Tronox Holdings

TROX · NYSE

$3.39+$0.02 (+0.59%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $3.37

TROX analyst rating

SellConsensus of 5 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold2
Underperform2
Sell1

12-month price target · 12 analysts

Average $7.71 (+127.3% upside)

Low: $4.04
Now: $3.39
High: $11.55

Upgrades and downgrades

The latest rating actions, newest first

TROX analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Truist Securities	Oct 20, 2026	Maintains	Hold	$7.00 → $4.00	43%
Goldman Sachs	Oct 12, 2026	Maintains	Sell	$6.50 → $4.00	51%
UBS	Oct 5, 2026	Maintains	Neutral	$7.00 → $4.50	49%
Mizuho	Sep 30, 2026	Maintains	Underperform	$5.50 → $4.50	62%
JP Morgan	Aug 13, 2026	Downgrade	Neutral → Underweight	$7.00 → $5.00	57%
Goldman Sachs	Jul 22, 2026	Maintains	Sell	$9.00 → $6.50	51%
Truist Securities	Jun 11, 2026	Upgrade	Sell → Hold	$7.00	43%
Goldman Sachs	May 12, 2026	Downgrade	Buy → Sell	$9.00	51%
Truist Securities	May 8, 2026	Maintains	Sell	$8.00 → $7.00	43%
Truist Securities	Apr 28, 2026	Downgrade	Hold → Sell	$9.00 → $8.00	43%

The case for and against

Updated Jul 18, 2026

Bull case

Tronox Holdings is a global producer of titanium dioxide pigment, zircon, and other minerals used in paints, coatings, plastics, paper, and other consumer applications. The company's strategic acquisitions, strong competitive position, and increasing demand for titanium dioxide are expected to drive strong revenue and margin growth in the future, supporting a positive outlook for its stock. However, risks include potential input cost inflation and demand destruction in a less favorable macroeconomic environment.

Bear case

Tronox Holdings is facing potential pricing challenges due to competitor capacity expansions and macroeconomic weakness in its primary end markets. While the company saw a 9% volume increase in the fourth quarter, it was mainly driven by markets with protective anti-dumping duties and may not be sustainable. Additionally, the recent acquisition of business and potential reinstatement of Indian anti-dumping duties could provide short-term support, but long-term pricing improvement may be challenging.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.