The double upgrade from a firm with a perfect track record on SOLS is a powerful bullish signal despite the lower PT. Traders should view this as a catalyst for near-term momentum, particularly given the positive EPS revision trend and supportive consensus.
Price Chart
Executive Summary
UBS double-upgraded Solstice Advanced Materials (SOLS) from Neutral to Buy on July 13, while cutting its price target from $88 to $78. The new target implies 27% upside from the current $61.30 close. UBS holds a perfect 100% accuracy rate on its two prior SOLS calls and ranks as a top-tier performer on the name. The consensus is bullish — 8 Buy ratings (62%) vs 5 Holds (38%), with a mean target of $89.43 and a high of $102. Momentum is supportive: two upgrades in the past 30 days with no downgrades, and EPS estimates for the current fiscal year have edged up 0.7% over the past month. Institutional activity is mixed — Walleye Capital more than doubled its position while Schonfeld exited — but the double upgrade from a high-accuracy firm provides a clear vote of confidence. Bottom line: despite the PT reduction, this upgrade signals a fundamental inflection and warrants attention from momentum traders.
Impact Score
Consensus & Targets
Of 13 analysts covering SOLS, 62% rate it a Buy (2 Strong Buy, 6 Buy) and 38% rate it Hold (5 Hold). No Sell ratings exist. The consensus is firmly bullish, and UBS’s upgrade aligns with the majority view.
The mean price target is $89.43, median $90, high $102, and low $75. Current price of $61.30 implies 45.9% upside to the mean. UBS’s $78 target sits below both the mean and median, reflecting a more conservative valuation versus the Street, but still well above the current price.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-07-13 | UBS | upgrade | Buy | $78.00 |
| 2026-07-09 | Truist Securities | upgrade | Buy | — |
| 2026-07-01 | Mizuho | maintain | Neutral | $95.00 |
| 2026-06-30 | RBC Capital | maintain | Outperform | $102.00 |
| 2026-06-08 | Truist Securities | initiate | Hold | $90.00 |
| 2026-06-05 | RBC Capital | maintain | Outperform | $100.00 |
| 2026-06-05 | BMO Capital | maintain | Outperform | $101.00 |
| 2026-05-08 | UBS | maintain | Neutral | $88.00 |
| 2026-04-14 | UBS | downgrade | Neutral | $87.00 |
| 2026-02-12 | BMO Capital | maintain | Outperform | $90.00 |
Analyst activity is positive: 2 upgrades in the past 30 days (UBS and Truist Securities) and 0 downgrades. EPS revisions show a slight upward bias — the current fiscal-year EPS estimate has risen from $2.629 to $2.646 over 30 days, with 2 upward revisions versus 3 downward (the net is modestly positive due to larger magnitude of upgrades).
Firm Track Record — UBS
UBS accuracy: 55% on 5074 calls | avg return: 4.6%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 1 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| UBS | 100% | 2/2 | 60.5% | top tier |
UBS has a 100% accuracy rate on SOLS (2 correct out of 2 calls), with an average return of 60.5% on those ratings, placing it in the top tier among covering firms. This outperformance lends extra weight to the upgrade, even with the concurrent PT cut.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $2.65 | $2.56 — $2.70 | $4.1B | ↑2 ↓0 |
| +1y | $3.21 | $3.13 — $3.32 | $4.3B | ↑2 ↓0 |
| 0q | $0.78 | $0.76 — $0.79 | $1.1B | ↑2 ↓0 |
| +1q | $0.67 | $0.64 — $0.70 | $1.0B | ↑1 ↓0 |
Cross-Platform Signals
No insider trades or congressional trades are recorded. Institutional activity is mixed: Walleye Capital increased its position by 240% (now $9.1M), while Schonfeld trimmed by 83% and Jefferies reduced by 58%. The large institutional buy from Walleye converges with the bullish analyst signal, but the trims introduce some uncertainty. Short interest data is unavailable.
Investment Themes
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 27, 2026 5w ago | Press Release | $63.53 $63.73 | ▲ +0.31% | ▲ +0.21% | $57.82 (−8.99%) |
Jul 27, 2026 9w ago | 425 | $60.59 $60.17 | ▼ −0.69% | ▼ −1.77% | $57.82 (−4.57%) |
Jul 27, 2026 9w ago | 8-K | $60.59 $60.17 | ▼ −0.69% | ▼ −1.77% | $57.82 (−4.57%) |
Jul 20, 2026 10w ago | 425 / 8-K | $56.47 $60.54 | ▲ +7.21% | ▲ +7.63% | $57.82 (+2.39%) |
Jul 17, 2026 11w ago | 8-K / PRESS-RELEASE | $58.38 $60.88 | ▲ +4.28% | ▲ +4.97% | $57.82 (−0.96%) |
Jul 17, 2026 11w ago | Press Release | $58.38 $60.88 | ▲ +4.28% | ▲ +4.97% | $57.82 (−0.96%) |
Jul 17, 2026 11w ago | Press Release | $58.38 $60.88 | ▲ +4.28% | ▲ +4.97% | $57.82 (−0.96%) |
Jul 13, 2026 11w ago | ANALYST-UPGRADE | $61.06 $58.38 | ▼ −4.39% | ▼ −3.60% | $57.82 (−5.31%) |
Jul 9, 2026 12w ago | 425 | $62.80 $58.24 | ▼ −7.26% | ▼ −7.13% | $57.82 (−7.93%) |
Jul 6, 2026 12w ago | 425 | $68.05 $61.30 | ▼ −9.92% | ▼ −10.41% | $57.82 (−15.03%) |
US Market Status
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