DailyIQ
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Sector:Basic MaterialsAll sectors
Last updated 3 minutes ago

DD·DuPont de Nemours, Inc.

$.
-. (-.%)
After Hours
High
$136.18
Open
$135.04
Market Cap
18.29B
52W High
$157.98
Low
$134.12
P. Close
$134.67
P/E
-
52W Low
$86.58
Fwd P/E
80.85
DailyIQ Est.
$174.84
Technical Score (1D)
82
BUY
News Sentiment
85
BULLISH
DD announced a 2.3‑hour‑old upgrade to its WAVE PRO platform, adding an integrated water‑treatment design module that expands the product’s functionality and widens its appeal to utilities and industrial users. The enhancement is expected to strengthen DD’s competitive position in the water‑treatment market, potentially boosting demand for its solutions and supporting higher pricing power over the next 1–10 trading days. Traders should monitor sales data and customer adoption metrics for the upgraded WAVE PRO to gauge whether the added design capability translates into increased order volume. A 21‑hour‑old lawsuit from New York alleges that DD, along with other chemical firms, contributed to PFAS contamination in local water supplies, raising the risk of regulatory fines and liability costs. The litigation could materially affect DD’s financial statements and investor sentiment if the court imposes significant penalties or mandates costly remediation. Watch for court filings, settlement announcements, and any regulatory actions that could alter DD’s risk profile or trigger a reassessment of its valuation. The combination of a product upgrade and a pending lawsuit creates a mixed outlook: the former may lift demand, while the latter could weigh on profitability. Over the next few trading days, market participants should assess whether the benefits of the WAVE PRO enhancement outweigh the potential financial headwinds from the PFAS litigation. Keep an eye on any updates from the New York lawsuit, as a favorable ruling or settlement could mitigate the negative impact on DD’s earnings. Finally, monitor DD’s earnings releases for any adjustments to revenue guidance or cost estimates that reflect the new product capabilities and litigation exposure.
Earnings Summary
DuPont de Nemours, Inc. is a global materials science innovator delivering technology‑driven solutions across electronics, industrial, automotive, aerospace, healthcare, and water purification markets, with a portfolio that includes high‑performance parts, specialty silicones, and engineered products. In the last two quarters, revenue slipped from $3.072 billion in Q3 2025 to $1.693 billion in Q4 2025, and then to $1.681 billion in Q1 2026, reflecting a sharp decline in top‑line sales; EPS, however, fell from $1.09 in Q3 2025 to $0.46 in Q4 2025 and then rose to $0.55 in Q1 2026, indicating a rebound in earnings per share despite lower revenue. Across six quarters DuPont has consistently beat earnings estimates—five out of six quarters—though the most recent Q1 2026 EPS of $0.55 missed the $0.5874 estimate, marking the sole miss in the period. Historically, the company has shown modest revenue growth with a peak in Q2 2025 at $3.257 billion and a low in Q4 2025, while EPS has remained above consensus in all quarters except the latest, underscoring a pattern of earnings resilience amid fluctuating sales volumes. Recent news highlights a first‑quarter earnings beat that prompted RBC to lift its target to $51 and Citi to $170, the announcement of a 1‑for‑3 reverse split to improve liquidity, a 200 % dividend hike to $0.60 per share, and the planned electronics‑division spinoff that could unlock additional value; analysts note that FX headwinds and commodity price swings may dampen Q3 revenue and margins, creating a tension between upside catalysts and downside risks. Investors should watch the upcoming Q3 earnings release for guidance on revenue, margin expectations, the sustainability of the higher dividend, and any updates on the electronics spinoff timeline, as these factors will shape the company’s near‑term valuation and risk profile.

EPS

EstBeatMiss
$0.24$0.65$1.06$1.46$1.87Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.68 - -
Q1'26$0.59$0.55-6.4%
Q4'25$0.43$0.46+6.6%
Q3'25$0.98$1.09+11.2%
Q2'25$1.06$1.12+5.5%
Q1'25$0.95$1.03+8.1%

Revenue

EstBeatMiss
$1.4B$2.0B$2.5B$3.0B$3.5BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.9B - -
Q1'26$1.8B$1.7B-6.8%
Q4'25$1.7B$1.7B+0.3%
Q3'25 - $3.1B -
Q2'25 - $3.3B -
Q1'25 - $3.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

DD Stock Snapshot

DD is currently trading at $134.68, giving DuPont de Nemours, Inc. a market cap of 18.29B. Today's range spans $134.12–$136.18, with shares opening at $135.04 and moving up $0.01 (0.0%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 85/100.

Over the past year DD has traded between $86.58 and $157.98 - the current price is +55.6% off the 52-week low and -14.7% from the high. 28 analysts cover the stock with a Buy consensus and a mean 12-month target of $170.69 (range $153.00–$192.00), implying upside of +26.7%.

Cross-asset context supports the bullish read on DD: when Basic Materials sector conditions are favorable, large-cap names with 82/100 technical scores (BUY) and bullish sentiment (85/100) outperform on a risk-adjusted basis. Price: $134.68 (in the middle of its 52-week range). The 52-week context of $86.58–$157.98 shows the full trading history - and the current setup is one of the stronger entries within that range. At 18.29B in market cap, position sizing is the key variable, not the direction.

The combination of a BUY signal (82/100) and bullish news sentiment (85/100) puts DD on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 18.29B in Basic Materials market cap without immediately moving the stock. At $134.68 (in the middle of its 52-week range in the $86.58–$157.98 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.