Albemarle
About: Albemarle is one of the world's largest lithium producers. In the lithium industry, the majority of demand comes from batteries, where lithium is used as the energy storage material, particularly in electric vehicles. Albemarle is a fully integrated lithium producer. Its upstream resources include salt brine deposits in Chile and the US and two hard rock mines in Australia, both of which are joint ventures. The company operates lithium refining plants in Chile, the US, Australia, and China. Albemarle is a global leader in the production of bromine, used in flame retardants. It is also a major producer of oil refining catalysts.
Employees: 8,300
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1.79% less ownership
Funds ownership: 96.42% [Q4 2024] → 94.63% (-1.79%) [Q1 2025]
5% less funds holding
Funds holding: 787 [Q4 2024] → 747 (-40) [Q1 2025]
18% less capital invested
Capital invested by funds: $9.75B [Q4 2024] → $8B (-$1.75B) [Q1 2025]
20% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 298
21% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 122
33% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]
53% less call options, than puts
Call options by funds: $384M | Put options by funds: $821M
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
UBS Joshua Spector | 20%downside $57 | Sell Downgraded | 11 Jul 2025 |
Scotiabank Ben Isaacson | 8%downside $65 | Sector Perform Maintained | 6 May 2025 |
Morgan Stanley Vincent Andrews | 18%downside $58 | Underweight Maintained | 6 May 2025 |
JP Morgan Jeffrey Zekauskas | 15%downside $60 | Neutral Maintained | 6 May 2025 |
Keybanc Aleksey Yefremov | 34%upside $95 | Overweight Maintained | 2 May 2025 |
Financial journalist opinion
Based on 15 articles about ALB published over the past 30 days
