Core Viewpoint - The Chemours Company (NYSE:CC) is recognized as one of the Best Small Cap Value Stocks to Buy, with a share price increase of over 12% since its fiscal Q3 2025 results, despite subpar earnings and a mixed outlook from Wall Street [1]. Financial Performance - In fiscal Q3 2025, Chemours reported a 0.40% year-over-year decrease in revenue to $1.50 billion, falling short of expectations by $2.98 million [3]. - The earnings per share (EPS) of $0.20 was below analysts' consensus by $0.04 [3]. - The decline in revenue was primarily due to a 36% decrease in net sales of Freon Refrigerants and a 16% decrease in net sales of Foam, Propellants & Other [3]. - This negative performance was partially offset by an 80% year-over-year increase in net sales of Opteon™ Refrigerants, which reached $560 million [3]. Analyst Ratings and Price Targets - J.P. Morgan's Jeffrey Zekauskas reiterated a Hold rating on Chemours and lowered the price target from $15 to $13 [2]. - Alembic Global's Hassan Ahmed also lowered the price target from $20 to $19 while maintaining a Buy rating [2]. Market Challenges and Management Response - Analysts at Truist Financial noted demand challenges in the Titanium Technologies and industrial markets within Advanced Performance Materials [4]. - Despite these challenges, analysts expressed confidence in management's efforts to right-size production and preserve cash flow under tough market conditions [4]. Company Overview - Chemours provides performance chemicals and delivers solutions across various markets, including plastics, semiconductors, consumer electronics, coatings, transportation, refrigeration and air conditioning, and general industrial [5].

Financial Performance - Net Sales reached $1368 million in 1Q25, a slight increase of $6 million compared to 1Q24[7] - Adjusted EBITDA was $166 million in 1Q25, a decrease of $25 million compared to $191 million in 1Q24[7] - The company experienced a Net Loss of $4 million in 1Q25, compared to a Net Income of $54 million in 1Q24[7] - Free Cash Flow was negative $196 million in 1Q25, compared to negative $392 million in 1Q24[7] - The company returned $37 million in cash to shareholders in Q1 2025[6] Segment Performance - TSS (Thermal & Specialized Solutions) Net Sales were $466 million in 1Q25, with Adjusted EBITDA at $141 million[15] - TT (Titanium Technologies) Net Sales were $597 million in 1Q25, with Adjusted EBITDA at $50 million[15] - APM (Advanced Performance Materials) Net Sales were $294 million in 1Q25, with Adjusted EBITDA at $32 million[15] - Opteon Refrigerants experienced a 40% YoY Net Sales growth in TSS[6] Strategic Initiatives and Outlook - The company is executing its "Pathway to Thrive" three-year corporate strategy[6] - The company anticipates a low-to-mid teens percentage increase in Net Sales and a 40% to 45% sequential increase in Adjusted EBITDA for 2Q25[49, 51] - The company expects Adjusted EBITDA for full year 2025 to be in the range of $825 million to $950 million[54] - The company is expanding into the liquid cooling market, projecting a $3 billion addressable market by 2030[41]