Celanese

CE · NYSE

$47.52−$0.36 (−0.75%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $47.88

CE analyst rating

HoldConsensus of 13 analysts over the last 12 months. 46% rate it a buy.

Strong buy0
Buy6
Hold7
Underperform0
Sell0

12-month price target · 22 analysts

Average $63.22 (+33.0% upside)

Low: $45.45
Now: $47.52
High: $90.30

Upgrades and downgrades

The latest rating actions, newest first

CE analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 13, 2026	Maintains	Sector Perform	$45.00 → $46.00	46%
Barclays	Oct 13, 2026	Initiates	Equal-Weight	$49.00	50%
Citigroup	Sep 30, 2026	Maintains	Buy	$60.00 → $58.00	53%
Keybanc	Sep 11, 2026	Initiates	Overweight	$57.00	30%
Wells Fargo	Aug 6, 2026	Maintains	Overweight	$80.00 → $65.00	48%
BMO Capital	Aug 5, 2026	Maintains	Market Perform	$57.00 → $54.00	50%
Morgan Stanley	Jul 16, 2026	Maintains	Equal-Weight	$72.00 → $58.00	61%
BMO Capital	Jul 6, 2026	Maintains	Market Perform	$80.00 → $57.00	50%
Mizuho	Jul 1, 2026	Maintains	Neutral	$65.00 → $55.00	65%
B of A Securities	Jun 30, 2026	Maintains	Buy	$72.00 → $63.00	48%

The case for and against

Updated Feb 2, 2026

Bull case

Celanese's financial outlook demonstrates resilience, with a significant margin of 14.8% in the Engineered Materials segment despite a slight decline in year-over-year volumes and pricing. Expectations for a macro recovery, particularly in automotive and electronics sectors, could enhance demand for acetic acid and derivative products, potentially driving EBITDA to approximately $2.5 billion. Additionally, favorable pricing dynamics in the Western Hemisphere and easing auto destocking in Europe contribute to improved financial performance, benefiting margins and reinforcing a positive outlook.

Bear case

Celanese reported an EBITDA of $326 million, surpassing expectations despite a 2% year-over-year decline in sales to $1.44 billion, indicating underlying challenges in revenue stabilization. Demand for non-tow acetyl products in the traditionally robust Western Hemisphere has reached the lowest levels in approximately two decades, reflecting significant market weakness. Additionally, persistent softness in critical end markets, particularly in China and Europe for automotive applications, presents a difficult outlook for future earnings growth even with cost-cutting measures.

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