
Tronox (TROX) Stock Forecast & Price Target
Tronox (TROX) Analyst Ratings
Bulls say
Tronox Holdings is a global producer of titanium dioxide, with diversified operations in Australia and South Africa that support its position as a top-three global producer. Recent indicators suggest a recovery in zircon pricing, supporting potential sequential price gains for 2Q and 3Q. While the company's valuation reflects increased input and logistics costs and potential demand stagnation, we believe that pricing and cost actions will support margin improvement throughout the year, making TROX's upside potential balanced by downside risks. Our current price target is $7, based on a 9.0x EV/EBITDA multiple applied to our 2027E estimate.
Bears say
Tronox Holdings is expected to face challenges in terms of revenue growth in the coming years, as the company's TiO2 products, which make up a significant portion of revenue, could face pressure from higher input costs. This is evident in the company's updated 2025E/26E adjusted EBITDA of $336M/$438M, lower than the previous estimates of $351M/$450M, despite expectations of stronger revenue due to higher pricing for TiO2 and zircon. Additionally, the recent acquisition of a business has resulted in a significant negative impact on the company's cash flow, possibly limiting its ability to fund future growth initiatives.
This aggregate rating is based on analysts' research of Tronox and is not a guaranteed prediction by Public.com or investment advice.
Tronox (TROX) Analyst Forecast & Price Prediction
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