Update shared on 01 Nov 2025
Analysts have adjusted their price target for Chemours. They are maintaining the fair value estimate at $17.78, but have slightly increased the discount rate and are projecting a modest decrease in both expected revenue growth and profit margin based on recent outlook factors.
What's in the News
- Chemours signed strategic agreements with SRF Limited to strengthen global supply chain flexibility and expand access to manufacturing capacity for fluoropolymers and fluoroelastomers (Key Developments).
- Samsung Electronics successfully qualified Chemours' Opteon two-phase immersion cooling fluid for use with its fourth generation Solid State Drives, supporting energy-efficient cooling for AI and next-generation chips (Key Developments).
- The company completed a share buyback, having repurchased 10,342,722 shares, or 6.76% of shares outstanding, for $309.28 million as of June 30, 2025 (Key Developments).
- Chemours, along with DuPont and Corteva, agreed to an $875 million settlement with the State of New Jersey to resolve legacy environmental claims. Payments are to be made over 25 years, subject to court approval (Key Developments).
- Chemours' third quarter 2025 guidance anticipates net sales to decrease 4 to 6 percent sequentially. Full-year net sales are expected between $5.9 and $6.0 billion with an expected net loss of $336 million to $300 million (Key Developments).
Valuation Changes
- Fair Value Estimate: Remains unchanged at $17.78 per share.
- Discount Rate: Has risen slightly from 11.57% to 11.98%.
- Revenue Growth: Has fallen marginally from 3.76% to 3.71%.
- Net Profit Margin: Has decreased from 10.32% to 10.00%.
- Future P/E Ratio: Has increased from 5.49x to 5.74x.
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