Sociedad Química y Minera de Chile S.A. remains rated Hold, with a $106 YE27 price target, reflecting flat long-term net income despite volume growth. Lithium carbonate equivalent prices are stabilizing near $20/kg, with energy storage demand rising, but volatility persists. The Codelco JV significantly reduces SQM's earnings power, making it a minority in core Chilean assets and capping EPS growth.
Sociedad Quimica y Minera NYSE: SQM said its second-quarter performance was supported by strong results across its principal businesses, including record lithium sales volumes, favorable iodine pricing and increased specialty plant nutrition sales.
SQM (SQM) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, SQM broke out above the 50-day moving average, suggesting a short-term bullish trend.
Does SQM (SQM) have what it takes to be a top stock pick for momentum investors? Let's find out.
Bamco Inc. NY bought a new stake in Sociedad Quimica y Minera S.A. (NYSE: SQM) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 600,938 shares of the basic materials company's stock, valued at approximately $25,828,000. Bamco Inc.
Sociedad Química y Minera de Chile S.A. (SQM) Q4 2025 Earnings Call Transcript
Does SQM (SQM) have what it takes to be a top stock pick for momentum investors? Let's find out.
Sociedad Química y Minera de Chile stock is my top bet for the lithium market revival, having already surged 124% since my first bullish article in April 2025. While the $2.5 billion US stockpile bill creates an effective price floor for the sector, I analyze the specific legal language that positions SQM to bypass FEOF restrictions. SQM is executing a rapid geopolitical pivot via its record-breaking Australian spodumene volumes and the Codelco JV structure, effectively shielding its cash flows from rising trade protectionism.
Sociedad Quimica Y Minera De Chile rose ~115% since June and ~50% since August, clearly outperforming the S&P 500 as the lithium cycle moved off its worst point. Q3 2025 showed a change in trend, with record lithium volumes, revenue up ~9% YoY, and modest sequential improvement in realized lithium prices. Despite weak short-term growth metrics, SQM maintains EBITDA margins near 32%, well above peers, supporting a valuation premium even in a soft pricing environment.
Sociedad Química y Minera de Chile S.A. ( SQM ) Q3 2025 Earnings Call November 19, 2025 10:00 AM EST Company Participants Megan Suitor Ricardo Ramos - Chief Executive Officer Pablo Hernandez - Senior Director of Business Strategy & Development Gerardo Illanes - CFO and VP of Services & Finance Carlos Diaz Ortiz - Chief Executive Officer of the SQM Lithium Chile Division Mark Fones - CEO of SQM International Lithium Division Andres Fontannaz Pablo Altimiras - Chief Executive Officer of the Iodine-Plant Nutrition Division Conference Call Participants Joel Jackson - BMO Capital Markets Equity Research Lucas Ferreira - JPMorgan Chase & Co, Research Division Lucy Zhou - Scotiabank Global Banking and Markets, Research Division Andres Castanos-Mollor - Joh.
Chilean lithium producer SQM on Tuesday reported a rise in third-quarter net profit, helped by an improved pricing environment that lifted average lithium prices for the first time in two years.
Sociedad Química y Minera de Chile S.A. (NYSE:SQM ) Q2 2025 Earnings Conference Call August 20, 2025 12:00 PM ET Company Participants Carlos Diaz Ortiz - Chief Executive Officer of the SQM Lithium Chile Division Felipe Smith - Commercial Manager of Iodine Lithium & Industrial Chemicals Gerardo Illanes G.