ESAB (ESAB) News Today

ESAB Corporation (NYSE:ESAB) shares are reacting to mixed analyst actions and solid second-quarter fundamentals. While the company beat earnings and revenue expectations and raised its adjusted EBITDA outlook, investors are also digesting price target cuts and some profit-taking pressure.

• Positive Sentiment: Stifel Nicolaus upgraded ESAB from “hold” to “buy,” setting a $141 price target (≈21.5% upside). Benzinga
• Positive Sentiment: ESAB’s Q2 results beat consensus with EPS of $1.36 versus $1.34 est. and revenue of $715.6M versus $670.8M. Zacks
• Positive Sentiment: ESAB raised its full-year 2025 adjusted EBITDA guidance to $535 million, citing momentum from acquisitions and EMEA/APAC growth. MSN
• Neutral Sentiment: Oppenheimer trimmed its price target to $142 from $144 but kept an “outperform” rating (≈22.3% upside). Benzinga
• Neutral Sentiment: JPMorgan lowered its price target to $125 from $137 while maintaining an “overweight” rating (≈7.7% upside). Benzinga
• Neutral Sentiment: ESAB updated its FY2025 EPS guidance to $5.15–$5.30, in line with the $5.188 consensus.
• Neutral Sentiment: Management commentary from the Q2 earnings call transcript and slide deck is now available for deeper insights. Seeking Alpha
• Negative Sentiment: Shares traded down about 13.4% amid profit-taking after recent rallies. MarketBeat
• Negative Sentiment: Analysts and traders note technical selling pressure is weighing on ESAB shares today. Yahoo Finance