Huntsman scores 1.5 out of 10 on business quality—far below the investable minimum—with no competitive moat, an inconsistent recent earnings record, an unsafe dividend yield, and 20% short interest justified by the fundamental picture; the stock is uninvestable on fundamental grounds despite a constructive near-term technical breakout.
Thesis pillars
- Quality Far Below Floor No Moat↑Improving
- Unsafe Dividend Yield Trap↓Deteriorating
- Inconsistent Earnings Execution↓Deteriorating
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 18, 2026
Huntsman Corporation (HUN) Stock Analysis
Recovery setup
Basic Materials · Chemicals
Sell if holding. Engine safety override at $9.11: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Below-average business quality; Below long-term trend.
Huntsman Corporation manufactures diversified organic chemicals across three segments — Polyurethanes, Performance Products, and Advanced Materials — sold globally to industrial, construction, automotive, and aerospace customers. Revenue was $5.68 billion in 2025, down from... Read more
Sell if holding. Engine safety override at $9.11: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 64. Score 5.6/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 4d<=7d. Suitability: speculative.
About Huntsman Corporation
About Huntsman Corporation
Huntsman Corporation generated $5.68 billion in revenue in 2025 across three segments: Polyurethanes (the dominant segment with MDI as its flagship product), Performance Products (amines and maleic anhydride), and Advanced Materials (epoxy and acrylic polymer formulations). The company operates world-scale MDI production at Geismar, Louisiana; Rotterdam, Netherlands; and Caojing, China, with combined MDI, polyols, and TPU capacity of approximately 2.9 billion, 0.6 billion, and 0.1 billion pounds, respectively. Revenue declined from $6.11 billion in 2023 to $5.68 billion in 2025, reflecting cyclical demand pressure across end markets.
Polyurethane chemicals sell both as component molecules (MDI and polyols) and as formulated systems through 14 downstream systems houses located near customer sites — a distribution model designed to support technical service and customer retention. Benzene historically represents the largest raw material cost component in MDI production, while natural gas-related raw material costs in Europe have been volatile in recent years. Performance Products generates revenue from amines (including polyetheramines, ethyleneamines, and specialty amines for semiconductor manufacturing) and maleic anhydride; Huntsman claims to be the second-largest global maleic anhydride producer outside China. Advanced Materials sells to aerospace customers including Boeing, automotive customers including BMW, and electronics customers including Siemens and Schneider. The company competes against BASF, Covestro, Dow, Lubrizol, and Wanhua Chemical Group in polyurethanes and against 3M, Henkel, and Westlake in advanced materials.
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Huntsman's Geismar, Louisiana complex — where MDI, polyol, maleic anhydride, aniline, and nitrobenzene all co-locate within the Rubicon LLC joint venture with Lanxess AG — represents a single-site concentration that the 10-K flags explicitly: any significant production disruption could impair revenues since alternative facilities with sufficient capacity may not be available or could take significant time to qualify with customers. The same 10-K notes that several raw materials have only a limited number of suppliers or a single supplier, and that if a supplier cannot meet obligations under supply agreements, the company may be forced to pay higher prices without being able to recoup the increase through finished-product pricing.
See also: Basic Materials · Chemicals
From Huntsman Corporation's most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-10-29Recent Developments — Huntsman Corporation
Latest news
- NEWS RBC Capital Maintains Sector Perform on Huntsman, Lowers Price Target to $9 — benzinga Oct 13, 2026 negative
- NEWS Barclays Initiates Coverage On Huntsman with Equal-Weight Rating, Announces Price Target of $10 — benzinga Oct 13, 2026
- NEWS Wells Fargo Maintains Equal-Weight on Huntsman, Lowers Price Target to $9 — benzinga Oct 6, 2026 negative
- NEWS UBS Maintains Neutral on Huntsman, Lowers Price Target to $9 — benzinga Oct 5, 2026 neutral
- NEWS Jefferies Maintains Buy on Huntsman, Lowers Price Target to $11 — benzinga Oct 2, 2026 neutral
Generated 2026-10-29T11:53:51Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHSuppliersingle supplier raw materials10-K Item 1A: 'There are, however, several raw materials for which there are only a limited number of suppliers or a single supplier'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $9.11: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10. Specifically: Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 64. Prior stop was $8.47. Score 5.6/10, moderate confidence.
Analyst target $8.95 reached (−1.8% from $9.11); no take-profit level is published. Prior stop was $8.47. Stop-loss: $8.47.
Concentration risk — Supplier: single supplier raw materials; Target reached (-1.8% upside); Quality below floor (1.8 < 4.0).
Huntsman Corporation trades at a P/E of N/A (forward 38.6). TrendMatrix value score: 6.0/10. Verdict: Sell.
20 analysts cover HUN with a consensus score of 3.3/5. Average price target: $10.
What does Huntsman Corporation do?Huntsman Corporation manufactures diversified organic chemicals across three segments — Polyurethanes, Performance...
Huntsman Corporation manufactures diversified organic chemicals across three segments — Polyurethanes, Performance Products, and Advanced Materials — sold globally to industrial, construction, automotive, and aerospace customers. Revenue was $5.68 billion in 2025, down from $6.04 billion in 2024, with world-scale MDI production at Geismar, Louisiana; Rotterdam, Netherlands; and Caojing, China.