Olin shares surge 10.92% after-hours as analysts highlight discounted valuation and temporary Q4 EBITDA shortfall.

Olin Corporation (OLN) surged 10.92% in after-hours trading, driven by mixed but ultimately positive sentiment following its Q4 2025 earnings updates. The stock’s jump coincided with reports of a revised EBITDA outlook, citing one-time Freeport maintenance overruns and weaker chlorine demand, which prompted short-term skepticism. However, analysts and investors interpreted the guidance cut as temporary, emphasizing normalized operations and a discounted valuation (~9x mid-cycle earnings) as catalysts for a "Buy" stance. Elevated volume suggested active repositioning, with some viewing the three-year 56.8% decline as a buying opportunity. While the EBITDA shortfall and operational challenges weighed initially, the market’s focus on long-term recovery potential and undervaluation outweighed near-term negatives, fueling the after-hours rally.