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SOSOLS

Solstice Advanced Materials Inc.

$SOLS·$9.3B·Chemicals - Specialty·Basic Materials
$56.47-3.3%YTD+16.4%1Y+16.7%
Mentions · last 7 days
2026-07-14: 6 posts2026-07-15: 2 posts2026-07-16: 3 posts2026-07-17: 7 posts2026-07-18: 1 posts2026-07-19: 2 posts2026-07-20: 3 posts25+5%
Price updated 14h ago·X counts updated 14h ago
SOSOLS
$SOLSSolstice Advanced Materials Inc.
$56.47-3.27%25 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SOLS, 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.

Proven numbersEvent coming upAI verdict · as of 2026-07-21

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Solstice Advanced Materials up 16% YTD reports Q2 July 30 — specialty-chemicals plus dividend.

Solstice Advanced Materials is the specialty-chemicals producer (specialty materials, coatings, polymers for industrial applications) — a name that has quietly rerated on the specific specialty-chemicals recovery cycle.

  • Growth is real: Q1 2026 revenue of $991M was up 10.5% YoY — the pattern showing specialty-chemicals demand is compounding at low double digits.
  • The July 17 quarterly $0.075 dividend declaration is the specific shareholder-return signal: consistent capital return supporting the multi-year compounder thesis.
  • At $56.47 and +16% YTD, the tape reflects the specific specialty-chemicals rerating capture — the July 30 print is the specific test.
  • X-community sentiment is split with merger-arbitrage-driven shorting over the last two months plus $62.88 swing-long framing — the setup reflects both technical setup and fundamental thesis.

Path forward is the July 30 Q2 print — need FY26 EPS $0.73 Q2 consensus holding plus explicit specialty-chemicals volume commentary. What extends the move: a beat-plus-raise plus explicit merger-arbitrage-flow reversal; what invalidates: any specialty-chemicals volume deceleration or a walked-back FY26 EPS trajectory.

Agrees with X sentimentX frames SOLS with mixed sentiment — bulls flagging selling-pressure abating as an add-entry opportunity with $62.88 swing-long, bears citing merger-arbitrage-driven shorting — that reads correctly on the specific technical-plus-fundamental setup.

What to watch: July 30 Q2 print — FY26 EPS $0.73 Q2 holding and specialty-chemicals volume commentary matter most. A beat-plus-raise plus explicit merger-arbitrage-flow reversal is the specific extension catalyst.

On the calendar: 2026-07-30 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment6 posts analyzed · as of 2026-07-14

Solstice chatter is split: bulls flag selling pressure abating as an add-entry opportunity with a $62.88 swing long, framing heavy merger-arbitrage-driven shorting over the last two days as good pricing. Bears counter with Darvas Box breakdowns, a critical view that Citrini's bullish research on SOLS misled buyers, and pointed criticism of management decisions described as adversarial to shareholders.

Read the AI verdict + X sentiment for $SOLS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

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

Specialty materials maker of low-GWP refrigerants, semiconductor process gases, and high-performance fibers for industrial use.

Industry overviewAI analysisGenerated by AI from underlying data

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

Chemicals - Specialty · Basic Materials

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

What this means for $SOLS

Neutral — Specialty materials maker of low-GWP refrigerants, semiconductor process gases, and high-performance fibers for industrial use; limited read-through from chemicals - specialty macro dynamics to this specific revenue mix.

Industry benchmark

7-name peer basket
+20.1%YTD
+43.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
120.2How 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
5.1%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
17.2%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
0.6%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
3.2Same 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
5.8%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
31.2%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
1.6Total 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
Q1 2026May 6, 2026$0.63$0.61+2.6%
Q4 2025Feb 11, 2026$0.26$0.40-35.0%
Q3 2025Nov 6, 2025$0.53$0.54-1.3%
Next earningsThu, Jul 30·consensus EPS $0.73

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$991.0M+10.5%31.9%18.2%$0.54$124.0M
Q4 FY25$987.0M+8.1%26.1%12.1%$0.26$0
Q3 FY25$969.0M+6.8%32.0%17.6%$-0.22$-131.0M
Q2 FY25$1.0B+5.9%34.6%20.8%$0.73$86.0M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$4.1B – $4.1B$2.67$2.57 – $2.735
FY27$4.3B$4.3B – $4.4B$3.21$3.13 – $3.305
FY28$4.6B$4.5B – $4.6B$3.62$3.23 – $4.024
FY29$5.0B$5.0B – $5.1B$0.00$0.00 – $0.003

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.0.7×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.—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.-28.3%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 43 other (25 awards · 14 exempts · 4 inkinds) in window

See when $SOLS 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
Free, forever. No credit card.

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 agreementJul 78-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

Solstice Advanced Materials Inc. (SOLS) entered into a definitive Agreement and Plan of Merger with Element Solutions Inc. on July 6, 2026, in a two-step merger structure where Solstice will acquire Element Solutions in exchange for Solstice Common Stock as merger consideration. Both boards unanimously approved. The merger combines Solstice (formerly a specialty materials company) with Element Solutions, a NYSE-listed advanced materials and specialty chemicals company. The per-share consideration/exchange ratio is not disclosed in the excerpt, but this is a transformative all-stock acquisition that would significantly scale Solstice's materials business.

8-KPress release / Reg FDJul 68-K — Item 7.01: Press release / Reg FD
AI summary

Solstice Advanced Materials Inc. (SOLS) and Element Solutions Inc. announced a proposed acquisition of Element Solutions by Solstice under a signed merger agreement dated July 6, 2026, disclosed via joint Regulation FD press release and investor presentation. Financial terms (price per share, total deal value) and regulatory approvals needed are not specified in the filing body — details are in the attached exhibits. This is a transformative M&A announcement for both companies; the deal terms and synergy case are in the investor presentation (Exhibit 99.2).

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

SOLS (SOLS) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KOfficer or director changeFeb 258-K — Item 5.02: Officer or director change
8-KOther eventFeb 208-K — Item 5.08 · Item 8.01: Other event
+ 29 other (12 425s · 5 13Gs · 3 proxys · 2 routine 8-Ks) in window

Recent news

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

The Consortium Fueling the Nuclear Renaissanceetftrends.com·1d agoSOLS Investors Have Opportunity to Join Solstice Advanced Materials, Inc. Fraud Investigation with the Schall Law Firmgurufocus.com·3d agoSOLS Investors Have Opportunity to Join Solstice Advanced Materials, Inc. Fraud Investigation with the Schall Law Firmbusinesswire.com·3d agoSolstice Advanced Materials Declares Dividend of $0.075 per Common Shareprnewswire.com·4d agoSolstice Advanced Materials to Announce Second Quarter 2026 Financial Results on July 30, 2026prnewswire.com·4d ago

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