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HUHUN

Huntsman Corporation

$HUN·$1.8B·Chemicals·Basic Materials
$10.30-0.2%YTD+2.8%1Y+1.2%
Mentions · last 7 days
2026-08-07: 3 posts2026-08-08: 2 posts2026-08-09: 1 posts2026-08-10: 7 posts2026-08-11: 4 posts2026-08-12: 8 posts2026-08-13: 3 posts28+4%
Price updated 1d ago·X counts updated 2d ago
HUHUN
$HUNHuntsman Corporation
$10.30-0.19%28 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $HUN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-08-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Huntsman is the specialty-chem turnaround — Q2 EPS narrower loss, revenue $1.66B beat, Peter Huntsman $981K insider buy on merger investigation.

Huntsman Corporation is a specialty-chem operator (Polyurethanes/MDI, Performance Products, Advanced Materials, Textile Effects segments) — the equity is a turnaround coiling on the specific Peter Huntsman insider buy and M&A investigation.

  • Q2 mixed: EPS -$0.03 vs +$0.06 (missed EPS) but rev $1.66B vs $1.60B (+4%) — volume/pricing improvement despite negative headline.
  • Mixed pattern: Q2 miss, Q1 +13%, Q4 -28%, Q3 +77% — inconsistent execution on specialty-chem cyclicality.
  • Peter Huntsman (family exec) P-Purchase 100K shares at $9.81 = $981K — insider-conviction event.
  • Multiple 'M&A Class Action' investigations (8/4) — merger-speculation activity.
  • Position at 34% of 52w with stock -13% below 50d MA and -13% below 200d MA — coiled mid-range drawdown, YTD +3%.
  • Fundamentals: 13% GM, -1% OM (loss), 7% FCF yield at $1.77B mc, EV/EBITDA 33 — recovery-stage margins.
  • Analyst EPS -$0.18 FY26 → +$0.11 FY27 → +$0.50 FY28; Zacks 'Narrower Loss, Sales Beat on Volumes' (8/6) — profitability crossing FY27.

November 5 is the next print with $0.06 EPS estimate — a clean beat with continued volume-momentum and any M&A-speculation clarity extends the coiled run; another miss or aborted M&A commentary is the invalidator. The real risk on 33x EV/EBITDA in a loss-making cycle is that specialty-chem cyclical recovery timing slips.

What to watch: November 5 Q3 print — volume trajectory and any M&A-speculation clarity. A clean beat with continued volume extends the coil; another miss or aborted M&A is the invalidator.

On the calendar: 2026-11-05 — Q3 earnings

no sentimentinsider buyingma speculation

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What it does

Plain-English summary of the business — what they sell and how they make money.

Specialty chemical producer making MDI polyurethanes, performance products, and advanced materials for construction, automotive, and industrial markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals sits in its cycle right now — and what that implies for $HUN.

Chemicals · Basic Materials

No material change from last week — US government nuclear reactor financing activates demand for enriched isotopes unavailable from conventional supply chains.

What this means for $HUN

Neutral — Specialty chemical producer making MDI polyurethanes, performance products, and advanced materials for construction, automotive, and industrial markets; limited read-through from chemicals macro dynamics to this specific revenue mix.

Top industry ETF

$XLBMaterials Select Sector SPDR
+14.2%YTD
+16.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-11.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
12.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$-0.03$0.06-156.4%
Q1 2026Apr 30, 2026$-0.20$-0.23+13.0%
Q4 2025Feb 17, 2026$-0.37$-0.29-27.6%
Q3 2025Nov 6, 2025$-0.03$-0.13+76.9%
Next earningsThu, Nov 5·consensus EPS $0.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+0.7%12.9%-0.6%$-0.31$-91.0M
Q4 FY25$1.4B-6.7%12.1%-3.2%$-0.51$19.0M
Q3 FY25$1.5B-5.2%14.0%0.8%$-0.14$153.0M
Q2 FY25$1.5B-7.4%12.5%-0.8%$-0.92$54.0M

Forward consensus

3-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.0B$5.9B – $6.3B-$0.18-$0.26 – -$0.0510
FY27$6.2B$5.9B – $6.6B$0.11-$0.16 – $0.3410
FY28$6.5B$5.9B – $6.9B$0.50$0.47 – $0.548

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.34%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-13.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 152.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.715-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 3Peter R HuntsmanCEO100.0K sh$981K
+ 1 other (1 inkind) in window

See when $HUN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 168-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Huntsman Corporation entered an Agreement and Plan of Merger on June 15, 2026, with Olin Corporation for an all-stock merger of equals; Olin will be the surviving entity after a two-step merger (First Merger Sub into Huntsman, then Huntsman LLC merged into Second Merger Sub). Transformative combination of two major chemical companies — Huntsman (specialty chemicals, polyurethanes) and Olin (chlorine chemistry, Winchester ammunition); the all-stock structure means Huntsman shareholders receive Olin stock rather than a cash premium and requires HUN shareholder approval.

8-KPress release / Reg FDJun 168-K — Item 7.01: Press release / Reg FD
AI summary

Huntsman Corporation and Olin Corporation issued a joint press release and joint investor presentation on June 16, 2026, under Reg FD, announcing their proposed all-stock merger of equals signed June 15, 2026. Companion Reg FD disclosure to the merger agreement announcement; the joint investor presentation explains the strategic rationale and financial framework for the Huntsman/Olin combination to shareholders of both companies.

8-KShareholder voteMay 18-K — Item 5.07: Shareholder vote
SC 13DActivist position (5%+)Feb 20SC 13D
+ 43 other (27 425s · 6 13Gs · 4 proxys · 3 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Empowered Funds LLC Has $1.72 Million Stock Position in Huntsman Corporation $HUNdefenseworld.net·8d agoHuntsman Posts Narrower Loss in Q2, Sales Beat on Higher Volumeszacks.com·9d agoAre FBRX, LXFR, HUN, OLN Obtaining Fair Deals for their Shareholders?prnewswire.com·11d ago$HAREHOLDER ALERT: The M&A Class Action Firm Continues To Investigate The Merger—PLNH, OLN, HUN, and FSEAglobenewswire.com·11d agoHuntsman Q2 Earnings Call Highlightsmarketbeat.com·15d ago

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Voices on X · last 7 days

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