Jefferies has lifted its price target on Chemours Co. to $17 from $14, but the brokerage stopped short of upgrading its view on the chemical manufacturer's shares, leaving a Hold rating in place.
The move comes after Chemours disclosed fourth-quarter results that showed EBITDA of $128 million, a figure that trailed both consensus estimates and Jefferies' own forecast by $13 million. The miss contributed to a sharp market reaction, with the stock falling nearly 17% over the past week following the release of the results.
Fresh data from InvestingPro, which monitors more than 1,400 U.S. equities and their associated metrics, indicates the company remains unprofitable over the last twelve months with a trailing EPS of -$2.57. Analysts tracked by the same source collectively expect Chemours to return to profitability in 2026, with projected earnings of $1.42 per share that year.
Chemours provided guidance for 2026 that set EBITDA in a range of $800 million to $900 million, compared with consensus expectations of $879 million. For the first quarter, the company projected EBITDA between $120 million and $150 million, a level below the $173 million that the market had been expecting.
In its commentary, Jefferies pointed to weakness in demand from cyclical end markets as a near-term constraint on volumes for the first quarter. The firm noted, however, that the Opteon product line is likely to offer some support to both sales and EBITDA amid broader softness.
Looking further out, Jefferies suggested a broad-based demand recovery could lift EBITDA during the second half of 2026 and into 2027. The analyst also emphasized the companys focus on improving its balance sheet, stating that Chemours is expected to prioritize debt reduction through free cash flow generation and proceeds from asset sales.
Balance-sheet figures underline that challenge. The company carries $4.33 billion in total debt against a market capitalization of $2.64 billion. InvestingPro's Fair Value analysis, at the current market price of $17.63, characterizes the stock as overvalued.
Separately, Chemours' fourth-quarter 2025 results showed mixed performance on an earnings and revenue basis. The company reported EPS of $0.05, missing the $0.07 consensus by 28.57%. Revenue for the quarter came in at $1.3 billion, slightly under the expected $1.33 billion, producing a revenue surprise of -2.26%.
Other analyst activity in the wake of the quarter included Morgan Stanley, which raised its price target on Chemours to $17 from $15 while maintaining an Equalweight rating. Morgan Stanley attributed the increase in target to higher peer multiples, particularly within the Thermal & Specialized Solutions segment, even as it trimmed its EBITDA forecasts.
This coverage consolidates the most recent analyst actions, company guidance, and reported results to provide a snapshot of Chemours' current financial and market positioning.