Huntsman stock hits 52-week low at $8.90

Huntsman Corporation (HUN) stock plummeted to a 52-week low of $8.90, marking a 64.04% decline over the past year, after reporting Q2 2025 EPS of -$0.20, significantly missing the -$0.12 forecast, and revenue of $1.46 billion, slightly below expectations. Analysts, including Jefferies and KeyBanc, cited ongoing demand challenges in key markets like automotive and construction, alongside seasonal factors, leading to a lowered price target from Jefferies and a maintained Sector Weight rating, despite the company's 10.6% dividend yield.

Analysis

Huntsman Corporation (HUN) is facing significant operational and market headwinds, evidenced by its stock price hitting a 52-week low of $8.90, a 64.04% decline over the past year. The primary driver for this negative sentiment is the company's second-quarter 2025 performance, where it reported a net loss per share of -$0.20, missing the consensus forecast of -$0.12 by 66.67%, and posted revenue of $1.46 billion, which was also below the $1.49 billion expectation. Analyst commentary corroborates these challenges; KeyBanc maintained a Sector Weight rating citing ongoing demand weakness in critical end-markets like automotive, construction, and aerospace, while Jefferies lowered its price target to $14.00 from $15.00 due to anticipated seasonal factors. In contrast to the severe capital depreciation, the company offers a substantial 10.6% dividend yield, supported by a consistent 19-year history of payments, which may appeal to income-oriented investors. The appointment of a new General Counsel represents a governance update, but the near-term focus remains on the company's ability to navigate persistent market pressures and underperformance.

Key Decisions for Investors

• Investors should weigh the significant near-term risk, underscored by the Q2 earnings miss and negative analyst sentiment, against the potential for a value-based recovery, as the Jefferies price target of $14.00 remains well above the current stock price.
• For income-focused portfolios, the 10.6% dividend yield is a compelling feature, but its sustainability should be scrutinized in the context of negative EPS and ongoing demand challenges in key industrial sectors.
• It is crucial to monitor future earnings reports for any stabilization or improvement in demand from the automotive, building, and aerospace markets, as a turnaround in these areas will be a key catalyst for the stock.
• The significant stock price decline to a 52-week low suggests deep bearishness is priced in, presenting a high-risk, high-reward scenario for contrarian investors who believe the market has overreacted to recent performance.