Analysts have raised their price target for Chemours by $1.00, reflecting updated assumptions for modestly improved fair value and profit margin forecasts.
What's in the News
- Chemours has entered into strategic agreements with SRF Limited to strengthen its global supply chain, enhance operational flexibility, and increase capacity for key materials such as fluoropolymers and fluoroelastomers (Key Developments).
- Samsung Electronics has successfully qualified Chemours' Opteon two-phase immersion cooling fluid for use with its current-generation solid state drives. This paves the way for greater adoption in data center applications (Key Developments).
- The company has completed the repurchase of over 10.3 million shares, representing 6.76% of outstanding shares, for a total of $309.28 million under its ongoing buyback program announced in 2022 (Key Developments).
- Chemours provided updated earnings guidance for 2025, anticipating a sequential decrease in third-quarter net sales of 4 to 6 percent. Full-year net sales are targeted between $5.9 billion and $6.0 billion, with a net loss expected to range from $336 million to $300 million (Key Developments).
- Chemours, along with Corteva and DuPont, agreed to a proposed settlement with the State of New Jersey to resolve legacy environmental claims. The agreement includes an $875 million payment over 25 years and additional funding mechanisms to support ongoing site remediation efforts (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased slightly from $16.78 to $17.78.
- The Discount Rate rose modestly, moving from 11.14 percent to 11.57 percent.
- The Revenue Growth expectation decreased marginally from 3.88 percent to 3.76 percent.
- The Net Profit Margin is projected to improve slightly, rising from 10.29 percent to 10.32 percent.
- The forecast for the future Price/Earnings (P/E) ratio has increased from 5.12x to 5.49x.
Disclaimer
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