U.S. Chemical Stocks Surge Over 5%, Undervalued Narrative Ignites

Huntsman Corporation (HUN) closed at $13.26 on the New York Stock Exchange, up 5.74%. Its market capitalization swelled to about $2.3 billion—roughly ₩3 trillion—adding some $140 million (about ₩190 billion) in a single day.

The company recently declared a first-quarter 2026 dividend of $0.0875 per share and reported fourth-quarter 2025 revenue of $1.35 billion alongside a net loss of $96 million, narrowing its deficit year-over-year. Despite the dividend and its appeal as an undervalued stock, Wall Street remains split on its market outlook and profitability: Jefferies, for example, cut its price target on Huntsman to $15 at the end of March.

Headquartered in The Woodlands, Texas, Huntsman is a specialty chemical maker supplying polyurethanes and high-performance materials to the construction, automotive and electronics industries. While a slowing economy and weaker margins in Europe led to underperformance in 2024–2025 and a credit-rating downgrade, expectations around restructuring, improved cash generation and a perception of undervaluation have fueled a strong recovery narrative for its share price in 2026.