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

Solstice Advanced Mat (NASDAQ:SOLS) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.450-2.750 for the period, compared to the consensus estimate of 2.660. The company issued revenue guidance of $3.9 billion-$4.1 billion, compared to the consensus revenue estimate of $4.1 billion. Solstice Advanced Mat also updated its Q2 2026 guidance to EPS.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on SOLS. UBS Group downgraded shares of Solstice Advanced Mat from a “buy” rating to a “neutral” rating and set a $87.00 price target for the company. in a report on Monday, April 13th. Weiss Ratings raised shares of Solstice Advanced Mat from a “sell (d+)” rating to a “hold (c)” rating in a report on Monday, February 23rd. Wall Street Zen upgraded shares of Solstice Advanced Mat from a “sell” rating to a “hold” rating in a research report on Sunday. Zacks Research upgraded shares of Solstice Advanced Mat to a “hold” rating in a research report on Friday, January 23rd. Finally, Mizuho set a $80.00 price objective on shares of Solstice Advanced Mat in a research report on Friday, February 13th. Three investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $67.00.

Solstice Advanced Mat Price Performance

SOLS stock traded down $1.95 during trading on Thursday, reaching $80.07. 960,691 shares of the company were exchanged, compared to its average volume of 2,822,586. The business’s 50-day moving average is $77.40. The company has a market capitalization of $12.71 billion and a P/E ratio of 308.31. Solstice Advanced Mat has a twelve month low of $40.43 and a twelve month high of $84.99. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.39 and a quick ratio of 0.98.

Solstice Advanced Mat (NASDAQ:SOLS) last released its quarterly earnings data on Wednesday, May 6th. The company reported $0.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.60 by $0.03. The company had revenue of $991.00 million for the quarter, compared to analyst estimates of $1.01 billion. Solstice Advanced Mat has set its FY 2026 guidance at 2.450-2.750 EPS. On average, analysts forecast that Solstice Advanced Mat will post 2.66 EPS for the current year.

Solstice Advanced Mat Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Wednesday, May 27th will be given a $0.075 dividend. This represents a $0.30 annualized dividend and a yield of 0.4%. The ex-dividend date is Wednesday, May 27th. Solstice Advanced Mat’s dividend payout ratio is 115.38%.

Trending Headlines about Solstice Advanced Mat

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

• Positive Sentiment: Q1 revenue growth and cash flow: Net sales rose ~10% YoY to $991M and the company generated strong operating cash flow and free cash flow, signaling healthy demand across Nuclear, Electronic Materials and Refrigerants. Press Release
• Positive Sentiment: Adjusted EPS beat on a non-GAAP basis: Management reported adjusted diluted EPS of $0.63, modestly above Street estimates, which helps support near-term earnings credibility. MarketBeat coverage
• Neutral Sentiment: FY 2026 guidance and investment plan: Solstice reiterated full-year net sales guidance of $3.9B–$4.1B and EPS of $2.45–$2.75 while announcing a ~$200M investment to expand Spokane capacity — growth-friendly but capital-intensive. Investors are parsing the tradeoff between growth investments and near-term margin impact. Seeking Alpha
• Neutral Sentiment: Q2 revenue view roughly in line: The company issued Q2 revenue guidance near $1.1B (around consensus), suggesting quarter-to-quarter stability even as full-year range leaves room for variability. Press Release
• Neutral Sentiment: Mixed analyst and investor positioning: Institutional accumulation is large but price targets vary, and options flow showed unusually heavy put buying ahead of/after results — a sign of hedging or short-term bearish bets. QuiverQuant summary
• Negative Sentiment: Margins and profitability pressure: Adjusted EBITDA margin slipped (to ~25.1% from ~27.9%) and GAAP net income fell year-over-year, driven by higher standalone costs after the spin-off, elevated R&D and product-mix shifts (lower‑GWP refrigerants), which investors view as a near-term headwind. Earnings call transcript
• Negative Sentiment: Full-year outlook perceived as conservative: The revenue range and midpoint were interpreted by some market participants as underwhelming relative to expectations, prompting downside reaction in the stock. MSN
• Negative Sentiment: Market reaction and put activity: Heavy put purchases and intraday selling indicate short-term bearish positioning and heightened volatility as investors reprice the company for lower near-term margins and higher investment spend. (No single-source link available for options note.)

Institutional Investors Weigh In On Solstice Advanced Mat

A number of institutional investors have recently modified their holdings of SOLS. State Street Corp bought a new stake in shares of Solstice Advanced Mat in the 4th quarter valued at $245,276,000. Morgan Stanley bought a new stake in shares of Solstice Advanced Mat in the 4th quarter valued at $195,151,000. Millennium Management LLC bought a new stake in shares of Solstice Advanced Mat in the 4th quarter valued at $87,802,000. Charles Schwab Investment Management Inc. bought a new stake in shares of Solstice Advanced Mat in the 4th quarter valued at $81,100,000. Finally, Paulson & CO. Inc. bought a new stake in shares of Solstice Advanced Mat in the 4th quarter valued at $67,807,000.

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.