Added to YB: 2026-07-29
Pitch date: 2026-05-25
SOLS [bullish]
Solstice Advanced Materials, Inc.
Author Info
No bio for this author
Company Info
Solstice Advanced Materials, Inc. operates as a specialty chemicals and advanced materials company in the United States and internationally.
Market Cap
$9.6B
Pitch Price
N/A
Price Target
120.00
Dividend
0.50%
EV/EBITDA
11.93
P/E
51.69
EV/Sales
2.86
Sector
Chemicals
Category
special_situation
Solstice Advanced Materials, Inc. - $SOLS
SOLS: Oct'25 Honeywell spin; specialty chem SOTP. Market prices like cyclical refrigerants, ignoring hidden gem: Metropolis, sole US UF6 nuclear conversion plant (~50%+ EBITDA margin, $2.2B backlog, contracts $30/kg vs $64 spot). SOTP ~$100 now, $115-120 by 2027 (~40% up). Electronics +21% on AI; refrigerant HFO IP. June 4 nuclear webinar catalyst. Risk: PFAS reclassification.
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