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Sociedad Química y Minera de Chile S.A. remains rated Hold, with a $106 YE27 price target, reflecting flat long-term net income despite volume growth. Lithium carbonate equivalent prices are stabilizing near $20/kg, with energy storage demand rising, but volatility persists. The Codelco JV significantly reduces SQM's earnings power, making it a minority in core Chilean assets and capping EPS growth.
ALB and SQM are ramping capacity and expanding output as EV and storage demand accelerates.
Sociedad Quimica y Minera TodaySQMSociedad Quimica y Minera$77.48 +2.10 (+2.79%) As of 12:34 PM Eastern52-Week Range$40.58▼$98.00Dividend Yield3.42%P/E Ratio27.19Price Target$73.58Add to WatchlistSociedad Química y Minera de Chile NYSE: SQM delivered a blowout Q2 2026 earnings report. Revenue of $2.47 billion beat the consensus forecast of $2.24 billion by 10.3%.
Sociedad Química y Minera de Chile remains a core lithium holding, supported by robust Q2 results and a forward P/E of 11, offering attractive long-term value. Q2 earnings and revenues beat expectations, with profits of $1.12B and a 26.5% margin relative to revenues, demonstrating resilience at current lithium prices. Rising global EV adoption and increased commercial-scale battery storage are expected to drive sustained lithium demand and support SQM's growth trajectory.
Cetera Investment Advisers cut its position in Sociedad Quimica y Minera S.A. (NYSE: SQM) by 75.3% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,045 shares of the basic materials company's stock after selling 18,421 shares during the
Sociedad Química y Minera de Chile S.A. (SQM) Q2 2026 Earnings Call Transcript
Sociedad Quimica y Minera NYSE: SQM said its second-quarter performance was supported by strong results across its principal businesses, including record lithium sales volumes, favorable iodine pricing and increased specialty plant nutrition sales.
Shares of Chilean miner SQM rose on Wednesday after the company posted a strong second-quarter earnings beat, lifted its 2026 lithium demand outlook and gave investors fresh detail on its investment pipeline.