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Vincent Andrews Maintains Hold Rating on DuPont Due to Modest Financial Adjustments and Market Alignment

Vincent Andrews Maintains Hold Rating on DuPont Due to Modest Financial Adjustments and Market Alignment

Morgan Stanley analyst Vincent Andrews maintained a Hold rating on DuPont de Nemours (DDResearch Report) yesterday and set a price target of $94.00.

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Vincent Andrews has given his Hold rating due to a combination of factors reflecting recent updates in DuPont de Nemours’s financial estimates following their 4Q24 report. The updated earnings per share (EPS) and EBITDA forecasts for upcoming years show modest adjustments, with the 2025 EPS slightly increased and EBITDA estimates showing minor fluctuations. These revisions are influenced by the company’s guidance for 1Q25, which includes anticipated organic growth in specific segments such as Electronics and Industrial, alongside potential foreign exchange challenges.
These financial projections incorporate lower net interest expenses than previously estimated and adjustments based on DuPont’s earnings materials, such as depreciation and amortization, non-controlling interests, and capital expenditures. Despite these updates, the adjustments do not present a compelling enough case for a rating change, suggesting that the stock should be held rather than bought or sold, as the market conditions and company forecasts align closely with current expectations.

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