In this article, we will take a look at the 10 High Growth Chemical Stocks to Buy.
The global chemicals sector is going through a complicated earnings period, affected by uneven demand and geopolitical disruptions. An article published by C&EN reported a projection from the American Chemistry Council, in which U.S. chemical output is estimated to grow only 0.3% in 2026, following 0.7% growth in 2025. The decline in the growth rate reflects an ongoing industrial softness despite cost advantages tied to lower energy inputs. The article further noted that the upward trend in borrowing costs alongside the uncertain macroeconomic conditions is delaying capital investments.
On the other hand, international pressures are intensifying. On April 13, 2026, Reuters reported anticipating weaker Q1 earnings among European chemical producers, owing to higher energy and feedstock costs caused by conflicts in the Middle East. Germany’s chemical industry association, Verband der Chemischen Industrie e.V. (VCI), indicated the sector’s high sensitivity to oil and gas price volatility. It further noted that the companies are implementing repeated price increases to protect margins, though demand remains fragile.
Amid such adverse conditions, some market participants remain positive and continue to track end-market recovery signals. Truist Securities’ Neil Ghosh, for instance, stated that a potential rebound in housing could directly elevate the demand for coatings, adhesives, and construction-linked chemicals.
Taking these perspectives into account, we have identified 10 high growth chemical stocks that investors interested in the industry might consider for their portfolios.
Our Methodology
We have identified our 10 high growth chemical stocks to buy by screening for stocks with positive upside potential. We ranked these stocks by the number of hedge funds holding a stake in each. The fourth-quarter hedge fund data available in the Insider Monkey database has been used for this purpose. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. All the pricing data are current as of market close on April 17, 2026.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. LSB Industries, Inc. (NYSE:LXU)
Number of Hedge Fund Holders: 23
LSB Industries, Inc. (NYSE:LXU) is one of the 10 High Growth Chemical Stocks to Buy.
On April 7, 2026, RBC Capital downgraded LSB Industries, Inc. from Outperform to Sector Perform. The firm’s analyst Andrew Wong further adjusted the price target on the stock, raising it from $13 to $14. As per the research note, the conflict with Iran has driven higher cash generation for the company by creating an upward momentum for nitrogen prices. The firm also noted that the stock has now been fairly valued following a significant price rally since early March.
Prior to this, on March 26, 2026, UBS analyst Joshua Spector made a significant adjustment to the price target on LSB Industries, Inc., raising it from $9.75 to $16.50 while maintaining a Neutral rating on the shares. The firm anticipates higher nitrogen pricing to drive the earnings upwards. In the research note, the analyst pointed out that the current market disruptions are more severe than current gas prices reflect, potentially providing further upside.
Founded in 1968, LSB Industries, Inc. is a leading North American manufacturer of ammonia and ammonia-related products. The company has headquarters in Oklahoma and operates major chemical facilities in Alabama, Arkansas, and Oklahoma, serving the agricultural, industrial, and mining markets.
9. ASP Isotopes Inc. (NASDAQ:ASPI)
Number of Hedge Fund Holders: 29
ASP Isotopes Inc. (NASDAQ:ASPI) is one of the 10 High Growth Chemical Stocks to Buy.
ASP Isotopes Inc. provided a business update on April 13, 2026, in which it announced that it is expecting the first commercial shipments of Silicon-28, Carbon-14, and Ytterbium-176 this year, marking 2026 as the company’s transition to scale. The company also reported that it anticipates Helium Phase 1 nameplate capacity in the third quarter of 2026, following its acquisition of Renergen Limited in January 2026. In addition to this, ASP Isotopes Inc. disclosed $333 million in cash as of December 31, 2025, and established a 2031 EBITDA target exceeding $300 million. The company highlighted in its business update that its expansion continues through new radiopharmacy acquisitions in Florida and South Carolina.
Previously, ASP Isotopes Inc. announced a new partnership between its subsidiary Quantum Leap Energy and the University of Bristol. The collaboration announced on March 24, 2026, aims at developing a cutting-edge lithium laser enrichment research facility in the UK. Dr. Ryno Pretorius, CEO of Quantum Leap Energy LLC, gave the following statement:
This collaboration with the University of Bristol represents a pivotal step forward in our mission to advance nuclear fuel technology.
Founded in 2021, ASP Isotopes Inc. is a pre-commercial-stage advanced materials company specializing in the enrichment of natural isotopes into higher-concentration products for high growth industries. The company has its headquarters in Texas.
8. Eastman Chemical Company (NYSE:EMN)
Number of Hedge Fund Holders: 37
Eastman Chemical Company (NYSE:EMN) is one of the 10 High Growth Chemical Stocks to Buy.
Citi lowered its price target on Eastman Chemical Company from $84 to $83 on April 16, 2026. Despite the price target cut, the firm maintained a Buy rating on the stock. Citi’s new update was part of price target adjustments on the commodity chemicals following the firm’s first-quarter preview.
Separately, on April 14, 2026, JPMorgan upgraded its rating on Eastman Chemical Company from Neutral to Overweight with a price target of $80, up from $70. The firm is surprised that the company’s shares have not yet seen appreciation since the beginning of the ongoing conflict with Iran. It sticks with a bullish outlook for 2026, as it anticipates an upward trend in the June quarter EBITDA, owing to favorable changes in commodity prices. Accordingly, JPMorgan labels Eastman Chemical Company as a strong risk/reward vehicle for total returns, suggesting the current valuations as an attractive entry point for investors.
Founded in 1920, Eastman Chemical Company is a global specialty chemicals company with headquarters in Tennessee. The company produces an array of advanced materials, functional layers, and specialty additives found in everyday items from transportation to consumables.
7. Westlake Corporation (NYSE:WLK)
Number of Hedge Fund Holders: 37
Westlake Corporation (NYSE:WLK) is one of the 10 High Growth Chemical Stocks to Buy.
On April 14, 2026, Reuters reported that Westlake Corporation had agreed to a $67 million settlement to resolve a 2024 class-action lawsuit alleging price-fixing in the U.S. PVC pipe market. The agreement disclosed on April 13, 2026, in federal court in Illinois awaits judicial approval and represents one of the largest settlements to date in the nationwide antitrust litigation. The company denied wrongdoing and committed to cooperating with plaintiffs against the remaining defendants, including Atkore and Otter Tail. Additionally, Westlake Corporation will provide documents previously submitted to the U.S. Department of Justice, which is conducting a parallel grand jury investigation into alleged anti-competitive conduct within the industry since early 2020.
Prior to this, RBC Capital adjusted the price target on Westlake Corporation, raising it from $119 to $145 while keeping an Outperform rating on the stock. The firm believes that tightening supply is driving petrochemical price hikes, potentially leading to first-half earnings exceeding previous market expectations.
Founded in 1986, Westlake Corporation is a leading global manufacturer of petrochemicals and housing products. Based in Texas, the company operates through two primary segments: Performance and Essential Materials (PEM) and Housing and Infrastructure Products (HIP).
6. PPG Industries, Inc. (NYSE:PPG)
Number of Hedge Fund Holders: 37
PPG Industries, Inc. (NYSE:PPG) is one of the 10 High Growth Chemical Stocks to Buy.
On April 16, 2026, PPG Industries, Inc. saw its price target from RBC Capital raised from $114 to $119. The firm’s analyst kept a Sector Perform rating on the stock. The firm highlighted the company’s strong first-quarter results and Q2 guidance. However, the firm warns of looming Iran-related headwinds starting next quarter. Given PPG Industries, Inc.’s signal for further price hikes, the firm cautions that rising raw material costs and geopolitical disruptions could impact performance more deeply than expected at present.
In another development, on April 14, 2026, PPG Industries, Inc. announced that it had completed the acquisition of Ozark Materials, an American pavement-marking solutions company, from Ingevity Corporation. This $65 million all-cash acquisition is anticipated to strengthen the company’s high-quality pavement marking solutions business. Tom Maziarz, vice president, Traffic Solutions, gave the following statement.
This acquisition strengthens our business by enhancing our ability to serve customers throughout North America with high-quality pavement marking solutions.
Founded in 1883, PPG Industries, Inc. is a global leader in paints, coatings, and specialty materials. Based in Pennsylvania, the company serves customers in construction, consumer products, industrial, and transportation markets.
5. LyondellBasell Industries N.V. (NYSE:LYB)
Number of Hedge Fund Holders: 45
LyondellBasell Industries N.V. (NYSE:LYB) is one of the 10 High Growth Chemical Stocks to Buy.
On April 10, 2026, RBC Capital raised the price target on LyondellBasell Industries N.V. from $82 to $91. The firm maintained an Outperform rating on the stock. The update provided by the firm, as part of a broader research note previewing Q1 results for Commodity Chemicals names, also reflects its confidence in the stock’s growth prospects. According to the analyst, the tightening supply is fueling a petrochemical price rally. The insights from conversations with investor relations teams further reassure the firm that significant price appreciation in the first half of 2026 will drive sector earnings well above previous market projections.
In another development, on April 9, 2026, Alembic Global upgraded its rating on LyondellBasell Industries N.V. from Neutral to Overweight with a price target of $100, up from $66. The firm argues that the recent sell-off following the news of the Middle East ceasefire is overdone. Alembic Global project normalizing petrochemical supply chains will take approximately nine months, even without infrastructure damage. Meanwhile, with the high prices remaining elevated, LyondellBasell Industries N.V. is likely to see significant earnings upside.
Founded in 2007, LyondellBasell Industries N.V. is a global chemical leader and one of the largest producers of polyethylene and polypropylene. With headquarters in the UK, the Netherlands, and Texas, the company produces polymers, plastics, and petrochemicals.
4. Olin Corporation (NYSE:OLN)
Number of Hedge Fund Holders: 46
Olin Corporation (NYSE:OLN) is one of the 10 High Growth Chemical Stocks to Buy.
Olin Corporation has recently seen upward price target revisions from analysts, reinforcing its position as an attractive stock in the chemical market. Recently, on April 16, 2026, Citi raised its price target on Olin Corporation from $26 to $30 while maintaining a Neutral rating on the stock. The price adjustment was part of the firm’s first-quarter preview of commodity chemicals.
Prior to this, in a separate event, on April 10, 2026, RBC Capital raised its price target on the stock from $21 to $30. The firm maintained a Sector Perform rating on the company’s stock. In the research note, the firm cited the upward changes in prices of petchems and the resulting potential uplift of earnings over the estimates on commodity chemicals stocks, in the first half of 2026. Amid these developments, Olin Corporation carries a consensus Hold rating, as of April 17, 2026.
Founded in 1892, Olin Corporation is a global leader in chemicals and ammunition. The Missouri-based company is the world’s largest chlor-alkali producer and owner of the iconic Winchester brand, providing essential products for water treatment, electronics, and defense.
3. Corteva, Inc. (NYSE:CTVA)
Number of Hedge Fund Holders: 48
Corteva, Inc. (NYSE:CTVA) is one of the 10 High Growth Chemical Stocks to Buy.
UBS raised the price target on Corteva, Inc. from $80 to $88 and maintained a Neutral rating on the stock on April 9, 2026, signaling confidence in the company’s future growth value.
Prior to this, in a separate event, on March 31, 2026, Argus, an independent investment research firm, raised its price target on Corteva, Inc. from $80 to $91. The firm’s analyst, Alexandra Yates, maintained a Buy rating on the company’s stock. The firm cited Corteva, Inc.’s strong track record in the industry and a well-performing company. In the research note, the firm further expressed confidence in the company’s ability to continue to build on demand momentum, while its cost-reduction strategies alongside pricing gains will drive the margins upwards.
Based on the CNN data, Corteva, Inc. maintains a consensus Buy rating from 28 analysts following the stock. The stock is expected to rise by 7.05% on average over 1 year.
Corteva, Inc. is an agriculture technology company, formed in 2018 as a subsidiary of DowDuPont and became an independent public company on June 1, 2019, following its spin-off. Headquartered in Indiana, the company provides seed and crop protection solutions.
2. Dow Inc. (NYSE:DOW)
Number of Hedge Fund Holders: 49
Dow Inc. (NYSE:DOW) is one of the 10 High Growth Chemical Stocks to Buy.
On April 10, 2026, RBC Capital raised the price target on Dow Inc. from $40 to $47. The firm’s analyst Arun Viswanathan maintained an Outperform rating on the company’s stock. RBC Capital made the adjustment as part of its broader research note previewing first-quarter results among Commodity Chemicals names. Based on a recent conversation with the investor relations teams, the analyst believes that lower supply is influencing petrochemical prices. And as a result, the firm believes that there will likely be an increase in price in the first half of the year, which would drive the earnings stronger than anticipated previously.
Prior to this, Dow Inc. saw another adjustment in its price target, with Citi raising it from $40 to $48, as part of its first-quarter preview. The firm maintained a Buy rating on the stock. Citi told its investors that the significant disruption to olefin and polyolefin capacity will remain till the second half of 2026, even if the conflict with Iran gets resolved now. The company’s stock has a positive 1-year average upside potential of 2.99% as of April 17, 2026.
Founded in 1897, Dow Inc. is a global materials science company. Based in Michigan, the company operates through three primary segments: Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance Materials & Coatings.
1. The Sherwin-Williams Company (NYSE:SHW)
Number of Hedge Fund Holders: 83
The Sherwin-Williams Company (NYSE:SHW) is one of the 10 High Growth Chemical Stocks to Buy.
On April 9, 2026, Wells Fargo downgraded The Sherwin-Williams Company from Overweight to Equal Weight, lowering its price target from $410 to $365. The firm expects the company to face more significant volume pressure compared to peers like RPM (RPM) and PPG Industries (PPG). The conflict in Iran has resulted in a broad-based inflation across commodity chains, driving up raw material costs for coatings. In addition to the margin compression, the firm’s analysts believe that sales growth will be challenged by a difficult macro environment and housing affordability. Accordingly, Wells Fargo lowered its estimates for The Sherwin-Williams Company to reflect a weakening U.S. housing outlook as well as the rising financial burden of higher input costs.
Previously, on April 1, 2026, Citi lowered its price target on The Sherwin-Williams Company from $410 to $385 and kept a Buy rating on the stock, citing the changes in the cost of key raw materials for coating following the rise in oil prices and supply disruptions. However, as of April 17, 2026, 54% of 28 analysts have shown confidence in the stock’s growth capabilities by assigning a Buy rating. The 1-year median upside potential stands at 10.69%.
Founded in 1866, The Sherwin-Williams Company is a global leader in the manufacture, development, and sale of paints and coatings. The Ohio-based company operates through a network of over 5,000 company-operated stores and various retail channels.
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