Chemours (CC) PT Cut to $17 by RBC Capital Following Q3 Miss, Cites TiO2 Pricing Pressure

Core Insights - Chemours Company is considered a cheap stock to buy, but recent earnings miss has led to a price target reduction by RBC Capital from $19 to $17 while maintaining an Outperform rating [1] - The company faces persistent pricing pressure in the TiO2 segment and operational setbacks in the Advanced Performance Materials division, which are impacting overall performance despite strong gains in the Thermal & Specialized Solutions segment [1][2] Financial Performance - Chemours reported net sales of $1.50 billion for Q3 2025, reflecting a slight decline of 0.40% year-over-year [3] - The company anticipates a decrease in net sales and consolidated adjusted EBITDA for Q4 and the full year 2025, with expected consolidated adjusted EBITDA ranging between $130 million and $160 million for Q4 [3] - Full year 2025 sales are projected to be between $5.7 billion and $5.8 billion [3] Segment Performance - The Thermal & Specialized Solutions segment significantly contributed to the company's performance, with the Opteon refrigerants achieving a record sales increase of 80% year-over-year in Q3 [2] - Chemours operates through three segments: Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials, providing performance chemicals across various global regions [4]