Axalta Coating Systems Ltd. (NYSE:AXTA) Stock Has Consensus Price Target of $38.18

Posted by Francis Steltz on Oct 30th, 2026

Axalta Coating Systems Ltd. (NYSE:AXTA – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the twelve brokerages that are covering the firm, Marketbeat Ratings reports. Seven research analysts have rated the stock with a hold recommendation, four have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12-month price objective among analysts that have issued a report on the stock in the last year is $39.10.

AXTA has been the subject of a number of recent research reports. UBS Group dropped their price objective on shares of Axalta Coating Systems from $39.00 to $36.00 and set a “neutral” rating for the company in a research note 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. Weiss Ratings raised shares of Axalta Coating Systems from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, October 16th. KeyCorp reissued an “overweight” rating on shares of Axalta Coating Systems in a research report on Monday, October 5th. Finally, Barclays assumed coverage on shares of Axalta Coating Systems in a research note on Monday, October 12th. They set an “overweight” rating and a $45.00 price target for the company.

Check Out Our Latest Stock Analysis on AXTA

Axalta Coating Systems Price Performance

Shares of NYSE:AXTA opened at $33.57 on Friday. Axalta Coating Systems has a 1-year low of $24.94 and a 1-year high of $38.61. The firm has a market capitalization of $7.18 billion, a PE ratio of 20.72, a PEG ratio of 1.87 and a beta of 1.26. The business’s 50 day moving average is $34.03 and its 200-day moving average is $32.34. The company has a current ratio of 1.53, a quick ratio of 1.12 and a debt-to-equity ratio of 0.99.

Axalta Coating Systems (NYSE:AXTA – Get Free Report) last issued its earnings results on Thursday, October 29th. The specialty chemicals company reported $0.63 EPS for the quarter, missing the consensus estimate of $0.70 by ($0.07). The firm had revenue of $1.31 billion during the quarter, compared to the consensus estimate of $1.33 billion. Axalta Coating Systems had a return on equity of 22.35% and a net margin of 6.78%. The firm’s revenue for the quarter was up 1.8% compared to the same quarter last year. During the same period last year, the business earned $0.67 earnings per share. Sell-side analysts predict that Axalta Coating Systems will post 2.63 earnings per share for the current year.

Institutional Trading of Axalta Coating Systems

Several institutional investors have recently bought and sold shares of the stock. Cedar Mountain Advisors LLC acquired a new stake in shares of Axalta Coating Systems in the 1st quarter valued at $30,000. Mint Tower Capital Management B.V. acquired a new stake in shares of Axalta Coating Systems during the 2nd quarter worth about $31,000. Root Financial Partners LLC acquired a new stake in shares of Axalta Coating Systems during the 3rd quarter worth about $33,000. Allworth Financial LP acquired a new stake in shares of Axalta Coating Systems during the 2nd quarter worth about $77,000. Finally, SJS Investment Consulting Inc. lifted its holdings in Axalta Coating Systems by 543.4% during the 1st quarter. SJS Investment Consulting Inc. now owns 2,818 shares of the specialty chemicals company’s stock valued at $78,000 after purchasing an additional 2,380 shares during the last quarter. Institutional investors and hedge funds own 98.28% of the company’s stock.

Axalta Coating Systems News Summary

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

Positive Sentiment: Axalta expects 2026 adjusted EBITDA of approximately $1.10 billion to $1.11 billion and guided to fourth-quarter adjusted EPS of about $0.55, providing investors with visibility into near-term earnings. Axalta 2026 guidance
Positive Sentiment: Investment manager Ariel Investments said a potential combination with Akzo Nobel could offer meaningful cost-saving opportunities. However, this reflects an investor thesis rather than a confirmed transaction. Ariel Global Fund commentary
Neutral Sentiment: Third-quarter revenue increased approximately 1.8% year over year to $1.31 billion, indicating continued top-line growth, although sales were still below the $1.33 billion consensus estimate. Axalta third-quarter results
Negative Sentiment: Adjusted quarterly EPS was $0.63, below analyst estimates ranging from $0.70 to $0.71 and down from $0.67 a year earlier. Net income was reported at approximately $95 million. Axalta earnings and revenue miss
Negative Sentiment: The earnings and revenue misses suggest weaker-than-expected operating performance, which is the primary reason investor sentiment turned negative despite the company’s full-year EBITDA outlook.

Axalta Coating Systems Company Profile

(Get Free Report)

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.