Wacker Chemie

After reports of planned US tariffs of 15 percent and minimum import prices for polysilicon, Wacker shares climbed significantly. The measures aim to protect domestic polysilicon production from Chinese overcapacity and thereby strengthen competitiveness in the chip and solar sectors. Wacker recently expanded its polysilicon plant in Bavaria and is one of the world's largest producers, but it could also be affected by potentially higher costs in the value chain. » Plus sur t-online.de

The US is planning new tariffs and minimum prices for polysilicon to protect the domestic market, which would favor Wacker Chemie as a manufacturer already producing in the US. Polysilicon accounted for about 16.1% of group sales in 2025; financial impacts and the timing of effects remain unclear. The share price rose after the announcement and briefly broke a downtrend, even though Wacker slightly lowered its 2026 sales forecast and raised its EBITDA target. » Plus sur finanzen.net

Wacker Chemie has increased its full‑year EBITDA forecast by about 10%, sending the share price sharply higher in Xetra trading and contributing to gains in the chemicals sector. According to dpa‑AFX, the company points to a one‑off gain that puts the sustainability of the upgrade into perspective. JPMorgan continues to maintain an “Underweight” rating with a €60 target, while the analyst consensus remains broadly neutral and the average price target is barely above the current level. Q2 details and the assessment of the one‑off gain are seen as decisive for judging whether a structural recovery is underway. » Plus sur de.investing.com