Update shared on03 Oct 2025
Fair value Increased 8.63%Analysts have raised their price target for Chemours from $15.44 to $16.78, citing improved profit margins and slight increases in projected revenue growth as key factors for the update.
What's in the News
- Chemours signed strategic agreements with SRF Limited to strengthen its global supply chain, increase operational flexibility, and secure fluoropolymer and fluoroelastomer capacity for multiple industries (Client Announcements).
- Samsung Electronics successfully qualified Chemours' Opteon two-phase immersion cooling fluid for use with its latest solid state drives, paving the way for wider adoption in AI and next-generation data centers (Client Announcements).
- The company issued earnings guidance for 2025, projecting full-year net sales between $5.9 billion and $6.0 billion and a net loss ranging from $336 million to $300 million (Corporate Guidance, New/Confirmed).
- Chemours, alongside DuPont and Corteva, agreed to an $875 million settlement with the State of New Jersey to resolve all legacy and PFAS contamination claims. The settlement will be payable over 25 years, and is subject to court approval (Lawsuits & Legal Issues).
- The company reported completion of a share buyback program, having repurchased over 10.3 million shares for $309.28 million since 2022. No additional shares were repurchased in the most recent quarter (Buyback Tranche Update).
Valuation Changes
- Fair Value Estimate increased from $15.44 to $16.78, reflecting a moderate upward revision in projected outcomes.
- Discount Rate increased from 10.83% to 11.14%, indicating slightly higher perceived risk or required return.
- Revenue Growth expectation rose marginally from 3.86% to 3.88%.
- Net Profit Margin forecast moved up slightly from 10.19% to 10.29%.
- Future Price-to-Earnings (P/E) ratio estimate increased from 4.72x to 5.12x, reflecting higher anticipated valuation multiples.
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