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CCCC

The Chemours Company

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$CC·$2.6B·Chemicals - Specialty·Basic Materials
$17.07+0.5%YTD+42.8%1Y+23.0%
Mentions · last 7 days
2026-07-21: 186 posts2026-07-22: 241 posts2026-07-23: 216 posts2026-07-24: 355 posts2026-07-25: 314 posts2026-07-26: 120 posts2026-07-27: 117 posts1,573-1%
Price updated 11h ago·X counts updated 1d ago
CCCC
$CCThe Chemours Company
$17.07+0.53%1.6k posts-1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptEvent coming upAI verdict · as of 2026-07-29

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

PFAS overhang just eased with a fresh EPA consent decree — Q2 earnings decides if the chemicals business follows through.

Chemours is the specialty-chemicals maker best known for titanium dioxide, refrigerants and the PFAS/'forever chemicals' liability that has hung over the equity for years. A fresh EPA consent decree just resolved the largest overhang; the Q2 print on August 4 says whether the underlying business is ready to be seen for what it is.

Where the setup has actually shifted:

  • The PFAS liability just crystallized, and the market can now price it: the June 23 Consent Decree with the EPA and West Virginia DEP resolves emissions claims at three key facilities (Washington Works, Fayetteville Works, Chambers Works) — turning an open-ended legal tail into a known number, exactly the kind of catalyst that reprices multiples on chemicals names.
  • The underlying earnings pattern is still noisy: the last four EPS prints run -$2.54, then $0.40, then -$0.40, then -$0.19 — the business is not yet compounding, and the Q2 estimate of $0.50 EPS relies on real sequential progress on titanium-dioxide pricing and refrigerant volume.
  • The setup into earnings has room in both directions: at 36% of the 52-week range with the tape 16% below the 50-day, the stock has quietly given back the pre-consent-decree bounce, so a beat plus commentary quantifying the PFAS reserve draws in sidelined buyers.

Beat plus specifics on the PFAS reserve size is the reset trigger; a miss with any hint that Consent Decree costs are running ahead of forecast puts the tape back into the downtrend that only just paused.

What to watch: August 4 Q2 print vs $0.50 EPS — a beat with an explicit PFAS reserve size disclosed reprices the multi-quarter downtrend; a miss or Consent Decree cost overrun commentary sends the tape back into the pre-decree downtrend.

On the calendar: 2026-08-04 — Q2 2026 earnings

pfas resetevent aheadticker collision crypto

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment102 posts analyzed · as of 2026-07-28

Canton Network's CC token is being framed as institutional infrastructure with real, live production usage: DTCC converted DTC-held securities into on-chain tokens on July 15 for the first time, Nasdaq has publicly targeted a projected launch of equity trading on Canton in December 2026 under its Always-On/Global Trading Hours initiative, and Hydra X launched a REST gateway that lets institutions build on Canton without Daml expertise. Bulls emphasize $1.96M in daily fees (leading TRX and SOL), $25M/day of volume, four consecutive weeks of 100%+ moves, and CIP-0116 requiring Featured Apps to lock 5-25M CC each. There is essentially no coherent bear voice in-corpus.

Read the AI verdict + X sentiment for $CC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — lithium price recovery as EV battery demand growth slowly rebalances Atacama supply gluts, and US government rare earth/critical mineral investment ($725M..

What this means for $CC

Neutral — Produces specialty chemicals including titanium dioxide pigments, Teflon fluoropolymers, and refrigerants for industrial and consumer markets; limited read-through from chemicals - specialty macro dynamics to this specific revenue mix.

Industry benchmark

7-name peer basket
+16.4%YTD
+32.1%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
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%
Q2 2025Aug 5, 2025$0.58$0.46+26.1%
Next earningsTue, Aug 4·consensus EPS $0.50

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.0B$5.9B – $6.3B$1.28$0.96 – $1.607
FY27$6.4B$6.3B – $6.7B$2.25$1.96 – $2.687
FY28$6.6B$6.4B – $7.0B$2.64$2.54 – $2.787

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.0.7×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.36%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.-15.7%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.-3.8%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 today1.2% 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.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 29 other (21 awards · 8 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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 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.

8-KMaterial agreementMar 128-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
3New insider — initial holdingsFeb 133
+ 14 other (4 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

Chemours (CC) Expected to Beat Earnings Estimates: Should You Buy?zacks.com·23h agoIs Chemours (CC) Stock Undervalued Right Now?zacks.com·23h ago4 Chemical Stocks Poised to Outshine Q2 Earnings Estimateszacks.com·2d agoFifth Third Bancorp Acquires 39,098 Shares of The Chemours Company $CCdefenseworld.net·2d ago3 Stocks Worth Buying After Recent Broker Ratings Upgradezacks.com·5d ago

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