Who mentions $AXTA most on Surfaced?

@valuedontlie (Colin King) mentions $AXTA most — 9 mentions in the past 12 months.

When was $AXTA first mentioned on Surfaced?

The earliest tracked mention of $AXTA in the Surfaced archive was on Aug 25, 2025.

How many voices track $AXTA?

1 FinTwit voice has mentioned $AXTA 9 times in the past 12 months.

What kind of voices mention $AXTA most?

$AXTA is mentioned most by Long Research voices on Surfaced.

$AXTA — FinTwit mentions on Surfaced

@valuedontlieMar 23, 2026 · 4:18 PM

$AXTA Rolled over from $35 to $26... Trading at ~10x earnings with akzo merger slated to close late 2026 / early 2027 (implied 7x EBITDA on combined basis) https://t.co/ZxFuyVjVk1

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@valuedontlieSep 16, 2025 · 1:34 PM

Haven't heard a peep on $AXTA in years it feels like (Meryl Witmer pitched Barron's in 2016) 1) Decent business = specialty chem (light vehicle + commercial vehicle paints via body shops, OEM + industrial) 2) Stock is basically flat since 2016 despite improved fundamentals since then... revenue +27% and EPS +2.3x 3) New management as of mid-2023 (former Meritor CEO/CFO, sold that biz to Cummins) 4) Mgmt laid out 3-year plan (2024-2026) and essentially hit targets by end of 2025 and still finding ops improvements... decentralized P&L, capex/productivity investments, etc. 5) B/S historically levered ~3.5x (2014-2022), now at 2.5x (targeting 2-2.5x) = capital allocation potential 6) Valuation reasonable at 12x earnings / 8x EBITDA with peers at 14-15x earnings / 10x EBITDA Not cheapest idea on the planet but nice combo of: coiled spring chart + decent business + reasonable value. Specialty chem w/ 20%+ EBITDA margins usually good takeout candidates.

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@valuedontlieSep 15, 2025 · 8:06 PM

Adding $AXTA to the list New mgmt as of 2023… 2/3 through their 2026 plan

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