Jefferies analyst Laurence Alexander initiates coverage on Solstice Advanced Materials Inc. (NASDAQ: SOLS) with a Buy rating and a price target of $86.00.

The analyst comments: “Solstice combines a scarce set of specialty-material franchises where regulation, qualification barriers, and supply security support ~$2.4bn (~$15/ sh) in cumulative FCF through 2030. Strong positions in nuclear conversion, next-generation refrigerants, semiconductor materials, defense fibers, and healthcare packaging provide operating leverage to secular growth from AI, electrification, cooling, and energy security. We initiate with a Buy rating.

Solstice Advanced Materials represents, in our view, a rare combination of cyclical operating leverage and long-duration secular growth. We believe that visibility on cash flows (nuclear backlog), margin expansion (HFO mix shift and deal synergies), and leverage to secular growth vectors (AI, environmental mandates, defense) support an 13% EPS CAGR through 2030.”

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Shares of Solstice Advanced Materials Inc. closed at $60.99 yesterday.