Solstice Advanced Mat (NASDAQ:SOLS) Issues FY 2026 Earnings Guidance

Solstice Advanced Mat (NASDAQ:SOLS) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.450-2.750 for the period, compared to the consensus earnings per share estimate of 2.930. The company issued revenue guidance of $3.9 billion-$4.1 billion, compared to the consensus revenue estimate of $3.9 billion. Solstice Advanced Mat also updated its Q1 2026 guidance to EPS.

Solstice Advanced Mat Stock Up 5.4%

Shares of NASDAQ:SOLS traded up $4.04 during midday trading on Thursday, reaching $78.99. The company’s stock had a trading volume of 6,570,042 shares, compared to its average volume of 2,918,492. The company has a debt-to-equity ratio of 0.03, a current ratio of 1.53 and a quick ratio of 0.93. The stock has a 50 day moving average of $55.41. Solstice Advanced Mat has a fifty-two week low of $40.43 and a fifty-two week high of $84.44.

Solstice Advanced Mat (NASDAQ:SOLS) last released its earnings results on Wednesday, February 11th. The company reported $0.26 EPS for the quarter, missing the consensus estimate of $0.40 by ($0.14). The company had revenue of $987.00 million during the quarter, compared to analyst estimates of $938.00 million. Solstice Advanced Mat has set its FY 2026 guidance at 2.450-2.750 EPS.

Wall Street Analyst Weigh In

SOLS has been the subject of several research analyst reports. Zacks Research upgraded shares of Solstice Advanced Mat to a “hold” rating in a research note on Friday, January 23rd. Alembic Global Advisors assumed coverage on shares of Solstice Advanced Mat in a report on Monday, December 1st. They issued an “overweight” rating and a $60.00 price target for the company. Mizuho lifted their price target on shares of Solstice Advanced Mat from $54.00 to $65.00 and gave the company a “neutral” rating in a research note on Thursday. Weiss Ratings initiated coverage on shares of Solstice Advanced Mat in a research report on Thursday, January 15th. They set a “sell (d+)” rating on the stock. Finally, Royal Bank Of Canada upgraded Solstice Advanced Mat from a “sector perform” rating to an “outperform” rating in a research note on Tuesday, January 20th. Four analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $61.60.

Solstice Advanced Mat News Roundup

Here are the key news stories impacting Solstice Advanced Mat this week:

• Positive Sentiment: Board declared the company’s first quarterly dividend ($0.075/share), which drew income‑oriented buying and helped momentum into the stock. Dividend Announcement
• Positive Sentiment: Company announced expansion of uranium conversion production to meet strong nuclear customer demand (backlog > $2B), signaling durable end-market demand and potential revenue/EBITDA upside from higher volumes. Production Expansion
• Positive Sentiment: Q4 revenue came in ahead of consensus ($987M vs. ~$938M) and adjusted EBITDA/margins remained healthy, supporting the company’s growth story across Nuclear, Electronic Materials and Refrigerants. This beats helped justify investor enthusiasm. Q4 Results
• Positive Sentiment: Shares hit an all‑time high as investors accumulated ahead of the dividend, amplifying the upside move. All‑Time High Coverage
• Neutral Sentiment: Management provided slide deck and earnings call materials for Q4; useful for investors digging into segment performance but not a direct catalyst. Slide Deck
• Negative Sentiment: Reported EPS of $0.26 missed consensus ($0.40), a clear near‑term disappointment and a partial explanation for intra‑day volatility. Earnings Summary
• Negative Sentiment: FY‑2026 EPS guidance was set to $2.45–$2.75, below the consensus (~$2.93), which may cap medium‑term upside as analysts and investors re‑rate expectations. Guidance Details
• Negative Sentiment: Mizuho raised its price target (to $65) but kept a neutral rating — the new target still sits well below the current market price, which could lead to future analyst skepticism or target-driven selling. Analyst Note

Hedge Funds Weigh In On Solstice Advanced Mat

Large investors have recently added to or reduced their stakes in the business. State of Wyoming acquired a new position in Solstice Advanced Mat during the 4th quarter valued at about $70,000. McMillan Office Inc. purchased a new stake in shares of Solstice Advanced Mat in the fourth quarter worth approximately $79,000. HM Payson & Co. bought a new position in shares of Solstice Advanced Mat in the fourth quarter valued at approximately $123,000. Brown Brothers Harriman & Co. purchased a new position in shares of Solstice Advanced Mat during the fourth quarter valued at approximately $125,000. Finally, Capital Analysts LLC bought a new stake in Solstice Advanced Mat during the fourth quarter worth $129,000.

Solstice Advanced Mat Company Profile

Solstice Advanced Materials is a leading global specialty materials company that advances science for smarter outcomes. Solstice offers high-performance solutions that enable critical industries and applications, including refrigerants, semiconductor manufacturing, data center cooling, nuclear power, protective fibers, healthcare packaging and more.