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SQM

Sociedad Quimica y Minera de Chile SA ADR B

NYSE: SQM · BASIC MATERIALS · SPECIALTY CHEMICALS

$91.01
+1.78% today

Updated 2026-04-29

Market cap
$26.00B
P/E ratio
44.18
P/S ratio
5.68x
EPS (TTM)
$2.06
Dividend yield
—
52W range
$29 – $95
Volume
1.3M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Sociedad Quimica y Minera de Chile SA ADR B (SQM) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$91.01
Consensus
$68.80
-24.40%
2030 Target
$507.58
+457.72%
DCF
$82.67
+8.99% MoS
10 analysts:
4 Buy4 Hold2 Sell

Management guidance

No specific revenue guidance provided in available materials. Management commentary focuses on lithium demand recovery and record lithium sales volumes in Q4 2025 ($1.32B quarterly revenue, +23.3% YoY). Company proposed 50% dividend payout ratio increase, indicating confidence in earnings sustainability, but no explicit revenue targets for 2026-2030 disclosed.

Sources: Management guidance, analyst consensus, sector analysismedium confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$848.74
$12.2B Rev × 20x P/S
Base case (2030)
$507.58
$12.2B Rev × 12x P/S
Bear case (2030)
$341.16
$12.2B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$7.5B$4.5B$4.6B$5.9B$7.0B$8.5B$10.1B$12.2B
Revenue growth—-39.4%0.9%28.4%19.4%20.5%20.0%20.0%
EPS$7.05$-5.26$2.05$5.85$6.19$7.42$8.81$10.54
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$249.63$291.23$357.80$424.37$507.58

Catalysts & risks

Growth catalysts
+ Lithium price recovery: BofA raised 2026 EBITDA forecast 41% assuming $20,600/ton lithium pricing vs prior assumptions
+ Nova Andino Litio partnership with Codelco: Secures long-term access to Salar de Atacama lithium resources and production scaling
+ Record Q4 2025 lithium sales volumes: $1.32B quarterly revenue (+23.3% YoY) establishes baseline for sustained growth through 2026-2027
+ EV battery demand acceleration: Global EV adoption projected to drive 25% lithium demand jump per Feb 2026 analysis
+ Typhoon mineral exploration partnership with Ivanhoe Electric: Potential new copper deposit discovery beneath Atacama caliche
Key risks
- Lithium price volatility: Current recovery from lows could reverse; margin compression if prices decline below $15,000/ton
- Chilean regulatory uncertainty: Salar Futuro framework and state involvement in lithium permits could impact production capacity and timeline
- Supply competition: Global lithium production scaling (Australia, Argentina, Zimbabwe) may pressure prices despite demand growth
- Capital intensity of production: Scale-up of Nova Andino Litio and other projects requires significant capex, potentially limiting earnings growth
- Commodity price dependency: Non-lithium segments (iodine, plant nutrition) face margin pressure in weak pricing environments

Methodology

Sociedad Quimica y Minera de Chile SA ADR B's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 10 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.