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SOSOLS

Solstice Advanced Materials Inc.

Rising onWhy it's trendingMoving on elevated volumeStrong bullish X conversation
$SOLS·$9.7B·Chemicals - Specialty·Basic Materials
$63.42-0.2%YTD+30.9%1Y+31.3%
Mentions · last 7 days
2026-08-22: 1 posts2026-08-23: 7 posts18-8%
Price updated 11h ago·X counts updated 8d ago
SOSOLS
$SOLSSolstice Advanced Materials Inc.
$63.42-0.17%18 posts-8%
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 numbersWinding up for a moveAI verdict · as of 2026-09-01

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

Specialty-materials spinout that just walked away from a $14.5B merger and announced a $500M buyback instead.

Solstice Advanced Materials is a specialty chemicals and materials company whose pending merger collapsed by mutual agreement, putting the standalone thesis back in front of the market.

  • Q1 revenue is $991M with year-over-year growth of +10.5%, and Q2/Q3/Q4 grew +5.9%, +6.8%, and +8.1% — the growth rate has been accelerating steadily quarter over quarter.
  • EPS beat in the two most recent prints ($0.88 vs $0.77 and $0.63 vs $0.61) after a large Q4 miss ($0.26 vs $0.40) — the recent execution is the better guide.
  • The $14.5B merger with Element Solutions was mutually terminated on August 27 under Section 8 with no termination fees either way, following shareholder feedback — a rare clean unwind.
  • A $500M buyback was announced alongside the termination and shares surged roughly 15% after hours, with sell-side seeing 43.94% further upside from where they marked it.

The Q3 print on October 29 is the first standalone quarter after the breakup — the growth acceleration plus buyback is the thesis, and it has to show up without the deal narrative supporting the tape.

Agrees with X sentimentX posts are bullish and event-driven — the no-fee mutual termination, the $500M buyback, shares surging from $56 to $65, and the standalone thesis 'immediately back in play' — the take here agrees the breakup was clean and treats standalone execution at the October print as the load-bearing follow-through.

What to watch: Whether revenue growth acceleration continues without the merger narrative, buyback execution pace against the $500M authorization, and any board or leadership changes.

On the calendar: 2026-10-29 Q3 2026 earnings

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-08-30

The mood on Solstice Advanced Materials is bullish and event-driven — Solstice and Element Solutions mutually terminated their $14.5B merger with no termination fees either way, and SOLS also announced a $500M buyback. Shares surged ~15% after-hours ($56 to $65) as "the market loved the breakup," and the standalone thesis (with a 20% IRR previously priced out of the tape) is described as "immediately back in play." One holder still wants the CEO and board replaced; a political-disclosure post shows a Sen. Morrison sell.

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

Specialty chemical demand is tied to downstream industrial cycles — semiconductor materials (photoresists, CMP slurries) are growing while agricultural/construction-linked volumes soften. AI fab expansion is the structural growth pocket within specialty chemicals.

What this means for $SOLS

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Solstice Advanced Materials, Inc.

Industry benchmark

13-name peer basket
+32.4%YTD
+48.0%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 earningsThu, Oct 29·consensus EPS $0.72

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$3.22$3.14 – $3.305
FY28$4.6B$4.4B – $4.7B$3.62$3.23 – $4.025
FY29$5.0B$5.0B – $5.1B$0.00$0.00 – $0.002

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.1.6×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.46%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.-2.0%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.-6.3%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 today6.2% 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.

+ 57 other (25 awards · 21 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.

+ 35 other (18 425s · 5 13Gs · 3 earnings 8-Ks · 3 proxys) in window

Recent news

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

Beacon Pointe Advisors LLC Makes New $1.14 Million Investment in Solstice Advanced Mat $SOLSdefenseworld.net·1d agoSolstice Stock Is Surging After Terminating Element Mergerbenzinga.com·4d agoSolstice Advanced Materials, Element Solutions Cancel Deal After Shareholder Feedbackwsj.com·5d agoSolstice Advanced Materials Announces Mutual Termination of Merger Agreement with Element Solutionsprnewswire.com·5d agoWall Street Analysts See a 43.94% Upside in Solstice Advanced Materials (SOLS): Can the Stock Really Move This High?zacks.com·5d ago

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Voices on X · top 10 · last 7 days

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