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Axalta Coating Systems (AXTA): analyst forecast and price target

$33.44 −0.86% close 16.10.26 · market cap $7.1B · Basicmaterials · Chemicals - Specialty
Price targets and ratings of

Analyst consensus

Moderate Buy

3 Buy2 Hold0 Sell

Ratings of 5 analysts in the last 3 months · top analysts only

12-month forecast

$39.80+19.0% upside

Based on 5 price targets given in the last 3 months, the average target is $39.80, the highest $45.00, the lowest $36.00. The average is +19.0% from the last price of $33.44.

$30.00$40.00Jan 26AprJulOctJan 27AprJulOctHigh$45.00Average$39.80Low$36.00
Highest target $45.00 Average target $39.80 Lowest target $36.00
AnalystFirmPrice target RatingUpsideAction Date Move vs SPY
Michael Leithead★★★★★★★★★★#3007 · hits 56% · avg +4.4% Barclays $45.00 Buy +34.6% Initiated 12.10.26on TipRanks 16:25 +1.4%next day 0.0%
Arun Viswanathan★★★★★★★★★★#4725 · hits 54% · avg +1.5% RBC Capital $36.00 Hold +7.7% Reiterated 08.10.26on TipRanks Oct 12 21:45 +0.5%next day −1.1% · 5 days +3.1%
John McNulty★★★★★★★★★★#2310 · hits 54% · avg +4.6% BMO Capital $39.00 Hold +16.6% Reiterated 05.10.26on TipRanks 08:13 +0.8%next day +1.7% · 5 days +0.8%
Michael Sison★★★★★★★★★★#11471 · hits 43% · avg −2.5% Wells Fargo $33.00 Hold −1.3% Reiterated 05.10.26on TipRanks 07:16 +0.8%next day +1.7% · 5 days +0.8%
Salvator Tiano★★★★★★★★★★#11292 · hits 48% · avg −5.5% Bank of America Securities $47.00 Buy +40.6% Reiterated 05.10.26on TipRanks 06:35 +0.8%next day +1.7% · 5 days +0.8%
Joshua Spector★★★★★★★★★★#3207 · hits 53% · avg +3.3% UBS $39.00 → $36.00−7.7% Hold +7.7% Reiterated 05.10.26on TipRanks 06:01 +0.8%next day +1.7% · 5 days +0.8%
John McNulty★★★★★★★★★★#2310 · hits 54% · avg +4.6% BMO Capital $39.00 Hold +16.6% Reiterated 18.09.26on TipRanks Sep 21 09:08 −1.4%next day −2.6% · 5 days +0.9%
Arun Viswanathan★★★★★★★★★★#4725 · hits 54% · avg +1.5% RBC Capital $36.00 Hold +7.7% Reiterated 30.07.26on TipRanks Jul 31 08:24 +1.8%next day −1.3% · 5 days +0.6%
Duffy Fischer★★★★★★★★★★#1090 · hits 61% · avg +12.2% Goldman Sachs $36.00 Buy +7.7% Reiterated 29.07.26on TipRanks Jul 30 08:31 −0.2%next day +1.8% · 5 days +3.8%
Matthew DeYoe★★★★★★★★★★#2749 · hits 62% · avg +7.2% Bank of America Securities $40.00 → $42.00+5.0% Buy +25.6% Reiterated 29.07.26on TipRanks 10:46 −0.2%next day +1.8% · 5 days +3.8%
Michael Sison★★★★★★★★★★#11471 · hits 43% · avg −2.5% Wells Fargo $30.00 → $33.00+10.0% Hold −1.3% Reiterated 29.07.26on TipRanks 06:58 −0.2%next day +1.8% · 5 days +3.8%
Ghansham Panjabi★★★★★★★★★★#1720 · hits 57% · avg +5.3% Robert W. Baird $35.00 → $37.00+5.7% Hold +10.6% Reiterated 29.07.26on TipRanks 06:58 −0.2%next day +1.8% · 5 days +3.8%
John Roberts CFA★★★★★★★★★★#651 · hits 62% · avg +10.3% Mizuho Securities $32.00 → $39.00+21.9% Buy +16.6% Reiterated 01.07.26on TipRanks 07:49 +0.1%next day +2.8% · 5 days −5.6%
Patrick Cunningham★★★★★★★★★★#4783 · hits 54% · avg +2.3% Citi — Buy — Reiterated 10.06.26on TipRanks 12:10 −0.7%next day +0.1% · 5 days +3.8%
Unknown Analyst Seaport Global — Hold — Downgrade 25.01.26on TipRanks Jan 23 08:20 −1.5%next day −0.3% · 5 days −0.5%
Kevin McCarthy★★★★★★★★★★#3631 · hits 61% · avg +7.5% Vertical Research $37.00 Hold +10.6% Downgrade 07.01.26on TipRanks 07:40 −1.2%next day 0.0% · 5 days +1.7%
Vincent Andrews★★★★★★★★★★#3768 · hits 62% · avg +2.7% Morgan Stanley $36.00 Hold +7.7% Reiterated 31.10.25on TipRanks 09:50 −1.0%next day −1.5% · 5 days +3.5%
Jeffrey Zekauskas★★★★★★★★★★#2991 · hits 53% · avg +3.3% J.P. Morgan $30.00 → $29.00−3.3% Hold −13.3% Reiterated 30.10.25on TipRanks 09:15 −1.7%next day −1.0% · 5 days −0.1%

Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst

Best analysts covering Axalta Coating Systems

TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.

Most accurate

3 months Aleksey Yefremov★★★★★★★★★★KeyBanc · #1445
Hits 57%213 of 376 Average return +7.5%
1 year Patrick Cunningham★★★★★★★★★★Citi · #4783
Hits 54%114 of 212 Average return +2.3%
2 years Patrick Cunningham★★★★★★★★★★Citi · #4783
Hits 54%114 of 212 Average return +2.3%

Most profitable

3 months Aleksey Yefremov★★★★★★★★★★KeyBanc · #1445
Hits 57%213 of 376 Average return +7.5%
1 year Aleksey Yefremov★★★★★★★★★★KeyBanc · #1445
Hits 57%213 of 376 Average return +7.5%
2 years Aleksey Yefremov★★★★★★★★★★KeyBanc · #1445
Hits 57%213 of 376 Average return +7.5%

How the average price target moved

The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 05.10.26: target $38.25 at a price of $32.20 (+18.8%); now: $39.00 at $33.44 (+16.6%).

$32.50$35.00$37.50$40.00Sep 15Oct 1Oct 15Top analysts$39.80Average target$39.00Price$33.44

PriceAverage targetTop analysts’ target

Recommendation trend · top analysts

0510135Oct 25146Nov145Dec23Jan 2634Feb44Mar52Apr62May52Jun75Jul43Aug44Sep12Oct

Strong BuyBuyHoldSell

Rating05.2606.2607.2608.2609.2610.26
Strong Buy000000
Buy657441
Hold225342
Sell000000

Earnings and sales forecast

Next report: 29.10.26 (Q3 2026, date not confirmed)

Earnings per share

Next quarter’s EPS estimate — $0.70 (from $0.67 to $0.74). Last quarter: $0.72.

Sales

Next quarter’s sales estimate — $1.3B (from $1.3B to $1.3B). Last quarter: $1.3B.

Best top-analyst consensus in the sector · Basicmaterials

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About Axalta Coating Systems
  • CEO: Chrishan Anthon Sebastian Villavarayan
  • Employees: 12,200
  • 1050 Constitution Avenue, Philadelphia, PA, 19112, US
  • www.axalta.com

Axalta Coating Systems Ltd. is a leading global enterprise focused on the development, sale, and distribution of advanced, high-performance coating solutions. Its operations extend across North America, Europe, the Middle East, Africa, the Asia Pacific region, and Latin America. The company's business is organized into two principal divisions: Performance Coatings and Transportation Coatings. Within its Performance Coatings segment, Axalta provides a wide array of water-borne and solvent-borne products specifically designed for the repair of damaged vehicles. These products serve a diverse clientele, including independent body shops, multi-shop operators, and original equipment manufacturer (OEM) dealership body shops. This segment also supplies functional and decorative liquid and powder coatings for an extensive range of industrial uses. These applications include architectural cladding and fittings, various automotive components, general industrial processes, job coating services, energy sector solutions, HVAC systems, appliances, industrial wood products, coil coatings, and oil and gas pipelines. Furthermore, it offers specialized coatings for building materials, cabinetry, wood and luxury vinyl flooring, and furniture, marketed under liquid coating brands like Voltatex, AquaEC, Durapon, Hydropon, UNRIVALED, Tufcote, and Ceranamel, as well as powder coating brands such as Alesta, Nap-Gard, Abcite, Teodur, and Plascoat. The Transportation Coatings segment is dedicated to engineering and supplying crucial layers—including electrocoat, primer, basecoat, and clearcoat—to original equipment manufacturers (OEMs) for both light-duty and commercial vehicles. This division also furnishes sophisticated coating systems for various commercial transport applications, such as heavy-duty trucks (HDT), buses, and rail vehicles, under well-known brands like Imron, Imron Elite, Centari, Rival, Corlar epoxy undercoats, and AquaEC. Axalta’s comprehensive product portfolio is additi

Data from the stock’s TipRanks forecast page, read 21 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗