Jefferies raises Albemarle PT citing lithium demand surge
Jefferies raises price target on lithium miner Albemarle ALB.N to $167 from $152
Shares of ALB rise 2.1% to $147.05 premarket
New PT represents a 16% upside to the stock's last close
Widespread robotics will require a lot more battery-powered machines into daily use, and this "mobile physical AI" theme has broad ramifications for chemical demand, particularly for lithium, says brokerage
Jefferies estimates each 1 billion drones to increase lithium demand ~55% from current levels
"The combination of falling solar costs, cheap renewable energy and cheap AI argues for a faster shift to a robotaxi world, which in our view strongly favors EVs," brokerage adds
Nine of 27 brokerages rate stock "buy" or higher, 17 "hold" and 1 "sell"; median PT is $125 - data compiled by LSEG
In 2025, stock was up 64.3%
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