CC
ChemoursCNYSE / Materials
Last Price
At close
2026-06-02
Current thesis
Primary-source earnings showed stronger-than-feared consolidated EBITDA at $169 million with TSS posting record first-quarter results, plus Q2 and FY2026 guidance that implies a meaningful sequential recovery [#8-K-2026-05-05]. Secondary follow-through was not uniformly negative: Mizuho raised its price target to $30 from $25 and kept Outperform, while Truist raised its target to $30 from $27 and kept Buy.
Posture
Mixed
Lead driver
Momentum
What changed
Momentum remains the lead driver in the composite, 7D delta -28.8.
What can break
APM recovery is not yet proven: Q1 APM adjusted EBITDA fell 84% to $5 million, and management said the Washington Works outage plus related costs hurt the quarter by about $25 million [#8-K-2026-05-05].
Momentum
53
Value
49
Sentiment
51
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $22.00 · Bull $28.00 · Bear $17.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-08 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $19.30
Why
Momentum53 · Δ7d -28.8
Value49 · Δ7d -0.2
Sentiment51 · Δ7d -1.5
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
53
34% active weight
Current posture
7d trendSoftening
Δ7d
-28.8
Δ21d
-38.9
Value
49
32% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+0.7
Sentiment
51
33% active weight
Current posture
7d trendSoftening
Δ7d
-1.5
Δ21d
+19.4
Why this grade
Composite grade C. Momentum 53.1 / Value 49.5 / Sentiment 51.4
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$3.36B
Beta
1.61
Shares Out
149.89M
P/E (TTM) · Derived
-8.7
P/S (TTM)
0.33
P/FCF (TTM) · Derived
-30.30
Rev YoY
-0.9%
EPS YoY
+286.2%
Gross Margin
+17.4%
Op Margin
+0.2%
Net Debt
$3.4B
Current Ratio
1.71
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

