Solstice Advanced Mat (NASDAQ:SOLS) Sets New 12-Month High – Time to Buy?

Solstice Advanced Mat (NASDAQ:SOLS) hit a new 52-week high during trading on Wednesday . The stock traded as high as $73.93 and last traded at $72.66, with a volume of 1765875 shares traded. The stock had previously closed at $63.80.

Key Headlines Impacting Solstice Advanced Mat

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

• Positive Sentiment: Announced expansion of uranium conversion (UF6) production to meet strong nuclear customer demand; expects >10 kilotonnes in 2026 (≈20% increase vs prior plan) and says backlog is over $2 billion — supports revenue/volume growth and de‑risking of long‑cycle nuclear revenues. Solstice Advanced Materials Announces Expansion of Uranium Conversion Production
• Positive Sentiment: Board declared the company’s first quarterly shareowner dividend ($0.075 per share), which can broaden investor base (income investors) and signal confidence in cash flow. Solstice Advanced Materials Announces First Shareowner Dividend
• Neutral Sentiment: Reported Q4 2025 results: net sales $987M (up 8% YoY), net income attributable to Solstice $41M; adjusted standalone EBITDA $189M (margin 19.1%). FY‑2025 sales $3.9B and adjusted EBITDA $957M — shows growth but also margin pressure. Solstice Advanced Materials Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Earnings call transcript provides management commentary on margin dynamics, supply/demand in nuclear and electronic materials, and operational plans — useful for assessing whether margin pressures are temporary or structural. SOLS Q4 2025 Earnings Call Transcript
• Negative Sentiment: Earnings miss: reported EPS $0.26 vs consensus $0.40 (miss of $0.14) — a near‑term catalyst for selling pressure and questions on near‑term profitability. MarketBeat: SOLS Earnings Report
• Negative Sentiment: FY‑2026 adjusted EPS guidance of $2.45–$2.75 is below consensus (~$2.93), signalling that management expects margin or mix headwinds to persist despite revenue guidance of $3.9–$4.1B — a potential drag on valuation until execution proves out. Solstice FY‑2026 Guidance (Press Release / Slides)

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on SOLS. UBS Group set a $75.00 price target on shares of Solstice Advanced Mat in a research note on Thursday, January 29th. Vertical Research raised Solstice Advanced Mat from a “hold” rating to a “buy” rating and set a $58.00 target price for the company in a research report on Wednesday, January 7th. Mizuho assumed coverage on Solstice Advanced Mat in a research note on Friday, October 31st. They issued a “neutral” rating and a $54.00 target price for the company. Weiss Ratings started coverage on Solstice Advanced Mat in a research note on Thursday, January 15th. They issued a “sell (d+)” rating on the stock. Finally, Wall Street Zen downgraded shares of Solstice Advanced Mat from a “hold” rating to a “sell” rating in a research report on Saturday, December 20th. Four equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Solstice Advanced Mat has an average rating of “Hold” and a consensus price target of $59.40.

Solstice Advanced Mat Stock Performance

The business’s 50 day simple moving average is $54.86. The company has a quick ratio of 0.93, a current ratio of 1.53 and a debt-to-equity ratio of 0.03.

Solstice Advanced Mat (NASDAQ:SOLS) last released its earnings results on Wednesday, February 11th. The company reported $0.26 EPS for the quarter, missing analysts’ consensus estimates of $0.40 by ($0.14). Solstice Advanced Mat has set its FY 2026 guidance at 2.450-2.750 EPS.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. DiNuzzo Private Wealth Inc. purchased a new stake in shares of Solstice Advanced Mat during the fourth quarter valued at approximately $26,000. Hoey Investments Inc. bought a new position in Solstice Advanced Mat in the 4th quarter valued at approximately $27,000. Kohmann Bosshard Financial Services LLC bought a new position in Solstice Advanced Mat in the 4th quarter valued at approximately $27,000. JNBA Financial Advisors purchased a new stake in Solstice Advanced Mat during the 4th quarter valued at $29,000. Finally, Motco bought a new stake in shares of Solstice Advanced Mat in the 4th quarter worth $30,000.

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.