Huntsman Corporation (HUN) AI Stock Analysis
HUN AI stock analysis summary
AI ResearchHuntsman Corporation (NYSE: HUN) is a global manufacturer of specialized organic chemical products with a market capitalization of $1.50B. The company has faced challenging annual financial trends, reporting net losses of -$189.0M in FY2024 and -$275.0M in FY2025. However, trailing twelve months figures through June 30, 2026, show a rebound in quarterly revenue growth of 14.1% year-over-year.
- Market cap
- $1.50B
- Revenue (TTM)
- $5.90B
- P/E
- — fwd 53.5x
- 1Y return
- 5.3% S&P 500 16.8%
- Avg. target
- $10.50 22.4% vs last close
Bull case
- Quarterly revenue grew 14.1% year-over-year in the period ending June 30, 2026, pointing to accelerating demand.
- Analysts project a recovery to positive EPS of $0.24 for the fiscal year ending December 31, 2027.
- Consensus price target of $10.50 reflects a 22.4% premium over the last close of $8.58.
Bear case
- Net income was negative for two straight years, reaching -$275.0M in FY2025.
- Dividend payout ratio sits at an unsustainable 187.5% amid trailing twelve-month net losses.
- Net debt totals $2.15B against cash holdings of $346.0M as of June 30, 2026.
What Huntsman does
Huntsman Corporation is a global manufacturer and distributor of specialized organic chemical products headquartered in The Woodlands, Texas. Founded in 1970, the company operates across four distinct segments: Polyurethanes, Performance Products, Advanced Materials, and Textile Effects. Polyurethanes produces chemicals such as MDI, polyols, thermoplastic polyurethane, propylene oxide, and MTBE for automotive, construction, and electronics markets. Performance Products manufactures amines, maleic anhydrides, ethylene oxide, and glycols. Advanced Materials offers epoxy, acrylic, and polyurethane resins alongside carbon nanotubes for aerospace and medical applications. Textile Effects supplies specialty textile chemicals and dyes to global textile manufacturers.
Growth and profitability
Huntsman's annual revenue declined from $8.02B in FY2022 to $6.11B in FY2023, $6.04B in FY2024, and $5.68B in FY2025, yielding a 5-year revenue CAGR of -1.1%. Operating margins turned negative to -0.4% in FY2024 and -0.7% in FY2025, with net margin reaching -4.8% in FY2025 as EPS fell to -$0.71. Over the trailing twelve months, revenue was $5.90B with a profit margin of -3.0% and an EPS of -$0.97. For the latest quarter ended June 30, 2026, quarterly revenue growth rose 14.1% year-over-year, while quarterly earnings growth increased 20.6%.
Balance sheet and cash flow
As of June 30, 2026, Huntsman held $346.0M in cash and short-term investments against $2.50B in total debt, leaving net debt at $2.15B. Shareholders' equity stood at $2.69B, resulting in a debt-to-equity ratio of 0.93 and a current ratio of 1.33. During FY2025, operating cash flow was $289.0M and free cash flow was $116.0M. Capital allocation in FY2025 included $173.0M for capital expenditures, $146.0M paid in dividends, and $3.0M directed toward share buybacks.
Valuation and performance
Huntsman trades at a forward P/E of 53.5x, well above the 13.4x forward P/E median of its US-listed Basic Materials peers. Its EV-to-EBITDA multiple is 12.9x, compared to the peer median of 10.5x, while its price-to-sales multiple of 0.3x sits below the peer median of 1.8x. Over the past year, HUN shares delivered a 5.3% return compared to 16.8% for the S&P 500 (SPY). Over a 5-year period, HUN fell 67.0%, while the S&P 500 gained 83.0%.
HUN dividend
Huntsman pays a forward annual dividend of $0.35 per share, representing a dividend yield of 4.08%. The company has maintained a track record of 20 consecutive years of dividend payments, with an annualized 5-year dividend growth rate of 5.2%. Its payout ratio stands elevated at 187.5%, and the most recent ex-dividend date was September 15, 2026.
What analysts expect
Wall Street coverage includes 2 Strong Buy, 0 Buy, 11 Hold, 1 Sell, and 1 Strong Sell recommendations. The mean price target of $10.50 implies upside of 22.4% over the October 16, 2026 closing price of $8.58. Analysts anticipate EPS of -$0.24 on revenue of $6.16B for FY2026, followed by EPS of $0.24 on $6.29B in revenue for FY2027. Huntsman has beaten EPS estimates in 2 of the last 4 quarters, and its next earnings release is scheduled for November 2, 2026.
Key risks and what to watch
- Operating margin over the trailing twelve months was just 1.7%, lagging the US-listed Basic Materials peer median of 18.5%.
- Total debt of $2.50B creates leverage risks if cash generation weakens from FY2025 free cash flow of $116.0M.
- Share price closed at $8.58, which is 26.4% below its 200-day moving average.
- Short interest represents 7.3% of the float, reflecting market skepticism.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this HUN AI stock analysis
This page is an AI-written research summary of Huntsman Corporation (HUN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.
Related: HUN income statement, HUN balance sheet, HUN key metrics, HUN analyst forecast, HUN chart. See the HUN stock overview for the latest quote and news.
HUN AI stock analysis FAQ
What is Huntsman's current dividend yield?
Huntsman offers an annual forward dividend of $0.35 per share, translating to a dividend yield of 4.08% as of October 16, 2026.
When does Huntsman report earnings next?
The company is scheduled to report its next earnings results on November 2, 2026.
What are analysts' earnings expectations for HUN?
Analysts forecast an EPS of -$0.24 for FY2026, followed by positive EPS of $0.24 for FY2027.
How much debt does Huntsman Corporation hold?
As of June 30, 2026, Huntsman carried $2.50B in total debt and $346.0M in cash, resulting in net debt of $2.15B.