Axalta (AXTA): are the analysts right?

May 5, 26

■ Sector Perform neutral · not a buy · 🎯$29

Price at call : $28.55 — gap to target +2%

Today : $33.62 — gap to target -14%

🎯 on AXTA : 0% (2 calls matureds) · 📊 on Materials : 42.3% · -5.5% (104 calls)

in progress (365j)
matures : May 5, 27

May 1, 26

■ Neutral neutral · not a buy · 🎯$32

Price at call : $26.69 — gap to target +20%

Today : $33.62 — gap to target -5%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 41.7% · -7.4% (96 calls)

in progress (365j)
matures : May 1, 27

Apr 10, 26

■ Equal-Weight neutral · not a buy · 🎯$30

Price at call : $28.85 — gap to target +4%

Today : $33.62 — gap to target -11%

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.8% · -4.2% (170 calls)

in progress (365j)
matures : Apr 10, 27

Apr 2, 26

■ Neutral neutral · not a buy · 🎯$31

Price at call : $26.39 — gap to target +17%

Today : $33.62 — gap to target -8%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 41.7% · -7.4% (96 calls)

in progress (365j)
matures : Apr 2, 27

Apr 1, 26

▲ Buy · 🎯$42

Price at call : $26.82 — upside +57%

Today : $33.62 — upside +25%

🎯 on AXTA : no call matured yet · 📊 on Materials : 48.3% · +0.7% (149 calls)

in progress (365j)
matures : Apr 1, 27

Mar 23, 26

▲ Outperform · 🎯$32

Price at call : $26.92 — upside +19%

Today : $33.62 — upside -5%

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

in progress (365j)
matures : Mar 23, 27

Feb 12, 26

■ Sector Perform neutral · not a buy · 🎯$35

Price at call : $34.13 — gap to target +3%

Today : $33.62 — gap to target +4%

🎯 on AXTA : 0% (2 calls matureds) · 📊 on Materials : 42.3% · -5.5% (104 calls)

in progress (365j)
matures : Feb 12, 27

Goldman Sachs ↗

Feb 11, 26

▲ Buy · 🎯$40

Price at call : $33.79 — upside +18%

Today : $33.62 — upside +19%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 56.9% · +4.7% (65 calls)

in progress (365j)
matures : Feb 11, 27

Seaport Global ↗

Jan 23, 26

■ Neutral neutral · not a buy

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 36.8% · -2.5% (19 calls)

in progress (365j)
matures : Jan 23, 27

Jan 12, 26

■ Neutral neutral · not a buy · 🎯$35

Price at call : $32.99 — gap to target +6%

Today : $33.62 — gap to target +4%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 41.7% · -7.4% (96 calls)

in progress (365j)
matures : Jan 12, 27

Baird ↗

Jan 7, 26

■ Neutral neutral · not a buy · 🎯$35

Price at call : $32.44 — gap to target +8%

Today : $33.62 — gap to target +4%

🎯 on AXTA : no call matured yet · 📊 on Materials : 52.6% · +19.1% (38 calls)

in progress (365j)
matures : Jan 7, 27

Dec 18, 25

▲ Buy · 🎯$37

Price at call : $32.06 — upside +15%

Today : $33.62 — upside +10%

🎯 on AXTA : no call matured yet · 📊 on Materials : 48.3% · +0.7% (149 calls)

in progress (365j)
matures : Dec 18, 26

Nov 19, 25

■ Sector Perform neutral · not a buy · 🎯$30

Price at call : $27.8 — gap to target +8%

Today : $33.62 — gap to target -11%

🎯 on AXTA : 0% (2 calls matureds) · 📊 on Materials : 42.3% · -5.5% (104 calls)

in progress (365j)
matures : Nov 19, 26

JP Morgan ↗

Oct 30, 25

■ Neutral neutral · not a buy · 🎯$29

Price at call : $28.47 — gap to target +2%

Today : $33.62 — gap to target -14%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 46.8% · +2.2% (126 calls)

in progress (365j)
matures : Oct 30, 26

Oct 29, 25

▲ Buy · 🎯$35

Price at call : $28.66 — upside +22%

Today : $33.62 — upside +4%

🎯 on AXTA : no call matured yet · 📊 on Materials : 48.3% · +0.7% (149 calls)

in progress (365j)
matures : Oct 29, 26

Oct 29, 25

▲ Buy · 🎯$39

Price at call : $28.66 — upside +36%

Today : $33.62 — upside +16%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 41.7% · -7.4% (96 calls)

in progress (365j)
matures : Oct 29, 26

Oct 29, 25

▲ Outperform · 🎯$35

Price at call : $28.66 — upside +22%

Today : $33.62 — upside +4%

🎯 on AXTA : 0% (2 calls matureds) · 📊 on Materials : 42.3% · -5.5% (104 calls)

in progress (365j)
matures : Oct 29, 26

Oct 29, 25

▲ Overweight · 🎯$39

Price at call : $28.66 — upside +36%

Today : $33.62 — upside +16%

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.8% · -4.2% (170 calls)

in progress (365j)
matures : Oct 29, 26

B of A Securities ↗

Oct 14, 25

▲ Buy · 🎯$41

Price at call : $27.26 — upside +50%

Today : $33.62 — upside +22%

🎯 on AXTA : no call matured yet · 📊 on Materials : 49.3% · -0.4% (144 calls)

in progress (365j)
matures : Oct 14, 26

Oct 10, 25

▲ Overweight · 🎯$38

Price at call : $26.78 — upside +42%

Today : $33.62 — upside +13%

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.8% · -4.2% (170 calls)

in progress (365j)
matures : Oct 10, 26

Oct 6, 25

▲ Buy · 🎯$34

Price at call : $28.18 — upside +21%

Today : $33.62 — upside +1%

🎯 on AXTA : no call matured yet · 📊 on Materials : 48.3% · +0.7% (149 calls)

in progress (365j)
matures : Oct 6, 26

Oct 3, 25

▲ Outperform · 🎯$33

Price at call : $28.18 — upside +17%

Today : $33.62 — upside -2%

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

in progress (365j)
matures : Oct 3, 26

Evercore ISI Group ↗

Oct 2, 25

■ In-Line neutral · not a buy · 🎯$32

Price at call : $28.19 — gap to target +14%

Today : $33.62 — gap to target -5%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 25% · -9.2% (4 calls)

in progress (365j)
matures : Oct 2, 26

Aug 1, 25

▲ Outperform · 🎯$34

Price at call : $28.08 — upside +21%

Today : $33.62 — upside +1%

🎯 on AXTA : 0% (2 calls matureds) · 📊 on Materials : 42.3% · -5.5% (104 calls)

in progress (365j)
matures : Aug 1, 26

BMO Capital ↗

Jul 16, 25

■ Market Perform neutral · not a buy · 🎯$33

Price at call : $29.88 — gap to target +10%

Today : $33.62 — gap to target -2%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 57.9% · +6.4% (114 calls)

in progress (365j)
matures : Jul 16, 26

Jul 15, 25

▲ Outperform · 🎯$35

Price at call : $29.85 — upside +17%

Today : $33.62 — upside +4%

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

in progress (365j)
matures : Jul 15, 26

Jul 1, 25

▲ Overweight · 🎯$39

Price at call : $31.24 — upside +25%

Today : $33.62 — upside +16%

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.8% · -4.2% (170 calls)

in progress (365j)
matures : Jul 1, 26

Jun 13, 25

■ Neutral neutral · not a buy · 🎯$34

Price at call : $28.79 — gap to target +18%

Today : $33.62 — gap to target +1%

🎯 on AXTA : no call matured yet · 📊 on Materials : 48.3% · +0.7% (149 calls)

in progress (365j)
matures : Jun 13, 26

Barclays ↗

May 15, 25

▲ Overweight · 🎯$42

Price at call : $32.38 — upside +30%

Today : $33.62 — upside +25%

Expected +30% · Actual -17% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.5% · -5.4% (65 calls)

-17.2%

stock -17% · XLB +17%

Goldman Sachs ↗

May 14, 25

▲ Buy · 🎯$40

Price at call : $32.38 — upside +24%

Today : $33.62 — upside +19%

Expected +24% · Actual -17% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 56.9% · +4.7% (65 calls)

-17.2%

stock -17% · XLB +17%

Morgan Stanley ↗

May 8, 25

■ Equal-Weight neutral · not a buy · 🎯$36

Price at call : $31.1 — gap to target +16%

Today : $33.62 — gap to target +7%

🎯 on AXTA : no call matured yet · 📊 on Materials : 44.2% · +3.0% (86 calls)

in progress (365j)
matures : May 8, 26

May 8, 25

▲ Overweight · 🎯$40

Price at call : $31.1 — upside +29%

Today : $33.62 — upside +19%

Expected +29% · Actual -9% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.8% · -4.2% (170 calls)

-8.7%

stock -9% · XLB +24%

JP Morgan ↗

May 8, 25

■ Neutral neutral · not a buy · 🎯$32

Price at call : $31.27 — gap to target +2%

Today : $33.62 — gap to target -5%

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 46.8% · +2.2% (126 calls)

in progress (365j)
matures : May 8, 26

Apr 9, 25

▲ Overweight · 🎯$37

Price at call : $30.22 — upside +22%

Today : $33.62 — upside +10%

Expected +22% · Actual -5% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.8% · -4.2% (170 calls)

-4.5%

stock -5% · XLB +33%

Apr 8, 25

■ Neutral neutral · not a buy · 🎯$32

Price at call : $31.76 — gap to target +1%

Today : $33.62 — gap to target -5%

🎯 on AXTA : no call matured yet · 📊 on Materials : 48.3% · +0.7% (149 calls)

in progress (365j)
matures : Apr 8, 26

Apr 7, 25

▲ Buy · 🎯$40

Price at call : $29.59 — upside +35%

Today : $33.62 — upside +19%

Expected +35% · Actual -12% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 41.7% · -7.4% (96 calls)

-11.7%

stock -12% · XLB +31%

Apr 3, 25

▲ Overweight · 🎯$42

Price at call : $29.73 — upside +41%

Today : $33.62 — upside +25%

Expected +41% · Actual -11% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.8% · -4.2% (170 calls)

-11.2%

stock -11% · XLB +29%

Seaport Global ↗

Mar 5, 25

▲ Buy · 🎯$47

Price at call : $35.34 — upside +33%

Today : $33.62 — upside +40%

Expected +33% · Actual -14% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 36.8% · -2.5% (19 calls)

-14.4%

stock -14% · XLB +15%

Barclays ↗

Feb 5, 25

▲ Overweight · 🎯$45

Price at call : $37.8 — upside +19%

Today : $33.62 — upside +34%

Expected +19% · Actual -11% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.5% · -5.4% (65 calls)

-10.6%

stock -11% · XLB +13%

Jan 7, 25

▲ Outperform · 🎯$41

Price at call : $34.3 — upside +20%

Today : $33.62 — upside +22%

Expected +20% · Actual -5% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

-5.5%

stock -5% · XLB +13%

Deutsche Bank ↗

Dec 19, 24

▲ Buy · 🎯$42

Price at call : $34.44 — upside +22%

Today : $33.62 — upside +25%

Expected +22% · Actual -7% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 47.2% · -1.5% (106 calls)

-6.9%

stock -7% · XLB +7%

Dec 18, 24

■ Neutral neutral · not a buy · 🎯$41

Price at call : $34.44 — gap to target +19%

Today : $33.62 — gap to target +22%

🎯 on AXTA : no call matured yet · 📊 on Materials : 48.3% · +0.7% (149 calls)

in progress (365j)
matures : Dec 18, 25

BMO Capital ↗

Nov 13, 24

▲ Outperform · 🎯$48

Price at call : $40.66 — upside +18%

Today : $33.62 — upside +43%

Expected +18% · Actual -29% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 57.9% · +6.4% (114 calls)

-28.9%

stock -29% · XLB -6%

Evercore ISI Group ↗

Nov 13, 24

▲ Outperform · 🎯$47

Price at call : $40.6 — upside +16%

Today : $33.62 — upside +40%

Expected +16% · Actual -27% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 25% · -9.2% (4 calls)

-26.9%

stock -27% · XLB -6%

Nov 1, 24

▲ Outperform · 🎯$46

Price at call : $38.08 — upside +21%

Today : $33.62 — upside +37%

Expected +21% · Actual -26% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (2 calls matureds) · 📊 on Materials : 42.3% · -5.5% (104 calls)

-26.2%

stock -26% · XLB -9%

Barclays ↗

Nov 1, 24

▲ Overweight · 🎯$44

Price at call : $38.08 — upside +16%

Today : $33.62 — upside +31%

Expected +16% · Actual -26% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (3 calls matureds) · 📊 on Materials : 41.5% · -5.4% (65 calls)

-26.2%

stock -26% · XLB -9%

Oct 31, 24

▲ Overweight · 🎯$45

Price at call : $37.98 — upside +18%

Today : $33.62 — upside +34%

Expected +18% · Actual -26% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 75% (12 calls matureds) · 📊 on Materials : 51.6% · +3.1% (126 calls)

-26.0%

stock -26% · XLB -9%

Oct 31, 24

▲ Outperform · 🎯$43

Price at call : $37.98 — upside +13%

Today : $33.62 — upside +28%

Expected +13% · Actual -26% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

-26.0%

stock -26% · XLB -9%

Aug 5, 24

▲ Outperform · 🎯$44

Price at call : $34.04 — upside +29%

Today : $33.62 — upside +31%

Expected +29% · Actual -16% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (2 calls matureds) · 📊 on Materials : 42.3% · -5.5% (104 calls)

-16.4%

stock -16% · XLB -1%

JP Morgan ↗

Aug 5, 24

▲ Overweight · 🎯$41

Price at call : $34.07 — upside +20%

Today : $33.62 — upside +22%

Expected +20% · Actual -16% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 0% (1 call matured) · 📊 on Materials : 46.8% · +2.2% (126 calls)

-15.8%

stock -16% · XLB +1%

Aug 2, 24

▲ Overweight · 🎯$44

Price at call : $34.07 — upside +29%

Today : $33.62 — upside +31%

Expected +29% · Actual -18% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 75% (12 calls matureds) · 📊 on Materials : 51.6% · +3.1% (126 calls)

-17.6%

stock -18% · XLB -0%

May 21, 24

▲ Buy · 🎯$41

Price at call : $34.95 — upside +17%

Today : $33.62 — upside +22%

Expected +17% · Actual -10% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

-10.5%

stock -10% · XLB -7%

May 2, 24

▲ Overweight · 🎯$40

Price at call : $35.2 — upside +14%

Today : $33.62 — upside +19%

Expected +14% · Actual -5% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 75% (12 calls matureds) · 📊 on Materials : 51.6% · +3.1% (126 calls)

-5.4%

stock -5% · XLB -6%

May 2, 24

▲ Buy · 🎯$38

Price at call : $34.83 — upside +9%

Today : $33.62 — upside +13%

Expected +9% · Actual -5% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

-4.8%

stock -5% · XLB -4%

Aug 3, 23

▲ Buy · 🎯$36

Price at call : $29.06 — upside +24%

Today : $33.62 — upside +7%

Expected +24% · Actual +21% · Reason (≥ +15%) : ✓ Yes

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

+21.2%

stock +21% · XLB +8%

Jul 20, 23

▲ Buy · 🎯$37

Price at call : $32.63 — upside +13%

Today : $33.62 — upside +10%

Expected +13% · Actual +8% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

+8.5%

stock +8% · XLB +8%

Jul 11, 23

▲ Overweight · 🎯$38

Price at call : $33.03 — upside +15%

Today : $33.62 — upside +13%

Expected +15% · Actual +4% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 75% (12 calls matureds) · 📊 on Materials : 51.6% · +3.1% (126 calls)

+4.4%

stock +4% · XLB +8%

Apr 19, 23

▲ Buy · 🎯$34

Price at call : $31.57 — upside +8%

Today : $33.62 — upside +1%

Expected +8% · Actual +1% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 58% (12 calls matureds) · 📊 on Materials : 41.8% · -5.5% (55 calls)

+0.8%

stock +1% · XLB +9%

Apr 11, 23

▲ Overweight · 🎯$36

Price at call : $30.45 — upside +18%

Today : $33.62 — upside +7%

Expected +18% · Actual +7% · Reason (≥ +15%) : ✗ No

🎯 on AXTA : 75% (12 calls matureds) · 📊 on Materials : 51.6% · +3.1% (126 calls)

+6.9%

stock +7% · XLB +14%