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    Huntsman (HUN) Faces A Sustainability Led Bull Case As Valuation Debate Deepens

    Simply Wall St·10/11/2026 01:40:47
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    Huntsman (HUN) has attracted fresh attention after recent trading left the share price at US$8.14, with the stock down over the past month and the past 3 months. Investors are reassessing what that move implies.

    Recent trading fits a longer stretch of weakness, with Huntsman’s share price return down 15% over the past month and 27% over the past quarter, while the 1-year total shareholder return is slightly positive and the 3-year and 5-year total shareholder returns are sharply lower.

    Scan how Huntsman compares with other materials players under pressure by reviewing a curated list of 31 resilient stocks with low risk scores that have held up better through recent volatility.

    Huntsman now trades below the average analyst target. However, the shares also reflect a business with recent losses and long term underperformance. Is that discount compensating you for the risk or signalling deeper concern?

    Most Popular Narrative: 25% Undervalued

    Huntsman last closed at $8.14, while the most followed narrative anchors its fair value around $10.85. This frames the recent share slide as a potential disconnect rather than a clean verdict on the business.

    Demand for Huntsman's advanced materials and polyurethane-based products is expected to benefit from accelerating global trends in sustainability, energy efficiency, and lightweighting, especially as infrastructure and construction activity resumes, and the EV/clean tech markets expand. This supports potential for higher long-term revenue growth and greater market share.

    See why 13 investors see Huntsman as 25% undervalued.

    Result: Fair Value of $10.85 (UNDERVALUED)

    Still, the narrative around Huntsman can change quickly if weak construction demand lingers or if high European energy and feedstock costs keep margins under pressure.

    Find out about the key risks to this Huntsman narrative.

    Another View: Huntsman Through A Cash Flow Lens

    The story looks different when you switch from analyst targets to the SWS DCF model. On this view, Huntsman shares at $8.14 trade above an estimated future cash flow value of $7.58, which frames the stock as overvalued instead of undervalued. Which signal carries more weight for you?

    Look into how the SWS DCF model arrives at its fair value.

    HUN Discounted Cash Flow as at Oct 2026
    HUN Discounted Cash Flow as at Oct 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 28 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

    Mixed signals on Huntsman can either be noise or the start of a bigger story, so move quickly, review the numbers, and weigh the 3 key rewards and 2 important warning signs.

    Looking for more investment ideas beyond Huntsman?

    If Huntsman has you thinking harder about risk and reward, do not stop here. Broaden your watchlist with other ideas that fit your style.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.