Track market-moving stories before they get noisy

, /PRNewswire/ -- OGE Energy Corp. (NYSE: OGE) virtually held its 2026 Annual Meeting of Shareholders today, electing its board of directors and acting on a number of items.

Chairman, President and CEO Sean Trauschke opened the meeting by thanking shareholders for their continued investment and confidence in OGE Energy and recognizing the company's unique connection with its retail shareholders, many of whom both own shares and rely on OG&E's service every day as customers.

"We're delivering strong results today while making disciplined investments that position OGE Energy to meet growing demand with reliable, affordable power well into the future," said Chairman, President and CEO Sean Trauschke.

Trauschke highlighted the company's execution in 2025, including strong financial results and continued investment to support reliability and growing demand, while maintaining low rates and supporting economic growth across its service area. 

In voting announced at the meeting, OGE Energy shareholders:

Elected 8 members of the company's board of directors to one-year terms. They are: David L. Hauser, lead director, former chairman and chief executive officer of FairPoint Communications Inc. Frank A. Bozich, president and chief executive officer at Trinseo PLC Peter D. Clarke, former of-counsel and partner of Jones Day, a law firm Lyle G. Ganske, former of-counsel and partner of Jones Day, a law firm Cathy R. Gates, former assurance partner of Ernst & Young LLP David E. Rainbolt, chairman of BancFirst Corporation Sheila G. Talton, president and chief executive officer of Gray Matter Analytics Sean Trauschke, current chairman, president and chief executive officer of OGE Energy Corp. and OG&E Ratified the appointment of Ernst & Young LLP as the company's principal independent accountants for 2026; Approved, on an advisory basis, the compensation paid to named executive officers; Voted a majority in favor of the shareholder proposal regarding simple majority vote but received less than 80 percent of the outstanding votes required to implement the changes. Quarterly Dividend Declared
The OGE Energy board of directors also declared a third quarter dividend of $0.425 per common share of stock, to be paid July 31, 2026, to shareholders of record July 6, 2026. The dividend was unchanged from the previous quarter.

OGE Energy Corp. is the parent company of OG&E, a regulated electric company with approximately 915,000 customers in Oklahoma and western Arkansas.

This news release includes statements relating to future performance. These statements involve risks, uncertainties, and assumptions that are difficult to predict and may be outside the company's control. Factors that could affect actual results are listed in the reports filed by the Company with the Securities and Exchange Commission including those listed in Risk Factors in the Company's Form 10-K for the year ended December 31, 2025.

SOURCE OGE Energy Corp.

It has been about a month since the last earnings report for OGE Energy (OGE - Free Report) . Shares have added about 1.8% in that time frame, underperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is OGE Energy due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for OGE Energy Corporation before we dive into how investors and analysts have reacted as of late.

OGE Energy’s Q1 Earnings Match Estimates, Revenues Rise Y/Y

The company reported first-quarter 2026 earnings of 24 cents per share, down 22.6% from 31 cents in the year-ago period. The bottom line came in line with the Zacks Consensus Estimate.

OGE Energy’s RevenuesOGE’s operating revenues of $752.6 million increased 0.7% from $747.7 million recorded in the prior-year quarter. The top line missed the Zacks Consensus Estimate of $765 million by 1.7%.

OGE’s Operational HighlightsTotal sales in the reported quarter were 8 million megawatt-hours (MWh), down from 8.2 MWh in the prior-year quarter. The company’s customer count rose 0.7% to 915,232.

In the first quarter of 2026, the cost of fuel, purchased power and direct transmission increased 3.9% to $336.7 million from $324 million in the prior year.

Total operating expenses in the first quarter of 2026 rose 4.3% to $302.8 million, primarily driven by higher other operation and maintenance expenses.

Operating income totaled $113.1 million in the first quarter of 2026, down 15.2% from the year-ago level of $133.3 million.

Financial Highlights of OGEAs of March 31, 2026, OGE Energy had cash and cash equivalents of $0.2 million, nearly unchanged from the level reported at the end of 2025.

Long-term debt stood at $5.37 billion as of March 31, 2026, remaining largely stable compared with Dec. 31, 2025.

During the first three months of 2026, OGE generated cash from operating activities worth $187.6 million compared with the year-ago figure of $46.7 million.

OGE’s 2026 GuidanceThe company expects to generate earnings in the range of $2.38-$2.48 per share. The Zacks Consensus Estimate is pegged at $2.42, which is just below the midpoint of the company’s guided range.

How Have Estimates Been Moving Since Then?It turns out, estimates review have trended downward during the past month.

VGM ScoresAt this time, OGE Energy has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. However, the stock has a score of C on the value side, putting it in the middle 20% for value investors.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been broadly trending downward for the stock, and the magnitude of this revision indicates a downward shift. Notably, OGE Energy has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

Performance of an Industry PlayerOGE Energy is part of the Zacks Utility - Electric Power industry. Over the past month, PG&E (PCG - Free Report) , a stock from the same industry, has gained 1%. The company reported its results for the quarter ended March 2026 more than a month ago.

PG&E reported revenues of $6.88 billion in the last reported quarter, representing a year-over-year change of +15%. EPS of $0.43 for the same period compares with $0.33 a year ago.

For the current quarter, PG&E is expected to post earnings of $0.37 per share, indicating a change of +19.4% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for PG&E. Also, the stock has a VGM Score of B.

OGE is investing billions in grid upgrades and renewable capacity as rising data center demand boosts growth despite ongoing supply-chain risks.

Like much of the software-as-a-service (SaaS) sector, Appian (APPN +1.65%) has had a rough year. Shares of the business process automation company are down 33% year-to-date, falling in line with the rest of the software sector.

The market seems to believe it's vulnerable to competition from AI platforms like Anthropic as the stock fell sharply in late January on a broader sell-off over AI fears, and again in April after Anthropic announced its Mythos AI model, which it said was too powerful to release to the public.

Despite those concerns, Appian hasn't exhibited any weakness in its business. In fact, the company, which is leveraging AI as part of its cloud subscription platform, just reported one of its best quarters in years.

Image source: Getty Images.

Appian's Q1 Appian's total revenue rose 21% to $202.2 million, well ahead of the consensus at $191.8 million. Cloud subscription revenue was up 25% to $124.5 million.

The company's earlier cost-cutting and improved go-to-market efficiency also continued to pay off as adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose from $16.8 million to $26.6 million. It also reported a generally accepted accounting principles (GAAP) operating profit of $3.2 million. Adjusted earnings per share more than doubled from $0.13 to $0.27, easily beating the consensus at $0.18.

Appian AI is taking off and accelerating the business's growth, as nearly 40% of its customers have purchased AI-inclusive license tiers. Appian is landing and expanding deals with Fortune 500 companies and government agencies that need error-free AI for mission-critical applications.

CEO Matt Calkins also noted that, despite the popularity of vibe-coding, using AI alone to create mission-critical applications is not a viable strategy, as those applications need to be updated and supported through tools such as those that Appian provides.

Appian's solid first-quarter results led it to raise its full-year guidance, calling for revenue of $819 million-$831 million, up 13%-14%, and better than its earlier forecast of $801 million-$817 million. Given the first-quarter growth rate, that forecast is likely conservative.

On the bottom line, it now expects adjusted earnings per share of $0.94-$1.05, up from an earlier forecast of $0.82-$0.96. At the updated guidance, Appian now expects EPS to increase by roughly 60%, showing how far the business has come. Based on that guidance, the stock now trades at a forward P/E of just 23.

Today's Change

(

1.65

%) $

0.39

Current Price

$

24.03

Can Appian break through the software malaise? The biggest challenge for Appian as a stock may be overcoming the negative investor sentiment toward the software sector. As a small-cap stock, it may be particularly hard for the company to change investors' minds on its own.

In an interview with the Motley Fool, CEO Matt Calkins discussed this issue, saying that there's a lot of emotion in the market, adding, "Perception comes with time, and right now, there's a lot of emotion, but not a lot of perception."

Indeed, the pressure from AI start-ups is new, but at this point, Appian's valuation seems like it has compressed enough that that risk is baked in. The company also increased its share repurchase authorization from $50 million to $100 million and plans to execute that buyback this year, which could lower shares outstanding by 5%.

Before the earnings report, Morgan Stanley downgraded the stock to equal weight, noting that the environment for seat-based software models is challenged, and said Appian would need to deliver a sustained period of sales acceleration to overcome that headwind.

That seems to summarize the challenge facing both Appian and its software peers, but it may turn out to be more sentiment-driven, as CEO Calkins alluded to. If Appian can keep up its recent momentum and deliver more quarters like this one, the stock should eventually respond.

For the quarter ended March 2026, Appian (APPN - Free Report) reported revenue of $202.18 million, up 21.5% over the same period last year. EPS came in at $0.27, compared to $0.13 in the year-ago quarter.

The reported revenue represents a surprise of +5.79% over the Zacks Consensus Estimate of $191.12 million. With the consensus EPS estimate being $0.19, the EPS surprise was +45.95%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Appian performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Subscriptions gross margin: 85.7% versus the two-analyst average estimate of 87.2%.Professional services gross margin: 24.7% compared to the 26.9% average estimate based on two analysts.Revenue- Professional services: $41.87 million versus $36.85 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +30.5% change.Revenue- Subscriptions: $160.31 million versus $154.27 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +19.3% change.View all Key Company Metrics for Appian here>>>

Shares of Appian have returned +11.3% over the past month versus the Zacks S&P 500 composite's +11% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Key Takeaways APPN stock lost 19.2% post-Q1 as investors fixated on softer-than-expected Q2 outlook.APPN Q1: revenue $202.2M ( 21%); cloud subs $124.5M ( 25%); net ARR expansion 115%.APPN Q2 guide: revenue $191-$195M, adj. EBITDA $5-$8M; buyback authorization raised to $100M. Appian Corporation (APPN - Free Report) shares have come under pressure following the company’s first-quarter 2026 results released on May 7. APPN stock has plunged 19.2% since the earnings release, underperforming the Zacks Internet - Software industry’s 1.3% decline and lagging the S&P 500 Index and the broader Zacks Computer and Technology sector, both of which gained 0.3% during the same period.

APPN Price Performance (Post Q1 Release)

Image Source: Zacks Investment Research

Appian remains one of the leading players in low-code automation and enterprise process orchestration. The company is also increasingly positioning itself as a serious enterprise AI platform focused on regulated and mission-critical workflows. With improving margins and strong cloud subscription growth, could the recent decline prove attractive for investors willing to look beyond near-term volatility?

Weak Q2 Outlook Triggered the Selloff of APPN StockDespite the strong quarter, investors reacted negatively to Appian’s second-quarter guidance.
For the second quarter of 2026, Appian expects total revenues between $191 million and $195 million, implying year-over-year growth of 12-14%. The company also expects adjusted EBITDA between $5 million and $8 million, far below the first quarter’s level. Non-GAAP earnings per share are projected to be between a loss of 2 cents and a profit of 2 cents.

The weaker profitability outlook overshadowed the strong first-quarter 2026 performance. Management attributed part of the sequential margin pressure to seasonal marketing and event expenses in the second quarter.

Still, the guidance raised concerns about slowing momentum after Appian’s strong start to 2026. Investors also remain cautious about the broader software spending environment, especially for enterprise automation projects that can face longer sales cycles during uncertain macroeconomic conditions.

Another challenge is competition. The low-code and AI automation market remains highly competitive, with both large enterprise software vendors and niche automation specialists investing aggressively in AI capabilities. Appian must continue innovating to defend its market position and sustain growth. The company also remains GAAP unprofitable. While margins are improving, Appian continues to carry a sizable accumulated deficit and more than $238 million in total debt.

Strong Cloud Momentum Continues for APPN StockAppian delivered a strong first quarter. Total revenue increased 21% year over year to $202.2 million, while cloud subscriptions revenue rose 25% to $124.5 million. Total subscriptions revenue climbed 19% to $160.3 million.

The company’s AI-focused offerings continued to gain traction. Management noted that nearly 40% of customers have now adopted Appian’s AI-inclusive license tiers. Cloud net ARR expansion improved to 115% in the quarter from 112% a year ago, reflecting healthy customer expansion activity and successful upselling efforts.

Management highlighted strong momentum in Appian’s DocCenter product, which uses AI for enterprise document processing. According to the company, customers processed more document pages in the first quarter of 2026 than they did during all of 2025 combined.

The company also pointed to growing demand for AI-driven workflow automation in highly regulated industries such as insurance, healthcare, telecom and energy. Several large customers expanded deployments during the quarter, including a global oil and gas company that signed a seven-figure deal to automate invoice processing and procurement workflows using Appian’s AI-powered platform.

Another encouraging sign is the company’s growing traction in legacy modernization. Enterprises are increasingly looking to replace outdated software systems with modern AI-enabled platforms, and Appian believes this trend could become a major long-term growth driver. Management noted that a large European automotive manufacturer selected Appian as its core modernization platform and signed a seven-figure software deal during the quarter.

Margins and Cash Flow Are Moving Higher for APPN StockProfitability trends were also encouraging in the quarter. Appian reported adjusted EBITDA of $26.6 million, up significantly from $16.8 million in the prior-year quarter. Non-GAAP net income increased to $19.8 million from $9.8 million a year ago.

The company’s non-GAAP gross margin remained healthy at 74%, while subscription gross margin stood at 86%. Professional services gross margin improved to 29% from 25% a year ago, reflecting better utilization and operating leverage.

Cash generation also remained strong. Net cash provided by operating activities totaled $48.8 million during the first quarter compared with $45 million in the prior-year period. Cash, cash equivalents and investments increased to roughly $206 million as of March 31, 2026. Importantly, Appian expanded its share repurchase authorization from $50 million to $100 million, signaling confidence in its long-term outlook. The company already repurchased $21.8 million worth of stock during the quarter.

Management also emphasized that Appian’s go-to-market efficiency metric improved for the 11th straight quarter. The company appears to be balancing growth and profitability more effectively than in previous years.

Appian Faces Strong Competition in Enterprise AutomationThe enterprise automation and low-code market remains crowded, with several well-funded players competing aggressively for large enterprise customers.

Pegasystems Inc. (PEGA - Free Report) remains one of Appian’s biggest competitors in process automation and case management. Pegasystems has a strong presence in financial services and customer engagement workflows. Pegasystems continues investing heavily in AI-powered automation capabilities, making it a formidable rival in large enterprise accounts. Pegasystems also benefits from deep relationships with government and regulated-industry customers, an area where Appian is trying to expand further.

ServiceNow Inc. (NOW - Free Report) is another major competitor. ServiceNow has aggressively expanded beyond IT workflows into broader enterprise automation and AI-driven operations. ServiceNow’s large installed customer base and growing generative AI offerings make it one of the strongest competitive threats in workflow orchestration and enterprise productivity software. ServiceNow’s scale and ecosystem advantages remain difficult for smaller vendors to match.

Salesforce Inc. (CRM - Free Report) also competes with Appian through its low-code and AI automation initiatives. Salesforce continues to integrate AI capabilities across its enterprise software stack and expand automation tools for customer workflows. Salesforce benefits from its massive enterprise reach, while its AI investments continue attracting customers looking for unified workflow and customer engagement solutions.

Even with these competitive pressures, Appian continues to differentiate itself through process-centric AI automation, high-security deployments and strong workflow orchestration capabilities for regulated industries.

APPN Stock Looks Cheap Relative to Growth PotentialOne of the more attractive aspects of the current setup is valuation. APPN stock currently trades at 1.65X forward 12-month sales, well below the Zacks Internet - Software industry average of 3.68X.

APPN Valuation - P/E F12M

Image Source: Zacks Investment Research

Considering the company is expected to grow revenues 13.3% in 2026 and another 10.6% in 2027, the valuation appears relatively reasonable.

APPN Revenue Estimates

Image Source: Zacks Investment Research

Earnings expectations are also moving in the right direction. Over the past seven days, the Zacks Consensus Estimate for 2026 EPS increased to 94 cents from 89 cents. The estimate implies 54.1% year-over-year earnings growth. Meanwhile, 2027 EPS is projected to be $1.19, suggesting another 26.6% increase.

APPN EPS Estimate

Image Source: Zacks Investment Research

The company also raised its full-year guidance following the strong first quarter. Appian now expects 2026 total revenues between $819 million and $831 million and adjusted EBITDA between $97 million and $105 million.

Is APPN Stock a Buy After the Pullback?Appian’s post-earnings selloff appears driven more by near-term guidance concerns than deterioration in the company’s broader business fundamentals.

The company continues delivering strong cloud subscription growth, improving profitability and expanding enterprise AI adoption. Demand for AI-enabled process automation and legacy modernization also remains favorable. Meanwhile, Appian’s discounted valuation relative to the software industry provides some downside support.

Near-term risks remain. Slower second-quarter guidance, macro uncertainty and intense competition could continue pressuring investor sentiment. However, Appian’s improving execution, expanding AI traction and rising earnings estimates suggest that the long-term growth story remains intact.

With APPN currently carrying a Zacks Rank #1 (Strong Buy), the recent pullback may offer a favorable entry point for investors looking to gain exposure to enterprise AI automation and low-code software trends. You can see the complete list of today’s Zacks #1 Rank stocks here.

Is Appian The AI Play Investors Have Completely Missed?Appian NASDAQ: APPN executives used the company’s Investor Day 2026 in New York to frame the software maker as a provider of “complex process automation” for regulated industries and as a platform for making artificial intelligence more reliable in enterprise workflows.

Chief Financial Officer Serge Tanjga opened the event by saying Appian crossed the $700 million revenue mark last year, has 140 customers paying more than $1 million per year in software and expects to generate approximately $100 million in EBITDA this year. He said the company wants investors to leave with four points: Appian is mission-critical for customers, it is an “essential AI enabler,” it is improving sales efficiency and it has multiple ways to increase profitability per share.

Get Appian alerts:

Appian Emphasizes AI Within Deterministic Processes Beyond the Magnificent 7: Tech’s Rising StarsFounder and Chief Executive Officer Matt Calkins said Appian is a “worldwide leader in complex process automation” and argued that the company’s process technology gives it a differentiated role in enterprise AI. He described AI as powerful but probabilistic, meaning it can produce different answers to the same prompt, while Appian’s process layer is designed to add controls, validation, routing, auditability and human review.

“We don’t trust AI, but we know that if you put it in with all these restrictions, it’s going to give you a great output,” Calkins said. He said AI is most valuable in high-stakes processes when it is assigned narrow tasks, constrained actions and monitored outcomes.

UiPath: Has the Bar Been Set Too Low for This AI Robotic Leader?Calkins cited several customer examples, including a major financial services conglomerate using Appian for fraud management, a global pharmaceutical company using the platform for medicine quality control and a U.S. military branch using Appian for provisioning. He said Appian’s customer base includes seven of the world’s top 10 pharmaceutical companies, seven of the top 10 insurers, eight of the top 10 non-Chinese banks, all 15 U.S. government agencies, U.S. military agencies and governments in 20 countries.

On AI adoption, Calkins said 40% of Appian’s customer base is paying Appian for AI and said usage has grown sharply, with the first quarter exceeding all of 2025 combined. He highlighted Doc Center, Appian’s AI-powered document processing product, saying hundreds of organizations are using it.

Product Leaders Highlight Data Fabric, Agents and Modernization Sanat Joshi, executive vice president of product and innovations, said Appian’s platform is built around process orchestration, Appian Data Fabric, process intelligence and enterprise-grade security and scalability. He said the company’s Data Fabric creates a virtual layer over source systems, allowing processes and AI agents to read and write to systems of record while preserving access controls.

Joshi said Appian customers run billions of processes each month and require high levels of availability and security. He also said Appian recently launched Appian Government Cloud at Department of Defense Impact Level 5 and FedRAMP High, and was awarded a $500 million contract to do business with the U.S. Army.

Jake Rank, vice president of product management, said Appian uses AI in several ways, including individual AI tasks inside workflows, Doc Center for document processing and AI agents. He said Appian agents can use Data Fabric, process models, business rules and integrations while staying within governance controls. Rank also described Appian Composer, a spec-driven development tool designed to use AI to extract requirements from legacy systems, collaborate on application plans and generate Appian applications.

Customers Discuss Regulated Use Cases During a customer panel led by Marc Wilson, Appian’s chief executive ambassador, Scott Morris, chief technology officer of the National Association of Insurance Commissioners, said NAIC used Appian to replace a 20- to 25-year-old platform for insurance product and rate filings. Morris said Appian is helping automate intake and document classification, and that Doc Center is achieving about a 98% effective rate in classifying documents.

Bob LeBaron, senior vice president at Neuberger Berman, said the firm uses Appian for deal-closing workflows and fund and investor onboarding. He said Doc Center is being used to extract data from lengthy and varied subscription documents, with the goal of reducing human data entry and improving consistency in checks.

Keith Koharski, executive director and head of global development IT at Regeneron, said the pharmaceutical company uses Appian in study code development to bring together internal and third-party data across functions. He said Regeneron views AI through a hybrid approach and still relies on scientific debate and human decision-making in regulated processes.

PwC and Appian Discuss Legacy Modernization Dan Scott, a principal in PwC’s cloud and engineering practice, said PwC sees Appian as an application platform and said AI has increased interest in legacy modernization. Scott said customers are looking to move “end user computing,” including Access and Excel applications, into systems that can be made more useful with agents and workflow.

Scott said clients need more than coding tools, describing the need for an “AI stack” that includes knowledge management, ticketing, workflow, security controls and data governance. He said Appian’s combination of deterministic processes and agentic capabilities is creating new opportunities for PwC’s Appian practice.

Financial Outlook and Go-to-Market Changes Chief Revenue Officer Mark Dorsey said he has shifted Appian’s sales organization toward value-based selling, larger strategic deals and executive-level relationships. He said Appian sold more seven-figure deals last year than in any prior year in company history and has added senior sales talent from companies including Google, Adobe, IBM, Salesforce, Microsoft and ServiceNow.

Dorsey said the company is focused on pipeline, enablement, forecasting discipline and enterprise growth plans that allow large customers to expand usage across the organization. He said Appian is also exploring consumption-based pricing and using AI internally in sales processes.

Tanjga said Appian ended last year with more than $600 million in annual recurring revenue, with roughly 80% of ARR in the cloud. He said the company’s four major industry categories account for about 80% of ARR and that the number of customers spending more than $1 million annually with Appian has doubled over five years.

For 2026, Tanjga said Appian is forecasting $825 million in revenue at the midpoint of guidance, representing 13% growth, and about $100 million in EBITDA. He said Appian expects non-GAAP earnings per share of $1 at the midpoint, aided by revenue growth, margin expansion, lower interest expense and share repurchases. Tanjga also said Appian increased its buyback authorization from $50 million to $100 million after a strong start to the year.

About Appian NASDAQ: APPNAppian Corporation is a global technology company specializing in low-code automation platforms designed to streamline business processes. Founded in 1999 by Matt Calkins, the company provides an integrated suite of tools that enables organizations to build enterprise applications and workflows rapidly with minimal hand coding. The platform combines process management, robotic process automation (RPA), artificial intelligence (AI) capabilities and data integration into a single environment, allowing businesses to accelerate digital transformation initiatives.

The core offering, the Appian Low-Code Platform, empowers users—ranging from professional developers to business analysts—to visually model, design and deploy applications that can automate complex operations, orchestrate tasks across systems, and deliver real-time analytics.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Appian Right Now?Before you consider Appian, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Appian wasn't on the list.

While Appian currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Learn the basics of options trading and how to use them to boost returns and manage risk with this free report from MarketBeat. Click the link below to get your free copy.

Get This Free Report

Mark Dorsey, Chief Revenue Officer of Appian (APPN +1.65%), a low-code automation platform provider, reported the direct acquisition of 5,227 shares of Common Stock in multiple open-market transactions on May 13, 2026, according to the SEC Form 4 filing.

Transaction summaryMetricValueShares traded5,227Transaction value~$100,000Post-transaction shares (direct)13,993Post-transaction value (direct ownership)~$267,700Transaction and post-transaction values based on SEC Form 4 weighted average purchase price ($19.13).

Key questionsWhat is the significance of this transaction in the context of Mark Dorsey's historical activity at Appian?
This is the first open-market purchase by Dorsey in the disclosed history, marking a 59.63% increase in direct holdings, whereas all prior transactions were administrative with no change in economic exposure.How does the transaction price compare to recent pricing levels and the one-year share performance?
The weighted average purchase price of $19.13 per share was above the May 13, 2026 closing price, and the stock has declined 39.98% over the past year as of the transaction date.Were there any derivative or plan-based mechanics involved in this acquisition?
No options, derivatives, or indirect holdings were involved; the entire transaction was a direct open-market purchase with no indication of a pre-arranged trading plan.Company overviewMetricValueMarket capitalization$1.43 billionRevenue (TTM)$762.69 millionNet income (TTM)$0.89 million1-year price change(39.98%)* 1-year price change calculated using May 13, 2026 as the reference date.

Company snapshotAppian offers a low-code automation platform enabling customers to build forms, workflows, data structures, reports, and user interfaces, complemented by professional and customer support services.The company serves a diverse client base across financial services, government, life sciences, insurance, manufacturing, energy, healthcare, telecommunications, and transportation sectors.Appian operates at scale in the enterprise software market, providing a robust low-code automation platform designed to accelerate digital transformation for organizations.

The company’s strategy centers on enabling rapid application development and process automation, reducing the need for manual coding and increasing operational efficiency. Appian’s broad industry reach and focus on recurring revenue underpin its competitive positioning in the technology sector.

What this transaction means for investorsThe May 13 purchase of Appian shares by its Chief Revenue Officer, Mark Dorsey, suggests he is bullish on the stock. The company was one of the many software businesses that were caught up in a sell-off during the first quarter of 2026.

Wall Street became worried that artificial intelligence would replace software companies, such as Appian, leading to its stock falling to a 52-week low of $18.63 on May 14, the day after Dorsey’s purchase. It appears he felt shares had reached an attractive price level and bought.

Despite Wall Street’s fears, Appian’s business is doing well. It ended 2025 with revenue of $726.9 million, up from the prior year’s $617 million. The company expects 2026 sales to continue growing, forecasting between $819 million and $831 million.

With the fall in its share price, Appian’s price-to-sales ratio of two is around a low point for the past year. This suggests now is a good time to buy the stock.

Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool recommends Appian. The Motley Fool has a disclosure policy.

May 26, 2026 07:00 ET  | Source: Appian Corporation

MCLEAN, Va., May 26, 2026 (GLOBE NEWSWIRE) -- Appian (NASDAQ: APPN), today announced that Serge Tanjga, Chief Financial Officer, will present at the following upcoming conferences:

TD Cowen Technology, Media & Telecom Conference
Thursday, May 28, 2026
A fireside chat is scheduled for 1:50pm Eastern Time and will be webcast live at the following link: (https://event.summitcast.com/view/GSXkFLqLwmvLB7AnnUj3ti/guest_book?session_id=kC9mPwZXvHgRzkuDhxcPgo)

William Blair Growth Stock Conference
Tuesday, June 2, 2026
A presentation is scheduled for 2:40pm Central Time and will be webcast live at the following link: (https://event.summitcast.com/view/DTqswnj6gGSWZ7ywFcvpAo/guest_book?session_id=UpCgmNQGvBbw7QX5eHbEGc)

Replays of the fireside chat and presentation will be available for a limited time under the “News and Events” section of the Company’s investor relations website at http://investors.appian.com.

About Appian
Appian provides process automation technology. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We’ve been automating processes for 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN]

Investor Contact
[email protected]

Media Contact
Valerie Miller
Senior Manager, Media Relations North America
[email protected]

Appian Corporation maintains a Hold rating due to robust revenue growth but ongoing lack of steady profitability and negative equity. APPN's Q1 showed 25% YoY cloud subscription growth and 31% YoY professional services growth, with FY26 revenue guidance of 18–19%. Operating cash flow is recovering, debt is declining, and share buybacks are ongoing, yet competitive pressures and muted upside persist.

Survey finds agencies prioritizing governance, oversight, and operational efficiency as AI adoption matures.

, /PRNewswire/ -- Appian (Nasdaq: APPN) today announced findings from a new survey of 2,000 US public sector workers, revealing that government agencies are increasingly moving AI beyond experimentation and into operational use. More than one-third (37%) of respondents describe their agency's AI integration as advanced, with AI embedded in multiple mission-critical processes, while another 32% say AI deployment is actively developing. Only 6% report that AI has not yet been integrated into agency processes. At the same time, adoption is not without challenges. Fourteen percent of respondents report their agency is re-evaluating AI investments due to budget, staffing, or other concerns, while 12% cite a lack of ROI as a reason for reassessment.

The findings suggest public sector organizations are increasingly focused on applying AI to improve government operations, support mission delivery, and strengthen decision-making while establishing the governance foundations needed to scale adoption responsibly.

AI adoption expands across operational government functions

Among agencies moving AI into production, adoption is occurring across a broad range of operational functions. Nearly half (47%) of respondents report AI is already in production for workforce planning and HR operations, followed by investigations, compliance, and case management (45%), procurement and contract management (44%), grants management (43%), cybersecurity and threat detection (42%), and citizen service delivery (41%).

These survey results demonstrate that agencies are applying AI across functions that support day-to-day government operations, from internal workforce management to citizen-facing services.

Governance and oversight emerge as priorities for scaling AI

As AI adoption grows, agencies are placing significant emphasis on the governance structures needed to support responsible use. Nearly half of respondents identify data privacy and security (46%), compliance with laws and standards (45%), and human oversight and accountability (44%) as top responsible AI priorities. Transparency and auditability also rank highly, with 42% citing them as key considerations.

The survey also found that agencies are actively aligning AI initiatives with government requirements. Forty percent of respondents report their agency is fully aligned and actively reporting AI use cases in accordance with current government directives, while 54% say alignment efforts are underway and governance frameworks remain in development.

Operational efficiency remains a key focus for future AI investments

Looking ahead, agencies are prioritizing AI initiatives that improve mission performance and operational outcomes. Respondents identified improving operational efficiency in mission delivery or citizen services (40%), automating complex workflows based on context, data, and prior outcomes (38%), improving decision-making with data-driven insights (37%), and ensuring compliance and reducing risk (35%) as their top AI strategy priorities.

"Recent Harvard Business Review Analytic Services research found that organizations generate greater value from AI when it is integrated into workflows and operational systems," said Jason Adolf, Vice President, Global Public Sector at Appian. "This new public sector research shows government agencies increasingly putting that principle into practice. Agencies are applying AI across critical government functions while simultaneously investing in the governance, oversight, and accountability needed to support transparent and safe adoption at scale. The greatest opportunities for AI will come from connecting it to the processes that drive mission outcomes."

Methodology

Appian commissioned Censuswide to conduct an independent survey of 2,000 public sector workers in the United States between April 10 and April 28, 2026.

About Appian

Appian provides AI automation for mission-critical work. We automate complex processes in large enterprises and governments. Our platform is known for its unique reliability and scale. We've been automating processes for more than 25 years and understand enterprise operations like no one else. For more information, visit appian.com. [Nasdaq: APPN]

Follow Appian: LinkedIn, X (Twitter)

Forward-Looking Statements

This press release includes forward-looking statements. All statements contained in this press release other than statements of historical facts are forward-looking statements. The words "anticipate," "believe," "continue," "estimate," "expect," "intend," "may," "will," and similar expressions are intended to identify forward-looking statements. These forward-looking statements are subject to a number of risks and uncertainties, including the risks and uncertainties set forth in the "Risk Factors" section of Appian's most recent Annual Report on Form 10-K, quarterly reports on Form 10-Q, and other filings with the Securities and Exchange Commission. Appian is under no duty to update any of these forward-looking statements after the date of this press release to conform these statements to actual results or revised expectations, except as required by law.

SOURCE Appian

Key Takeaways Huntsman opened an expanded Hungary facility, boosting capacity for key specialty chemical applications.HUN is scaling JEFFCAT catalyst output to meet demand in energy-saving, low-emission products.The upgrade improves flexibility and supports next-gen product development with government backing. Huntsman Corporation (HUN - Free Report) celebrated the grand opening of its expanded Performance Products manufacturing facility in Petfurdo, Hungary. The site had begun its operations earlier this year. With the successful completion of this expansion, the company’s global production capacity stands enhanced with innovative technologies for the polyurethane, coatings, metalworking and electronics industries.

As Huntsman experiences JEFFCAT amine catalysts’ demand growth, this investment in its product portfolio supports industry efforts to save energy, lower emissions, and reduce odors in consumer products. The specialty chemicals are widely used in applications such as automobile seats, mattresses and energy-efficient building insulation. The investment is built on HUN’s legacy of commitment to sustainability, operational excellence and long-term value creation.

The upgraded facility improves manufacturing flexibility and enables the development of next-generation products, positioning the company to respond with speed, innovation and reliability. The project received support from the Hungarian government as a strong partnership to boost regional growth, highlighting the confidence of the community.

HUN’s stock has lost 26.8% over the past year compared with the industry’s 4.8% decline.

Image Source: Zacks Investment Research

HUN’s Zacks Rank & Key PicksHUN currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the Basic Materials space are Agnico Eagle Mines Limited (AEM - Free Report) , Compañía de Minas Buenaventura S.A.A. (BVN - Free Report) and Balchem Corporation (BCPC - Free Report) .

While AEM and BVN sport a Zacks Rank #1 (Strong Buy) each at present, BCPC carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for AEM’s 2026 earnings is pegged at $13.28 per share, indicating a rise of 60.39% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 10.77%. AEM’s shares have soared 86% over the past year.

The Zacks Consensus Estimate for BVN’s 2026 earnings is pinned at $3.88 per share, indicating a 17.58% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 80.4%. BVN’s shares have jumped 119.4% over the past year.

The Zacks Consensus Estimate for BCPC’s 2026 earnings is pinned at $5.47 per share, indicating a 6.2% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the four trailing quarters, while missing it in the remaining two.

Huntsman Corporation (NYSE: HUN - Get Free Report)'s share price fell 6.7% during mid-day trading on Friday. The stock traded as low as $10.76 and last traded at $10.7360. 1,145,207 shares changed hands during mid-day trading, a decline of 82% from the average session volume of 6,525,580 shares. The stock had previously closed at $11.51.

Posted by Defense World Staff on Apr 8th, 2026

Shares of Huntsman Corporation (NYSE:HUN – Get Free Report) have earned an average rating of “Reduce” from the fourteen research firms that are covering the stock, MarketBeat reports. Four analysts have rated the stock with a sell rating, eight have assigned a hold rating, one has issued a buy rating and one has given a strong buy rating to the company. The average 1-year price objective among analysts that have covered the stock in the last year is $12.4091.

Several research firms have recently issued reports on HUN. The Goldman Sachs Group reiterated a “sell” rating and issued a $13.00 price objective on shares of Huntsman in a report on Friday, February 20th. Weiss Ratings reiterated a “sell (d)” rating on shares of Huntsman in a report on Thursday, January 22nd. Mizuho increased their price objective on shares of Huntsman from $8.00 to $9.00 and gave the company an “underperform” rating in a report on Wednesday, February 18th. Wells Fargo & Company increased their target price on shares of Huntsman from $9.00 to $12.00 and gave the company an “equal weight” rating in a research note on Thursday, February 19th. Finally, Royal Bank Of Canada increased their target price on shares of Huntsman from $13.00 to $14.00 and gave the company a “sector perform” rating in a research note on Thursday, February 19th.

Read Our Latest Report on Huntsman

Institutional Trading of Huntsman Several institutional investors and hedge funds have recently added to or reduced their stakes in HUN. Strategic Advocates LLC acquired a new stake in Huntsman during the third quarter valued at approximately $27,000. SJS Investment Consulting Inc. acquired a new stake in shares of Huntsman during the third quarter valued at approximately $33,000. GAMMA Investing LLC raised its holdings in shares of Huntsman by 104.9% during the third quarter. GAMMA Investing LLC now owns 3,935 shares of the basic materials company’s stock valued at $35,000 after acquiring an additional 2,015 shares during the period. Strengthening Families & Communities LLC raised its holdings in shares of Huntsman by 2,182.0% during the third quarter. Strengthening Families & Communities LLC now owns 4,313 shares of the basic materials company’s stock valued at $39,000 after acquiring an additional 4,124 shares during the period. Finally, Bayforest Capital Ltd raised its holdings in shares of Huntsman by 986.0% during the third quarter. Bayforest Capital Ltd now owns 6,505 shares of the basic materials company’s stock valued at $58,000 after acquiring an additional 5,906 shares during the period. 84.81% of the stock is owned by institutional investors and hedge funds.

Huntsman Trading Up 5.5% Huntsman stock opened at $13.23 on Wednesday. The firm has a 50 day simple moving average of $12.45 and a 200-day simple moving average of $10.63. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.30 and a quick ratio of 0.78. The stock has a market capitalization of $2.30 billion, a PE ratio of -8.07 and a beta of 0.59. Huntsman has a 12-month low of $7.30 and a 12-month high of $14.38.

Huntsman (NYSE:HUN – Get Free Report) last posted its quarterly earnings data on Tuesday, February 17th. The basic materials company reported ($0.37) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.29) by ($0.08). The company had revenue of $1.36 billion during the quarter, compared to the consensus estimate of $1.34 billion. Huntsman had a negative net margin of 5.00% and a negative return on equity of 3.97%. The company’s revenue was down 6.7% on a year-over-year basis. During the same quarter last year, the business earned ($0.25) earnings per share. As a group, equities research analysts expect that Huntsman will post 0.32 EPS for the current fiscal year.

Huntsman Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 13th were paid a dividend of $0.0875 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $0.35 annualized dividend and a yield of 2.6%. Huntsman’s dividend payout ratio is currently -21.34%.

About Huntsman (Get Free Report)

Huntsman Corporation is a global manufacturer and marketer of specialty chemicals with headquarters in The Woodlands, Texas. Founded in 1970 by entrepreneur Jon Huntsman Sr., the company has grown through strategic acquisitions and organic expansion to establish a broad portfolio of products serving diverse end markets. Huntsman maintains a presence in more than 30 countries, operating manufacturing facilities across North America, Europe, Asia-Pacific, Latin America and the Middle East.

The company organizes its operations into several core business segments, including Polyurethanes, Performance Products, Advanced Materials, and Textile Effects.

Further Reading Five stocks we like better than Huntsman

Receive News & Ratings for Huntsman Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Huntsman and related companies with MarketBeat.com's FREE daily email newsletter.

« PREVIOUS HEADLINEReviewing Westlake Chemical Partners (NYSE:WLKP) and Givaudan (OTCMKTS:GVDNY)

NEXT HEADLINE »Stanley Black & Decker, Inc. (NYSE:SWK) Given Average Rating of “Hold” by Brokerages

Huntsman (NYSE:HUN – Get Free Report) and Air Products and Chemicals (NYSE:APD – Get Free Report) are both basic materials companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, valuation, risk and earnings.

Profitability This table compares Huntsman and Air Products and Chemicals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Huntsman -5.00% -3.97% -1.70% Air Products and Chemicals -2.73% 15.77% 6.75% Valuation and Earnings This table compares Huntsman and Air Products and Chemicals”s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Huntsman $5.68 billion 0.41 -$284.00 million ($1.64) -8.14 Air Products and Chemicals $12.04 billion 5.39 -$394.50 million ($1.51) -193.07 Huntsman has higher earnings, but lower revenue than Air Products and Chemicals. Air Products and Chemicals is trading at a lower price-to-earnings ratio than Huntsman, indicating that it is currently the more affordable of the two stocks.

Dividends Huntsman pays an annual dividend of $0.35 per share and has a dividend yield of 2.6%. Air Products and Chemicals pays an annual dividend of $7.24 per share and has a dividend yield of 2.5%. Huntsman pays out -21.3% of its earnings in the form of a dividend. Air Products and Chemicals pays out -479.5% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Huntsman has increased its dividend for 4 consecutive years and Air Products and Chemicals has increased its dividend for 43 consecutive years.

Institutional & Insider Ownership 84.8% of Huntsman shares are held by institutional investors. Comparatively, 81.7% of Air Products and Chemicals shares are held by institutional investors. 6.8% of Huntsman shares are held by insiders. Comparatively, 1.9% of Air Products and Chemicals shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Risk & Volatility Huntsman has a beta of 0.59, suggesting that its stock price is 41% less volatile than the S&P 500. Comparatively, Air Products and Chemicals has a beta of 0.8, suggesting that its stock price is 20% less volatile than the S&P 500.

Analyst Recommendations This is a summary of current recommendations for Huntsman and Air Products and Chemicals, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Huntsman 4 8 1 1 1.93 Air Products and Chemicals 0 6 10 0 2.63 Huntsman presently has a consensus price target of $12.41, indicating a potential downside of 7.01%. Air Products and Chemicals has a consensus price target of $303.94, indicating a potential upside of 4.25%. Given Air Products and Chemicals’ stronger consensus rating and higher possible upside, analysts clearly believe Air Products and Chemicals is more favorable than Huntsman.

Summary Air Products and Chemicals beats Huntsman on 12 of the 18 factors compared between the two stocks.

About Huntsman (Get Free Report)

Huntsman Corporation manufactures and sells diversified organic chemical products worldwide. The company operates in three segments: Polyurethanes, Performance Products, and Advanced Materials. The Polyurethanes segment offers polyurethane chemicals, including methyl diphenyl diisocyanate, polyether and polyester polyols, and thermoplastic polyurethane; and aniline, benzene, nitrobenzene and other co-products. The Performance Products segment manufactures amines, such as polyetheramines, ethyleneamines, DGA Agent, JEFFCAT catalysts, and E-GRADE specialty amines and carbonates; and maleic anhydrides. The Advanced Materials segment offers epoxy, phenoxy, acrylic, polyurethane, and acrylonitrile-butadiene-based polymer formulations; and thermoset resins, curing and toughening agents, and carbon nanomaterials. The company provides pre-and post-sales technical service support to customers. Its products are used in a range of applications, including adhesives, aerospace, automotive, construction products, durable and non-durable consumer products, electronics, insulation, packaging, coatings and construction, power generation, and refining, as well as serves the elastomers, insulation, footwear, furniture, industrial, oil and gas, liquid natural gas transport, printed circuit boards, consumer, appliances, electrical power transmission and distribution, recreational sports equipment, and medical appliances markets. The company sells its products through a network of distributors and agents. Huntsman Corporation was founded in 1970 and is headquartered in The Woodlands, Texas.

About Air Products and Chemicals (Get Free Report)

Air Products and Chemicals, Inc. provides atmospheric gases, process and specialty gases, equipment, and related services in the Americas, Asia, Europe, the Middle East, India, and internationally. The company produces atmospheric gases, including oxygen, nitrogen, and argon; process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, and syngas; and specialty gases for customers in various industries, including refining, chemical, manufacturing, electronics, energy production, medical, food, and metals. It also designs and manufactures equipment for air separation, hydrocarbon recovery and purification, natural gas liquefaction, and liquid helium and liquid hydrogen transport and storage. The company was founded in 1940 and is headquartered in Allentown, Pennsylvania.

Receive News & Ratings for Huntsman Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Huntsman and related companies with MarketBeat.com's FREE daily email newsletter.

First Quarter Highlights

First quarter 2026 net loss attributable to Huntsman of $53 million compared to a net loss of $5 million in the prior year period; first quarter 2026 diluted loss per share of $0.31 compared to diluted loss per share $0.03 in the prior year period. First quarter 2026 adjusted net loss attributable to Huntsman of $35 million compared to adjusted net loss of $19 million in the prior year period; first quarter 2026 adjusted diluted loss per share of $0.20 compared to adjusted diluted loss per share of $0.11 in the prior year period. First quarter 2026 adjusted EBITDA of $73 million compared to $72 million in the prior year period. First quarter 2026 net cash used in operating activities from continuing operations was $53 million. Free cash flow was a use of cash of $91 million for the first quarter 2026 compared to a use of cash of $107 million in the prior year period.

Three months ended

March 31,

In millions, except per share amounts

2026

2025

Revenues

$     1,420

$     1,410

Net loss attributable to Huntsman Corporation

$        (53)

$          (5)

Adjusted net loss(1)

$        (35)

$        (19)

Diluted loss per share

$     (0.31)

$     (0.03)

Adjusted diluted loss per share(1)

$     (0.20)

$     (0.11)

Adjusted EBITDA(1)

$         73

$         72

Net cash used in operating activities from continuing operations

$        (53)

$        (71)

Free cash flow(2)

$        (91)

$      (107)

See end of press release for footnote explanations and reconciliations of non-GAAP measures.

, /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) today reported first quarter 2026 results with revenues of $1,420 million, net loss attributable to Huntsman of $53 million, adjusted net loss attributable to Huntsman of $35 million and adjusted EBITDA of $73 million. 

Peter R. Huntsman, Chairman, President, and CEO, commented:

"The first two months of the first quarter progressed as expected with some early trends of year-on-year volume improvement. In March, the onset of the war in the Middle East introduced significant volatility with a sharp rise in feedstock costs, particularly benzene and European natural gas. We immediately increased prices across all products and regions to ensure margins were protected. Despite the conflict, we did see year on year volume growth of 4% in Polyurethanes including some improvement in Europe, and our Advanced Materials revenues grew over 10% as sales into Aerospace increased. While conditions remain highly unpredictable, we are concentrating on margin improvement, cost reduction and cash flow generation. Looking ahead to the second quarter of 2026, we anticipate a step up in profitability, with an increase in volumes combined with margin expansion resulting from our worldwide pricing initiatives."

Segment Analysis for 1Q26 Compared to 1Q25

Polyurethanes

The increase in revenues in our Polyurethanes segment for the three months ended March 31, 2026 compared to the same period of 2025 was primarily due to higher sales volumes, partially offset by lower average selling prices. Sales volumes increased primarily in the Americas and Europe regions. MDI average selling prices decreased primarily due to less favorable supply and demand dynamics, partially offset by the positive impact of major foreign currency exchange rate movements against the U.S. dollar. The decrease in segment adjusted EBITDA was primarily due to lower margins, partially offset by higher sales volumes, higher equity earnings from our minority-owned joint venture in China and cost savings achieved from our cost optimization program.

Performance Products

The decrease in revenues in our Performance Products segment for the three months ended March 31, 2026 compared to the same period of 2025 was primarily due to lower sales volumes and lower average selling  prices. Sales volumes decreased primarily due to the closure of our Moers, Germany maleic anhydride facility announced in May 2025 and lower demand. Average selling prices decreased primarily due to competitive pressures. The decrease in segment adjusted EBITDA was primarily due to lower sales volumes and margins, partially due to shipment disruptions throughout March 2026 at our consolidated joint venture in Saudi Arabia.

Advanced Materials

The increase in revenues in our Advanced Materials segment for the three months ended March 31, 2026 compared to the same period of 2025 was primarily due to higher average selling prices and higher sales volumes. Average selling prices increased primarily due to favorable sales mix and the positive impact of major foreign currency exchange rate movements against the U.S. dollar. Sales volumes increased primarily in our aerospace, power, and automotive markets. The increase in segment adjusted EBITDA was primarily due to higher sales volumes.

Liquidity and Capital Resources

During the three months ended March 31, 2026, our free cash flow used was $91 million as compared to a use of $107 million in the same period of 2025. As of March 31, 2026, we had approximately $0.9 billion of combined cash and unused borrowing capacity.

During the three months ended March 31, 2026, we spent $38 million on capital expenditures as compared to $36 million in the same period of 2025. During 2026, we expect capital expenditures to be similar with 2025.

Income Taxes

In the first quarter of 2026, our effective tax rate was -38% and our adjusted effective tax rate was not meaningful.

Earnings Conference Call Information

We will hold a conference call to discuss our first quarter 2026 financial results on Friday, May 1, 2026, at 10:00 a.m. ET.

Webcast link: https://event.choruscall.com/mediaframe/webcast.html?webcastid=CrqpAfyY

Participant dial-in numbers:
Domestic callers:                    (877) 402-8037
International callers:               (201) 378-4913

The conference call will be accompanied by presentation slides that will be accessible via the webcast link and Huntsman's investor relations website, www.huntsman.com/investors. Upon conclusion of the call, the webcast replay will be accessible via Huntsman's website.

Upcoming Conferences
During the second quarter 2026, a member of management is expected to present at:
TPH&Co. Hotter 'N Hell Conference, May 12, 2026
Mizuho Smid Cap Chemicals Conference, June 2, 2026  
Deutsche Bank Global Industrials & Materials Conference, June 3, 2026

A webcast of the presentation, if applicable, along with accompanying materials will be available at www.huntsman.com/investors.

Table 1 -- Results of Operations

Three months ended

March 31,

In millions, except per share amounts

2026

2025

Revenues

$     1,420

$     1,410

Cost of goods sold

1,237

1,209

Gross profit

183

201

Operating expenses:

Selling, general and administrative

163

166

Research and development

29

32

Restructuring, impairment and plant closing costs

6

1

Gain on acquisition of assets, net

-

(5)

Income associated with litigation matter, net

-

(33)

Other operating expense (income), net

1

(2)

Total operating expenses

199

159

Operating (loss) income

(16)

42

Interest expense, net

(21)

(19)

Equity in income of investment in unconsolidated affiliates

5

1

Other income, net

3

3

(Loss) income from continuing operations before income taxes

(29)

27

Income tax expense

(11)

(15)

(Loss) income from continuing operations

(40)

12

Loss from discontinued operations, net of tax

(1)

(1)

Net (loss) income

(41)

11

Net income attributable to noncontrolling interests

(12)

(16)

Net loss attributable to Huntsman Corporation

$        (53)

$          (5)

Adjusted EBITDA(1)

$         73

$         72

Adjusted net loss (1)

$        (35)

$        (19)

Basic loss per share

$     (0.31)

$     (0.03)

Diluted loss per share

$     (0.31)

$     (0.03)

Adjusted diluted loss per share(1)

$     (0.20)

$     (0.11)

Common share information:

Basic weighted average shares

173

172

Diluted weighted average shares

173

172

Diluted shares for adjusted diluted loss per share

173

172

See end of press release for footnote explanations.

Table 2 -- Results of Operations by Segment

Three months ended

March 31,

Better /

In millions

2026

2025

(worse)

Segment revenues:

Polyurethanes

$       923

$       912

1 %

Performance Products

228

257

(11 %)

Advanced Materials

279

249

12 %

Total reportable segments' revenues

1,430

1,418

1 %

Intersegment eliminations

(10)

(8)

N/M

Total revenues

$     1,420

$     1,410

1 %

Segment adjusted EBITDA(1):

Polyurethanes

$         39

$         42

(7 %)

Performance Products

26

30

(13 %)

Advanced Materials

45

36

25 %

N/M = not meaningful

See end of press release for footnote explanations.

Table 3 -- Factors Impacting Sales Revenue

Three months ended

March 31, 2026 vs. 2025

Average selling price(a)

Local

Exchange

Sales

currency & mix

rate

volume(b)

Total

Polyurethanes

(6 %)

3 %

4 %

1 %

Performance Products

(4 %)

2 %

(9 %)

(11 %)

Advanced Materials

4 %

5 %

3 %

12 %

Combined segments

(4 %)

4 %

1 %

1 %

(a) Excludes sales from tolling arrangements, by-products and raw materials.

(b) Excludes sales from by-products and raw materials.

Table 4 -- Reconciliation of U.S. GAAP to Non-GAAP Measures

 Income tax 

 Net 

 Diluted (loss) income 

 EBITDA 

and other expense

 (loss) income 

 per share 

Three months ended

Three months ended

Three months ended

Three months ended

March 31,

March 31,

March 31,

March 31,

In millions, except per share amounts

2026

2025

2026

2025

2026

2025

2026

2025

Net (loss) income

$         (41)

$          11

$         (41)

$          11

$      (0.24)

$       0.06

Net income attributable to noncontrolling interests

(12)

(16)

(12)

(16)

(0.07)

(0.09)

Net loss attributable to Huntsman Corporation

(53)

(5)

(53)

(5)

(0.31)

(0.03)

Interest expense, net

21

19

Income tax expense

11

15

$         (11)

$         (15)

Depreciation and amortization

73

69

Business acquisition and integration gain and purchase accounting inventory adjustments, net

-

(5)

-

-

-

(5)

-

(0.03)

EBITDA / Loss from discontinued operations

1

1

 N/A 

 N/A 

1

1

0.01

0.01

Establishment of significant deferred tax asset valuation allowances

-

-

-

9

-

9

-

0.05

Loss on early extinguishment of debt

1

-

-

-

1

-

0.01

-

Certain legal and other settlements and related expenses (income), net

4

(33)

-

7

4

(26)

0.02

(0.15)

Amortization of pension and postretirement actuarial losses

7

7

(2)

(2)

5

5

0.03

0.03

Restructuring, impairment and plant closing and transition costs

8

4

(1)

(2)

7

2

0.04

0.01

Adjusted(1)

$          73

$          72

$         (14)

$          (3)

(35)

(19)

$      (0.20)

$      (0.11)

Adjusted income tax expense(1)

14

3

Net income attributable to noncontrolling interests

12

16

Adjusted pre-tax loss (1)

$          (9)

$          -

Adjusted effective tax rate(3)

N/M

N/M

Effective tax rate

(38 %)

56 %

N/M = not meaningful

N/A = not applicable

See end of press release for footnote explanations.

Table 5 -- Selected Balance Sheet Items

March 31,

December 31,

In millions

2026

2025

Cash

$              369

$              429

Accounts and notes receivable, net

776

677

Inventories

885

818

Prepaid expenses

104

94

Other current assets

45

46

Property, plant and equipment, net

2,441

2,486

Other noncurrent assets

2,511

2,465

Total assets

$            7,131

$            7,015

Accounts payable(5)

$              843

$              758

Other current liabilities(5)

500

478

Current portion of debt

376

353

Long-term debt

1,680

1,658

Other noncurrent liabilities

830

811

Huntsman Corporation stockholders' equity

2,681

2,750

Noncontrolling interests in subsidiaries

221

207

Total liabilities and equity

$            7,131

$            7,015

See end of press release for footnote explanations.

Table 6 -- Outstanding Debt

March 31,

December 31,

In millions

2026

2025

Debt:

Revolving credit facility

$              367

$              343

Senior notes

1,489

1,488

Amounts outstanding under A/R programs

173

152

Variable interest entities

5

7

Other debt

22

21

Total debt - excluding affiliates

2,056

2,011

Total cash

369

429

Net debt - excluding affiliates(4)

$            1,687

$            1,582

See end of press release for footnote explanations.

Table 7 -- Summarized Statement of Cash Flows

Three months ended

March 31,

In millions

2026

2025

Total cash at beginning of period

$           429

$           340

Net cash used in operating activities from continuing operations

(53)

(71)

Net cash used in operating activities from discontinued operations

-

(3)

Net cash (used in) provided by investing activities

(37)

6

Net cash provided by financing activities

30

60

Effect of exchange rate changes on cash

-

2

Total cash at end of period

$           369

$           334

Free cash flow(2):

Net cash used in operating activities from continuing operations

$            (53)

$            (71)

Capital expenditures

(38)

(36)

Free cash flow from continuing operations(2)

$            (91)

$          (107)

Supplemental cash flow information:

Cash paid for interest

$              (5)

$              (8)

Cash paid for income taxes

(14)

(12)

Cash paid for restructuring and integration

(12)

(3)

Cash paid for pensions

(9)

(8)

Depreciation and amortization from continuing operations

73

69

Change in primary working capital:

Accounts and notes receivable

$          (111)

$            (65)

Inventories

(75)

(101)

Accounts payable(5)

105

(27)

Total change in primary working capital

$            (81)

$          (193)

See end of press release for footnote explanations.

Footnotes

(1)

We use adjusted EBITDA to measure the operating performance of our business and for planning and evaluating the performance of our business segments.  We provide adjusted net income (loss) because we feel it provides meaningful insight for the investment community into the performance of our business.  We believe that net income (loss) is the performance measure calculated and presented in accordance with generally accepted accounting principles in the U.S. ("GAAP") that is most directly comparable to adjusted EBITDA and adjusted net income (loss).  Additional information with respect to our use of each of these financial measures follows:

Adjusted EBITDA, adjusted net income (loss) and adjusted diluted income (loss) per share, as used herein, are not necessarily comparable to other similarly titled measures of other companies.

Adjusted EBITDA is computed by eliminating the following from net income (loss):  (a) net income attributable to noncontrolling interests; (b) interest expense, net; (c) income taxes; (d) depreciation and amortization; (e) amortization of pension and postretirement actuarial losses; (f) restructuring, impairment and plant closing and transition costs; and further adjusted for certain other items set forth in the reconciliation of net income (loss) to adjusted EBITDA in Table 4 above. 

Adjusted net income (loss) and adjusted diluted income (loss) per share are computed by eliminating the after tax impact of the following items from net income (loss): (a) net income attributable to noncontrolling interests; (b) amortization of pension and postretirement actuarial losses; (c) restructuring, impairment and plant closing and transition costs; and further adjusted for certain other items set forth in the reconciliation of net income (loss) to adjusted net income (loss) in Table 4 above.  The income tax impacts, if any, of each adjusting item represent a ratable allocation of the total difference between the unadjusted tax expense and the total adjusted tax expense, computed without consideration of any adjusting items using a with and without approach.

We may disclose forward-looking adjusted EBITDA because we cannot adequately forecast certain items and events that may or may not impact us in the near future, such as business acquisition and integration expenses and purchase accounting inventory adjustments, net, certain legal and other settlements and related expenses, gains on sale of businesses/assets and certain tax only items, including tax law changes not yet enacted. Each of such adjustment has not yet occurred, is out of our control and/or cannot be reasonably predicted. In our view, our forward-looking adjusted EBITDA represents the forecast net income on our underlying business operations but does not reflect any adjustments related to the items noted above that may occur and can cause our adjusted EBITDA to differ.

(2)

We believe free cash flow is an important indicator of our liquidity as it measures the amount of cash we generate. Management internally uses free cash flow measure to: (a) evaluate our liquidity, (b) evaluate strategic investments, (c) plan stock buyback and dividend levels and (d) evaluate our ability to incur and service debt. Free cash flow is defined as net cash provided by (used in) operating activities less capital expenditures. Free cash flow is not a defined term under U.S. GAAP, and it should not be inferred that the entire free cash flow amount is available for discretionary expenditures.

(3)

We believe the adjusted effective tax rate provides improved comparability between periods through the exclusion of certain items that management believes are not indicative of the businesses' operational profitability and that may obscure underlying business results and trends. In our view, effective tax rate is the performance measure calculated and presented in accordance with U.S. GAAP that is most directly comparable to adjusted effective tax rate. The reconciliation of historical adjusted effective tax rate and effective tax rate is set forth in Table 4 above. Please see the reconciliation of our net income to adjusted net income in Table 4 for details regarding the tax impacts of our non-GAAP adjustments.

(4)

Net debt is a measure we use to monitor how much debt we have after taking into account our total cash. We use it as an indicator of our overall financial position, and calculate it by taking our total debt, including the current portion, and subtracting total cash.

(5)

Certain prior period amounts have been reclassified in the condensed consolidated financial statements to conform to current period presentation.

About Huntsman:
Huntsman Corporation is a publicly traded global manufacturer and marketer of diversified chemical products with 2025 revenues of approximately $6 billion from our continuing operations. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets. We operate more than 55 manufacturing, R&D and operations facilities in approximately 25 countries and employ approximately 6,000 associates within our continuing operations. For more information about Huntsman, please visit the company's website at www.huntsman.com.

Social Media:
X: http://www.x.com/Huntsman_Corp
Facebook: www.facebook.com/huntsmancorp
LinkedIn: www.linkedin.com/company/huntsman

Forward-Looking Statements:
This press release includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements include statements concerning our plans, objectives, goals, strategies, future events, future revenue or performance, capital expenditures, financing needs, plans or intentions relating to acquisitions, divestitures or strategic transactions, business trends and any other information that is not historical information. When used in this press release, the words "estimates," "expects," "anticipates," "likely," "projects," "outlook," "plans," "intends," "believes," "forecasts," or future or conditional verbs, such as "will," "should," "could" or "may," and variations of such words or similar expressions are intended to identify forward-looking statements. These forward-looking statements, including, without limitation, management's examination of historical operating trends and data, are based upon our current expectations and various assumptions and beliefs. In particular, such forward-looking statements are subject to uncertainty and changes in circumstances and involve risks and uncertainties that may affect the Company's operations, markets, products, prices and other factors as discussed in the Company's filings with the Securities and Exchange Commission (the "SEC"). Significant risks and uncertainties may relate to, but are not limited to, high energy costs in Europe, inflation and high capital costs, geopolitical instability, volatile global economic conditions, cyclical and volatile product markets, disruptions in production at manufacturing facilities, reorganization or restructuring of the Company's operations, including any delay of, or other negative developments affecting the ability to implement cost reductions and manufacturing optimization improvements in the Company's businesses and to realize anticipated cost savings, and other financial, operational, economic, competitive, environmental, political, legal, regulatory and technological factors. Any forward-looking statement should be considered in light of the risks set forth under the caption "Risk Factors" in our Annual Report on Form 10-K for the year ended December 31, 2025, which may be supplemented by other risks and uncertainties disclosed in any subsequent reports filed or furnished by the Company from time to time. All forward-looking statements apply only as of the date made. Except as required by law, the Company undertakes no obligation to update or revise forward-looking statements to reflect events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events.

SOURCE Huntsman Corporation

Huntsman (HUN - Free Report) came out with a quarterly loss of $0.2 per share versus the Zacks Consensus Estimate of a loss of $0.23. This compares to a loss of $0.11 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +13.04%. A quarter ago, it was expected that this chemical company would post a loss of $0.29 per share when it actually produced a loss of $0.37, delivering a surprise of -27.59%.

Over the last four quarters, the company has surpassed consensus EPS estimates two times.

Huntsman, which belongs to the Zacks Chemical - Diversified industry, posted revenues of $1.42 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.33%. This compares to year-ago revenues of $1.41 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Huntsman shares have added about 32.5% since the beginning of the year versus the S&P 500's gain of 4.2%.

What's Next for Huntsman?While Huntsman has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Huntsman was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.06 on $1.49 billion in revenues for the coming quarter and -$0.46 on $5.83 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Diversified is currently in the bottom 35% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, LyondellBasell (LYB - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 1.

This oil refiner and chemical company is expected to post quarterly earnings of $0.31 per share in its upcoming report, which represents a year-over-year change of -6.1%. The consensus EPS estimate for the quarter has been revised 48.6% higher over the last 30 days to the current level.

LyondellBasell's revenues are expected to be $7.52 billion, down 2.1% from the year-ago quarter.

Huntsman remains a buy, with sequential improvement expected as global supply tightens and end markets gradually recover. Q1 showed resilient volumes, margin expansion in Advanced Materials, and early benefits from cost-cutting and Middle East supply disruptions. Leverage is elevated at 6.1x due to cyclically depressed EBITDA, but liquidity is solid with a new $800M revolver and $369M cash.

Key Takeaways Huntsman posted a wider Q1 loss Y/Y, while revenues rose 1% and beat estimates. HUN saw Polyurethanes volume growth and Advanced Materials gains offset Performance Products weakness.Huntsman expects sequential Q2 improvement, led by pricing actions and Polyurethanes recovery. Huntsman Corporation’s (HUN - Free Report)  first-quarter 2026 loss (as reported) was 31 cents per share, wider than a loss of 3 cents in the year-ago quarter. 

Barring one-time items, adjusted loss per share was 20 cents compared with a loss of 11 cents in the year-ago quarter. It was narrower than the Zacks Consensus Estimate of a loss of 23 cents. 

Revenues were $1,420 million, up around 1% year over year. The top line beat the Zacks Consensus Estimate of $1,374.2 million. HUN saw volume growth in Polyurethanes and strength in Advanced Materials, partly offset by lower selling prices and weakness in Performance Products.  

Huntsman Corporation Price, Consensus and EPS SurpriseHUN’s Q1 Segment HighlightsPolyurethanes: Revenues from the segment rose 1% year over year to $923 million. The figure beat our estimate of $903 million. The upside was driven by higher sales volumes, mainly in the Americas and Europe, partly offset by lower average selling prices. MDI selling prices fell due to less favorable supply-demand dynamics, partly masked by favorable currency movements.  

Performance Products: Revenues moved down 11% year over year to $228 million, missing our estimate of $242 million. The decrease was mainly caused by lower sales volumes and lower average selling prices. Volumes were hurt by the closure of the Moers, Germany maleic anhydride facility and lower demand, while pricing was adversely impacted by competitive pressures.  

Advanced Materials: Revenues from the unit increased 12% year over year to $279 million and beat our estimate of $252 million. The increase was primarily due to higher average selling prices and higher sales volumes. Pricing benefited from a favorable sales mix and currency movements, while volumes improved across aerospace, power and automotive markets.  

HUN’s FinancialsFree cash flow from continuing operations was a use of $91 million compared with a use of $107 million in the prior-year quarter. The company had around $0.9 billion in combined cash and unused borrowing capacity as of March 31, 2026. Huntsman spent $38 million on capital expenditures compared with $36 million in the prior-year quarter. Net cash used in operating activities from continuing operations was $53 million in the reported quarter. 

HUN’s OutlookFor the second quarter of 2026, Huntsman expects sequential improvement, especially in Polyurethanes. The company expects margin improvement across regions from its pricing initiatives. It anticipates second-quarter adjusted EBITDA of $60-$75 million for Polyurethanes, $30-$40 million for Performance Products and $50-$55 million for Advanced Materials.  

Huntsman expects Performance Products to benefit from price increases implemented to offset higher feedstock costs, additional savings from cost-reduction programs and contributions from recently completed growth capital investments. In Advanced Materials, the company expects continued strength from aerospace demand, sustained investment in power generation and grid infrastructure, and disciplined pricing to offset higher costs. The company also expects to manage capital expenditures at a level similar to 2025, with critical maintenance, cybersecurity risk mitigation and mandatory safety and environmental spending of around $150 million. Depreciation and amortization are expected to be roughly $290 million in 2026.  

HUN’s Stock Price PerformanceShares of Huntsman have gained 22.3% in the past year compared with the Zacks Chemicals Diversified industry’s 18.9% rise.

Image Source: Zacks Investment Research

HUN’s Zacks Rank & Key PicksHUN currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks worth a look in the basic materials space are Sociedad Quimica y Minera de Chile S.A. (SQM - Free Report) , Idaho Strategic Resources, Inc. (IDR - Free Report) and Hawkins, Inc. (HWKN - Free Report) .

Sociedad is slated to report first-quarter 2026 results on May 26. The Zacks Consensus Estimate for loss is pegged at $1.58 per share, indicating 229.2% year-over-year growth. SQM has a Zacks Rank #2 (Buy) at present. 

Idaho is expected to report first-quarter 2026 results on May 14. The Zacks Consensus Estimate for earnings is pegged at 43 cents per share, indicating 258.3% year-over-year growth. IDR sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Hawkins is scheduled to report fiscal fourth-quarter results on May 13. The Zacks Consensus Estimate for HWKN’s fourth-quarter earnings is pegged at 77 cents per share. HWKN currently has a Zacks Rank #2.

, /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) announced today that it has sold Huntsman Gomet, a business located in Azeglio, Italy, to Trelleborg Group for €42.5 million (approximately $50 million), subject to customary post-closing adjustments. Gomet is a manufacturer of molded rubber and thermoplastic automotive aftermarket components, which was a business within Huntsman's Polyurethanes division, and was acquired by Huntsman in 2014 as part of the Rockwood acquisition. In 2025, Gomet generated revenues of approximately €24 million. The proceeds from this transaction will be used to reduce outstanding borrowings.

Houlihan Lokey served as financial advisor and Freshfields LLP served as legal counsel to Huntsman Corporation.

About Huntsman:
Huntsman Corporation is a publicly traded global manufacturer and marketer of diversified chemical products with 2025 revenues of approximately $6 billion from our continuing operations. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets. We operate more than 55 manufacturing, R&D and operations facilities in approximately 25 countries and employ approximately 6,000 associates within our continuing operations. For more information about Huntsman, please visit the company's website at www.huntsman.com.

Social Media:
X: www.x.com/Huntsman_Corp
Facebook: www.facebook.com/huntsmancorp
LinkedIn: www.linkedin.com/company/huntsman

Forward-Looking Statements:
Certain information in this release constitutes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements are based on management's current beliefs and expectations. The forward-looking statements in this release are subject to uncertainty and changes in circumstances and involve risks and uncertainties that may affect the company's operations, markets, products, services, prices and other factors as discussed under the caption "Risk Factors" in the Huntsman companies' filings with the U.S. Securities and Exchange Commission. Significant risks and uncertainties may relate to, but are not limited to, volatile global economic conditions, cyclical and volatile product markets, disruptions in production at manufacturing facilities, reorganization or restructuring of Huntsman's operations, including any delay of, or other negative developments affecting the ability to implement cost reductions, timing of proposed transactions, and manufacturing optimization improvements in Huntsman businesses and realize anticipated cost savings, and other financial, economic, competitive, environmental, political, legal, regulatory and technological factors. The company assumes no obligation to provide revisions to any forward-looking statements should circumstances change, except as otherwise required by applicable laws.

SOURCE Huntsman Corporation

Key Takeaways Huntsman is selling its Italy-based Gomet automotive aftermarket components business for roughly $50M.HUN plans to use sale proceeds to reduce outstanding borrowings and support its balance-sheet strategy.Gomet joined via Rockwood's 2014 acquisition and generated about 24M Euro in revenue during 2025. Huntsman Corporation (HUN - Free Report) has announced the sale of Huntsman Gomet, its molded rubber and thermoplastic automotive aftermarket components manufacturing business based in Italy, to Trelleborg Group for 42.5 million Euros (roughly $50 million), subject to customary post-closing adjustments.

Located in Azeglio, Italy, Gomet’s business was part of Huntsman’s Polyurethanes division and became part of the company through its acquisition of Rockwood in 2014. Gomet generated approximately 24 million Euros in revenues during 2025. The transaction aligns with Huntsman’s ongoing strategy to optimize its portfolio and strengthen its balance sheet.

The company plans that proceeds from the sale will be used to reduce outstanding borrowings, supporting its broader strategy. The divestiture enables Huntsman to sharpen its focus on its core operations. Houlihan Lokey acted as financial advisor to Huntsman on the transaction, while Freshfields LLP provided legal counsel.

For the second quarter of 2026, Huntsman expects sequential improvement, especially in Polyurethanes. The company expects margin improvement across regions from its pricing initiatives. It anticipates second-quarter adjusted EBITDA of $60-$75 million for Polyurethanes, $30-$40 million for Performance Products and $50-$55 million for Advanced Materials.  

HUN has gained 22.2% over the past year compared with the industry’s 5% growth.

Image Source: Zacks Investment Research

HUN’s Zacks Rank & Key PicksHUN currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the Basic Materials space are CF Industries Holdings, Inc. (CF - Free Report) , Albemarle Corporation (ALB - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) .

While CF and ALB sport a Zacks Rank #1 (Strong Buy) each at present, ASM carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CF’s 2026 earnings is pegged at $17.16 per share, indicating a rise of 83.14% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 11.42%. CF’s shares have soared 22.2% over the past year.

The Zacks Consensus Estimate for ALB’s 2026 earnings is pinned at $12.39 per share, indicating a 1,668.35% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with an average surprise of 74.5%. ALB’s shares have jumped 149.5% over the past year.

The Zacks Consensus Estimate for ASM’s current fiscal-year earnings is pinned at 39 cents per share, indicating a 34.48% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 125%.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.93% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Merit Medical (MMSI - Free Report) South Jordan, UT-headquartered Merit Medical Systems, Inc. provides various peripheral and cardiac intervention products to cure cardiac conditions specific to interventional cardiology and electrophysiology. The company conducts its business via two operating segments: Cardiovascular (which includes Peripheral Intervention or PI, Cardiac Intervention or CI, Custom Procedural Solutions or CPS and Original Equipment Manufacturer or OEM and Endoscopy.

MMSI is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. MMSI has a Growth Style Score of B, forecasting year-over-year earnings growth of 6.3% for the current fiscal year.

Four analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.02 to $4.07 per share. MMSI boasts an average earnings surprise of +13.2%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, MMSI should be on investors' short list.

Key Takeaways MMSI growth is driven by strong cardiovascular and peripheral intervention device demand.Therapeutic products outpace foundational offerings, with faster CAGR and rising adoption.Tariffs, China weakness and OEM declines are pressuring margins and near-term growth. Merit Medical Systems, Inc. (MMSI - Free Report) is well-poised for growth in the coming quarters, courtesy of its strong product portfolio. The optimism, led by a solid product performance and its continued spending on research and development, is expected to contribute further. However, tariffs and trade policy headwinds, and China macro pressure persist.

This Zacks Rank #3 (Hold) company’s shares have declined 20% in the year-to-date period compared with the industry’s 1.8% drop. However, the S&P 500 has risen 0.5% during the same time frame.

The renowned medical device provider has a market capitalization of $4.21 billion. The company projects 9.5% growth for the next five years and expects to maintain its strong performance going forward. It delivered an average earnings surprise of 13.2% for the past four quarters.

Image Source: Zacks Investment Research

Let’s delve deeper.

MMSI’s Growth DriversStrength in Cardiovascular & Peripheral Intervention Devices: The cardiovascular segment remains the main growth engine for Merit Medical, showing strong results driven by cardiac and peripheral intervention products. Cardiac intervention sales remain supported by demand for electrophysiology, cardiac rhythm management, angiography and vascular access offerings.

Peripheral intervention product growth is driven by strong sales in radar localization and delivery systems, reflecting wider adoption across embolotherapy, drainage, angiography and access categories. This momentum is expected to persist into 2026.

Expansion of Therapeutic Products & Innovation: Merit Medical’s therapeutic portfolio is outpacing its foundational products, emerging as a growth driver. Foundational products delivered a 6% CAGR over the past three years. In comparison, therapeutic products have grown with a 19% CAGR over the same period. This segment has become a major growth driver, reflecting rising physician adoption of devices that focus on treatment rather than procedural support.

Product Innovation & Acquisitions: Growth in 2025 was supported by a mix of internal product development and acquisitions. Product launches such as the Resilience Through-the-Scope Esophageal Stent, Prelude SNAP system, Ventrax Delivery System, Prelude radial sheath and SCOUT radar localization system gained traction. The recent acquisition of View Point Medical is projected to generate between $2 million and $4 million in revenues in 2026.

Key Challenges for MMSI StockTariffs & Trade Policy Pressuring Margins: Tariffs weighed on gross margin performance in fourth-quarter 2025, with a 112-basis-point year-over-year impact. Management expects this pressure to continue into 2026. Guidance for the year includes a projected tariff impact of $15 million, or 19 cents per share, compared with $9 million, or 12 cents per share, recorded during the last eight months of 2025.

In the near term, tariffs are expected to create an 80-basis-point, or $3 million, gross margin impact in first-quarter 2026, which adds uncertainty around future cost pressure and margin performance.

OEM Weakness & China Macro Pressure: The company saw weakness in its OEM business in the United States due to softer performance driven by customer inventory destocking, which reduced order volumes from OEM partners. Outside the United States, demand faced pressure in China due to the impact of the country’s volume-based procurement program, which has pressured pricing across medical device categories.

Despite near-term volatility, the company expects the OEM segment to return to a mid- to high-single-digit growth range over time, though near-term fluctuations may persist.

Estimate TrendMMSI is witnessing a positive estimate revision trend for 2026. In the past 60 days, the Zacks Consensus Estimate for earnings per share (EPS) has moved 0.5% north to $4.07.

The Zacks Consensus Estimate for the company’s first-quarter 2026 revenues is pegged at $377.5 million, suggesting a 6.23% rise from the year-ago reported number. The consensus mark for EPS is pegged at 84 cents, implying a 2.3% decline from the prior-year reported figure.

Stocks to ConsiderSome better-ranked stocks from the broader medical space are Pacific Biosciences of California (PACB - Free Report) , Cardinal Health (CAH - Free Report) and GE HealthCare Technologies (GEHC - Free Report) .

Pacific Biosciences of California, currently sporting a Zacks Rank #1 (Strong Buy), has an estimated earnings recession rate of 1.9%. PACB’s earnings surpassed estimates in the trailing four quarters, the average surprise being 27.7%. You can see the complete list of today’s Zacks #1 Rank stocks here.

Pacific Biosciences’ shares have lost 16% compared with the industry’s 12.9% decline in the year-to-date period.

Cardinal Health, carrying a Zacks Rank #2 (Buy) at present, has an estimated long-term growth rate of 15%. CAH’s earnings surpassed estimates in the trailing four quarters, the average surprise being 9.3%.

Cardinal Health’s shares have gained 4.6% against the industry’s 1.9% decline in the year-to-date period.

GE HealthCare Technologies, currently carrying a Zacks Rank #2, has an estimated long-term earnings growth rate of 9.1%. GEHC’s earnings surpassed estimates in the trailing four quarters, the average surprise being 7.5%.

GE HealthCare Technologies’ shares have lost 9% compared with the industry’s 13.4% decline in the year-to-date period.

Merit Medical (MMSI - Free Report) came out with quarterly earnings of $0.94 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.86 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +12.13%. A quarter ago, it was expected that this maker of disposable medical devices would post earnings of $0.96 per share when it actually produced earnings of $1.04, delivering a surprise of +8.33%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Merit Medical, which belongs to the Zacks Medical - Dental Supplies industry, posted revenues of $381.88 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.28%. This compares to year-ago revenues of $355.35 million. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Merit Medical shares have lost about 26.4% since the beginning of the year versus the S&P 500's gain of 4.2%.

What's Next for Merit Medical?While Merit Medical has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Merit Medical was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.06 on $411.1 million in revenues for the coming quarter and $4.04 on $1.61 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Dental Supplies is currently in the top 22% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Dentsply International (XRAY - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.

This dental products manufacturer is expected to post quarterly earnings of $0.28 per share in its upcoming report, which represents a year-over-year change of -34.9%. The consensus EPS estimate for the quarter has been revised 3.9% lower over the last 30 days to the current level.

Dentsply International's revenues are expected to be $840.06 million, down 4.4% from the year-ago quarter.

Key Takeaways MMSI posted Q1 EPS of 94 cents, beating estimates by 11.9% and rising 9% year over year.Revenues reached $381.9M, up 7%, driven by growth in both Foundational and Therapeutic segments.MMSI raised 2026 revenue outlook to $1.612-$1.634B while maintaining EPS guidance of $4.01-$4.15. Merit Medical Systems, Inc. (MMSI - Free Report) reported first-quarter 2026 adjusted earnings per share (EPS) of 94 cents, up 9% from the year-ago quarter’s level. The bottom line surpassed the Zacks Consensus Estimate by 11.9%.

GAAP EPS for the quarter was 63 cents, up 39% year over year.

MMSI’s Revenue DetailsRevenues amounted to $381.9 million in the reported quarter, up 7% year over year on a reported basis. The metric topped the Zacks Consensus Estimate by 1.3%.

Total revenues at constant exchange rate (CER) increased 5.2% year over year, whereas CER organic revenues improved 3.7%.

Merit Medical’s Geographic ResultsThe U.S. sales amounted to $226.5 million, which increased 6.1% year over year on a reported basis and 6.8% at CER. Our first-quarter projection was $228 million for the metric.

International sales amounted to $155.4 million, up 9.6% year over year on a reported basis and 2.9% at CER. This figure compares to our projection of $148.7 million.

MMSI’s Segmental DetailsBeginning first-quarter 2026, Merit Medical started operating through two product categories — Foundational (67% of sales) and Therapeutic (33% of sales). Foundational products are used primarily for access and enabling functions in vascular and other procedures. Therapeutic products include devices and systems. The company previously reported under two categories — Cardiovascular and Endoscopy.

The Foundational category reported first-quarter revenues of $255.5 million, up 6% on a reported basis and 4% at CER year over year.

Therapeutic unit’s revenues totaled $126.4 million, up 10% year over year on a reported basis and 5% at CER.

Merit Medical’s Margin AnalysisIn the quarter under review, Merit Medical’sgross profit increased 7.4% year over year to $184.8 million. The adjusted gross margin contracted 20 basis points (bps) to 53.2%. We had projected a 53.3% gross margin for the first quarter.

Selling, general & administrative expenses increased 10% year over year to $118.2 million. Research and development expenses rose 0.6% year over year to $22.6 million.

Operating profit totaled $44.2 million, reflecting a 7.6% increase from the prior-year quarter’s level. The adjusted operating margin in the first quarter expanded 40 bps to 19.7%.

MMSI’s Financial PositionMerit Medical exited first-quarter 2026 with cash and cash equivalents of $488.1million compared with $446.4 million at the end of the fourth quarter of 2025. Total long-term debt at the end of the first quarter was $735.2 million compared with $734 million in the previous quarter.

Cumulative net cash provided by operating activities at the end of first-quarter 2026 was $40.7 million compared with $40.6 million a year ago.

Merit Medical’s GuidanceMMSI has updated its outlook for2026.

Net revenues for 2026 are projected to be between $1.612billion and $1.634 billion (reflecting an increase of 6-8% year over year on a reported basis), up from the previous guidance of $1.610-$1.630 billion. The Zacks Consensus Estimate is pegged at $1.61 billion.

The company has maintained its guidance for 2026 adjusted EPS of $4.01-$4.15 (implying an increase of 5-8% year over year). The Zacks Consensus Estimate is pegged at $4.04.

Our Take on MMSIMerit Medical exited the first quarter of 2026 with better-than-expected results. The year-over-year uptick in the top and bottom lines was impressive. The company’s organic growth remained modest at 2.7% (3.7% ex-divestiture), but was supplemented by acquisitions. Profitability stood out as operating margin expanded to a record 19.7% and EPS grew 9%, both ahead of guidance. Free cash flow increased 26%, reflecting disciplined cost control and improving operational execution.

Looking ahead, growth should be supported by expansion in higher-growth therapeutic segments, new product launches such as the Resilience stent, and the View Point Medical acquisition, which strengthens the oncology platform and expands addressable markets. However, challenges persist, including OEM revenue volatility, tariff-related margin pressure, and macro headwinds in APAC. The DualCap divestiture and near-term acquisition may weigh on growth and earnings cadence. Despite these factors, management maintains confidence in steady growth and margin improvement through 2026.

Merit Medical’s shares have lost 22.6% so far this year compared with the industry’s decline of 6%. The S&P 500 Index has risen 4.5% in the same period.

Image Source: Zacks Investment Research

Merit Medical’s Zacks Rank and Key PicksMerit Medical currently has a Zacks Rank #3 (Hold).

Some better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Phibro Animal Health (PAHC - Free Report) and Cardinal Health (CAH - Free Report) . While Globus Medical sports a Zacks Rank #1 (Strong Buy) at present, Phibro Animal Health and Cardinal Health carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Globus Medical’s shares have gained 3.3% in the year-to-date period. Estimates for the company’s first-quarter 2026 EPS have increased 1 cent to 90 cents in the past 30 days. GMED’s earnings beat estimates in three of the trailing four quarters and missed once, delivering an average surprise of 18.79%. In the last reported quarter, it posted an earnings surprise of 20.75%.

Estimates for Phibro Animal Health’s third-quarter fiscal 2026 EPS have remained constant at 72 cents in the past 30 days. Shares of the company have risen 42.4% in the year-to-date period against the industry’s 20.5% decline. PAHC’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 20.15%. In the last reported quarter, it delivered an earnings surprise of 26.09%.

Cardinal Health’s shares have declined 6.2% in the year-to-date period. Estimates for the company’s third-quarter 2026 EPS have decreased 1 cent to $2.80 in the past 30 days. CAH’s earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 9.30%. In the last reported quarter, it posted an earnings surprise of 10.04%.