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Tronox Holdings PLC

Tronox Holdings PLC

TROX
$4.42USD↓-3.70%-0.17 today

MARKET CAP

705.9M

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$4 – $5

52W RANGE

$3
$11

AI Summary

Stalk
Buy NowMedium

After bottoming at the July lows around $6.26, TROX has formed a higher low and crossed above its 9- and 20-day EMAs, with support near the 50-day SMA (~$6.38) holding on lighter volume. Short-term momentum is improving, offering a tactical entry now into this bounce despite long-term downtrend, while resistance at $6.50–6.55 and the 200-day SMA (~$7.16) represent key hurdles.

  • ↑Quarterly dividend $0.05 delivers 1.10% yield.
  • ↑Median 12-month price target $6.88 implies 17.7% upside.
  • ↓Q2 2026 EPS projected at -$0.39, signaling losses.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Tronox Holdings plc (NYSE:TROX) is a global leader in the production of titanium dioxide pigments, which are essential for a wide range of products including paints, coatings, plastics, and cosmetics. The company engages in mineral exploration, mining, and processing of titanium-bearing ores, positioning itself strategically within the materials sector. As a key player in the chemical manufacturing industry, Tronox operates with a focus on sustainability and innovation, contributing to themes surrounding resource efficiency and the circular economy.

Bull says

  • ↑Quarterly dividend $0.05 delivers 1.10% yield.
  • ↑Median 12-month price target $6.88 implies 17.7% upside.
  • ↑Strong momentum and liquidity underscore efficient trading.
  • ↑High sensitivity to oil prices could boost demand.
  • ↑Positive earnings revisions reflect improving analyst forecasts.
  • ↑Leverage metrics support balance sheet resilience.

Bear says

  • ↓Q2 2026 EPS projected at -$0.39, signaling losses.
  • ↓Revenue for Q2 expected at $832.6M amid market weakness.
  • ↓Negative profitability factors highlight margin and cash concerns.
  • ↓Elevated share volatility increases investment risk.
  • ↓Low institutional ownership suggests muted growth support.
  • ↓Sentiment very bearish with majority 'Reduce' ratings.

Investment themes with TROX

Rare Earth Minerals↓ -0.51%

ALB · PLS.AX · LYC.AX

Earnings Call · Q1 2024 · Mgmt. Guidance

Updated 05-04-2025neutral

Transcript signals

Bull points

  • our global footprint allows us to take advantage of that because we have inventory positioned because of the location of our assets allows us to respond quicker to ups and downs in demand
  • we've finally seen what we would say is a good indicator of the front end of a real recovery. So as we continue to move through the rest of the year, we'll evaluate that.
  • $774 million, an increase of 9% compared to the prior year or 13% sequentially, driven by higher revenue from both TiO2 and zircon.

Bear points

  • There has been an impact on company's ability to move material and the time to move material from one country to another has been impacted
  • China is still kind of an unknown. So if China recovers, you'll start to see impact not only on TiO2 but on zircon as well.
  • net loss of $9 million.
Read full transcript analysis ›