Solstice Advanced Materials (SOLS) could raise its fiscal 2026 guidance after another expected Q2 EBITDA beat, driven by strength in electronic materials and refrigerants, RBC Capital Markets said in a note Monday.

The investment firm noted demand for electronic materials continues to benefit from artificial intelligence and chip fab equipment, while refrigerants volumes also continue to see strong trends.

Analysts expect Q2 EBITDA to exceed consensus by about 5%, similar to its Q1 beat.

The firm said the company's longer-term growth outlook remains supported by planned capacity expansions across nuclear, electronic materials and ballistic fibers.

RBC Capital Markets maintained its outperform rating on Solstice Advanced Materials and raised its price target to $102 from $100.

Shares of the company were up 7.9% in Tuesday trading.

Price: 89.10, Change: +6.56, Percent Change: +7.94