan I. Ahmed

Solstice Advanced Materials – From Spin Friction to Nuclear Flywheel; Raising TP to USD95

Key Points Adjusted 2026 run-rate EBITDA (~USD1.04bn) stronger than reported guidance suggests Differentiated nuclear conversion franchise (sole U.S. UF₆ producer) positions Solstice squarely in the U.S. nuclear buildout We rate SOLS shares Overweight...

February 11, 2026 In Company Notes By Hassan I. Ahmed

Solstice Advanced Materials – Q4 EBITDA Beat; Q1 EBITDA Guidance Above but 2026 Slightly Below Consensus; Raising TP to USD70

Key Points Q4’25 EBITDA beat on strong RAS sales growth Above consensus Q1’26 guidance but 2026 guidance slightly below consensus We rate SOLS shares Overweight with a revised-higher 12-month target price of USD70...

December 1, 2025 In Company Notes By Hassan I. Ahmed

Solstice Advanced Materials – Where AI, Nuclear, and Low-GWP Converge; Initiating at Overweight

Key Points Levered to some of the strongest multi-year growth vectors—AI data-center cooling, advanced semiconductors, LGWP refrigerants, and nuclear fuel conversion Above-market growth, leading margins, strong cash conversion, and a clean balance...

Solstice Advanced Materials, Inc (SOLS)

Solstice Advanced Materials – From Spin Friction to Nuclear Flywheel; Raising TP to USD95

Solstice Advanced Materials – Q4 EBITDA Beat; Q1 EBITDA Guidance Above but 2026 Slightly Below Consensus; Raising TP to USD70

Solstice Advanced Materials – Where AI, Nuclear, and Low-GWP Converge; Initiating at Overweight

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