Axalta Coating Systems Ltd. (NYSE:AXTA) Receives Consensus Recommendation of "Hold" from Brokerages

Key Points

• Consensus "Hold": Eighteen analysts rate AXTA an average "Hold" (13 holds, 5 buys) with a 12‑month price target of $35.20, and several recent notes include downgrades and target cuts from major brokers.
• Q1 beat but mixed metrics: Axalta posted revenue of $1.25B and EPS of $0.56 (vs. $0.50 consensus) with strong profitability (net margin ~7.2%, ROE ~22–23%), though revenue was down ~0.6% year‑over‑year.
• Guidance tempers optimism: Q2 EPS guidance of $0.65 is slightly below the Street (~$0.66) and FY2026 guidance of $2.55–2.70 overlaps consensus, leaving near‑term upside and downside risks; shares recently traded around $27.72 (52‑week range $24.94–$35.72).

Shares of Axalta Coating Systems Ltd. (NYSE:AXTA - Get Free Report) have been assigned an average rating of "Hold" from the eighteen analysts that are covering the stock, Marketbeat.com reports. Thirteen equities research analysts have rated the stock with a hold recommendation and five have issued a buy recommendation on the company. The average twelve-month price target among analysts that have covered the stock in the last year is $35.20.

Several analysts recently issued reports on AXTA shares. Wells Fargo & Company downgraded Axalta Coating Systems from an "overweight" rating to an "equal weight" rating and decreased their target price for the company from $39.00 to $30.00 in a research note on Friday, April 10th. KeyCorp restated a "sector weight" rating on shares of Axalta Coating Systems in a research note on Wednesday, February 11th. Mizuho cut their price objective on shares of Axalta Coating Systems from $39.00 to $32.00 and set an "outperform" rating for the company in a report on Monday, March 23rd. Citigroup reduced their price objective on shares of Axalta Coating Systems from $45.00 to $42.00 and set a "buy" rating on the stock in a research report on Wednesday, April 1st. Finally, Royal Bank Of Canada boosted their target price on shares of Axalta Coating Systems from $33.00 to $35.00 and gave the stock a "sector perform" rating in a report on Thursday, February 12th.

Key Axalta Coating Systems News

Here are the key news stories impacting Axalta Coating Systems this week:

• Positive Sentiment: Reported quarterly results showed revenue of $1.25B and an EPS beat versus consensus; the company cited a net margin of 7.39% and a strong return on equity (23.6%), which supports profitability narrative. Axalta Releases First-Quarter 2026 Results
• Positive Sentiment: Several outlet summaries (MarketBeat / Zacks) echo that Axalta beat consensus on revenue and reported EPS in the $0.50–$0.56 area, which is supportive for near-term earnings expectations. AXTA Q1 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Full slide deck and earnings presentation are available for review — useful for evaluating segment-level trends, margin drivers and management commentary. Q1 Results - Slide Deck / Presentation
• Negative Sentiment: Q2 2026 EPS guidance was set at $0.65 (range 0.650–0.65), slightly under the Street consensus (~$0.66), which may temper near-term sentiment. Axalta Releases First-Quarter 2026 Results
• Neutral Sentiment: FY2026 guidance was given as $2.55–2.70, which overlaps Street estimates (consensus ~2.57); the range implies upside potential at the high end but also downside risk at the low end. Axalta FY2026 Guidance
• Negative Sentiment: There is conflicting coverage of the EPS figure: at least one earnings-call transcript source reports a $0.42 EPS miss versus a $0.50 expectation—this discrepancy can create short‑term confusion and volatility until reconciled (check company press release / 8‑K). Q1 2026 Earnings Call Transcript (InsiderMonkey)
• Negative Sentiment: Revenue was slightly down year‑over‑year (~‑0.6%), indicating still‑muted end‑market demand in parts of the business — a small but relevant operational note for growth outlook. How Key Metrics Compare to Wall Street Estimates

Institutional Trading of Axalta Coating Systems

Several hedge funds have recently bought and sold shares of AXTA. Covestor Ltd grew its position in shares of Axalta Coating Systems by 197.7% during the fourth quarter. Covestor Ltd now owns 908 shares of the specialty chemicals company's stock valued at $29,000 after purchasing an additional 603 shares in the last quarter. Eagle Bay Advisors LLC bought a new stake in shares of Axalta Coating Systems in the fourth quarter worth about $30,000. Cedar Mountain Advisors LLC purchased a new stake in shares of Axalta Coating Systems in the first quarter worth about $30,000. Summit Securities Group LLC purchased a new stake in shares of Axalta Coating Systems in the fourth quarter worth about $32,000. Finally, Los Angeles Capital Management LLC bought a new position in Axalta Coating Systems during the fourth quarter valued at approximately $35,000. Hedge funds and other institutional investors own 98.28% of the company's stock.

Axalta Coating Systems Trading Down 2.5%

Shares of Axalta Coating Systems stock opened at $27.72 on Friday. Axalta Coating Systems has a fifty-two week low of $24.94 and a fifty-two week high of $35.72. The company has a debt-to-equity ratio of 1.27, a quick ratio of 1.50 and a current ratio of 2.10. The company has a market capitalization of $5.93 billion, a P/E ratio of 16.21, a P/E/G ratio of 1.17 and a beta of 1.25. The company has a fifty day moving average of $29.04 and a 200 day moving average of $30.44.

Axalta Coating Systems (NYSE:AXTA - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The specialty chemicals company reported $0.56 EPS for the quarter, beating analysts' consensus estimates of $0.50 by $0.06. Axalta Coating Systems had a return on equity of 22.37% and a net margin of 7.22%.The business had revenue of $1.25 billion for the quarter, compared to analysts' expectations of $1.21 billion. During the same period last year, the firm earned $0.59 earnings per share. The business's quarterly revenue was down .6% on a year-over-year basis. Axalta Coating Systems has set its FY 2026 guidance at 2.550-2.70 EPS and its Q2 2026 guidance at 0.650-0.65 EPS. On average, sell-side analysts anticipate that Axalta Coating Systems will post 2.63 earnings per share for the current fiscal year.

About Axalta Coating Systems

Axalta Coating Systems is a global leader in the development, manufacture and sale of liquid and powder coatings. The company's product portfolio spans refinish coatings for the automotive collision repair market, original equipment manufacturer (OEM) coatings for new vehicle production, and industrial coatings including electrodeposition (E-coat) and powder coatings for a variety of sectors such as architecture, heavy equipment and general industrial applications.

Tracing its roots to the 19th century and rebranded as Axalta following its separation from DuPont Performance Coatings in 2013, the company has built a presence in more than 100 countries.

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