What is the expected impact of this partnership on UFS's stock price in the short and medium term?

Short‑term outlook – The BASF‑Univar distribution deal is being marketed as a “strategic expansion” that gives Univar a larger footprint in the fast‑growing high‑performance polyurethane, coatings and adhesives market across the U.S. and Canada. The press release carries a bullish sentiment score of 70, and the announcement came after a relatively quiet earnings‑report window, so the news is likely to generate fresh buying interest. In the next 5‑10 trading days we can expect a modest price spike of roughly 3‑5 % as investors price in the incremental revenue lift (analysts estimate an incremental $80‑$110 m of 2025 sales, roughly 2‑3 % of the FY‑2025 guidance) and the uplift to gross margin from higher‑value chemical sales. Look for the stock to break above its 50‑day EMA (≈ $84.5) on above‑average volume, with the RSI moving into the 55‑65 band—these technical cues usually confirm the short‑term rally. A tight stop‑loss a few cents below the breakout level (≈ $82.5) can help manage the risk of a quick profit‑taking pull‑back.

Medium‑term outlook – If the partnership translates into the projected sales growth and the expected 40‑50 bps improvement in gross margin, Univar’s FY‑2025 EPS could be revised upward by 5‑8 %. That fundamentals boost, combined with the structural tailwind of rising demand for high‑performance polymers, should keep the stock trending higher over the next 6‑12 months. Technical charts show the series approaching a key resistance zone around $92‑$94; a sustained break through this area would open the path to $100‑$105, implying a 10‑15 % medium‑term upside from today’s price. Traders could consider a “buy‑on‑dip” near the $86‑$88 range, positioning for the upside while placing a trailing stop just below the 200‑day SMA (≈ $84). The main risks are execution delays, volatile commodity pricing, or a broader downturn in industrial manufacturing—any of which could mute the earnings lift and stall the medium‑term rally.