Morgan Stanley lifts Albemarle's rating on higher lithium demand
Morgan Stanley upgrades rating on lithium miner Albemarle ALB.N to "equal-weight" from "under-weight"; raises PT to $147 from $58
The new PT represents a 11.1% premium on stock's last close
Brokerage expects demand for lithium to rise by 15% in 2026 as it now bases demand on Energy Storage Systems (ESS) shipments rather than installations
"We neutralize our Underweight following an ESS shipment-driven lithium price rally in the last few months that has seen lithium prices more than double from their 2025 down cycle lows" - Morgan Stanley
However, brokerage adds that ALB cash flow forecasts are
not improving year-over-year
Nine of 27 brokerages rate "buy" or higher, 17 "hold" and one "sell"; median PT is $110- data compiled by LSEG
As of last close, ALB ~54% YTD
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