DailyIQ
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Sector:Basic MaterialsAll sectors
Last updated 1 minute ago

CTVA·Corteva, Inc.

$.
+. (+.%)
After Hours
High
$87.22
Open
$86.39
Market Cap
57.48B
52W High
$87.69
Low
$85.39
P. Close
$86.08
P/E
49.47
52W Low
$60.53
Fwd P/E
20.88
DailyIQ Est.
$92.02
Technical Score (1D)
95
BUY
News Sentiment
50
MIXED
The New York Attorney General’s lawsuit alleging Corteva contributed to toxic pollution has entered the public record, adding a new regulatory risk to the company’s profile. If the case proceeds, potential fines and heightened ESG scrutiny could pressure Corteva’s operating margins and investor sentiment over the next trading week. Meanwhile, analysts expect the company’s Q2 earnings release later this month to show a single‑digit decline in profit, driven by commodity price volatility and rising input costs. The earnings dip would likely reinforce a cautious view of the crop protection segment, which is already under pressure from lower commodity prices. Investors should monitor the earnings guidance for any upside surprises or margin improvement signals that could offset the lawsuit’s negative tone. In addition, Corteva’s recent partnership with Arevo to launch Arginex Soy, an arginine‑based seed treatment, expands its crop nutrition portfolio and may boost farmer adoption in Europe. The new product could provide a higher‑margin revenue stream that mitigates some of the input‑cost headwinds expected in the near term. Watch for regulatory approvals and farmer uptake data in the next few weeks, as they will determine whether the partnership translates into earnings growth. Finally, keep an eye on court filings for liability assessments and any settlement negotiations, as these could materially alter the company’s risk profile and influence short‑term trading dynamics.
Earnings Summary
CTVA operates as a global agricultural inputs company that supplies seed genetics and crop protection products to farmers worldwide, positioning it within the basic materials sector. Over the past six quarters, Corteva has delivered mixed earnings performance: EPS exceeded estimates in five of the six periods, with a notable miss in Q4 2025 when earnings fell to $0.22 versus an estimate of $1.17; revenue, however, has been volatile, rising from $3.978 billion in Q4 2024 to a peak of $6.456 billion in Q2 2025 before falling to $3.91 billion in Q4 2025 and rebounding to $4.905 billion in Q1 2026. Historically, the company has shown strong EPS growth in the first three quarters of 2025, but the sharp revenue decline in Q4 2025 highlights sensitivity to market conditions and product mix shifts. Recent corporate actions include the impending spin‑off of Vylor into a standalone crop‑protection entity, which introduces valuation uncertainty and could reshape investor expectations; Morningstar’s forthcoming analyst report may further influence market perception; and leadership appointments for the new entity signal a strategic focus on differentiated innovation. Investors should watch for the formal spin‑off announcement, guidance on the new crop‑protection company’s growth prospects, and any regulatory approvals that could delay the transition, as these factors will materially affect earnings forecasts and valuation multiples in the next trading cycle. Additionally, the company’s recent investment in advanced seed traits and the launch of new herbicide formulations could provide a tailwind for future revenue streams, but the impact will become clearer after the next earnings release.

EPS

EstBeatMiss
$-0.87$0.00$0.88$1.75$2.62Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.22 - -
Q1'26$1.18$1.50+27.1%
Q4'25$1.17$0.22-81.3%
Q3'25$-0.47$-0.23+50.6%
Q2'25$1.88$2.20+17.1%
Q1'25$0.88$1.13+28.2%

Revenue

EstBeatMiss
$3.5B$4.4B$5.3B$6.2B$7.1BQ1'25Q2'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$6.7B - -
Q1'26$4.6B$4.9B+5.8%
Q4'25$4.6B$3.9B-15.8%
Q3'25 - - -
Q2'25 - $6.5B -
Q1'25 - $4.4B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CTVA Stock Snapshot

CTVA is currently trading at $86.07, giving Corteva, Inc. a market cap of 57.48B and a P/E ratio of 49.5. Today's range spans $85.39–$87.22, with shares opening at $86.39 and moving down $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 50/100.

Over the past year CTVA has traded between $60.53 and $87.69 - the current price is +42.2% off the 52-week low and -1.8% from the high. 32 analysts cover the stock with a Buy consensus and a mean 12-month target of $90.15 (range $77.00–$100.00), implying upside of +4.7%.

Growth-oriented Basic Materials investors looking for technical confirmation find it in CTVA: BUY signal, 95/100 score, neutral sentiment at 50/100, price $86.07 (near 52-week highs). The current P/E ratio stands at 49.5. The 57.48B market cap is the sweet spot - big enough to absorb institutional sizing, small enough to move materially on conviction. Annual range: $60.53–$87.69.

The combination of a BUY signal (95/100) and neutral news sentiment (50/100) puts CTVA on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 57.48B in Basic Materials market cap without immediately moving the stock. At $86.07 (near 52-week highs in the $60.53–$87.69 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.