Chemours Stock Drops 16.5% After Q4 Results: Analysts See $16 Fair Value

Rexielyn Diaz3 minute read
Reviewed by: Thomas Richmond
Last updated Feb 21, 2026

Key Stats for Chemours Stock

  • Price Change for Chemours stock: -16.5%
  • Chemours Share Price as of Feb. 20: $17
  • 52-Week High: $22
  • Chemours Stock Price Target: $16.33

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What Happened?

Chemours (CC) stock fell 16.5% after the company reported Q4 and full-year 2025 earnings, which highlighted continued profitability pressure. The company posted a $47 million net loss attributable to shareholders, extending a period of weak earnings performance.

Revenue declined year over year, and cost pressures continued to weigh on margins. Adjusted full-year EPS came in at $0.95, slightly below analyst expectations of $0.96, which added to investor disappointment.

Operating profitability remained extremely thin. Chemours reported an EBIT margin of just 0.1%, reflecting weaker pricing, soft demand in cyclical end markets, and elevated fixed costs.

The earnings reaction was magnified by balance sheet concerns. Chemours ended the year with $3.7 billion in net debt and net debt-to-EBITDA of 8.3x, which remains elevated for a chemicals company.

Chemours Stock Price Targets (TIKR)

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What the Market Is Telling Us About Chemours Stock

Chemours operates across Thermal & Specialized Solutions, Titanium Technologies, and Advanced Performance Materials. While refrigerants and thermal solutions showed relative stability, Titanium Technologies’ demand remained weak, pressuring consolidated results.

Gross margin declined to 15.5%, down sharply from over 20% two years ago. EBITDA fell 53% year over year to $345 million, underscoring the severity of the earnings downturn.

Chemours reported a $386 million trailing net loss, and ROE stands at -90%, which reflects both weak earnings and a thin equity base. That financial backdrop explains why investors reacted strongly to even a modest earnings miss.

Free cash flow turned positive at $51 million, but free cash flow margins remain below 1%. Chemours continues to pay a dividend, with a 2.0% forward yield, although the payout ratio remains negative.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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