The Chemours Company research snapshot

CC AI Stock Analysis

CC AI stock analysis currently reads The Chemours Company as a deeply cyclical specialty chemical company facing PFAS litigation overhang, extremely high leverage, negative profitability, but early signs of earnings turnaround. At the July 13, 2026 data cutoff, CC closed at $17.81 with a verified market capitalization near $2.68 billion, a forward PE near 12.15x based on analyst estimates, a price-to-sales ratio of 0.46x, and an EV-to-EBITDA of 21.40x. The CC AI stock forecast is scenario-based because chemical earnings depend on TiO2 pricing, refrigerant demand, PFAS settlement costs, debt servicing ability, and the pace of the operational turnaround. This page is an informational research tool and not investment advice.

Current price

$17.81

Market cap

$2.68 billion verified market cap

AI score

48 / 100

Rating

Deeply cyclical specialty chemical company with PFAS litigation overhang, high leverage, and early turnaround signals

Trend status

Recovering from 52-week lows near $10.44, trading above the 50-day and 200-day moving averages but still well below the 52-week high near $28.67

Data cutoff (updated weekly)

July 13, 2026

Informational use only. This page is not investment advice.

Research quality check

information Richness
B-level information richness. Chemours has public SEC filings, quarterly earnings releases, reasonable sell-side coverage from firms including Mizuho and JPMorgan, and accessible financial data from Yahoo Finance, but PFAS litigation details remain uncertain and full financial projections depend on numerous variables. Some data points require estimation.
bias Check
The main AI bias risk is overweighting the negative PFAS narrative and underweighting the potential cash flow normalization. The counter-check is to ask whether the company can generate enough free cash flow to service debt and fund operations if TiO2 and refrigerant markets remain stable, not boom.
ai Confidence
High for reported revenue, net income, cash position, debt levels, share count, and market cap data. Medium for forward price ranges because chemical earnings are highly cyclical, PFAS settlement timing and amounts are uncertain, and the debt load limits financial flexibility.
investment Certainty
Low. Chemours is a high-risk, high-leverage specialty chemical company with meaningful PFAS liability exposure, negative trailing earnings, and cyclical revenue streams. Investment certainty is lower than data confidence because the outcome depends on litigation resolution, commodity chemical cycles, and debt management.

Quick verdict table

DimensionConclusionConfidence
Business qualityChemours produces TiO2 pigments, refrigerants, and specialty chemicals under well-known brands including Ti-Pure, Freon, Opteon, Teflon, Viton, Krytox, and Nafion. The business is commodity-cyclical with some high-value niche products.Medium
MoatThe moat is moderate in fluoroproducts via proprietary technologies and brand recognition. TiO2 has limited moat as a commodity pigment. Nafion membranes have strong IP positions in electrochemical applications.Medium
ManagementThe current management team is executing a turnaround focused on cost reduction, debt reduction, and operational excellence. The test is whether they can navigate PFAS litigation while improving margins and generating consistent free cash flow.Medium-low
Financial trendTTM revenue was $5.82 billion with negative net income of $410 million. Q1 2026 showed modest profitability with $8 million in earnings on $1.38 billion revenue. The balance sheet is highly leveraged with total debt/equity over 2,000%.High
ValuationAt $17.81, CC trades at 0.46x price-to-sales, 12.15x forward PE (based on analyst estimates), EV/EBITDA of 21.40x, and 12.46x book value. The valuation appears low on sales but high on EBITDA given the leverage.Medium
Technical trendCC recovered strongly from the $10.44 low and has a positive intermediate trend above the 50-day and 200-day moving averages, with room to run toward the $28.67 52-week high.Medium
Risk levelKey risks are PFAS litigation costs, high debt leverage, TiO2 pricing cycles, refrigerant regulatory changes, and potential equity dilution. The $450 million federal PFAS settlement is one piece of a larger liability picture.Medium-high
AI confidenceDescriptive confidence is medium-high for reported financial data. Forecast confidence is lower because the PFAS liability range is wide, chemical pricing is volatile, and the high debt amplifies earnings swings.Medium data confidence
Investment certaintyCC is a high-risk turnaround that could work if PFAS liabilities stay manageable and chemical markets stabilize, but the leverage and litigation overhang make it a speculative position rather than a compounder.Low

CC AI stock forecast

CC AI Stock Forecast Scenarios

The CC AI stock forecast uses the $17.81 price reference and a three-year scenario model. The wide range reflects the leverage effect of debt, chemical price cycles, and PFAS litigation uncertainty. Analyst consensus (Mizuho, JPMorgan) targets near $25, but outcomes vary significantly based on litigation, TiO2 demand, and refrigerant market conditions.

Bullish case

$30 to $38

More likely if PFAS liabilities are capped at manageable levels, TiO2 demand recovers with global construction and coatings, Opteon refrigerant adoption accelerates, free cash flow improves to cover debt service, and the forward PE re-rates toward 15x to 18x normalized earnings.

Base case

$18 to $25

More likely if PFAS settlement costs absorb a meaningful portion of free cash flow, TiO2 markets remain stable but do not boom, the company maintains its turnaround trajectory with modest earnings recovery, and the stock trades in line with analyst target ranges near $25.

Bearish case

$6 to $12

More likely if PFAS liabilities expand significantly beyond current estimates, chemical demand weakens in a recession, debt covenants come under pressure, the company faces equity dilution or liquidity stress, and the stock is re-rated toward distressed multiples.

CC AI technical analysis

CC AI Technical Analysis

CC AI technical analysis shows a stock recovering from deeply oversold levels as of the July 13, 2026 cutoff. Yahoo Finance data indicated CC at $17.81 on July 10, with a 52-week range of $10.44 to $28.67. The stock has stabilized above prior lows but still trades 38% below the 52-week high, suggesting room for mean reversion if fundamentals improve.

LevelValueWhy it matters
Current price$17.81Yahoo Finance closing quote for July 10, 2026, used for market-cap and valuation checks at the July 13 data cutoff.
Immediate support$15 to $16This zone represents the consolidation area after the rally from $10.44 and is the first line of defense for the recovery trend.
Deeper support$10 to $11The 52-week low zone near $10.44 marks the panic low from 2025. A retest would indicate a breakdown in the turnaround thesis.
Near resistance$20 to $21Round-number resistance near $20 with prior supply from the 2025 breakdown area. Clearing this opens the path toward analyst targets.
Key resistance$25 to $29The 52-week high near $28.67 and analyst consensus near $25.33 form the upper resistance cluster that would confirm a full trend reversal.
Moving averagesRecovered above 50-day and 200-dayPrice above both key moving averages is a positive technical signal. The crossover momentum supports the recovery narrative.
MomentumRSI recovering from oversoldMomentum improved significantly from the 2025 lows but is not yet overbought, leaving room for further upside.
VolumeAverage volume near 2.7 million sharesVolume provides reasonable liquidity. Watch for volume confirmation on any breakout above $20.
VolatilityBeta of 1.40, watch earnings and PFAS newsHigh beta means CC amplifies market moves. PFAS litigation headlines can cause sudden price gaps.
InvalidationClose below $15, then below $10A close below $15 weakens the recovery setup. A break below the $10.44 low would invalidate the turnaround trend.

CC AI trading strategy

CC AI Trading Strategy Framework

The CC AI trading strategy below is a rules-based framework, not personal advice. It connects price behavior with chemical market conditions, PFAS litigation developments, free cash flow generation, and debt management progress.

Trend-following setup

Look for CC to break above $20 with above-average volume while the company reports positive free cash flow, manageable PFAS settlement updates, and stable TiO2 pricing.

A failed breakout followed by a close below $15 should reduce trend confidence, especially if PFAS costs escalate or chemical demand weakens.

Mean-reversion setup

If CC pulls back toward the $12 to $15 range on PFAS headline fear but without fundamental liquidity stress, compare the lower price with book value, cash position, and normalized earnings power.

Do not treat a lower price as attractive if the company is burning cash, approaching debt covenants, or facing an unquantified litigation liability.

Fundamental monitor

Track quarterly revenue mix, TiO2 utilization rates, Opteon refrigerant adoption, PFAS settlement progress and timing, free cash flow, debt levels, interest coverage, and net debt-to-EBITDA ratio.

Position sizing should reflect that CC is a highly leveraged cyclical chemical company with litigation exposure, where capital structure risk is as important as operational risk.

Investment research summary

Four-master Research Compression

Business essence

Customers pay Chemours for TiO2 pigments that make paint white and opaque, for refrigerants that cool buildings and vehicles, and for specialty chemicals that enable electronics, semiconductors, energy systems, and industrial processes under trusted brands like Teflon, Nafion, and Opteon.

Moat

The moat is strongest in fluoropolymer and refrigerant IP where Chemours holds proprietary technology and brand recognition. The Nafion membrane business has strong positioning in electrochemical and hydrogen applications. TiO2 is a commodity with limited differentiation.

Munger risk inversion

The thesis fails if PFAS liabilities exceed current estimates and absorb free cash flow for years, if TiO2 demand falls in a global recession, if refrigerant regulations shift faster than expected, if debt covenants restrict operations, or if the company needs dilutive equity financing.

Management

Management has been focused on improving operational efficiency, reducing debt, resolving PFAS litigation, and stabilizing earnings. The quality assessment depends on whether they can navigate the PFAS liability overhang while maintaining adequate liquidity for the cyclical chemical business.

Industry trend

Chemours benefits from structural demand for refrigerants (Opteon adoption), fluoropolymers for electronics and EVs, TiO2 for construction and coatings, and specialty chemicals for clean energy (Nafion for hydrogen and chlor-alkali). The downside is cyclical end-market exposure and regulatory pressure on PFAS chemistries.

Valuation and margin of safety

At $17.81, CC trades at 0.46x sales and 12.15x forward earnings estimates. The EV/EBITDA of 21.40x is high for a chemical company, reflecting the debt burden. Margin of safety depends on whether earnings can recover to a level that supports the capital structure without dilution or restructuring.

Source-backed data

CC Data Table

Every metric below includes a source and last verification date.

MetricValueSourceLast verified
CC quote reference$17.81 closing price on July 10, 2026Yahoo Finance CC summaryJuly 13, 2026
Market capitalization verification$2.678 billion reported, $2.678 billion calculated from $17.81 x 150.4 million sharesPineify financial_rigor.py and Yahoo Finance CC statisticsJuly 13, 2026
Shares outstandingApproximately 150.4 million shares outstandingYahoo Finance CC statisticsJuly 13, 2026
TTM revenue$5.82 billion trailing twelve months revenueYahoo Finance CC statisticsJuly 13, 2026
TTM net income and EPS-$410 million net income and -$2.73 diluted EPSYahoo Finance CC statisticsJuly 13, 2026
Q1 2026 earnings$1.38 billion revenue, $8 million net income, showing early turnaroundYahoo Finance CC income statementJuly 13, 2026
Balance sheet$563 million cash, total debt/equity 2,033.80%, enterprise value $6.51 billionYahoo Finance CC statisticsJuly 13, 2026
Cash flow$216.25 million levered free cash flow (ttm)Yahoo Finance CC statisticsJuly 13, 2026
Valuation ratios0.46x price-to-sales, 12.15x forward PE, 12.46x price-to-book, 1.12x EV/Revenue, 21.40x EV/EBITDAYahoo Finance CC statisticsJuly 13, 2026
52-week range$10.44 to $28.67 with beta of 1.40Yahoo Finance CC summaryJuly 13, 2026
Dividend$0.35 annual dividend, 2.01% forward yieldYahoo Finance CC summaryJuly 13, 2026
Analyst consensus1-year price target $25.33, Mizuho Outperform with $25 target, JPMorgan raised viewYahoo Finance CC analysts and recent newsJuly 13, 2026
PFAS settlement$450 million federal PFAS settlement with ongoing state litigation including NY lawsuitYahoo Finance CC news and CBS NewsJuly 13, 2026

Frequently Asked Questions

This CC AI stock analysis is an informational research tool only. It is not investment advice, a recommendation, or a guarantee of future performance. Forecast scenarios are based on available filings, market data, and assumptions as of the stated cutoff date and may be wrong. The Chemours Company faces material PFAS litigation, high debt leverage, and cyclical chemical market risks that make forward projections highly uncertain.