DailyIQ
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Sector:IndustrialsAll sectors
Last updated 3 minutes ago

DOV·Dover Corporation

$.
-. (-.%)
After Hours
High
$227.75
Open
$225.25
Market Cap
30.32B
52W High
$237.54
Low
$221.84
P. Close
$223.56
P/E
27.52
52W Low
$158.97
Fwd P/E
84.34
DailyIQ Est.
$258.91
Technical Score (1D)
77
BUY
News Sentiment
50
MIXED
Dover reported Q1 revenue that exceeded analyst consensus by 3.3%, driven by strong demand for its engineered components and the recent launch of the CoLOS V7 platform, which adds automation and cybersecurity features to its industrial coding solutions. The company also lifted its next‑quarter revenue guidance by 0.6%, signaling confidence in continued growth as the broader industrial machinery sector shifts toward digitized solutions. These earnings and guidance upgrades suggest that Dover’s operating margins are expanding, which could support a higher valuation multiple in the near term. The CoLOS V7 rollout is expected to boost recurring software revenue and improve customer retention, positioning Dover to capture a larger share of the industrial digital transformation market. With the Q2 2026 earnings release scheduled for July 23 and a conference call at 8:30 a.m. Central, traders should anticipate a potential tightening of the trading range as the market digests the updated outlook. Zacks’ recent upgrade to a Buy rating, coupled with Morgan Stanley’s equal‑weight endorsement and a target price lift to $230, reinforces the narrative that Dover is poised for upside amid robust demand. The company’s double‑digit revenue growth and a book‑to‑bill ratio of 1.2 across all segments underscore a healthy order backlog that could sustain momentum through the next few weeks. Market participants will want to monitor the earnings call for any forward guidance on capital allocation, cost structure, or potential regulatory impacts that could alter the valuation outlook. Additionally, watch for customer adoption rates of CoLOS V7 and any updates on the CPC Biotech collaboration, as these could provide secondary catalysts that influence Dover’s earnings trajectory.
Earnings Summary
DOV is a diversified global manufacturer of essential equipment and components serving a broad range of industries, including vehicle aftermarket, aerospace, clean energy, imaging, and fluid handling, as described in its company profile. The company operates within the industrials sector, specifically the specialty industrial machinery industry, and provides engineered products, climate technologies, and process solutions worldwide. In the most recent reporting cycle, Dover posted Q4 2025 revenue of $2.099B and EPS of $2.51, narrowly missing its $2.5093 estimate, while Q1 2026 revenue of $2.053B and EPS of $2.28 fell short of the $2.70922 estimate, marking the first miss in a series of six quarters. Compared to the prior two quarters—Q3 2025 revenue $2.078B, EPS $2.62, and Q2 2025 revenue $2.050B, EPS $2.44—Dover’s revenue has grown modestly, with a 1.5% increase from Q3 to Q4 2025 and a 5.5% jump from Q4 2025 to Q1 2026, while EPS has trended downward in the most recent quarter. Historically, the company has delivered EPS beats in five of the last six quarters, with revenue growth maintained even when earnings slipped, indicating resilient top‑line performance. The recent news highlights a partnership between Dover’s CPC Biotech division and Multiply Labs to accelerate robotic automation in cell‑therapy manufacturing, a move that could enhance margins in the high‑margin biopharma segment, and a $30M investment by the SWEP subsidiary to double heat‑exchanger output for AI data centers, potentially driving future sales. Investors should watch for the Q2 2026 earnings release, the first production metrics from the SWEP expansion, and any updates on the CPC Biotech collaboration milestones, as well as analyst commentary following the dividend payout and Argus target revisions, to gauge whether operational gains translate into valuation adjustments.

EPS

EstBeatMiss
$1.87$2.11$2.35$2.59$2.83Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.72 - -
Q1'26$2.71$2.28-15.8%
Q4'25$2.51$2.51+0.0%
Q3'25$2.51$2.62+4.5%
Q2'25$2.39$2.44+2.1%
Q1'25$1.98$2.05+3.4%

Revenue

EstBeatMiss
$1.8B$1.9B$2.0B$2.2B$2.3BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.2B - -
Q1'26$2.2B$2.1B-6.2%
Q4'25$2.1B$2.1B-0.2%
Q3'25 - $2.1B -
Q2'25 - $2.0B -
Q1'25 - $1.9B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

DOV Stock Snapshot

DOV is currently trading at $223.54, giving Dover Corporation a market cap of 30.32B and a P/E ratio of 27.5. Today's range spans $221.84–$227.75, with shares opening at $225.25 and moving down $0.02 (0.0%) from the prior close. DailyIQ's technical score sits at 77/100 (BUY) with a news sentiment reading of 50/100.

Over the past year DOV has traded between $158.97 and $237.54 - the current price is +40.6% off the 52-week low and -5.9% from the high. 27 analysts cover the stock with a Buy consensus and a mean 12-month target of $250.85 (range $168.00–$280.00), implying upside of +12.2%.

In the Industrials peer group, Dover Corporation (DOV) stands out for a BUY signal backed by aligned sentiment - score 77/100, sentiment neutral at 50/100, price $223.54 (in the upper portion of its 52-week range). (P/E: 27.5) With 30.32B in market cap, this is large enough to feature on institutional watch lists but small enough to re-rate meaningfully on a positive earnings surprise. The 52-week span of $158.97–$237.54 shows the stock has already proven it can make significant moves.

The combination of a BUY signal (77/100) and neutral news sentiment (50/100) puts DOV on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 30.32B in Industrials market cap without immediately moving the stock. At $223.54 (in the upper portion of its 52-week range in the $158.97–$237.54 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.