Analyst Vincent Andrews from Morgan Stanley maintained a Hold rating on TRONOX and keeping the price target at $4.00.
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Vincent Andrews has given his Hold rating due to a combination of factors impacting Tronox’s financial outlook. The company’s earnings per share (EPS) estimates for the third quarter of 2025 have been revised downward significantly, indicating a weaker performance than previously anticipated. This adjustment reflects a broader trend of reduced demand for titanium dioxide (TiO2), which is a critical product for Tronox, leading to lower volume expectations for both the third quarter and the full year of 2025.
Additionally, the forecast for realized pricing of TiO2 has been adjusted, with a notable decrease expected in 2026, although a slight recovery is anticipated in 2027. These pricing pressures, combined with updated feedstock pricing and foreign exchange rates, contribute to a less optimistic financial projection for the company. As a result, Andrews’s Hold rating suggests a cautious stance, acknowledging the challenges Tronox faces while recognizing potential for future recovery.
Based on the recent corporate insider activity of 38 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of TROX in relation to earlier this year.