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DuPont de Nemours (DD)
NYSE:DD
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DuPont de Nemours (DD) AI Stock Analysis

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DD

DuPont de Nemours

(NYSE:DD)

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Neutral 61 (OpenAI - 4o)
Rating:61Neutral
Price Target:
$40.00
▲(5.93% Upside)
DuPont's strong earnings call performance and strategic initiatives are offset by financial challenges and valuation concerns. The positive outlook in key segments and raised guidance are significant strengths, but profitability and cash flow issues need addressing.
Positive Factors
Strategic Acquisition
The acquisition of Sinochem RO Memtech expands DuPont's manufacturing footprint in China and the Asia Pacific region, enhancing its capacity to meet growing demand for industrial water purification solutions. This strategic move strengthens DuPont's market position in a key growth area.
Electronics Segment Growth
The Electronics segment's growth, fueled by AI technology demand, indicates DuPont's strong positioning in high-tech markets. This growth supports long-term revenue expansion and showcases the company's ability to capitalize on emerging technology trends.
Healthcare & Water Growth
The robust growth in Healthcare & Water segments reflects DuPont's successful focus on essential industries. This trend is likely to continue as global demand for healthcare and water solutions rises, providing a stable revenue stream.
Negative Factors
Profitability Challenges
DuPont's negative net profit margin highlights ongoing profitability issues, which could impact its ability to reinvest in growth initiatives and maintain competitive advantages. Addressing these challenges is crucial for long-term financial health.
Cash Flow Concerns
Decreasing operating cash flow and negative free cash flow growth suggest potential liquidity issues, which may limit DuPont's ability to fund operations and strategic investments. Improving cash generation is essential for sustaining business operations.
Weakness in Construction Markets
The ongoing weakness in construction markets affects DuPont's diversified industrials segment, potentially limiting growth opportunities in this area. Addressing market challenges is necessary to stabilize and improve performance in this segment.

DuPont de Nemours (DD) vs. SPDR S&P 500 ETF (SPY)

DuPont de Nemours Business Overview & Revenue Model

Company DescriptionDuPont de Nemours, Inc. is a global science and technology company that operates in various sectors, including Electronics & Industrial, Water & Protection, and Nutrition & Biosciences. Founded in 1802, DuPont has a long history of innovation and is known for its diverse portfolio of products that range from advanced materials and specialty chemicals to agricultural solutions and biotechnology. The company focuses on delivering sustainable solutions that address the world's biggest challenges, including food security, water scarcity, and renewable energy.
How the Company Makes MoneyDuPont generates revenue through multiple key streams, primarily by providing high-performance materials, specialty chemicals, and agricultural products. The Electronics & Industrial segment is a significant contributor, offering solutions for semiconductor manufacturing and advanced displays, while the Water & Protection segment includes filtration and personal protective equipment. Additionally, the Nutrition & Biosciences segment focuses on food ingredients and health solutions. DuPont's revenue model is bolstered by strategic partnerships with other companies and industries that enhance its product offerings and market reach. The company's commitment to research and development also enables it to innovate and introduce new products, thus creating additional revenue opportunities. Furthermore, DuPont benefits from recurring revenue through long-term contracts, particularly in its water filtration and agricultural sectors.

DuPont de Nemours Key Performance Indicators (KPIs)

Any
Any
Electronics and Industrial Revenue Breakdown
Electronics and Industrial Revenue Breakdown
Details revenue from the electronics and industrial segment, offering a view into the company's performance in these critical markets and its ability to innovate and capture market share.
Chart InsightsDuPont's Electronics and Industrial segment is experiencing a notable recovery, with double-digit organic growth driven by semiconductor demand and AI applications. Despite recent fluctuations, the segment is poised for continued strength, supported by a strategic spin-off planned for 2025. However, challenges such as price pressures and automotive headwinds could impact margins. The company's focus on operational excellence and portfolio management aims to sustain growth, with a mid-single-digit organic sales increase targeted for 2025.
Data provided by:Main Street Data

DuPont de Nemours Earnings Call Summary

Earnings Call Date:Aug 05, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:Nov 06, 2025
Earnings Call Sentiment Positive
The earnings call highlighted strong financial performance with significant growth in key segments like Electronics and Healthcare & Water, alongside successful strategic initiatives such as the Qnity Electronics spin-off and settlement with New Jersey. Despite challenges in construction markets and tariff impacts, the company's overall positive outlook and raised guidance indicate a strong position moving forward.
Q2-2025 Updates
Positive Updates
Strong Financial Performance
Second quarter sales of $3.3 billion grew 2% on an organic basis. Operating EBITDA of $859 million increased 8% year-over-year, resulting in an operating EBITDA margin of 26.4%, an increase of 120 basis points from the prior year. Adjusted EPS of $1.12 was up 15% year-over-year.
Electronics Segment Growth
Continued strength in Electronics, driven by AI technology demand in Interconnect Solutions and semi, with high single-digit growth in Interconnect Solutions and Healthcare & Water technologies.
Progress on Qnity Electronics Spin-off
The intended spin-off of Qnity Electronics is on track for a November 1 separation date. Composition of the Qnity Board completed with experienced members.
Settlement with New Jersey
Settlement with the state of New Jersey for PFAS claims, payable over 25 years, with DuPont's portion being $177 million on an NPV basis.
Positive Outlook and Guidance Raised
Raising full-year operating EBITDA and adjusted EPS guidance to $3.36 billion and $4.40 per share, respectively, driven by strong second-quarter performance.
Healthcare & Water Growth
Healthcare & Water sales were up high single digits on an organic basis, reflecting strong growth in both businesses.
Negative Updates
Weakness in Construction Markets
Continued weakness in construction impacted the diversified industrials business, with diversified industrial sales down low single digits on an organic basis.
Tariff and Price Challenges
Net tariff impact estimated as a $20 million headwind for the second half of 2025, primarily due to supply chain adjustments.
Company Guidance
During DuPont's Second Quarter 2025 Earnings Conference Call, the company reported sales of $3.3 billion, reflecting a 2% organic growth. Operating EBITDA reached $859 million, an 8% increase year-over-year, leading to an operating EBITDA margin of 26.4%, up by 120 basis points. Adjusted EPS climbed by 15% to $1.12. The Electronics segment saw strong demand driven by AI technology, while Healthcare & Water demonstrated robust volume growth. Despite ongoing weakness in the construction sector, DuPont raised its full-year earnings guidance. The company announced a settlement with New Jersey regarding PFAS claims, with a $177 million payout over 25 years. Additionally, DuPont is on track to spin off Qnity Electronics by November 1, with an Investor Day scheduled for September 18 to outline strategies for DuPont and Qnity.

DuPont de Nemours Financial Statement Overview

Summary
DuPont faces profitability and cash flow challenges, with a negative net profit margin and declining cash flows. However, the balance sheet remains strong with a moderate debt-to-equity ratio, indicating a stable capital structure.
Income Statement
60
Neutral
DuPont's revenue growth has been inconsistent, with a recent TTM growth of 0.69% following a decline in previous years. The gross profit margin is stable at around 39.5% in TTM, but the net profit margin has turned negative, indicating profitability challenges. EBIT and EBITDA margins have also decreased, reflecting operational inefficiencies.
Balance Sheet
70
Positive
The company maintains a moderate debt-to-equity ratio of 0.31, indicating a balanced capital structure. However, the return on equity has turned negative in the TTM, suggesting issues with generating returns on shareholder investments. The equity ratio remains strong, highlighting a solid asset base.
Cash Flow
55
Neutral
Operating cash flow has decreased in the TTM, and free cash flow growth is negative, indicating potential liquidity concerns. The free cash flow to net income ratio is positive, but the overall cash flow performance suggests challenges in converting income into cash.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue12.61B12.39B12.07B13.02B12.57B14.34B
Gross Profit4.10B3.91B3.63B4.03B4.03B4.36B
EBITDA2.04B2.75B2.05B3.08B3.08B-201.00M
Net Income-194.00M703.00M423.00M5.87B6.47B-2.95B
Balance Sheet
Total Assets36.56B36.64B38.55B41.35B45.71B70.90B
Cash, Cash Equivalents and Short-Term Investments1.84B1.85B2.39B4.96B1.97B2.54B
Total Debt7.17B7.17B7.80B8.07B11.21B16.04B
Total Liabilities13.04B12.84B13.83B14.34B18.66B31.83B
Stockholders Equity23.06B23.35B24.28B26.57B26.43B38.50B
Cash Flow
Free Cash Flow1.32B1.27B1.57B-155.00M1.39B2.90B
Operating Cash Flow1.96B1.85B2.19B588.00M2.28B4.09B
Investing Cash Flow-905.00M-849.00M172.00M8.92B-2.40B-202.00M
Financing Cash Flow-706.00M-1.85B-2.99B-7.67B-6.51B3.24B

DuPont de Nemours Technical Analysis

Technical Analysis Sentiment
Positive
Last Price37.76
Price Trends
50DMA
32.87
Positive
100DMA
31.51
Positive
200DMA
30.62
Positive
Market Momentum
MACD
0.81
Negative
RSI
76.88
Negative
STOCH
-338.49
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DD, the sentiment is Positive. The current price of 37.76 is above the 20-day moving average (MA) of 33.57, above the 50-day MA of 32.87, and above the 200-day MA of 30.62, indicating a bullish trend. The MACD of 0.81 indicates Negative momentum. The RSI at 76.88 is Negative, neither overbought nor oversold. The STOCH value of -338.49 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DD.

DuPont de Nemours Risk Analysis

DuPont de Nemours disclosed 25 risk factors in its most recent earnings report. DuPont de Nemours reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

DuPont de Nemours Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$13.86B20.1824.05%1.91%3.09%12.25%
67
Neutral
$21.30B16.9416.31%2.90%-12.98%-11.34%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
61
Neutral
$15.81B-80.910.31%1.78%4.55%-130.25%
57
Neutral
$14.30B-11.82-10.44%12.20%-19.65%-157.13%
50
Neutral
$15.76B-39.79-2.74%2.53%-0.07%83.36%
47
Neutral
$8.57B-9.48%3.15%-5.32%-1108.29%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DD
DuPont de Nemours
37.76
3.22
9.32%
IFF
International Flavors & Fragrances
61.49
-24.20
-28.24%
LYB
LyondellBasell
44.44
-35.20
-44.20%
PPG
PPG Industries
94.92
-27.85
-22.68%
RPM
RPM International
108.10
-23.94
-18.13%
WLK
Westlake Corporation
66.78
-67.43
-50.24%

DuPont de Nemours Corporate Events

Business Operations and StrategyM&A Transactions
DuPont Finalizes Qnity Electronics Separation
Positive
Nov 3, 2025

On November 1, 2025, DuPont completed the separation of its electronics business, Qnity Electronics, Inc., into an independent public company. This strategic move, marked by a pro rata dividend distribution of Qnity shares to DuPont shareholders, aims to enhance focus and agility for both entities. The separation involved various agreements, including tax, employee, and intellectual property arrangements, ensuring a smooth transition. Additionally, DuPont engaged in financial restructuring, including a special mandatory redemption of notes and a consent solicitation, to optimize its post-separation capital structure.

The most recent analyst rating on (DD) stock is a Buy with a $100.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyDelistings and Listing Changes
DuPont Approves Spin-Off of Qnity Electronics
Positive
Oct 15, 2025

On October 15, 2025, DuPont’s board approved the tax-free separation of its electronics business, Qnity Electronics, Inc., into an independent, publicly traded company. This separation involves a pro rata dividend distribution of Qnity shares to DuPont stockholders, with trading expected to commence on the NYSE under the symbol ‘Q’. This strategic move aims to unlock new opportunities for both DuPont and Qnity, enhancing their ability to thrive independently while continuing to deliver value to shareholders.

The most recent analyst rating on (DD) stock is a Hold with a $83.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
DuPont Completes Exchange Offers for $2.1 Billion Notes
Neutral
Oct 2, 2025

DuPont de Nemours, Inc. announced the successful completion of its exchange offers and consent solicitations for its outstanding notes, resulting in the issuance of new senior unsecured notes totaling approximately $2.1 billion. The new notes, which maintain the same interest rates and maturity dates as the existing notes, were issued under a supplemental indenture and are subject to a registration rights agreement. The company received the necessary consents for amendments related to the 2028 notes but not for the 2038 and 2048 notes. This move is part of DuPont’s broader strategy to manage its debt and optimize its financial structure.

The most recent analyst rating on (DD) stock is a Buy with a $100.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
DuPont Amends Note Exchange Offers and Consents
Neutral
Sep 16, 2025

On September 16, 2025, DuPont announced an amendment to its offers to exchange outstanding notes for new notes, alongside soliciting consents from note holders to adopt proposed amendments to the governing indenture. The amendment allows all tendering holders to receive the total consideration, impacting the company’s financial strategy and potentially its market positioning by managing its debt obligations more effectively.

The most recent analyst rating on (DD) stock is a Buy with a $91.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyM&A Transactions
DuPont Announces Spin-Off of Electronics Business
Neutral
Sep 3, 2025

DuPont has announced its plan to separate its electronics business into a new independent public company, Qnity Electronics, Inc., by November 1, 2025. This move involves a spin-off transaction and is accompanied by offers to exchange existing notes for new ones, along with consent solicitations to amend certain provisions. Additionally, DuPont has agreed to sell its aramids business to Arclin for approximately $1.8 billion, with the transaction expected to close in the first quarter of 2026. The separation and divestiture are part of DuPont’s strategic realignment to focus on its core businesses.

The most recent analyst rating on (DD) stock is a Hold with a $80.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
DuPont Announces Exchange Offers for Senior Notes
Neutral
Sep 3, 2025

On September 2, 2025, DuPont announced the commencement of exchange offers and consent solicitations for its senior notes in connection with its plan to separate its electronics business into an independent company, Qnity Electronics, Inc. This strategic move aims to streamline operations and focus on core competencies, potentially impacting stakeholders by altering the company’s financial structure and market positioning. The exchange offers involve swapping existing notes for new ones, with the process not contingent on financing conditions but requiring a minimum tender threshold. The separation is expected to be completed by November 1, 2025, with specific redemption requirements if finalized by March 31, 2026.

The most recent analyst rating on (DD) stock is a Hold with a $80.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyM&A Transactions
DuPont Announces Sale of Aramids Business for $1.8B
Neutral
Sep 2, 2025

On August 29, 2025, DuPont de Nemours, Inc. announced an agreement to sell its Aramids business, including Kevlar® and Nomex®, to ARC Falcon Holdings, L.P. and its subsidiary, New Arclin U.S. Holding Corp., in a deal valued at approximately $1.8 billion. This transaction, expected to close by May 1, 2026, will provide DuPont with $1.2 billion in pre-tax cash, a $300 million note receivable, and a 17.5% equity stake in the new Arclin company, subject to regulatory approvals and customary conditions. The sale reflects DuPont’s strategic move to streamline its operations and focus on its core business areas, potentially impacting its market positioning and financial outlook.

The most recent analyst rating on (DD) stock is a Hold with a $80.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyM&A Transactions
DuPont Sells Aramids Business to Arclin for $1.8B
Positive
Aug 29, 2025

On August 29, 2025, DuPont announced an agreement to sell its Aramids business, including Kevlar® and Nomex®, to Arclin for approximately $1.8 billion. This transaction, expected to close in the first quarter of 2026, will provide DuPont with $1.2 billion in pre-tax cash proceeds and a 17.5% stake in the future Arclin company. The divestiture is part of DuPont’s strategy to streamline its portfolio and enhance its financial profile, allowing the company to focus on other growth areas while benefiting from Arclin’s future success.

The most recent analyst rating on (DD) stock is a Hold with a $78.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
DuPont Announces $1.75 Billion Debt Offering
Neutral
Aug 12, 2025

On August 12, 2025, DuPont de Nemours, Inc. and its subsidiary Qnity Electronics, Inc. announced the pricing of a $1.75 billion debt securities offering, comprising $1 billion in 5.750% Senior Secured Notes due 2032 and $750 million in 6.250% Senior Notes due 2033. This offering is part of DuPont’s plan to spin off its electronics business, with the proceeds intended to finance a cash distribution to DuPont and other related expenses. The spin-off is targeted for completion by November 1, 2025, and the offering is expected to close on August 15, 2025, subject to customary conditions. The notes are not registered under the Securities Act and will be sold under specific exemptions.

The most recent analyst rating on (DD) stock is a Buy with a $104.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
DuPont Announces Qnity’s $2.5 Billion Notes Offering
Neutral
Aug 11, 2025

On August 11, 2025, DuPont de Nemours, Inc. and its subsidiary Qnity Electronics, Inc. announced Qnity’s offering of $1.5 billion in senior secured notes and $1.0 billion in senior unsecured notes. This offering is part of DuPont’s plan to spin off its electronics business by distributing Qnity common stock to DuPont stockholders. The proceeds will be used to finance a cash distribution to DuPont and other financial obligations. The spin-off is targeted for completion on November 1, 2025, and if not completed by March 31, 2026, the notes will be subject to mandatory redemption.

The most recent analyst rating on (DD) stock is a Buy with a $104.00 price target. To see the full list of analyst forecasts on DuPont de Nemours stock, see the DD Stock Forecast page.

DuPont Reports Strong Q2 2025 Results and Raises Guidance
Aug 6, 2025

DuPont de Nemours, Inc. is a global innovation leader specializing in technology-based materials and solutions across various industries, including electronics, transportation, construction, water, healthcare, and worker safety. The company recently reported its second quarter 2025 financial results, showcasing a solid performance with a net sales increase of 3% to $3.3 billion and a notable 15% growth in adjusted EPS. Key financial metrics revealed an operating EBITDA of $859 million and a transaction-adjusted free cash flow of $433 million. DuPont’s ElectronicsCo segment led the growth with a 6% increase in organic sales, driven by strong demand in semiconductor technologies and AI applications. Meanwhile, IndustrialsCo experienced a modest 1% growth, supported by healthcare and water technologies. Looking ahead, DuPont has raised its full-year 2025 earnings guidance, reflecting its robust second-quarter performance and ongoing strength in key markets, despite the anticipated impact of tariffs.

DuPont’s Earnings Call: Strong Growth Amid Challenges
Aug 6, 2025

DuPont’s recent earnings call highlighted a generally positive sentiment, reflecting strong financial performance and growth in key segments such as Electronics and Healthcare & Water. The company has raised its full-year guidance, indicating confidence in its future prospects. However, challenges remain, including ongoing weakness in the construction sector and pricing pressures in IndustrialsCo. Despite these hurdles, the overall tone of the call was optimistic, with positive aspects outweighing the negatives.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 05, 2025