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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 62 (OpenAI - 4o)
Rating:62Neutral
Price Target:
$41.00
▲(5.72% Upside)
DuPont's overall stock score reflects a mixed outlook. The strong earnings call performance and positive technical indicators are significant positives. However, financial performance challenges and valuation concerns weigh on the score. The company needs to address financial weaknesses to improve its overall position.
Positive Factors
Strong Financial Performance
The 6% organic growth in sales and increased operating EBITDA demonstrate DuPont's ability to expand its market presence and improve operational efficiency, which are crucial for long-term sustainability.
Strategic Capital Allocation
The dividend and share repurchase plan indicate strong cash generation and a commitment to returning value to shareholders, supporting long-term investor confidence.
Operational and Strategic Initiatives
By implementing enhanced KPIs and management standards, DuPont is positioning itself for improved operational efficiency and strategic growth, which are key to maintaining competitive advantage.
Negative Factors
Declining Cash Flow
A decline in free cash flow growth can limit DuPont's ability to invest in new opportunities and manage debt, potentially impacting long-term financial health.
Challenges in Construction Markets
Softness in construction markets can hinder growth in key segments, affecting revenue and profitability, and posing a risk to achieving long-term growth targets.
Higher Tax Rate Impact
A higher tax rate reduces net income, impacting DuPont's ability to reinvest in the business and distribute earnings, which could challenge future profitability.

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 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: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
DuPont faces significant financial challenges, particularly in revenue growth and profitability. The balance sheet remains relatively stable, but declining cash flow metrics and negative profitability in the TTM period are concerning. The company needs strategic initiatives to improve revenue, manage costs, and enhance cash flow to strengthen its financial position.
Income Statement
45
Neutral
DuPont's income statement shows a concerning trend with declining revenue and profitability. The TTM data reveals a significant drop in revenue growth and negative net profit margin, indicating financial challenges. Historical data shows fluctuating margins, with recent periods showing a decline in gross and EBIT margins. The company needs to address these issues to improve its financial health.
Balance Sheet
60
Neutral
The balance sheet reflects moderate financial stability with a manageable debt-to-equity ratio. However, the return on equity has turned negative in the TTM period, highlighting potential inefficiencies in generating shareholder returns. The equity ratio remains stable, suggesting a balanced asset structure, but the company should focus on improving profitability to enhance ROE.
Cash Flow
55
Neutral
Cash flow analysis indicates a decline in free cash flow growth and a decrease in operating cash flow coverage ratio in the TTM period. While the free cash flow to net income ratio remains positive, the overall cash flow performance has weakened. The company should focus on enhancing cash generation to support operations and investments.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue12.49B12.39B12.07B13.02B12.57B14.34B
Gross Profit4.25B3.91B3.63B4.03B4.03B4.36B
EBITDA1.67B2.75B2.05B3.08B3.08B-201.00M
Net Income-771.00M703.00M423.00M5.87B6.47B-2.95B
Balance Sheet
Total Assets38.04B36.64B38.55B41.35B45.71B70.90B
Cash, Cash Equivalents and Short-Term Investments3.79B1.85B2.39B4.96B1.97B2.54B
Total Debt9.26B7.17B7.80B8.07B11.21B16.04B
Total Liabilities14.70B12.84B13.83B14.34B18.66B31.83B
Stockholders Equity22.89B23.35B24.28B26.57B26.43B38.50B
Cash Flow
Free Cash Flow1.18B1.27B1.57B-155.00M1.39B2.90B
Operating Cash Flow1.82B1.85B2.19B588.00M2.28B4.09B
Investing Cash Flow-664.00M-849.00M172.00M8.92B-2.40B-202.00M
Financing Cash Flow-182.00M-1.85B-2.99B-7.67B-6.51B3.24B

DuPont de Nemours Technical Analysis

Technical Analysis Sentiment
Positive
Last Price38.78
Price Trends
50DMA
34.98
Positive
100DMA
33.08
Positive
200DMA
31.19
Positive
Market Momentum
MACD
1.10
Positive
RSI
59.70
Neutral
STOCH
37.17
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 38.78 is above the 20-day moving average (MA) of 38.17, above the 50-day MA of 34.98, and above the 200-day MA of 31.19, indicating a bullish trend. The MACD of 1.10 indicates Positive momentum. The RSI at 59.70 is Neutral, neither overbought nor oversold. The STOCH value of 37.17 is Neutral, 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
$13.36B19.4524.05%1.99%3.09%12.25%
67
Neutral
$21.80B17.3416.31%2.86%-12.98%-11.34%
62
Neutral
$16.12B-0.46%120.64%2.42%-196.54%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
55
Neutral
$17.27B-2.84%2.53%-3.01%82.30%
51
Neutral
$14.60B-10.44%12.10%-19.65%-157.13%
45
Neutral
$7.78B-9.48%3.48%-5.32%-1108.29%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DD
DuPont de Nemours
38.78
4.41
12.83%
IFF
International Flavors & Fragrances
67.45
-21.42
-24.10%
LYB
LyondellBasell
47.01
-29.51
-38.57%
PPG
PPG Industries
97.16
-23.11
-19.22%
RPM
RPM International
107.21
-29.11
-21.35%
WLK
Westlake Corporation
60.62
-65.66
-52.00%

DuPont de Nemours Corporate Events

DuPont Exceeds Q3 2025 Guidance, Announces Share Buyback
Nov 7, 2025

DuPont de Nemours, Inc., commonly known as DuPont, is a global leader in innovation, providing advanced solutions across key markets such as healthcare, water, construction, and transportation. The company is renowned for its focus on transforming industries and improving everyday life through its diverse range of products and services.

DuPont’s Earnings Call: Strong Growth and Strategic Moves
Nov 7, 2025

DuPont’s recent earnings call painted a positive picture of the company’s financial health and strategic direction. The call highlighted strong financial performance, with increased sales and EBITDA, improved guidance, and significant capital allocation moves. Successful strategic initiatives, including the completion of the Qnity separation, were also emphasized. Despite some challenges such as unfavorable mix impacts, softness in construction markets, and higher tax rates, the overall sentiment was optimistic, with the positives outweighing the negatives.

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.

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 07, 2025