UBS Keeps Neutral Rating on Tronox Holdings and Reduces Price Target to $3.8
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 11 2025
0mins
Should l Buy TROX?
Source: Benzinga
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Analyst Views on TROX
Wall Street analysts forecast TROX stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TROX is 4.97 USD with a low forecast of 3.50 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 7.460
Low
3.50
Averages
4.97
High
6.00
Current: 7.460
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 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.
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Tronox Announces Fourth Quarter 2025 Earnings Release Schedule
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- 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.
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- 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
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- 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
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- 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
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U.S. Stock Market Performance: U.S. stocks saw gains, with the Dow up 0.22%, the Nasdaq rising 0.22%, and the S&P 500 increasing by 0.23%. Energy shares led the market with a 1.5% rise, while healthcare stocks fell by 0.4%.
Notable Stock Movements: AutoZone's stock dropped 7% after disappointing earnings, while Alexander & Baldwin's shares surged 38% following a private buyout announcement. Exicure Inc. and Tronox Holdings also saw significant gains of 35% and 30%, respectively.
Commodities Update: Oil prices fell by 1.1% to $58.23, while gold increased by 0.7% to $4,248.20. Silver rose 4.5%, but copper experienced a decline of 2.2%.
Global Market Overview: European shares were mixed, with the eurozone's STOXX 600 down 0.10%, while Asian markets mostly closed lower, except for Japan's Nikkei, which rose slightly by 0.14%.
See More
