Element Solutions Rallies 41% YTD: What's Driving the Stock?

Published 23 Sep 2026, 13:32 UTC. Updated 23 Sep 2026, 14:18 UTC.

ESI's shares have rallied 40.8% YTD as stronger 2026 guidance, AI demand and cash generation bolster the outlook.

Directly affected

ESI Element Solutions
Named in this report.

Indirectly affected

SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
MEDS DATAMEDS AI, INC. COMMON STOCK
GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stock, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
BBAI BIGBEAR AI HLDGS INC
GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
ESI	—	—	—	—	—	—	—
SUPX	—	—	—	—	—	—	—
MEDS	—	—	—	—	—	—	—
ABAT	—	—	—	—	—	—	—
ACM	—	—	—	—	—	—	—
AOSL	—	—	—	—	—	—	—
BBAI	—	—	—	—	—	—	—

ESI's shares have rallied 40.8% YTD as stronger 2026 guidance, AI demand and cash generation bolster the outlook.

Source: Nasdaq Markets

Element Solutions (ESI) since “Element Solutions Rallies 41% YTD: What's Driving the Stock?,” compared with the market

Since the first closing price after “Element Solutions Rallies 41% YTD: What's Driving the Stock?,” Element Solutions (ESI) is +3.62%. The S&P 500 fund (SPY) is -0.09% over the same days, a +3.71% difference versus the market.

ESI

SPY

Filings that name Element Solutions (ESI) around 23 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Element Solutions (ESI)

Companies carried with this story

ESI Element Solutions
Element Solutions (ESI) is linked, with no stored direction, high confidence in the 23 Sep 2026 story “Element Solutions Rallies 41% YTD: What's Driving the Stock?.” Reason on file: The reported development directly names ELEMENT SOLUTIONS INC in the headline; GA resolved that company to ESI
SUPX SuperX AI Technology
SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Element Solutions Rallies 41% YTD: What's Driving the Stock?.” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
MEDS DataMeds AI
DataMeds AI (MEDS) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “Element Solutions Rallies 41% YTD: What's Driving the Stock?.” Reason on file: GA selected MEDS as a RELATED security because its canonical security name directly matches this event's themes: stock, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ABAT American Battery Technology
In “Element Solutions Rallies 41% YTD: What's Driving the Stock?,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
ACM Aecom
In “Element Solutions Rallies 41% YTD: What's Driving the Stock?,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
AOSL Alpha & Omega Semiconductor
For “Element Solutions Rallies 41% YTD: What's Driving the Stock?,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
BBAI BigBear.ai Holdings
For “Element Solutions Rallies 41% YTD: What's Driving the Stock?,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Element Solutions Rallies 41% YTD: What's Driving the Stock?” reaches Element Solutions (ESI)

On 23 Sep 2026, “Element Solutions Rallies 41% YTD: What's Driving the Stock?” is the story that connects Element Solutions (ESI) to this story.

The link for Element Solutions (ESI) is this: The reported development directly names ELEMENT SOLUTIONS INC in the headline; GA resolved that company to ESI

Also listed, SuperX AI Technology (SUPX): GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Element Solutions (ESI)

ESI traded between 33.52 and 38.38 across 20 sessions. The latest close on file is 35.74. MEDS traded between 2.57 and 5.17 across 20 sessions. The latest close on file is 2.65. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.

How strong the case is around Element Solutions (ESI)

46 out of 100

“Element Solutions Rallies 41% YTD: What's Driving the Stock?” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.