DailyIQ
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Sector:Basic MaterialsAll sectors
Last updated 18 minutes ago

DD·DuPont de Nemours, Inc.

$.
-. (-.%)
High
$49.80
Open
$49.68
Market Cap
20.27B
52W High
$52.66
Low
$47.40
P. Close
$49.45
P/E
-
52W Low
$11.36
Fwd P/E
83.93
Mean Target
-
Technical Score (1D)
82
BUY
News Sentiment
53
MIXED
DuPont has announced a 1-for-3 reverse stock split, which will also reduce the number of authorized shares, with the split becoming effective next month. This corporate action aims to adjust the stock's trading price and is intended to optimize the company's capital structure. Concurrently, DuPont reaffirmed its 2026 financial guidance, projecting adjusted earnings per share between $7.02 and $7.16, which is in line with analyst estimates. The company also affirmed its second-quarter adjusted EPS guidance at $1.75, though this is marginally below the $1.77 analyst consensus. Management's dual announcements signal confidence in future performance while addressing share structure optimization. Investors will be monitoring the market's reaction to the reverse split and the company's ability to execute against its reaffirmed guidance. Additionally, Morningstar Research has published a report assessing DuPont's position within the chemicals sector, though specific financial or strategic details were not provided in the summary. Traders should watch for any further commentary on the factors influencing the near-term guidance and the long-term implications of the reverse split on share valuation.
Earnings Summary
DuPont de Nemours, Inc. is a global materials science innovator operating in the Specialty Chemicals industry, a sector within Basic Materials. The company develops technology-driven solutions for diverse industries, with primary segments focused on electronics and industrials, providing advanced materials for semiconductor manufacturing and high-performance products for automotive, aerospace, and healthcare markets. DuPont also offers solutions in worker safety, water purification, and packaging, emphasizing sustainability and innovation across its global operations. In its most recent reported quarters, DuPont demonstrated a mixed performance. For Q1 2026, the company reported an actual EPS of $0.55 against an estimate of $0.5874, and actual revenue of $1.681 billion against an estimate of $1.803 billion, indicating a miss on both metrics. This followed Q4 2025, where actual EPS was $0.46 compared to an estimate of $0.43154, a beat, with actual revenue of $1.693 billion against an estimate of $1.688 billion, a slight beat. Prior to these, Q2 2025 saw actual EPS of $1.12 against an estimate of $1.06119 (a beat) and Q1 2025 had actual EPS of $1.03 versus an estimate of $0.9525 (a beat). The trend shows a deceleration in EPS and revenue performance in the latest reported periods compared to the mid-2025 period. Historically, DuPont has shown a pattern of beating analyst estimates for EPS in recent quarters, with Q1 2026 being an exception. For instance, Q4 2025 and Q2 2025 both saw EPS beats, and Q1 2025 also reported an EPS beat. While revenue estimates were not consistently provided for earlier quarters, the most recent periods show a mixed performance against these estimates. The company's ability to consistently meet or exceed EPS expectations in several prior quarters suggests a degree of operational predictability, though the latest results indicate potential headwinds. Recent news highlights DuPont's recognition as a semifinalist in the XPRIZE Water Scarcity competition for its desalination technology, aligning with market trends in osmotic energy where DuPont is a key player. Analysts maintain a bullish stance, with RBC Capital reiterating an Outperform rating and raising its price target. Jim Cramer featured the company as a strong semiconductor play, anticipating robust financial results driven by AI infrastructure demand. DuPont also reported upward revisions to its annual projections and completed a significant share repurchase program, underscoring positive sentiment and strategic financial management. Looking ahead, investors will want to watch for DuPont's ability to translate its innovation in advanced materials and water technologies into sustained revenue growth, particularly in the context of the emerging osmotic energy market. Key will be the company's performance against revised full-year guidance and its capacity to navigate geopolitical headwinds, such as Iran-linked factors, while continuing to benefit from demand in the semiconductor and high-performance computing sectors. Monitoring the impact of cost-optimization initiatives on profitability will also be crucial.

EPS

EstBeatMiss
$0.33$0.55$0.78$1.00$1.22Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.59 - -
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 $47.49, giving DuPont de Nemours, Inc. a market cap of 20.27B. Today's range spans $47.40–$49.80, with shares opening at $49.68 and moving down $1.96 (4.0%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 53/100.

Over the past year DD has traded between $11.36 and $52.66 - the current price is +318.0% off the 52-week low and -9.8% from the high.

DD scores 82/100 (BUY) and is at $47.49 - in the upper portion of its 52-week range within its $11.36–$52.66 annual range. Sentiment at 53/100 is neutral. At 20.27B in Basic Materials market cap, this large-cap name benefits from a dynamic that mega-caps don't have: the potential for multiple expansion. When a name at this size with bullish momentum catches the attention of large allocators, the re-rating can be rapid and meaningful.

The combination of a BUY signal (82/100) and neutral news sentiment (53/100) puts DD on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 20.27B in Basic Materials market cap without immediately moving the stock. At $47.49 (in the upper portion of its 52-week range in the $11.36–$52.66 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.