Everyone Bought the Shovels
Element Solutions sells consumable chipmaking chemistry, with a $75 target from $44 based on an AI-driven semiconductor-materials rerating.
NYSE
Element Solutions Inc
ESI
1 story
$9B Market cap · 2026-10-07
Investor Letters
Letters that discuss ESI.
- Royce Investment Partners Royce SMid-Cap Total Return Fund Manager Commentary year-to-date period ended 6/30/26 AAP $2.5BAGO $3.1BANDG $1.1B
- Royce Investment Partners Royce Small-Cap Total Return Fund Manager Commentary Year-to-Date Through 6/30/26 AAP $2.5BBRSL $1.9BCBZ $3B
- Royce Investment Partners Royce Small-Cap Fund Manager Commentary year-to-date period ended 6/30/26 ACA $7.2BADMA $2.3BESI $9B
- Palm Harbour Capital Letter 2021 Q2 | 236 KB second quarter 2021 0NFS 4966 $2.2BBFSAF $1.6B
