Celanese (CE) Rallies 4.59% Amid Q3 Loss, Dividend Cut as Analysts Remain Cautious

The share price rose to its highest level since the start of this month today, with an intraday gain of 4.59%.

Celanese (CE) reported a net loss of $1.357 billion in Q3 2025, driven by a $1.486 billion charge from asset sales or write-downs, despite stable EBIT and EBITDA. The dividend was slashed by 95.7% to $0.03 per share, reflecting liquidity pressures. On Dec. 9, 2024, CFO Chuck Kyrish purchased 5,000 shares at $41.03 apiece, boosting his ownership stake by 84.55%. Analysts maintain a “Hold” rating with a $54.00 target price, signaling cautious optimism amid concerns over declining gross profit margins and rising operating expenses.

The stock’s recent surge contrasts with underlying challenges, including a 10.6% year-over-year drop in operating income and a 1.8 percentage point decline in gross profit margins to 21.54%. While $130 million in interest and investment income offset some losses, the dividend reduction and non-recurring charges highlight near-term risks. Analysts emphasize the need for cost discipline, as COGS rose to $1.898 billion in the quarter. Despite insider confidence and a “Hold” recommendation, investors remain wary of operational stability until the company addresses the Q3 writedowns and restores profitability.