CC

ChemoursC

NYSE / Materials

At close

2026-07-18

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

Value

What changed

Next scheduled catalyst: earnings 2026-07-23.

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

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $22.00 · Bull $28.00 · Bear $17.00

Earnings

2026-07-23

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-08 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $25.80

Why

Momentum23 · Δ7d +0.7

Value60 · Δ7d -0.1

Sentiment68 · Δ7d -2.6

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

+0.7

Δ21d

-12.0

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.1

Δ21d

+1.1

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-2.6

Δ21d

+17.5

Why this grade

Composite grade C. Momentum 23.3 / Value 59.8 / Sentiment 68.0

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$2.63B

Beta

1.61

Shares Out

150.38M

P/E (TTM) · Derived

-6.8

P/S (TTM)

0.33

P/FCF (TTM) · Derived

26.34

Rev YoY

+1.0%

EPS YoY

+620.6%

Gross Margin

+15.1%

Op Margin

+0.2%

Net Debt

$3.72B

Current Ratio

1.82

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology