ESAB (ESAB) News Today

ESAB Corporation (NYSE:ESAB) shares are down today as investors digest a mix of beat-and-raise earnings results and several analyst revisions. Key drivers include second-quarter performance, updated guidance, and lowered price targets from major brokerages.

• Positive Sentiment: Stifel Nicolaus upgraded ESAB from “hold” to “buy” and set a $141.00 price target. ESAB Stock Rating Upgraded by Stifel Nicolaus
• Positive Sentiment: Q2 sales exceeded analyst estimates, reinforcing the company’s growth trend. ESAB’s Q2 Sales Beat Estimates
• Positive Sentiment: ESAB raised its 2025 adjusted EBITDA guidance to $535 million, driven by acquisitions and growth in EMEA/APAC. ESAB Raises 2025 Adjusted EBITDA Guidance
• Positive Sentiment: Earnings call highlighted the company’s resilience and pipeline momentum following Q2 results. ESAB Corporation’s Earnings Call Highlights Resilience and Growth
• Neutral Sentiment: Updated FY2025 EPS guidance of $5.150–$5.30 per share was provided, roughly in line with consensus estimates.
• Negative Sentiment: JPMorgan Chase & Co. lowered its price target on ESAB to $125.00 from $137.00, though it maintained an “overweight” rating. ESAB Given New $125.00 Price Target at JPMorgan
• Negative Sentiment: Oppenheimer trimmed its price objective to $142.00 from $144.00, despite keeping an “outperform” rating. ESAB Price Target Lowered to $142.00 at Oppenheimer
• Negative Sentiment: Shares are trading down over 13%, prompting sell-side commentary on downside risk. ESAB Trading Down 13.4% - Should You Sell?
• Negative Sentiment: An analysis explores why ESAB shares are experiencing heavy losses amid the earnings update. Why ESAB Shares Are Getting Obliterated Today