TROXBasic Materials · ChemicalsThe 8 Wall Street analysts covering Tronox Holdings plc hold a median 12-month price target of $6.75 — +13.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 15 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Tronox Holdings plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (84): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (21): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on TROX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +13.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 July 2026 | Goldman Sachs | Maintains | Sell | $9.00 → $6.50 |
| 11 June 2026 | Truist Securities | Upgrade | Hold | — |
| 11 June 2026 | Truist Securities | Upgrade | Hold | $7.00 |
| 12 May 2026 | Goldman Sachs | Downgrade | Sell | — |
| 8 May 2026 | Truist Securities | Maintains | Sell | — |
| 28 Apr 2026 | Truist Securities | Downgrade | Sell | — |
| 9 Apr 2026 | Truist Securities | Downgrade | Hold | — |
| 9 Apr 2026 | UBS | Maintains | Neutral | — |
| 23 Mar 2026 | Mizuho | Maintains | Underperform | — |
| 5 Mar 2026 | Mizuho | Maintains | Underperform | — |
| 26 Feb 2026 | UBS | Maintains | Neutral | — |
| 29 Jan 2026 | Goldman Sachs | Maintains | Buy | — |
| 29 Jan 2026 | Truist Securities | Maintains | Buy | — |
| 21 Jan 2026 | Truist Securities | Maintains | Buy | — |
| 12 Jan 2026 | UBS | Maintains | Neutral | — |
| 16 Dec 2025 | Goldman Sachs | Maintains | Buy | — |
| 10 Dec 2025 | Mizuho | Maintains | Underperform | — |
| 11 Nov 2025 | UBS | Maintains | Neutral | — |
| 6 Nov 2025 | Mizuho | Maintains | Underperform | — |
| 20 Oct 2025 | Truist Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. TROX appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 67% of US stocks
Cheaper than 89% of US stocks
Cheaper than 78% of US stocks
Cheaper than 12% of US stocks
Higher than 68% of US stocks
Higher than 58% of US stocks
Higher than 7% of US stocks
Higher than 30% of US stocks
Higher than 16% of US stocks
Higher than 23% of US stocks
Higher than 39% of US stocks
Higher than 70% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Tronox Holdings plc — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Tronox's second-quarter sales rose 19% on stronger TiO2 and zircon volumes, beating estimates, but higher production, freight and other costs deepened its adjusted loss and caused earnings to miss estimates.
Why it matters — A TROX watcher would care because strong volume-driven sales growth was offset by rising costs that widened the adjusted loss and pushed results below expectations.
Tronox reported second-quarter 2026 revenue of $868 million, up 19% year over year, driven by higher TiO2 and zircon volumes that offset lower average zircon selling prices. The company recorded a $21 million operating loss and a $171 million net loss attributable to Tronox, including a $103 million valuation allowance on certain U.S. state deferred-tax assets.
Why it matters — Tronox watchers would care because rising volumes lifted revenue while the company still posted losses and a tax-related valuation allowance affecting its reported results.
Tronox Holdings plc released its Q2 2026 earnings call transcript on Seeking Alpha, covering the company's second-quarter financial results and management discussion. The item consists of the transcript of the earnings call.
Why it matters — A TROX watcher would care because the earnings call transcript provides direct insight into the company's recent quarterly performance and management commentary.
Tronox reported a second-quarter loss of $0.51 per share, wider than the Zacks Consensus Estimate of a $0.39 loss and larger than the $0.28 loss a year ago, while its revenue beat estimates.
Why it matters — A TROX watcher would care because the quarterly loss was deeper than analysts expected even though revenue exceeded forecasts, pointing to pressure on profitability.
Zacks Investment Research published an analysis of Tronox's (TROX) Q2 2026 earnings, examining how its revenue and EPS, as well as other key metrics, compared with Wall Street estimates and the year-ago figures. The piece assesses the company's business performance for the quarter ended June 2026.
Why it matters — A TROX watcher would care because this review shows how the company's quarterly results stack up against analyst expectations and its prior-year performance, which are key indicators investors track.
The 8 Wall Street analysts covering Tronox Holdings plc have a median 12-month price target of $6.75, with estimates ranging from $4 to $11. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 8 analysts covering Tronox Holdings plc, 1 rate it a Buy, 5 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Tronox Holdings plc 26 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Tronox Holdings plc ranks 26 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (84 of 100).
No one can know that. What the data says: the median 12-month target from 8 analysts implies +13.3% from the last close, and Ticker Nerd's factor model ranks Tronox Holdings plc 26 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Tronox Holdings plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for TROX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $4 to $11 over the next 12 months.
Tronox Holdings plc returned +64.2% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Tronox Holdings plc is a prominent chemical company specializing in the production and marketing of titanium dioxide pigment, the world's most widely used white pigment. This pigment is essential in various applications, enhancing the brightness and durability of paints, coatings, plastics, paper, and numerous other industrial and consumer products.
The most recent item we track (Zacks Investment Research, 12 Aug 2026): "TROX Q2 Earnings Miss Estimates on Higher Costs, Sales Beat". Tronox's second-quarter sales rose 19% on stronger TiO2 and zircon volumes, beating estimates, but higher production, freight and other costs deepened its adjusted loss and caused earnings to miss estimates.
Tronox Holdings plc is a prominent chemical company specializing in the production and marketing of titanium dioxide pigment, the world's most widely used white pigment. This pigment is essential in various applications, enhancing the brightness and durability of paints, coatings, plastics, paper, and numerous other industrial and consumer products. Tronox's value chain extends from the mining of heavy mineral sands to the manufacture of chemical-grade titanium dioxide. With operations in strategic locations, including North America, South America, Europe, Asia, and Africa, Tronox serves a diverse range of industries, such as automotive, construction, and consumer goods. The company is committed to sustainability and innovation, aiming to minimize environmental impact while enhancing product quality. Tronox Holdings plc plays a significant role in the global chemical market by leveraging its vertically integrated business model, providing steady supply and quality control. As one of the largest producers of titanium dioxide in the world, Tronox's contributions are vital to industries requiring consistent and high-performance pigment solutions.
CEO Mr. John D. Romano · 5,700 employees · United States · https://www.tronox.com