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    Huntsman (HUN) Could Be 8% Below Fair Value After Third Quarter Results

    Simply Wall St·11/05/2026 01:39:08
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    Huntsman (HUN) just posted third quarter and nine month 2026 results, reporting higher sales and a narrower net loss. The update puts fresh numbers in front of investors watching the stock’s recent swings.

    Recent trading has started to reflect that shift in the story. Huntsman’s 1 month share price return of 12.56% and 7 day gain of 9.22% suggest momentum has picked up after a period of weaker performance. This is even though the 3 year total shareholder return is still down 52.24% and the 5 year total shareholder return is down 63.16%, with the stock now at US$9.95 and a 1 year total shareholder return of 33.35%.

    Scan Huntsman alongside other chemicals businesses showing similar price momentum using our hand picked 34 high quality undervalued stocks list for ideas with stronger balance sheets and cash flows.

    The Huntsman rebound has come fast, and the stock now sits just below analyst targets after a long spell of weak multi year returns. Is this a sensible entry point now, or does patience make more sense?

    Most Popular Narrative: 8% Undervalued

    On the latest widely followed narrative, Huntsman screens as modestly undervalued, with a fair value of about $10.85 against the recent $9.95 close. This comparison may put the current rally in a different light for anyone weighing risk and reward.

    The company is actively transforming its portfolio away from lower-margin, commodity chemicals toward specialty chemicals (e.g., adhesives, elastomers, aerospace composites). It is aiming to further improve EBITDA margins and overall profitability in future cycles.

    Cost optimization, working capital discipline, and strategic asset closures (e.g., the maleic anhydride facility in Europe) are expected to enhance free cash flow generation and support improved net margins and earnings resilience during the next macro upturn.

    See why 14 investors see Huntsman as 8% undervalued.

    Result: Fair Value of $10.85 (UNDERVALUED)

    Still, the Huntsman narrative could be knocked off course if weak European demand and high regional energy costs keep margins under pressure for longer than analysts expect.

    Find out about the key risks to this Huntsman narrative.

    Another View: Huntsman Looks Expensive On Cash Flows

    There is a very different message coming from the SWS DCF model for Huntsman. On this framework, the shares at $9.95 are trading well above an estimated future cash flow value of $4.75, which points to an overvalued result and raises questions about how durable the current narrative really is.

    For anyone weighing that gap between market price and modeled cash flows, Look into how the SWS DCF model arrives at its fair value.

    HUN Discounted Cash Flow as at Nov 2026
    HUN Discounted Cash Flow as at Nov 2026

    Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Huntsman for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 34 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.

    Next Steps

    If this mix of optimism and concern around Huntsman feels familiar, move quickly. Check the numbers yourself and weigh both the 2 key rewards and 2 important warning signs.

    Looking for more investment ideas beyond Huntsman?

    If Huntsman has your attention, do not stop there. Use the Simply Wall Street Screener to source other candidates that fit your style before the market moves first.