Core Viewpoint - Tronox Holdings plc is facing a class action securities lawsuit due to alleged securities fraud that negatively impacted investors between February 12, 2025, and July 30, 2025 [1][2] Group 1: Lawsuit Details - The lawsuit claims that Tronox provided overly positive statements while concealing material adverse facts about its commercial division and forecasting processes, which ultimately led to declining sales and increased costs [2] - On July 30, 2025, Tronox reported a significant reduction in TiO2 sales, attributing the decline to a "softer than anticipated coatings season and heightened competitive dynamics," leading to a lowered financial outlook and a 60% reduction in dividends [2] - Following the announcement, Tronox's stock price plummeted from $5.14 per share to $3.19 per share, marking a decline of approximately 38% in just one day [2] Group 2: Next Steps for Investors - Investors who suffered losses during the specified timeframe have until November 3, 2025, to request appointment as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3] - Class members may be entitled to compensation without any out-of-pocket costs or fees [3] Group 3: Firm Background - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years and consistently ranking among the top securities litigation firms in the United States [4]

Group 1 - The article discusses the investment strategies of Vasily Zyryanov, focusing on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales analysis to gain deeper insights into investments [1] - The research covers a wide range of industries, particularly the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] Group 2 - The article highlights that while Zyryanov favors underappreciated and misunderstood equities, he also recognizes that some growth stocks may warrant their premium valuations [1] - The primary goal for investors is to investigate whether the market's current opinion on a stock is accurate or not [1]

Core Points - NL Industries, Inc. has declared a quarterly dividend of nine cents ($0.09) per share on its common stock [1] - The dividend is payable on December 16, 2025, to shareholders of record at the close of business on November 21, 2025 [1] - NL Industries operates in the component products sector, specifically in security products and recreational marine components, as well as in the chemicals sector focusing on TiO2 [1]

Market Overview - The S&P 500 and Nasdaq experienced declines due to post-earnings slumps from Meta Platforms and Microsoft, with shares down 10% and 3% respectively despite better-than-expected quarterly results [1] - The Federal Reserve announced a widely expected interest rate cut for the second time this year, influencing market sentiment [1] Company Updates - Honeywell completed the spin-off of its advanced materials business, now known as Solstice Advanced Materials, which began trading under the ticker "SOLS" on Nasdaq [1] - Honeywell shareholders received one Solstice share for every four shares held, with BMO Capital Markets initiating coverage of Solstice with a buy-equivalent rating and a price target of $70, compared to an initial trading price slightly below $50 [1] - Solstice shares rose nearly 6% on debut, reaching an intraday high of approximately $54, while Honeywell's stock remained flat [1] - DuPont is set to complete the split of its electronics business, Qnity Electronics, next week, with the stock joining the S&P 500 and trading under the "Q" ticker [1] Financial Insights - Goldman Sachs CEO David Solomon addressed concerns regarding the bank's stock drop post-earnings, emphasizing strong profit growth and the bank's leadership in investment banking and M&A [1] - Solomon noted that Goldman's trading businesses have increased their wallet share with clients by 380 basis points over the past five years [1] - Solomon described the U.S. economy as being in "pretty good shape" and indicated a low chance of a near-term recession, highlighting a significant investment boom in AI infrastructure with large companies expected to spend $350 billion this year [1] Upcoming Earnings - Apple and Amazon are scheduled to release earnings on Thursday night, alongside cybersecurity firm Cloudflare [1] - Club stock Linde will report results before Friday's opening bell [1]

Upgrades - Barclays upgraded Verisk Analytics (VRSK) to Overweight from Equal Weight with a price target of $275, down from $310, citing that long-term headwinds are temporary/manageable within a 6%-8% growth range [2] - Stephens upgraded C.H. Robinson (CHRW) to Overweight from Equal Weight with a price target of $173, up from $135, following a solid Q3 adjusted EPS beat due to productivity gains [3] - Telsey Advisory upgraded Steven Madden (SHOO) to Outperform from Market Perform with a price target of $43, believing that Kurt Geiger will complement the existing business and position the company well for potential cyclical improvements in the fashion segment [4] - Rothschild & Co Redburn upgraded Warner Bros. Discovery (WBD) to Buy from Neutral with a price target of $28, arguing that a $27-$30 takeout price seems reasonable as the company is up for sale [5] - H.C. Wainwright double upgraded Coinbase (COIN) to Buy from Sell with a price target of $425, up from $300, citing a bullish outlook for crypto asset prices in Q4 and favorable regulatory conditions [5] Downgrades - Oppenheimer downgraded Meta Platforms (META) to Perform from Outperform without a price target, noting significant investments in superintelligence despite unknown revenue opportunities [6] - Deutsche Bank downgraded Boeing (BA) to Hold from Buy with a price target of $240, down from $255, cutting free cash flow estimates through 2028 by up to 56% following the earnings report [6] - Evercore ISI downgraded Etsy (ETSY) to In Line from Outperform with a price target of $73, up from $72, indicating that the algorithm may lose appeal and predicting margin contraction and modest adjusted EBITDA decline in 2026 [6] - UBS downgraded Fiserv (FI) to Neutral from Buy with a price target of $75, down from $170, due to a reset in the near- to medium-term outlook and increased uncertainty [6] - Barclays downgraded FMC (FMC) to Equal Weight from Overweight with a price target of $22, down from $48, citing soft results and limited visibility on earnings along with a surprise cut in its dividend [6]

Third quarter Net Loss of $90.7M and Adjusted Net Income of $125.5M Continued value driver execution drove third quarter Adjusted EBITDA of $186.3M Third quarter Loss Per Diluted Share of $0.62 and Adjusted Earnings Per Diluted Share of $0.82 IMS add-on product lines acquired CLAYTON, Mo., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Perimeter Solutions, Inc. (NYSE: PRM) (“Perimeter,” “Perimeter Solutions,” or the “Company”), a leading global solutions provider for the Fire Safety and Specialty Products industries, t ...

WILMINGTON, Del.--(BUSINESS WIRE)---- $CC--Chemours Announces Fourth Quarter Dividend. ...

Core Viewpoint - Tronox (TROX) is anticipated to report a year-over-year decline in earnings due to lower revenues, with a consensus outlook indicating a quarterly loss of $0.21 per share, reflecting a 61.5% decrease compared to the previous year [1][3]. Financial Expectations - The upcoming earnings report is scheduled for November 5, and the stock may experience upward movement if the reported figures exceed expectations; conversely, a miss could lead to a decline [2]. - Revenues are projected to be $737.98 million, representing an 8.2% decrease from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 423.82% over the last 30 days, indicating a significant reassessment by analysts [4]. - The Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, suggesting no recent differing analyst views [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict the deviation of actual earnings from consensus estimates, with a strong predictor of earnings beats being a positive Earnings ESP combined with a Zacks Rank of 1, 2, or 3 [9][10]. - Tronox currently holds a Zacks Rank of 5, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Tronox was expected to post a loss of $0.04 per share but instead reported a loss of $0.28, resulting in a surprise of -600.00% [13]. - The company has not surpassed consensus EPS estimates in any of the last four quarters [14]. Conclusion - While an earnings beat or miss may influence stock movement, other factors can also play a significant role in investor sentiment [15]. - Tronox does not appear to be a strong candidate for an earnings beat, and investors should consider additional factors before making investment decisions [17].

Financial Data and Key Metrics Changes - Adjusted EBITDA for the first nine months of 2025 grew by 9%, reaching $165 million, despite challenges from rising oil chemical raw material prices and higher startup costs at the Pasadena facility [4][6] - Third quarter adjusted net income was $10.9 million, a 54% decrease from $23.7 million in the prior year, primarily due to a higher effective tax rate and increased depreciation [6][8] - Free cash flow was positive at $40 million for the quarter, driven by reduced working capital and disciplined capital spending [7][15] Business Line Data and Key Metrics Changes - Specialty Products adjusted EBITDA increased significantly by 113%, driven by favorable order timing in the pharmaceutical business [5][14] - Polymers net sales decreased by 4% to $143.9 million, with selling prices down 14% but volume increased by 8% [12][14] - Surfactants adjusted EBITDA decreased by 14% to $37.5 million, impacted by higher startup costs and raw material price inflation [11][12] Market Data and Key Metrics Changes - North America rigid polyol and commodity PA volumes grew by double digits, while European volumes were affected by macroeconomic uncertainties [6][12] - Surfactants experienced a 10% increase in net sales, but volume declined by 2% due to lower demand in global commodity consumer products [11][12] Company Strategy and Development Direction - The company remains focused on balancing volume and margins, with a commitment to not lose market share while managing costs [16][24] - The Pasadena facility is fully operational and expected to contribute fully by 2026, enhancing production capabilities [17][18] - The company is analyzing opportunities to optimize its global footprint and asset base, including the sale of its site in the Philippines [19][32] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about recovering margins in the surfactants business, with a target to achieve margin recovery by 2026 [23][26] - The company anticipates continued growth in key strategic end markets, particularly in crop productivity and oil field businesses [16][18] - Despite current market uncertainties, management remains optimistic about achieving full-year adjusted EBITDA growth and positive free cash flow in 2025 [19] Other Important Information - The company declared a quarterly cash dividend of $0.395 per share, marking a 2.6% increase, continuing a 58-year trend of increasing dividends [7] Q&A Session Summary Question: Recovery of oil chemicals cost in surfactants - Management noted that coconut oil prices have increased significantly but are now coming down, with a goal to recover margins by 2026 [23] Question: Pricing challenges with lower raw material costs - Management emphasized the importance of balancing volumes and margins, stating they will remain competitive in the market [24] Question: Long-term margin goals for surfactants - Management believes that double-digit EBITDA margins are achievable as they grow in functional markets [26] Question: Pent-up demand in commercial roofing and insulation - Management confirmed there is pent-up demand for renovation in the construction sector, which could improve with lower interest rates [28] Question: Margin recovery in polymers - Management indicated that while margins are currently under pressure, they expect improvements as demand recovers [30] Question: Optimization of global footprint - Management committed to a balanced approach between productivity, asset rationalization, and top-line growth, with future announcements expected [32]

Group 1: Sempra - Sempra is recommended as a buy by Jim Cramer, supported by Wells Fargo analyst Shahriar Pourreza who initiated coverage with an Overweight rating and a price target of $115 [1] Group 2: Pfizer - Pfizer announced initial results from the HER2CLIMB-05 clinical trial for a new treatment for metastatic breast cancer (MBC) positive for HER2 [1] - Pfizer shares fell 1.1% to settle at $24.50 [6] Group 3: Dow Inc. - Dow reported a lower-than-expected third-quarter loss, with an adjusted loss of 19 cents per share, beating the projected 29-cent loss [2] - Revenue for Dow fell 8% year over year to $9.97 billion, missing the estimate of $10.23 billion [2] - Dow shares fell 1.4% to close at $25.38 [6] Group 4: Plug Power Inc. - Plug Power's stock fell over 20% after announcing a warrant inducement agreement to raise $370 million, raising concerns about shareholder dilution [3] - Plug Power shares dipped 5.7% to settle at $2.79 [6]