Out Fox The $treet

  Update - Jan. 7, 2026 Albemarle rallied from $50 to $150 before Baird became Bullish. These analysts are always late to these calls.  Albemarle ( ALB )   +2.2%   to its best level in more than two years in Wednesday's trading, as high as $164.98, as Baird upgraded shares to Buy from Hold with a $210 price target, up from $113, believing demand strength from stationary energy storage can boost lithium  prices and the company's earnings. "We are incrementally positive given the recent increase in lithium prices... and our view that demand strength stemming from stationary storage will continue to propel ALB higher," Baird analyst Ben Kallo wrote, raising his FY 2026 earnings estimate to $1.26/share from a loss of $0.44/share. Battery-grade lithium carbonate prices have increased to nearly $16/kg from ~$11/kg a month ago on demand tied to energy storage and supply rationalization in China, and prices above $15 is a level Kallo believes is meaningfully supportive ...

  Albemarle has fallen to yearly lows due to lithium oversupply fears. The company failed on a bid to acquire Liontown Resources adding to the unwarranted negative on the lithium miner.  The stock is cheap based on long-term growth targets, placing the stock at just above 2x '27 adjusted EBITDA targets. Out Fox The Street members get exclusive access to our real-world portfolios. See all of our investments  here »   Lithium miner stocks have collapsed in the last month due to lower metal prices and fears of an oversupply, as some EV productions ramps have slowed down. Naturally,  Albemarle  ( NYSE: ALB ) has fallen to 52-week lows in the  process, in part due to a failed bid adding to the negativity around the company and the ability to meet financial targets. My  investment thesis  remains ultra Bullish on the lithium miner, especially with the stock trading at the lows and the long-term supply dynamics unaltered. Read the full article ...