SLVM: Hold with a $72.53 price target

The stock is leading its sector, but capital spending changes the cash picture.

Target for 2027-09-17: $72.53 USD, +105.5% versus the $35.29 weekly close on 2026-09-11. Price return only; dividends, fees and tax excluded.

Over 1 year (2025-09-12 to 2026-09-11), price changed -18.5% and trailing EPS changed -62.9%. A wider gap changes the earnings multiple; it does not establish fair value.

Over one year, the stock changed -18.5% against -44.4% for Basic Materials (XLB). The gap is +25.9 percentage points. These are price returns, before dividends.

Revenue changed +1.5% from the same quarter last year, through 2026-06-30. The previous quarter’s year-on-year change was -8.0%.

Operating cash covers 2.75 times profit, but cash after capital spending covers -0.14 times. Cash generation is stronger before the investment bill is paid.

Net income was -11.0m, compared with 15.0m in the same quarter last year. Amounts are in USD.

Watch whether cash after capital spending closes the gap with profit. It currently covers -0.14 times profit over four quarters.

The latest quarterly margin changed -2.0 percentage points from a year earlier. Check sales volumes, pricing and unusual gains in the next filing.

Compare the stock and the market fund over the same dates. Look for a change in relative performance as results arrive.

Starting annual sales growth: -8.14%.

Long-term operating margin: 11.71%.

Review recorded on 2026-09-17. This is a dated summary of an automated company valuation. The full report includes the financial evidence, alternative scenarios and review history. Consult the latest report before using an earlier target. Automated model research, not personal investment advice. Targets depend on assumptions; returns are not guaranteed.