Perimeter Solutions
About: Perimeter Solutions Inc is a solutions provider for the Fire Safety and Specialty Products industries. The Company's products and operations are managed and reported in two operating segments. Its Fire Safety segment provides fire retardants and firefighting foams, as well as specialized equipment and services typically offered in conjunction with the Company's retardant and foam products. The Specialty Products segment includes operations that develop, produce and market products for non-fire safety markets. Specialty Products segment is Phosphorus Pentasulfide (P2S5) based lubricant additives. P2S5 is also used in pesticide and mining chemicals applications, and emerging electric battery technologies.
Employees: 330
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
4,730% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $247K
125% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 9 (+5) [Q2]
42% more capital invested
Capital invested by funds: $1.26B [Q1] → $1.79B (+$533M) [Q2]
24% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 66
3.69% more ownership
Funds ownership: 83.25% [Q1] → 86.94% (+3.69%) [Q2]
5% less funds holding
Funds holding: 221 [Q1] → 210 (-11) [Q2]
26% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 38
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
Morgan Stanley
Connor Lynagh
|
$25
|
Overweight
Maintained
|
25 Aug 2025 |
|
UBS
Joshua Spector
|
$20
|
Buy
Maintained
|
9 Jul 2025 |
Financial journalist opinion
