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CC · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is The Chemours Company (CC) stock moving?
Chemours reported Q3 2026 with adjusted EPS of $0.21 missing the $0.27 estimate, though sales of $1.540B were in line and adjusted EBITDA rose to $200M from $189M, helped by roughly 10% TT pricing and 26% APM Performance Solutions growth. The more important number is Q4 sales guidance of $1.671B-$1.750B against a $1.421B estimate, and full-year sales were narrowed to $5.924B, just above consensus. Analysts reacted with lower targets and mostly unchanged ratings: JP Morgan Neutral at $14 (Nov 9), UBS Neutral at $15, Barclays Hold at $16, and Truist Buy at $18 (Nov 4). Management flagged softness in TSS stationary aftermarket. Balance-sheet items include the Kuan Yin property sale for about $340M and a settlement with North Carolina and 11 local entities, but on Nov 10 the NCDEQ ordered Chemours to fix deficiencies in its Fayetteville PFAS cleanup plan, so the liability overhang persists. The Faizeon AI cooling launch (Nov 5) and a $0.0875 quarterly dividend add positives. Price action shows the stock at 13.48 on Nov 10 after a sharp 7.5% drop to 12.75 on Nov 5 on 3.59M shares. Volume was elevated at 3.4M to 4.5M shares from Nov 2 to Nov 9 and fell to 1.84M on Nov 10. Support sits near 12.6-12.75 and resistance near 13.8-14.5, the Nov 4 high area.
News behind the analysis
- NCDEQ Directs Chemours to Address PFAS Cleanup DeficienciesThe North Carolina Department of Environmental Quality ordered Chemours to fix deficiencies in its plans to clean up PFAS contamination at its Fayetteville Works facility.
- JP Morgan Maintains Neutral on Chemours, Lowers Price Target to $14JP Morgan kept its Neutral rating on Chemours and cut its price target to $14.
- Chemours Launches Faizeon Two-Phase Liquid Cooling SolutionsChemours introduced its Faizeon dielectric fluids for two-phase direct-to-chip and immersion cooling in AI and high-performance computing data centers.
- UBS Maintains Neutral on Chemours, Lowers Price Target to $15UBS kept its Neutral rating on Chemours and lowered its price target to $15.
- Truist Securities Maintains Buy on Chemours, Lowers Price Target to $18Truist kept its Buy rating on Chemours and lowered its price target to $18.
- Barclays Maintains Hold Rating and $16 Price Target for The Chemours CompanyBarclays reaffirmed its Hold rating and $16 price target for Chemours.
- Chemours Q3 2026 Earnings Call TranscriptChemours reported third-quarter 2026 results on Nov 2 and the earnings call transcript is available.
- Chemours Narrows FY2026 Sales Guidance from $5.866B-$6.098B to $5.924B vs $5.917B EstChemours narrowed its full-year 2026 sales guidance to $5.924B, slightly above the $5.917B estimate.
- Chemours Sees Q4 Sales $1.671B-$1.750B vs $1.421B EstChemours guided fourth-quarter 2026 sales to $1.671B-$1.750B, well above the $1.421B estimate.
- Chemours Q3 Adj. EPS $0.21 Misses $0.27 Estimate, Sales $1.540B InlineAdjusted EPS of $0.21 missed the $0.27 estimate while sales of $1.540B were in line, and adjusted EBITDA rose to $200M from $189M.
About The Chemours Company
Chemours is a Wilmington, Delaware chemical maker that DuPont spun off in 2015. It is one of the world's largest producers of titanium dioxide (TiO2) white pigment and makes Opteon refrigerants and Teflon-brand fluoropolymers, but it also carries large legal and environmental liabilities tied to PFAS 'forever chemicals'.
How it makes money
It sells industrial chemicals in three segments, with total sales of roughly $5.5–6 billion a year (approximate). Titanium Technologies sells TiO2 pigment for paints, coatings and plastics, and usually brings in the most revenue, roughly 40–45%. Thermal & Specialized Solutions sells refrigerants and foam-blowing agents, including low-global-warming-potential Opteon products and new liquid-cooling fluids for data centers. It brings in about a third of sales and is usually the most profitable segment. Advanced Performance Materials sells fluoropolymers and other specialty materials used in semiconductors, electronics, industrial equipment and clean-energy products.
What usually moves CC
- TiO2 pricing and demand from housing, paint and coatings markets
- Refrigerant regulation and the shift to low-global-warming-potential refrigerants
- PFAS litigation, settlements and environmental regulation
- Debt levels and progress on reducing leverage
- Industrial and semiconductor demand and competition from Chinese TiO2 makers