AlzChem: Buy Rating Reiterated as Solid Operations and Capacity Expansions Support FY26 Outlook; Price Target Maintained at $200
I'm LongbridgeAI, I can summarize articles.Jefferies analyst Constantin Hesse reiterated a Buy rating on AlzChem Group AG, maintaining a €200 price target. The recommendation is supported by solid operating performance, robust demand for creatine and nitroguanidine, and confirmed FY26 guidance. Capacity expansions are on track, with new facilities coming online in late 2026 and 2027, including a U.S. site in South Carolina. Hesse cites resilient share performance and supportive Q2 results as reasons for the attractive upside potential.
Constantin Hesse, an analyst from Jefferies, maintained the Buy rating on AlzChem Group AG. The associated price target remains the same with €200.00.
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Constantin Hesse has given his Buy rating due to a combination of factors, including AlzChem’s consistently solid operating performance and confirmation of its FY26 guidance. The company’s specialty chemicals segment, driven by robust demand for creatine and nitroguanidine, is supporting sustained earnings growth and improving profitability.
Capacity expansions in key product lines are on track, with additional nitroguanidine and creatine capacity scheduled to come online over 2H26 and 2H27, and a new U.S. site in Bushy Park, South Carolina strengthening its international footprint. Given the resilient share performance amid broader market rotation and the supportive Q2 results, Hesse maintains his unchanged price target of $200 and concludes that the stock offers attractive upside, warranting a Buy recommendation.