Dupont De Nemours

DD · NYSE

$132.96+$3.62 (+2.80%)TodayMarket closed ·
Prev close $129.34

DD analyst rating

BuyConsensus of 13 analysts over the last 12 months. 77% rate it a buy.
  • Strong buy0
  • Buy10
  • Hold3
  • Underperform0
  • Sell0

12-month price target · 20 analysts

Average $170.92 (+28.6% upside)

Low
$154.53
Now
$132.96
High
$195.30

Upgrades and downgrades

The latest rating actions, newest first

DD analyst upgrades, downgrades and rating actions
FirmDateActionRating
RBC CapitalOct 15, 2026MaintainsOutperform
BarclaysOct 13, 2026InitiatesOverweight
JP MorganOct 9, 2026DowngradeOverweight → Neutral
CitigroupOct 7, 2026MaintainsBuy
UBSOct 5, 2026MaintainsBuy
JP MorganAug 10, 2026MaintainsOverweight
RBC CapitalAug 7, 2026MaintainsOutperform
UBSAug 5, 2026MaintainsBuy
CitigroupJul 2, 2026MaintainsBuy
Morgan StanleyJun 23, 2026MaintainsEqual-Weight

The case for and against

Updated Oct 18, 2026

Bull case

DuPont de Nemours is well positioned by its shift toward higher-quality, higher-multiple businesses, with Healthcare and Water Technologies delivering mid-single-digit organic sales growth and expected to remain the main profit engines. The company is generating solid free cash flow, with >100% cash conversion in Q2, a further $250M share-repurchase program in 2026, and roughly $1B available for bolt-on opportunities, supporting both shareholder returns and growth investment. Its balance sheet has improved materially after about $5B of debt repayment, while continued organic improvement, healthy margins near 24.5%, and exposure to aerospace, biopharma, and semiconductor end markets underpin a constructive outlook into 2027.

Bear case

DuPont de Nemours is viewed cautiously because its recovery depends on a slower-than-expected rebound in China and North America, while continued weakness in electronics and construction could keep demand pressured. Its negative outlook is also tied to synergy and integration challenges, along with the risk that management delays or fails to optimize the spin strategy and the electronics business separation. In the downside scenario, 2026E EBITDA of $2.17 and a 21x multiple imply only $46 of value, underscoring how execution setbacks and weak end markets could weigh on fundamentals.

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