
Eastman Chemical Company is reiterated as a 'Buy' with a fair value of $104/share and a price target of $84/share. EMN's operational improvements, including 2Q26 AEPS up 23% and EBIT up 16%, contrast with market pessimism and a depressed 7-8x P/E multiple. The investment thesis centers on cost savings, volume recovery, and molecular recycling, supporting normalized EPS potential of $8/share.










