ESI Element Solutions Inc

Jim Cramer gave mixed recommendations in CNBC’s “Mad Money” Lightning Round, offering quick assessments of eight stocks across waste management, specialty chemicals, enterprise software, AI infrastructure, real estate and engineering services. Cramer advised investors to hold Element Solutions, expressing confidence in maintaining their positions. For waste management, he preferred Waste Management over Waste Connections, describing it as the stronger company. On SailPoint, he acknowledged that the enterprise software company had held up despite previous concerns that the sector’s challenges could threaten its business, although he remained personally unenthusiastic about the stock. In AI infrastructure, Cramer said CoreWeave was his preferred neocloud investment, rather than IREN, emphasizing that it was the only company in the space he trusted and wanted to own. $ESI $WM $CRWV

$ESI Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.50 up 21.95% YoY • Reported revenue of $995.3M up 51.70% YoY • Element Solutions expects full-year 2026 capital expenditures to be approximately $110M and believes liquidity will meet business requirements for at least the next twelve months; change vs. prior guidance not stated.

$ESI Q3 sales came in at 995 million dollars, up 52% on a reported basis, but organic growth was 13%. Electronics did most of it, sales up 68% to 780 million dollars with organic growth of 18%, and management said AI infrastructure demand drove double-digit organic growth in each Electronics vertical. Specialties was much quieter, organic sales up just 1% and adjusted EBITDA down 6% to 43 million dollars. Still, Element raised full-year adjusted EBITDA guidance to about 720 million dollars and now expects adjusted EPS growth above 20%.

$ESI ESI not messing around. Oct 21 earnings. I like it. I bet they smash expectations. We shall see.