DuPont: Neutral Stance Maintained as Long-Term Earnings Nudge Higher; Price Target Steady at $52

In a report released today, Vincent Andrews from Morgan Stanley maintained a Hold rating on DuPont de Nemours, with a price target of $52.00.

Vincent Andrews has given his Hold rating due to a combination of factors tied to DuPont’s latest results and outlook. He modestly increased longer-term EPS and EBITDA projections after incorporating first-quarter performance, updated company guidance, and management’s commentary on pricing, mix pressures, and foreign-exchange impacts, which collectively suggest only incremental fundamental improvement.

While DuPont’s 2026–2028 earnings profile is nudged higher and backed by actions such as the $275M accelerated share repurchase and pricing moves to manage cost inflation from geopolitical tensions, these positives are tempered by near-term headwinds. Management highlighted that water-related project growth is weighted toward the back half of the year and that construction softness is weighing on certain segments, leading Andrews to maintain a neutral stance with an unchanged $52 price target.

In another report released on April 28, Bank of America Securities also maintained a Hold rating on the stock with a $48.00 price target.