Celanese (NYSE:CE) Given New $65.00 Price Target at Mizuho

Key Points

• Mizuho raised its price target on Celanese to $65 with a "neutral" rating (implying ~1% upside); other brokers have also lifted targets and the consensus analyst target is about $66.41 with ratings split evenly between Buys and Holds.
• Celanese's Q1 missed modestly on EPS ($0.85 vs. $0.88) and revenue fell ~2.2% YoY, but management gave strong Q2 guidance of $2.00–$2.40 EPS and the company reported a ~27% rise in operating profit and materially improved operating cash flow.
• Shares opened around $64.35 and were down ~6.7%; the company has a market cap near $7.05 billion and about 98.87% of the stock is held by institutional investors.

Celanese (NYSE:CE - Get Free Report) had its price target boosted by analysts at Mizuho from $58.00 to $65.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm presently has a "neutral" rating on the basic materials company's stock. Mizuho's price target would suggest a potential upside of 1.01% from the company's previous close.

Several other brokerages also recently issued reports on CE. Citigroup upped their price objective on shares of Celanese from $81.00 to $84.00 and gave the company a "buy" rating in a research note on Thursday, April 16th. Tudor Pickering upgraded Celanese from a "hold" rating to a "buy" rating in a report on Monday, March 9th. Jefferies Financial Group raised Celanese from a "hold" rating to a "buy" rating and set a $86.00 price target on the stock in a research note on Thursday, February 5th. Robert W. Baird raised their price objective on Celanese from $65.00 to $75.00 and gave the stock an "outperform" rating in a report on Friday, March 27th. Finally, Royal Bank Of Canada set a $66.00 target price on Celanese and gave the company a "sector perform" rating in a research note on Friday, April 10th. Nine equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Celanese presently has an average rating of "Hold" and an average target price of $66.41.

Celanese Stock Down 6.7%

CE opened at $64.35 on Wednesday. The firm has a market cap of $7.05 billion, a P/E ratio of -6.08, a PEG ratio of 0.45 and a beta of 0.81. The business's fifty day simple moving average is $60.05 and its 200 day simple moving average is $49.69. Celanese has a 52 week low of $35.13 and a 52 week high of $70.70. The company has a quick ratio of 0.94, a current ratio of 1.55 and a debt-to-equity ratio of 2.55.

Celanese (NYSE:CE - Get Free Report) last released its earnings results on Tuesday, May 5th. The basic materials company reported $0.85 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.88 by ($0.03). Celanese had a negative net margin of 12.15% and a positive return on equity of 8.75%. The firm had revenue of $2.34 billion during the quarter, compared to analysts' expectations of $2.34 billion. During the same quarter last year, the company posted $0.57 earnings per share. Celanese's revenue for the quarter was down 2.2% on a year-over-year basis. Celanese has set its Q2 2026 guidance at 2.000-2.400 EPS. As a group, equities research analysts anticipate that Celanese will post 5.16 EPS for the current fiscal year.

Hedge Funds Weigh In On Celanese

Several hedge funds and other institutional investors have recently modified their holdings of CE. Allspring Global Investments Holdings LLC raised its holdings in Celanese by 2.2% in the first quarter. Allspring Global Investments Holdings LLC now owns 50,595 shares of the basic materials company's stock valued at $3,215,000 after buying an additional 1,087 shares during the period. Independent Financial Group LLC purchased a new stake in Celanese during the first quarter worth approximately $452,000. Twin Capital Management Inc. increased its position in shares of Celanese by 1.8% in the first quarter. Twin Capital Management Inc. now owns 18,619 shares of the basic materials company's stock worth $1,225,000 after acquiring an additional 329 shares in the last quarter. Bank of New York Mellon Corp raised its stake in shares of Celanese by 2.1% in the 1st quarter. Bank of New York Mellon Corp now owns 695,758 shares of the basic materials company's stock valued at $45,760,000 after acquiring an additional 14,487 shares during the period. Finally, AMG National Trust Bank lifted its holdings in shares of Celanese by 1.6% during the 1st quarter. AMG National Trust Bank now owns 114,948 shares of the basic materials company's stock valued at $7,560,000 after acquiring an additional 1,844 shares in the last quarter. 98.87% of the stock is owned by institutional investors and hedge funds.

More Celanese News

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Management issued strong Q2 2026 EPS guidance of $2.00–$2.40, well above the Street consensus (~$1.54); that upside to forward earnings is the main bullish catalyst driving investor optimism. Q1 Press Release / Slide Deck
• Positive Sentiment: Operating profit rose ~27% year‑over‑year and operating cash flow strengthened materially (cash from ops up sharply; cash balance increased), improving liquidity and the balance sheet narrative even as GAAP net income fell. Quiver Quantitative Earnings Recap
• Positive Sentiment: Analyst repositioning: Morgan Stanley raised its price target to $72 (equal-weight), reflecting improving expectations; several firms maintain constructive targets above the current level — supportive for near-term sentiment. Benzinga Morgan Stanley Note
• Positive Sentiment: Strategic and sustainability initiatives — Celanese outlined a nylon uplift plan for its engineered materials unit and announced a carbon capture / utilization collaboration with SharpCell Oy, which could support long‑term growth and ESG positioning. Business Wire: Nylon Uplift Yahoo: Carbon Capture Collaboration
• Neutral Sentiment: Revenue was roughly in line with estimates at $2.34B but declined ~2.2% YoY — not a surprise, but indicates growth remains muted. Business Wire: Q1 Results
• Neutral Sentiment: Insider buying reported (CEO and CFO purchases) — a modest governance signal that can support sentiment but is not transformational. Quiver: Insider Activity
• Negative Sentiment: Reported EPS of $0.85 missed the Zacks/Street consensus (~$0.88); GAAP net income and EPS showed significant YoY declines in some presentations, which is weighing on short‑term investor confidence. Zacks: EPS Miss
• Negative Sentiment: Company still shows a negative net margin and reported lower GAAP net income year‑over‑year, which could keep valuation multiples pressured until earnings power is consistently restored. Zacks: Key Metrics

Celanese Company Profile

Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products.

In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.