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DuPont de Nemours (DD)
NYSE:DD

DuPont de Nemours (DD) AI Stock Analysis

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DD

DuPont de Nemours

(NYSE:DD)

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Neutral 62 (OpenAI - 4o)
Rating:62Neutral
Price Target:
$41.00
▲(0.99% Upside)
DuPont's overall stock score is driven by strong earnings call performance and positive technical indicators, offset by financial challenges and valuation concerns. The company's strategic initiatives and positive momentum provide optimism, but financial and valuation issues need addressing.

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

DuPont de Nemours Business Overview & Revenue Model

Company DescriptionDuPont de Nemours, Inc. provides technology-based materials and solutions in the United States, Canada, the Asia Pacific, Latin America, Europe, the Middle East, and Africa. It operates through three segments: Electronics & Industrial, Mobility & Materials, and Water & Protection. The Electronics & Industrial segment supplies materials and printing systems to the advanced printing industry; and materials and solutions for the fabrication of semiconductors and integrated circuits addressing front-end and back-end of the manufacturing process. This segment also provides semiconductor and advanced packaging materials; dielectric and metallization solutions for chip packaging; and silicones for light emitting diode packaging and semiconductor applications; permanent and process chemistries for the fabrication of printed circuit boards to include laminates and substrates, electroless, and electrolytic metallization solutions, as well as patterning solutions, and materials and metallization processes for metal finishing, decorative, and industrial applications. In addition, it offers various materials to manufacture rigid and flexible displays for organic light emitting diode, and other display applications, as well as provides high performance parts, and specialty silicone elastomers, and lubricants. The Mobility & Materials segment provides engineering resins, silicone encapsulants, pastes, filaments, and advanced films to engineers and designers in the transportation, electronics, renewable energy, industrial, and consumer end-markets. The Water & Protection segment provides engineered products and integrated systems for worker safety, water purification and separation, transportation, energy, medical packaging and building materials. The company was formerly known as DowDuPont Inc. and changed its name to DuPont de Nemours, Inc. in June 2019. DuPont de Nemours, Inc. is headquartered in Wilmington, Delaware.
How the Company Makes MoneyDuPont generates revenue through multiple channels, primarily by selling a wide array of specialized products and solutions across its various sectors. Key revenue streams include the sale of electronic materials, such as semiconductor materials and advanced polymers, which cater to the growing demand in the technology sector. The nutrition and biosciences segment contributes significantly through the development and supply of ingredients and solutions that enhance food safety, nutrition, and health. Additionally, the safety and construction sector generates income from personal protective equipment and building materials. DuPont also engages in strategic partnerships and collaborations with other companies and research institutions, enhancing its innovation capabilities and market reach, which further contributes to its revenue generation.

DuPont de Nemours Earnings Call Summary

Earnings Call Date:Nov 06, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 10, 2026
Earnings Call Sentiment Positive
The earnings call highlighted DuPont's strong financial performance with increased sales and EBITDA, improved guidance, significant capital allocation moves, and successful strategic initiatives, including the completion of the Qnity separation. However, challenges such as unfavorable mix impacts, softness in construction markets, and higher tax rates were noted. Overall, the positive aspects, including solid growth and strategic advancements, outweigh the negatives.
Q3-2025 Updates
Positive Updates
Solid Financial Performance
DuPont reported third quarter sales of $3.1 billion, reflecting a 6% organic growth year-over-year. Operating EBITDA also increased by 6% to $840 million, resulting in an operating EBITDA margin of 27.3%.
Strong Performance in Electronics and Industrials
The ElectronicsCo and IndustrialsCo segments saw organic sales growth of 10% and 4% respectively. Semiconductor technologies and Interconnect Solutions had high single-digit and low teens organic growth, driven by AI technology demand.
Improved Guidance and Capital Allocation
DuPont raised its full-year earnings guidance, announced a quarterly dividend of $0.20 per share, and approved a $2 billion share repurchase authorization, demonstrating strong financial health and commitment to shareholder returns.
Successful Completion of Qnity Separation
DuPont completed the separation of Qnity, positioning it as a leading technology solutions partner in the semiconductor value chain.
Operational and Strategic Initiatives
The company introduced enhanced KPIs and management standards to drive shareholder, customer, and employee improvements. It also made strategic moves such as acquiring manufacturing capacity in China to expand its reverse osmosis footprint.
Negative Updates
Unfavorable Mix Impact
Operating EBITDA margin decreased by 30 basis points year-over-year due to an unfavorable mix in the ElectronicsCo segment, despite overall growth.
Challenges in Construction Markets
DuPont's Diversified Industrial sales experienced ongoing softness in construction markets, impacting organic growth and posing a challenge to achieving growth targets.
Higher Tax Rate Impact on EPS
An increase in the base tax rate to 24.6% from 19.5% in the previous year offset segment earnings improvements, resulting in flat adjusted EPS compared to the prior year.
Company Guidance
During DuPont's Third Quarter 2025 Earnings Call, the company reported a strong financial performance that surpassed their previously communicated guidance. The third quarter sales reached $3.1 billion, marking a 6% organic growth, while the operating EBITDA increased by 6% year-over-year to $840 million, resulting in a margin of 27.3%. Due to this robust performance, DuPont raised its full-year earnings guidance. The company announced a quarterly dividend of $0.20 per share and a $2 billion share repurchase authorization, with an initial $500 million accelerated share repurchase (ASR). DuPont's strategy emphasizes driving above-market organic growth, improving operational efficiency with a focus on key performance indicators (KPIs), and maintaining a balanced capital allocation model. For the medium-term, from 2026 through 2028, the company targets 3% to 4% organic growth, 150 to 200 basis points of margin expansion, 8% to 10% EPS growth, and strong free cash flow conversion exceeding 90%.

DuPont de Nemours Financial Statement Overview

Summary
Income Statement
45
Neutral
Balance Sheet
60
Neutral
Cash Flow
55
Neutral
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

DuPont de Nemours Technical Analysis

Technical Analysis Sentiment
Positive
Last Price40.60
Price Trends
50DMA
37.16
Positive
100DMA
34.28
Positive
200DMA
31.54
Positive
Market Momentum
MACD
0.97
Positive
RSI
61.97
Neutral
STOCH
42.58
Neutral
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 40.6 is above the 20-day moving average (MA) of 39.72, above the 50-day MA of 37.16, and above the 200-day MA of 31.54, indicating a bullish trend. The MACD of 0.97 indicates Positive momentum. The RSI at 61.97 is Neutral, neither overbought nor oversold. The STOCH value of 42.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DD.

DuPont de Nemours Peers Comparison

Overall Rating
UnderperformOutperform
Sector (―)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$13.71B19.9624.05%1.94%3.09%12.25%
67
Neutral
$23.27B18.5116.31%2.68%-12.98%-11.34%
62
Neutral
$16.95B-22.04-0.46%1.76%2.42%-196.54%
61
Neutral
$16.54B-40.52-2.84%2.44%-3.01%82.30%
52
Neutral
$13.83B-11.64-10.44%12.45%-19.65%-157.13%
52
Neutral
$9.41B-9.97-9.48%2.88%-5.32%-1108.29%
* Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DD
DuPont de Nemours
40.60
8.82
27.75%
IFF
International Flavors & Fragrances
64.58
-18.95
-22.69%
LYB
LyondellBasell
43.76
-24.33
-35.73%
PPG
PPG Industries
103.72
-14.41
-12.20%
RPM
RPM International
106.91
-17.28
-13.91%
WLK
Westlake Corporation
73.98
-38.53
-34.25%

DuPont de Nemours Corporate Events

Financial Disclosures
DuPont Adjusts Financial Metrics Post Qnity Spin-Off
Neutral
Dec 4, 2025

On December 2, 2025, DuPont and Qnity Electronics, Inc. agreed on the Applicable Percentage for DuPont at 56% and Qnity at 44%, following the spin-off of Qnity on November 1, 2025. This adjustment resulted in resetting DuPont’s Minimum EBITDA to $1.4 billion, impacting its financial metrics post-separation.

Private Placements and FinancingBusiness Operations and Strategy
DuPont de Nemours Announces Amendments to Notes Indenture
Neutral
Nov 19, 2025

DuPont de Nemours, Inc. announced the successful solicitation of consents for amendments to the indenture governing its 2038 and 2048 Notes, with the amendments becoming operative on November 19, 2025. Additionally, DuPont reported early tender results for its tender offer to purchase up to $739,256,000 of its 2048 Notes, achieving a significant step towards its post-Electronics separation capital structure by repaying approximately $4.0 billion of its senior notes.

M&A TransactionsBusiness Operations and Strategy
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.

Delistings and Listing ChangesBusiness Operations and Strategy
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.

Private Placements and FinancingBusiness Operations and Strategy
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.

Private Placements and FinancingBusiness Operations and Strategy
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.

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: Dec 09, 2025