Why Chemours (CC) Is Down 7.1% After Weak Q4 Outlook and Conference Update – And What's Next

• On November 11, 2025, The Chemours Company presented at the Morgan Stanley Global Chemicals, Agriculture and Packaging Conference in Boston, following a recent Q3 earnings report and updated outlook.
• The company's latest guidance highlighted ongoing pricing pressure in its Titanium Technologies segment and operational setbacks in Advanced Performance Materials, which are expected to weigh on future earnings.
• We'll explore how Chemours' forecast for decreased Q4 sales and EBITDA influences its investment narrative and future outlook.

Find companies with promising cash flow potential yet trading below their fair value.

Chemours Investment Narrative Recap

To be a shareholder in Chemours, you need to believe in the company’s ability to ride out current uncertainties in titanium dioxide and advanced materials while leveraging strong fundamentals in its Opteon franchise and ongoing cost initiatives. The recent guidance confirming weaker Q4 sales and EBITDA from pricing pressure does have a tangible impact on short-term recovery prospects, but the most immediate catalyst, regulatory-driven demand for low-GWP refrigerants, remains in play. The biggest risk right now is persistent margin pressure in Titanium Technologies if industry conditions do not stabilize.

The company’s November 6, 2025, announcement projecting a 10% to 15% sequential Q4 sales decline is most relevant here, as it underscores the direct effect of cyclical market weakness highlighted at the Morgan Stanley conference. With pressure in core segments expected to persist, these forecasts place added emphasis on Chemours’ ability to drive growth from its higher-margin businesses and manage through profitability headwinds.

By contrast, investors should be aware that ongoing competitive pricing trends in titanium dioxide could still…

Read the full narrative on Chemours (it's free!)

Chemours is projected to reach $6.6 billion in revenue and $671.0 million in earnings by 2028. This forecast assumes annual revenue growth of 3.9% and an earnings increase of $1.08 billion from the current earnings of -$412.0 million.

Uncover how Chemours' forecasts yield a $17.78 fair value, a 61% upside to its current price.

Exploring Other Perspectives

Fair value estimates from five members of the Simply Wall St Community span US$11.55 to US$19.80 per share, reflecting a range of individual outlooks on Chemours. As these perspectives differ substantially, consider how persistent gross margin risks in key segments could influence future performance.

Explore 5 other fair value estimates on Chemours - why the stock might be worth just $11.55!

Build Your Own Chemours Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Chemours research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Chemours research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Chemours' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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