Top 2 Materials Stocks That Could Blast Off This Quarter
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 26 2025
0mins
Should l Buy TROX?
Source: Benzinga
Oversold Stocks Opportunity: The materials sector has identified oversold stocks, particularly Brazil Potash Corp and Tronox Holdings, which may present buying opportunities due to their low Relative Strength Index (RSI) values indicating potential undervaluation.
Recent Developments: Brazil Potash signed a significant memorandum with Keytrade AG, while Tronox appointed a new board member, both companies experiencing notable stock price declines recently.
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Analyst Views on TROX
Wall Street analysts forecast TROX stock price to fall
8 Analyst Rating
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 7.860
Low
3.50
Averages
4.97
High
6.00
Current: 7.860
Low
3.50
Averages
4.97
High
6.00
About TROX
Tronox Holdings plc is a producer of titanium products, including titanium dioxide (TiO2) pigment, specialty-grade titanium dioxide products and high-purity titanium chemicals, and zircon. The Company is a vertically integrated manufacturer of TiO2 pigment. It mines titanium-bearing mineral sands and operates upgrading facilities that produce high-grade titanium feedstock materials, pig iron and other minerals, including the rare earth-bearing mineral, monazite. It operates titanium-bearing mineral sand mines and beneficiation and smelting operations in Australia and South Africa to produce feedstock materials that can be processed into TiO2 for pigment, high-purity titanium chemicals, including titanium tetrachloride, and ultrafine TiO2 used in certain specialty applications. The Company supplies and markets TiO2 under the brand names TIONA and CristalActiv. It has nine pigment facilities located in the United States, Australia, Brazil, and the United Kingdom, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Tronox Declares Quarterly Dividend of $0.05
- Quarterly Dividend Announcement: Tronox Holdings plc has declared a quarterly dividend of $0.05 per share, payable on April 2, 2026, to shareholders of record as of February 23, 2026, demonstrating the company's commitment to returning value to its shareholders.
- Company Overview: As a leading global producer of titanium products, Tronox specializes in high-quality titanium dioxide pigment and high-purity titanium chemicals, employing approximately 6,500 people worldwide, showcasing its robust operational capabilities.
- Vertical Integration Advantage: The company ensures a steady supply of high-grade titanium feedstock through its mining and upgrading facilities, enhancing its competitive edge in the market while providing diverse product offerings to customers.
- Market Impact: The dividend announcement not only reflects the company's strong financial health but may also attract more investor attention, thereby enhancing its image in the capital markets and increasing shareholder value.
See More
Tronox Q4 Revenues Beat Estimates, Plans to Close China Plant
- Revenue Beat: Tronox expects Q4 revenues of $730 million, reflecting an 8% year-over-year and 4% quarter-over-quarter increase, significantly surpassing the $688 million analyst consensus, indicating strong performance in TiO2 and other product segments.
- Net Loss Forecast: Despite revenue growth, Tronox anticipates a Q4 net loss of $176 million, with adjusted EBITDA of $57 million and free cash flow of $53 million, all of which exceed prior guidance, highlighting operational resilience.
- Plant Closure Plan: The company plans to permanently close its 46,000 metric tons/year TiO2 plant in Fuzhou, China, due to weak domestic demand and rising costs, impacting approximately 550 permanent staff, which reflects strategic adjustments to market conditions.
- Restructuring Cost Estimates: Tronox expects to incur $60 million to $80 million in restructuring and related charges primarily in Q4 2025, while estimating annual cost savings exceeding $15 million, demonstrating a commitment to operational efficiency.
See More
Tronox Announces Fourth Quarter 2025 Earnings Release Schedule
- Earnings Release Schedule: Tronox Holdings plc will release its fourth quarter 2025 earnings on February 18, 2026, after market close via PR Newswire and its website, ensuring timely access to financial information for investors.
- Webcast Conference Call: The company will host a webcast conference call on February 19, 2026, at 9:00 AM ET, allowing public participation and enhancing transparency and investor engagement.
- Replay Availability: A replay of the conference call will be available on the investor website after the live event, providing access to key information for investors who could not attend the live session, thus improving information accessibility.
- Company Background: Tronox is a leading global producer of high-quality titanium products with approximately 6,500 employees, and its vertical integration model and technical expertise solidify its dominant position in the titanium dioxide market, showcasing strong competitive advantages in the industry.
See More
Progress Software Corp Reports Q4 EPS Beat, Shares Surge 20.5%
- Earnings Beat: Progress Software reported an adjusted Q4 EPS of $1.51, exceeding the market expectation of $1.31, indicating strong profitability growth that is likely to boost investor confidence.
- Revenue Performance: The company's quarterly revenue was $252.67 million, slightly below the consensus estimate of $252.86 million; however, the overall financial performance remains robust, potentially attracting more institutional investor interest.
- Significant Stock Surge: Following the positive earnings report, Progress Software's shares surged 20.5% to $46.50 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Optimistic Guidance: The company issued first-quarter and FY26 guidance above market estimates, demonstrating management's confidence in future performance, which may further drive stock price increases and enhance market recognition of its long-term investment value.
See More
LyondellBasell (LYB) Shares Surge 6.8% Amid Oil Price Gains
- Stock Performance: LyondellBasell (LYB) shares rose 6.8% in the last trading session, closing at $52 with significantly higher-than-average trading volume, indicating strong market interest in the stock.
- Oil Price Impact: The stock's rally is closely tied to recent oil price increases amid concerns over supply disruptions due to civil unrest in Iran, which enhances the company's cost competitive advantage.
- Earnings Expectations: LYB is expected to report quarterly earnings of $0.13 per share, reflecting an 82.7% year-over-year decline, with revenues projected at $6.98 billion, down 26.5% from the previous year, highlighting challenges the company faces.
- Earnings Estimate Revisions: Over the past 30 days, LYB's consensus EPS estimate has been revised down by 6.2%, and such negative trends typically do not correlate with price appreciation, prompting investors to monitor whether the recent price increase can sustain.
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REX FANG ETF Declines 1.9% on Wednesday, Intel and Nvidia Underperform
- ETF Underperformance: The REX FANG & Innovation Equity Premium Income ETF fell approximately 1.9% in Wednesday afternoon trading, indicating a weak overall market sentiment that could impact investor confidence.
- Component Stock Declines: Within the ETF, Intel shares dropped about 0.6% while Nvidia fell approximately 0.3%, reflecting the vulnerability of tech stocks amid market volatility, which may lead investors to reassess their portfolios.
- Market Dynamics: Wednesday's trading data shows a general underperformance in the ETF market, potentially influenced by macroeconomic factors, prompting investors to monitor future market trends closely.
- Investor Sentiment: The weak performance of key component stocks may lead investors to adopt a cautious outlook on the future performance of tech stocks, thereby affecting capital inflows into related sectors.
See More
Tronox Declares Quarterly Dividend of $0.05
- Quarterly Dividend Announcement: Tronox Holdings plc has declared a quarterly dividend of $0.05 per share, payable on April 2, 2026, to shareholders of record as of February 23, 2026, demonstrating the company's commitment to returning value to its shareholders.
- Company Overview: As a leading global producer of titanium products, Tronox specializes in high-quality titanium dioxide pigment and high-purity titanium chemicals, employing approximately 6,500 people worldwide, showcasing its robust operational capabilities.
- Vertical Integration Advantage: The company ensures a steady supply of high-grade titanium feedstock through its mining and upgrading facilities, enhancing its competitive edge in the market while providing diverse product offerings to customers.
- Market Impact: The dividend announcement not only reflects the company's strong financial health but may also attract more investor attention, thereby enhancing its image in the capital markets and increasing shareholder value.
See More
Tronox Q4 Revenues Beat Estimates, Plans to Close China Plant
- Revenue Beat: Tronox expects Q4 revenues of $730 million, reflecting an 8% year-over-year and 4% quarter-over-quarter increase, significantly surpassing the $688 million analyst consensus, indicating strong performance in TiO2 and other product segments.
- Net Loss Forecast: Despite revenue growth, Tronox anticipates a Q4 net loss of $176 million, with adjusted EBITDA of $57 million and free cash flow of $53 million, all of which exceed prior guidance, highlighting operational resilience.
- Plant Closure Plan: The company plans to permanently close its 46,000 metric tons/year TiO2 plant in Fuzhou, China, due to weak domestic demand and rising costs, impacting approximately 550 permanent staff, which reflects strategic adjustments to market conditions.
- Restructuring Cost Estimates: Tronox expects to incur $60 million to $80 million in restructuring and related charges primarily in Q4 2025, while estimating annual cost savings exceeding $15 million, demonstrating a commitment to operational efficiency.
See More
Tronox Announces Fourth Quarter 2025 Earnings Release Schedule
- Earnings Release Schedule: Tronox Holdings plc will release its fourth quarter 2025 earnings on February 18, 2026, after market close via PR Newswire and its website, ensuring timely access to financial information for investors.
- Webcast Conference Call: The company will host a webcast conference call on February 19, 2026, at 9:00 AM ET, allowing public participation and enhancing transparency and investor engagement.
- Replay Availability: A replay of the conference call will be available on the investor website after the live event, providing access to key information for investors who could not attend the live session, thus improving information accessibility.
- Company Background: Tronox is a leading global producer of high-quality titanium products with approximately 6,500 employees, and its vertical integration model and technical expertise solidify its dominant position in the titanium dioxide market, showcasing strong competitive advantages in the industry.
See More
Progress Software Corp Reports Q4 EPS Beat, Shares Surge 20.5%
- Earnings Beat: Progress Software reported an adjusted Q4 EPS of $1.51, exceeding the market expectation of $1.31, indicating strong profitability growth that is likely to boost investor confidence.
- Revenue Performance: The company's quarterly revenue was $252.67 million, slightly below the consensus estimate of $252.86 million; however, the overall financial performance remains robust, potentially attracting more institutional investor interest.
- Significant Stock Surge: Following the positive earnings report, Progress Software's shares surged 20.5% to $46.50 on Wednesday, reflecting market optimism regarding the company's future growth potential.
- Optimistic Guidance: The company issued first-quarter and FY26 guidance above market estimates, demonstrating management's confidence in future performance, which may further drive stock price increases and enhance market recognition of its long-term investment value.
See More
LyondellBasell (LYB) Shares Surge 6.8% Amid Oil Price Gains
- Stock Performance: LyondellBasell (LYB) shares rose 6.8% in the last trading session, closing at $52 with significantly higher-than-average trading volume, indicating strong market interest in the stock.
- Oil Price Impact: The stock's rally is closely tied to recent oil price increases amid concerns over supply disruptions due to civil unrest in Iran, which enhances the company's cost competitive advantage.
- Earnings Expectations: LYB is expected to report quarterly earnings of $0.13 per share, reflecting an 82.7% year-over-year decline, with revenues projected at $6.98 billion, down 26.5% from the previous year, highlighting challenges the company faces.
- Earnings Estimate Revisions: Over the past 30 days, LYB's consensus EPS estimate has been revised down by 6.2%, and such negative trends typically do not correlate with price appreciation, prompting investors to monitor whether the recent price increase can sustain.
See More
REX FANG ETF Declines 1.9% on Wednesday, Intel and Nvidia Underperform
- ETF Underperformance: The REX FANG & Innovation Equity Premium Income ETF fell approximately 1.9% in Wednesday afternoon trading, indicating a weak overall market sentiment that could impact investor confidence.
- Component Stock Declines: Within the ETF, Intel shares dropped about 0.6% while Nvidia fell approximately 0.3%, reflecting the vulnerability of tech stocks amid market volatility, which may lead investors to reassess their portfolios.
- Market Dynamics: Wednesday's trading data shows a general underperformance in the ETF market, potentially influenced by macroeconomic factors, prompting investors to monitor future market trends closely.
- Investor Sentiment: The weak performance of key component stocks may lead investors to adopt a cautious outlook on the future performance of tech stocks, thereby affecting capital inflows into related sectors.
See More
