Cabot (NYSE:CBT) Given New $80.00 Price Target at Mizuho

Key Points

• Mizuho raised its price target on Cabot to $80 (from $75) while keeping a "neutral" rating, implying roughly a 5.3% downside; the consensus target is $75 and analysts' average rating is "Hold" (1 Buy, 4 Hold, 1 Sell).
• Q2 results beat expectations with adjusted EPS of $1.61 vs. $1.47 and revenue of $904M roughly in line, Cabot set FY2026 guidance at $6.00–$6.50 EPS and the board raised the quarterly dividend by 5%.
• However, revenue and GAAP EPS declined year‑over‑year and management announced asset‑optimization plans including possible plant closures in South America and Europe, which could trigger near‑term restructuring costs and operational risks.

Cabot (NYSE:CBT - Get Free Report) had its price objective upped by Mizuho from $75.00 to $80.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a "neutral" rating on the specialty chemicals company's stock. Mizuho's price objective suggests a potential downside of 5.32% from the stock's previous close.

Other analysts have also issued research reports about the company. Jefferies Financial Group reaffirmed a "buy" rating and issued a $85.00 price objective on shares of Cabot in a report on Wednesday, February 4th. Zacks Research raised Cabot from a "strong sell" rating to a "hold" rating in a research report on Tuesday, January 27th. Finally, UBS Group boosted their price target on Cabot from $74.00 to $81.00 and gave the company a "neutral" rating in a research note on Thursday, February 5th. One research analyst has rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $75.00.

Cabot Stock Up 7.0%

Shares of Cabot stock opened at $84.49 on Wednesday. Cabot has a twelve month low of $58.33 and a twelve month high of $83.71. The company has a quick ratio of 1.09, a current ratio of 1.67 and a debt-to-equity ratio of 0.49. The company's 50 day moving average is $73.67 and its 200 day moving average is $70.26. The company has a market cap of $4.41 billion, a price-to-earnings ratio of 14.59, a price-to-earnings-growth ratio of 10.00 and a beta of 0.78.

Cabot (NYSE:CBT - Get Free Report) last announced its earnings results on Tuesday, May 5th. The specialty chemicals company reported $1.61 earnings per share for the quarter, beating analysts' consensus estimates of $1.47 by $0.14. The business had revenue of $904.00 million during the quarter, compared to analyst estimates of $900.31 million. Cabot had a net margin of 8.62% and a return on equity of 22.82%. The company's quarterly revenue was down 3.4% compared to the same quarter last year. During the same period in the previous year, the business earned $1.90 EPS. Cabot has set its FY 2026 guidance at 6.000-6.50 EPS. Research analysts anticipate that Cabot will post 6.27 EPS for the current year.

Hedge Funds Weigh In On Cabot

Institutional investors have recently bought and sold shares of the stock. Fuller & Thaler Asset Management Inc. grew its holdings in Cabot by 5.6% during the fourth quarter. Fuller & Thaler Asset Management Inc. now owns 2,343,322 shares of the specialty chemicals company's stock valued at $155,315,000 after purchasing an additional 124,613 shares during the period. State Street Corp raised its position in shares of Cabot by 1.0% during the 4th quarter. State Street Corp now owns 2,025,589 shares of the specialty chemicals company's stock valued at $134,256,000 after purchasing an additional 20,021 shares during the period. American Century Companies Inc. raised its holdings in Cabot by 8.4% during the third quarter. American Century Companies Inc. now owns 1,805,393 shares of the specialty chemicals company's stock valued at $137,300,000 after acquiring an additional 140,665 shares during the period. Bank of America Corp DE lifted its position in shares of Cabot by 3.9% in the third quarter. Bank of America Corp DE now owns 1,683,520 shares of the specialty chemicals company's stock valued at $128,032,000 after acquiring an additional 63,080 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its position in shares of Cabot by 6.8% in the fourth quarter. Dimensional Fund Advisors LP now owns 1,663,283 shares of the specialty chemicals company's stock valued at $110,243,000 after acquiring an additional 106,521 shares in the last quarter. 93.18% of the stock is owned by institutional investors.

Cabot News Summary

Here are the key news stories impacting Cabot this week:

• Positive Sentiment: Quarterly results beat expectations — adjusted EPS of $1.61 topped the consensus $1.47 and revenue of $904M was roughly in line, showing the company outperformed street estimates this quarter. Cabot (CBT) Surpasses Q2 Earnings Estimates
• Positive Sentiment: Battery materials and segment performance showing strength — management cited battery materials momentum and meaningful EBITDA contribution; Reinforcement Materials EBIT was $93M and Performance Chemicals EBIT $59M, supporting growth narrative. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results
• Positive Sentiment: Board raised the quarterly dividend by 5% (new quarterly $0.4725; annualized $1.89), boosting yield and returning cash to shareholders. Cabot Corporation Board Increases Dividend
• Neutral Sentiment: FY‑2026 EPS guidance set to $6.00–$6.50 (street consensus ~6.24) — range essentially encompasses the consensus, so guidance is not a clear positive or negative surprise for investors.
• Neutral Sentiment: Company hosted an earnings call and posted slides/transcript for investors to assess details and modeling assumptions. Listen to Conference Call
• Negative Sentiment: Revenue and EPS are down year‑over‑year (revenue down ~3.4%; GAAP EPS declined vs prior year), highlighting near‑term demand softness in parts of the business. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results
• Negative Sentiment: Company announced plans to pursue asset optimization, including potential closures of manufacturing operations in South America and Europe — possible near‑term restructuring costs and local consultation risks. Cabot Corporation Reports Second Quarter Fiscal Year 2026 Results

About Cabot

Cabot Corporation is a global specialty chemicals and performance materials company headquartered in Boston, Massachusetts. Founded in 1882 by Godfrey Lowell Cabot, the company has grown into a diversified manufacturer with operations across North America, Europe, Asia and Latin America. Cabot serves a wide range of end markets, including automotive, industrial, energy, and consumer products, supplying essential ingredients that enhance performance, durability and functionality.

The company operates two primary segments: Reinforcement Materials and Performance Materials.

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