Mizuho Lowers PT on Orion S.A. (OEC) from $12 to $10; Maintains 'Neutral' Rating

Orion S.A. (NYSE:OEC) is included in our list of the 10 Cheap Lithium Stocks to Buy According to Hedge Funds.

On July 15, 2025, Mizuho decreased its price target on Orion S.A. (NYSE:OEC) from $12 to $10, maintaining a ‘Neutral’ rating. According to the analyst, stock valuations in the sector are stabilizing. However, the recent pause in tariffs may have caused customers to buy earlier than usual to capitalize on lower costs. Thus, the analyst sees weaker sales toward the end of the year and expects soft performance from OEC in late 2025.

Meanwhile, Orion S.A. (NYSE:OEC) announced a battery materials plant in Texas, placing it on our list of cheap lithium stocks. This plant is set to be the only U.S. plant producing acetylene-based conductive additives for lithium-ion batteries. Thus, its critical role in the energy transition positions it for future growth.

Orion S.A. (NYSE:OEC), a global specialty chemicals company, supports electrification with advanced carbon-based materials for energy, mobility, and industrial segments. It is included in our list of cheap lithium stocks.

While we acknowledge the potential of OEC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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