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SOSOLS

Solstice Advanced Materials Inc.

$SOLS·$9.4B·Chemicals - Specialty·Basic Materials
$60.47+2.1%YTD+15.5%1Y+22.4%
Price updated 44m ago·X counts updated 8d ago
SOSOLS
$SOLSSolstice Advanced Materials Inc.
$60.47+2.06%57 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SOLS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

57X posts · last 7 days
Oct 1Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $SOLS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-04

$SOLS (Solstice Advanced Materials) chatter is bullish. SOLS/ESI mutually terminated $14.5B merger with no fees. Market loved breakup — SOLS surged ~15% AH ($56 → $65). $500M share buyback approved (~6% of ~$9B mcap). 'Airheads realised their business is superior — merger cancelled, $500M buyback opened, trade back on >$100 here we go.' Some critical takes about firing CEO/redoing BoD. Overall bullish.

Read what X is saying about $SOLS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SOLS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

Solstice walked away from the $14.5B Element Solutions merger, authorized a $500M buyback — the standalone story is doing the work.

Solstice Advanced Materials delivered the kind of break-up outcome shareholders usually hope for — the mutual termination of the $14.5B Element Solutions merger (August 27) with no fees, followed by a $500M buyback authorization (~6% of mcap) and the settlement-in-principle on the Metropolis Works litigation.

  • Four consecutive quarterly EPS beats (Q2 +14%, Q1 +3%, Q4 -35%, Q3 -1%) and revenue growth stepping up to +10% YoY in Q1 2026 confirm the standalone business is working — the Q4 miss was the only wrinkle in an otherwise clean trajectory.
  • Short interest fell 48.3% in September, consistent with the market absorbing both the merger termination and the Metropolis Works litigation settlement, and sell-side 2027 EPS of $3.36 against today's $57.70 gives a forward multiple of 17.2x.
  • Insider activity is quiet governance (small director awards post-spin), and the data-center cooling plus nuclear-restart narratives both support the forward model.

The November 4 Q3 earnings is the next catalyst — a continuation of the +10% revenue cadence plus any update on the $500M buyback execution would extend the quality-at-a-discount trade; the setup rewards investors willing to sit through the sector-reflex volatility.

Agrees with X sentimentX is bullish framing SOLS as the superior standalone business with the $500M buyback as validation; the TickerTalks read agrees — the merger termination plus buyback plus litigation settlement all point to a cleaner story than the premerger consensus modeled.

What to watch: November 4 Q3 earnings and buyback execution pace; data-center cooling and nuclear-restart commentary; Metropolis Works settlement final approval and any residual legal reserves.

On the calendar: Q3 earnings scheduled 2026-11-04

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — PFAS litigation resolution at Chemours remains the balance-sheet de-risking event.

What this means for $SOLS

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

Industry benchmark

15-name peer basket
+29.5%YTD
+10.2%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
Q2 2026Jul 30, 2026$0.88$0.77+13.7%
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 earningsWed, Nov 4·consensus EPS $0.70

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

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.2B$4.2B – $4.2B$2.90$2.88 – $2.937
FY27$4.4B$4.4B – $4.4B$3.41$3.21 – $3.557
FY28$4.7B$4.5B – $4.8B$3.91$3.53 – $4.697
FY29$4.9B$4.9B – $5.0B$4.30$4.23 – $4.373
FY30$5.1B$5.1B – $5.2B$4.70$4.62 – $4.785

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.0.9×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.37%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.-0.4%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.-15.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 82.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β0.495-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

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

+ 72 other (41 awards · 20 exempts · 11 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
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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-KAgreement terminatedAug 278-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Solstice Advanced Materials and Element Solutions Inc. mutually terminated their previously announced merger agreement on August 27, 2026 pursuant to Section 8.1(a) (mutual consent), ending the transaction that had been signed July 6, 2026. The parties entered into a mutual release of claims upon termination. No termination fee was disclosed in the filing body. The collapse of the deal leaves Solstice as a standalone company and removes a near-term liquidity event for its shareholders.

8-KMaterial agreementJul 278-K — Item 1.01: Material agreement
AI summary

SOLS (SOLS) entered into a definitive merger/acquisition agreement to acquire the target company (Item 1.01, filed 2026-07-27). Definitive agreements are binding subject to regulatory and shareholder approvals. Investors should assess total consideration, deal structure, strategic rationale, and close timeline.

8-KPress release / Reg FDJul 208-K — Item 7.01: Press release / Reg FD
AI summary

Solstice Advanced Materials Inc. (SOLS) filed a Reg FD disclosure on July 20, 2026, furnishing an investor update presentation (Exhibit 99.1) regarding its proposed acquisition of Element Solutions Inc. The presentation outlines the strategic rationale for the combination, expected synergies, projected Adjusted EBITDA improvement, net leverage and deleveraging path, and anticipated accretion to Adjusted EPS for the combined specialty chemicals and advanced materials business. This filing provides investors with Solstice's full financial and strategic case for the Element Solutions deal ahead of the formal vote or closing process.

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.

+ 31 other (18 425s · 4 13Gs · 3 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Head to Head Contrast: Solstice Advanced Mat (NASDAQ:SOLS) vs. Cabot (NYSE:CBT)defenseworld.net·8d agoSolstice Advanced Mat (NASDAQ:SOLS) Stock Has Average Price Target of $78.11defenseworld.net·8d agoSolstice Announces $49 Million Investment to Expand Research and Development Capabilities in Buffalo, New Yorkprnewswire.com·10d agoSolstice Advanced Materials to Announce Third Quarter 2026 Financial Results on November 4, 2026prnewswire.com·19d agoSolstice Advanced Materials, Plaintiffs Announce Agreement in Principle to Settle Longstanding Litigation Related to Metropolis Works Operationsprnewswire.com·20d ago

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Voices on X · last 7 days

No standout posts about $SOLS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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