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$DD

3 stories mentioning DDUpdated 49d ago

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Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of Dupont De Nemours, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month target price of $57, valuing DD shares at 22x our 2027 EPS estimate of $2.60 (raised by $0.11) and 24x our 2026 EPS estimate of $2.35 (raised by $0.07). Our target multiples compare to DD's three-year average forward multiple of 19x. DuPont reported impressive Q1 2026 results with adjusted EPS of $0.55 versus $0.36 in the prior year, beating consensus estimates of $0.48, while net sales rose 4% (beating our 3% forecast) with organic growth of 2% and operating EBITDA margins that expanded 230 bps to 24.6% from 22.3%. Operating cash flow more than tripled to $232M from $77M, and transaction-adjusted free cash flow surged to $147M from $8M Y/Y, with operating EBITDA rising 15% to $414M. We applaud these results, as DuPont delivered strong performance across all metrics while completing its strategic portfolio transformation, demonstrating pricing power with a 1% pricing contribution and significant margin expansion despite mixed end-market conditions.

$DD
Wire

DuPont's Earnings Growth Holds Up Despite Iran-Linked Headwinds, RBC Says

DuPont de Nemours (DD) continues to post solid earnings growth as cost-optimization efforts and stronger volumes in key end markets counter weakness in the building and construction segment and higher expenses tied to the Iran conflict, RBC Capital Markets said Friday in a report.Most near-term headwinds stem from the Middle East conflict, and DuPont expects $90 million in cost pressure, while the company plans to recover earnings through price increases and customer surcharges, the report said.Softness in building and construction is weighing on the building technologies division, and DuPont expects low single-digit organic sales growth in Q2 and the full year, the report said.Given H1 and full-year guidance, RBC said it does not expect a material margin step-up in H2. Even so, projections indicate H2 EPS of $1.23, compared with $1.15 in H1, the report said.RBC cut its Q2 EPS estimate to $0.59 from $0.61 while boosting forecasts to $2.41 from $2.23 in 2026 and to $2.69 from $2.59 in 2027.RBC raised its price target on DuPont stock to $60 from $56 and maintained its outperform rating.Price: $50.70, Change: $+0.94, Percent Change: +1.89%

$DD
Research

Research Alert: Dupont Q1 Eps Tops Expectations; Margins And Cash Flow Surge

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DuPont reported impressive Q1 2026 results with adjusted EPS of $0.55 versus $0.36 in the prior year, beating consensus estimates of $0.48, while net sales rose 4% (beating our 3% forecast) with organic growth of 2% and operating EBITDA margins that expanded 230 bps to 24.6% from 22.3%. Operating cash flow more than tripled to $232M from $77M, and transaction-adjusted free cash flow surged to $147M from $8M year-over-year, with operating EBITDA rising 15% to $414M. We applaud these results, as DuPont delivered strong performance across all metrics while completing its strategic portfolio transformation demonstrating pricing power with a 1% pricing contribution and significant margin expansion despite mixed end-market conditions. With the Aramids divestiture now closed and $1.8B of proceeds in hand, management is well-positioned to accelerate shareholder returns while investing in its higher-margin Healthcare and Water Technologies businesses.

$DD

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