Barclays Issues Pessimistic Forecast for Axalta Coating Systems (NYSE:AXTA) Stock Price

Axalta Coating Systems (NYSE:AXTA) had its price objective reduced by research analysts at Barclays from $45.00 to $44.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently has an “overweight” rating on the specialty chemicals company’s stock. Barclays‘s price objective points to a potential upside of 29.56% from the company’s previous close.

AXTA has been the subject of several other research reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $38.00 price objective on shares of Axalta Coating Systems in a research note on Friday, October 9th. KeyCorp restated an “overweight” rating on shares of Axalta Coating Systems in a report on Monday, October 5th. BMO Capital Markets reiterated a “market perform” rating on shares of Axalta Coating Systems in a research report on Monday, September 21st. UBS Group dropped their price target on Axalta Coating Systems from $39.00 to $36.00 and set a “neutral” rating for the company in a research report on Monday, October 5th. Finally, Weiss Ratings upgraded shares of Axalta Coating Systems from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, October 16th. Five analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $39.00.

Axalta Coating Systems Stock Performance

Shares of NYSE AXTA traded up $0.35 during midday trading on Friday, reaching $33.96. 123,964 shares of the company were exchanged, compared to its average volume of 2,439,195. The stock has a market cap of $7.27 billion, a P/E ratio of 20.95, a PEG ratio of 1.87 and a beta of 1.26. The company has a current ratio of 1.53, a quick ratio of 1.12 and a debt-to-equity ratio of 0.99. The stock has a fifty day simple moving average of $34.03 and a 200 day simple moving average of $32.34. Axalta Coating Systems has a 1 year low of $24.94 and a 1 year high of $38.61.

Axalta Coating Systems (NYSE:AXTA) last announced its quarterly earnings data on Thursday, October 29th. The specialty chemicals company reported $0.63 EPS for the quarter, missing analysts’ consensus estimates of $0.70 by ($0.07). Axalta Coating Systems had a return on equity of 22.35% and a net margin of 6.78%. The firm had revenue of $1.31 billion for the quarter, compared to analysts’ expectations of $1.33 billion. During the same quarter in the previous year, the company posted $0.67 EPS. The firm’s quarterly revenue was up 1.8% compared to the same quarter last year. On average, research analysts forecast that Axalta Coating Systems will post 2.63 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Cedar Mountain Advisors LLC acquired a new stake in shares of Axalta Coating Systems during the 1st quarter worth about $30,000. Mint Tower Capital Management B.V. acquired a new stake in Axalta Coating Systems during the second quarter worth approximately $31,000. Root Financial Partners LLC acquired a new stake in Axalta Coating Systems during the third quarter worth approximately $33,000. Allworth Financial LP purchased a new stake in Axalta Coating Systems in the 2nd quarter worth approximately $77,000. Finally, GAMMA Investing LLC grew its stake in Axalta Coating Systems by 18.8% in the 3rd quarter. GAMMA Investing LLC now owns 2,615 shares of the specialty chemicals company’s stock worth $84,000 after acquiring an additional 413 shares during the period. Institutional investors and hedge funds own 98.28% of the company’s stock.

Trending Headlines about Axalta Coating Systems

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

• Positive Sentiment: Full-year EBITDA outlook maintained: Axalta anticipates 2026 adjusted EBITDA of approximately $1.10 billion to $1.11 billion, signaling continued confidence in its cost controls and operating performance. Axalta EBITDA outlook and Q4 EPS guidance
• Positive Sentiment: Sales continued to grow: Third-quarter revenue increased 1.8% from the prior-year period to about $1.31 billion, indicating modest top-line resilience despite a challenging operating environment. Axalta third-quarter sales and earnings report
• Neutral Sentiment: Potential merger benefits: Ariel Global Fund said a combination with Akzo Nobel could offer meaningful cost-saving opportunities. However, this is an investor thesis rather than a confirmed transaction, so it may have limited immediate effect on AXTA’s valuation. Ariel Global Fund comments on a potential Axalta-Akzo Nobel merger
• Negative Sentiment: Quarterly earnings missed estimates: Adjusted EPS was $0.63, below consensus estimates ranging from $0.70 to $0.71 and down from $0.67 a year earlier. Net income was approximately $95 million, highlighting pressure on profitability. Axalta third-quarter earnings and revenue miss
• Negative Sentiment: Revenue also missed expectations: Quarterly sales of approximately $1.31 billion were below the roughly $1.33 billion analyst consensus, while the company guided to fourth-quarter adjusted EPS of about $0.55, reinforcing concerns about near-term earnings momentum. Axalta third-quarter 2026 results

About Axalta Coating Systems

Axalta Coating Systems Ltd. (NYSE: AXTA) develops, manufactures and sells coatings and coating technologies designed to protect, enhance and improve the appearance of vehicles, equipment and industrial products. Its offerings include liquid, powder and electrocoat products, along with related color-management tools, application technologies and technical services.

The company serves several markets, including automotive original equipment manufacturers, automotive refinish businesses, commercial transportation, industrial equipment, architecture and general manufacturing.