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CCCC

The Chemours Company

$CC·$2.3B·Chemicals - Specialty·Basic Materials
$15.03-0.3%YTD+25.8%1Y-10.3%
Price updated 12h ago·X counts updated 12h ago
CCCC
$CCThe Chemours Company
$15.03-0.27%1.1k posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,099X posts · last 7 days
Aug 29Sep 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $CC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 79% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data77 posts analyzed · as of 2026-09-11

The $CC cashtag is Canton Network crypto — DTCC tokenization service prep, Franklin Templeton as Super Validator, Canton Developer Hub updates — not an equity conversation. This window carries no stock signal.

Read what X is saying about $CC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptStalledAI verdict · as of 2026-09-11

The move has stalled — likely just drifts unless something new shows up.

The PFAS overhang just cleared for $455M — Chemours can finally start pricing the underlying business.

Chemours makes titanium dioxide pigments and refrigerants — a real specialty chemicals business that has spent years trading under the PFAS 'forever chemicals' liability overhang. Today's $455M three-company North Carolina settlement is the biggest step yet in removing that discount, and the market hasn't fully repriced it.

  • The overhang just got sized: Chemours' share of the $455M NC settlement is a real cost, but it's now a known number rather than the open-ended liability that had discounted the stock — the market can now start pricing the core operating business again.
  • The core is thin but real: Q1 revenue grew 1.0% YoY at a 15.6% gross margin and 4.6% operating margin — this is a middle-cycle chemicals name with an $1.06 FY26 EPS consensus, not a dead company.
  • The technicals are stalled but not broken: below the 50-day and 200-day, at just 25% of the 52-week range and volume 21% below the 30-day average — the market is waiting for evidence that the settlement actually clears the discount rather than signaling more claims.

The base restarts if Nov 5 earnings confirms Ti-pure and Thermal & Specialized Solutions volumes recovering AND no new PFAS state actions land against the company. Another PFAS suit or a European claim opening is what would keep the trajectory stalled and possibly send it lower.

Differs from X sentimentThe bullish X sentiment on $CC is entirely about 'Canton Network' (DTCC tokenization service commercial launch, USD1 on Canton, Franklin Templeton Super Validator) and a separate 'Creator Capital' crowd on Pumpfun — nothing to do with Chemours the chemicals company. Retail X is looking at completely different assets under this ticker, so treat the pool as unrelated to the equity thesis here.

What to watch: Nov 5 Q3 earnings — Ti-pure volumes, Thermal & Specialized Solutions margin trajectory, and any explicit commentary on the settlement cash timing. A quarter showing volume recovery in TT plus no new PFAS state actions is what restarts the turnaround; another state suit or an EPA action is what invalidates.

On the calendar: 2026-11-05 — Q3 earnings

sentiment mismatch

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  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Produces specialty chemicals including titanium dioxide pigments, Teflon fluoropolymers, and refrigerants for industrial and consumer markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals - Specialty sits in its cycle right now — and what that implies for $CC.

Chemicals - Specialty · Basic Materials

Specialty chemical demand is gradually recovering from destocking; AI-chip manufacturing requires ultra-pure specialty chemicals driving structural volume growth for semiconductor-materials suppliers. Battery materials (lithium, specialty electrolytes) remain under price pressure.

What this means for $CC

Neutral — Chemours titanium dioxide/Teflon; commodity specialty, limited semiconductor-materials angle.

Industry benchmark

16-name peer basket
+31.9%YTD
+22.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-8.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-164%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
15.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
20.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.42$0.49-14.1%
Q1 2026May 5, 2026$0.05$-0.05+200.0%
Q4 2025Feb 19, 2026$0.05$0.09-43.6%
Q3 2025Nov 6, 2025$0.20$0.24-16.7%
Next earningsThu, Nov 5·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+1.0%15.6%4.6%$-0.19$-93.0M
Q4 FY25$1.3B-4.6%11.5%-19.5%$-0.40$92.0M
Q3 FY25$1.5B-0.4%15.7%7.0%$0.40$105.0M
Q2 FY25$1.6B+3.9%17.2%4.5%$-2.54$50.0M

Forward consensus

3-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.9B$5.9B – $6.0B$1.06$0.92 – $1.196
FY27$6.2B$6.1B – $6.3B$1.96$1.75 – $2.227
FY28$6.5B$6.2B – $6.8B$2.34$2.28 – $2.408

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.25%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-17.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 148.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.425-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 12Familiar Calderon GerardoSee Remarks1.9K sh$30KBuyAug 11Denise DignamCEO3.4K sh$51KBuyAug 7Alister CowanDirector13.0K sh$203KBuyAug 7Foley Michael RobertSee Remarks1.9K sh$30KBuyAug 7Mary B CranstonDirector6.0K sh$95KBuyAug 7Joseph T. MartinkoSee Remarks1.9K sh$30KBuyAug 6Shane HostetterCFO3.4K sh$50K
+ 18 other (12 awards · 6 inkinds) in window

See when $CC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 108-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Chemours (CC), DuPont, and Corteva reached a $455 million PFAS settlement with North Carolina and eleven local governments, covering contamination from the Fayetteville Works facility and AFFF firefighting foam, with payments spread over fifteen years. The settlement resolves longstanding PFAS liability in North Carolina for all three companies, which split costs per a 2021 MOU. This is one of the largest state-level PFAS resolutions to date.

8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
AI summary

Chemours (CC) posted its September 2026 investor presentation for use in upcoming analyst and investor meetings. The Regulation FD disclosure signals active management engagement with investors following the North Carolina PFAS settlement. No new material financial data is disclosed in the filing body.

8-KMaterial agreementJun 248-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Chemours agreed on June 23, 2026 to a Consent Decree with the EPA and West Virginia DEP resolving PFAS emissions claims at Washington Works, Fayetteville Works, and Chambers Works facilities. Chemours will pay a $22.5M civil penalty in three annual installments starting within 30 days of court approval, plus dedicate $90M over 15 years to PFAS mitigation and alternative drinking water projects. Material — resolves significant PFAS regulatory overhang at a total commitment of ~$112.5M over 15 years.

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

The Chemours Company (CC) held its Annual Meeting on April 24, 2026. Shareholders elected all 11 directors to one-year terms with strong support (George Brokaw 95.8%, Alister Cowan 99.3%, others above 98%); approved advisory say-on-pay; approved the new 2026 Equity and Incentive Plan (6,375,275 shares reserved, net of prior plan grants since March 2, 2026); and ratified PricewaterhouseCoopers LLP as auditor. The equity plan approval is a standard governance action with modest dilutive impact.

+ 10 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Baron & Budd Secures $380 Million Settlement With DuPont, Chemours, and Corteva Over North Carolina PFAS Contaminationbusinesswire.com·2d agoChemours, DuPont, Corteva settle North Carolina 'forever chemicals' claims for $455 millionreuters.com·2d agoDuPont, Chemours and Corteva Reach Agreement to Resolve PFAS-Related Claims in North Carolinaprnewswire.com·2d agoChemours, DuPont and Corteva Reach Agreement to Resolve PFAS-Related Claims in North Carolinaprnewswire.com·2d agoLululemon (LULU) Faces Challenges After Disappointing Q2 Resultsgurufocus.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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