New York, Feb 24, 2026, 08:38 (ET) — Premarket
- Chemours shares edged up 0.55% premarket, last changing hands at $18.13.
- Price targets went up to $17 at both Morgan Stanley and Jefferies, but neither firm budged from their neutral stance.
- Investors are sizing up a tepid first-quarter outlook, with the company also aiming to boost cash generation and trim its debt load.
Chemours ticked up 0.55% to $18.13 ahead of the bell Tuesday, following an $18.03 close. A series of analyst target boosts has the name in focus, even as investors continue to weigh last week’s guidance.
This shift stands out, with Wall Street zeroed in on Chemours’ short-term earnings risk and leverage, not just its refrigerants growth narrative. Chemours put its first-quarter adjusted EBITDA at $120 million to $150 million and pegged net leverage at roughly 4.7x trailing adjusted EBITDA by the end of 2025.
Morgan Stanley bumped up its price target for the stock to $17 from $15, sticking with an Equalweight rating. Analysts cited richer valuation multiples among peers but pared back their EBITDA forecasts. The team doesn’t see “material improvement” ahead for titanium dioxide in 2026, and highlighted cash generation as the main hurdle, with PFAS developments also on the radar. Investing
Jefferies bumped its price target up to $17 from $14, sticking with a Hold. The firm pointed to the chance of a wider demand rebound driving up EBITDA in late 2026 through 2027. As for Chemours, analysts expect the company will turn to free cash flow and asset sales to bring down its debt load.
Chemours is taking a different tack in the conversation about cash and its refrigerants business. “Our consolidated fourth quarter results delivered robust cash flow,” Chief Executive Denise Dignam said in the company’s results release. She also pointed to the ongoing shift toward Opteon refrigerants and a push for cash generation. SEC
Late Monday, the company released another statement focused on its semiconductor ties, announcing that Gerardo Familiar, who leads the Advanced Performance Materials unit, will join SEMI’s North America advisory board. “Semiconductors are the backbone of modern technology,” Familiar said in the release. Chemours
Chemours markets refrigerants under brand names like Opteon and Freon, alongside titanium dioxide pigment for coatings and plastics, as well as fluoropolymer materials that find uses across industrial and electronics sectors, Reuters company data shows.
The road’s bumpy. Soft demand tied to housing for titanium dioxide, snags in materials operations, plus unclear PFAS-related expenses—any of these could tighten cash flow, especially with leverage already high and not much room for mistakes.
Eyes shift to the opening bell—traders want to see if Monday’s move has legs. Chemours’ dividend timing is also in focus: Feb. 27 sets the record for eligibility, with checks due out March 13.
