Balchem

BCPC · NASDAQ

$171.62+$1.20 (+0.70%)TodayMarket closed ·
Prev close $170.42

BCPC analyst rating

BuyConsensus of 2 analysts over the last 12 months. 50% rate it a buy.
  • Strong buy0
  • Buy1
  • Hold1
  • Underperform0
  • Sell0

12-month price target · 6 analysts

Average $213.43 (+24.4% upside)

Low
$166.65
Now
$171.62
High
$254.10

Upgrades and downgrades

The latest rating actions, newest first

BCPC analyst upgrades, downgrades and rating actions
FirmDateActionRating
HC Wainwright & Co.Aug 3, 2026MaintainsBuy
HC Wainwright & Co.May 4, 2026MaintainsBuy
HC Wainwright & Co.Feb 24, 2026MaintainsBuy
Rothschild & CoDec 5, 2025InitiatesNeutral
HC Wainwright & Co.Oct 22, 2025MaintainsBuy

The case for and against

Updated Aug 12, 2026

Bull case

Balchem is expected to continue seeing demand for its specialty performance ingredients and products, with its Human Nutrition and Health segment leading the way with potential heightened awareness of choline's impact on brain health in older adults. The company has seen record sales and a consistent effective tax rate, while also maintaining a solid position with strong financial metrics and a low debt-to-equity ratio. However, there may be risks relating to slower growth, inflation, or inability to launch new products.

Bear case

Balchem is showing strong margin growth, with gross margin increasing by over 14%, but this is offset by rising operating expenses and a modest decline in revenue. Additionally, the company's effective tax rate is expected to rise in the coming quarters. Despite this, Balchem continues to be a strong player in its niche markets and has the potential for growth in its industrial products segment due to geopolitical shifts. However, the decrease in the applicable P/E multiple may limit the stock's potential for near-term gains.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.