ESAB (ESAB)

• Market cap: $6.69B
• 1 day: -2.48%
• 5 days: -6.18%
• 1 month: -1.72%
• 3 months: -11.86%
• 6 months: -7.83%
• Year to date: -6.8%
• 1 year: 12.89%
• 5 years: 120.56%
• 10 years: 120.56%
• Sector: Industrials
• Industry: Metal Fabrication

About: ESAB, spun off from Colfax in 2022, is a leading manufacturer of equipment and consumables used in welding, cutting, and joining applications. Alongside competitors Lincoln Electric and ITW's Miller brand, ESAB is one of the top three players in the welding space. ESAB generated roughly $2.7 billion in revenue in 2024.

Employees: 9,300

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

164% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 22

161% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $494K

37% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 107

10% more funds holding

Funds holding: 335 [Q1] → 367 (+32) [Q2]

3% more capital invested

Capital invested by funds: $6.71B [Q1] → $6.93B (+$222M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

0.3% less ownership

Funds ownership: 95.12% [Q1] → 94.82% (-0.3%) [Q2]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $125
• Avg. target: $140
• High target: $150

5 analyst ratings

• positive: 5 100%
• neutral: 0 0%
• negative: 0 0%

Roth Capital Tom Hayes	$150	Buy Initiated	5 Sep 2025
Loop Capital Chris Dankert	$140	Buy Upgraded	22 Aug 2025
JP Morgan Tami Zakaria	$125	Overweight Maintained	7 Aug 2025
Oppenheimer Bryan Blair	$142	Outperform Maintained	7 Aug 2025
Stifel Nathan Jones	$141	Buy Upgraded	7 Aug 2025