NDSN|Analyst Targets
NDSN|Company Info
NDSN|Insider Trading
NDSN|Fundamentals
NDSN|Earnings Snapshot
EPS
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $3.09 | $3.25 | +5.0% |
| Q2'26 | $2.85 | $2.86 | +0.5% |
| Q1'26 | $2.42 | $2.37 | -2.2% |
| Q3'25 | $2.93 | $3.03 | +3.4% |
| Q2'25 | $2.64 | $2.73 | +3.5% |
Revenue
| Qtr | Est | Actual | +/− |
|---|---|---|---|
| Q3'26 | $796M | $818M | +2.8% |
| Q2'26 | $743M | $741M | -0.3% |
| Q1'26 | $667M | $669M | +0.4% |
| Q3'25 | - | $752M | - |
| Q2'25 | - | $742M | - |
NDSN|Monthly Returns
Market Data
NDSN Stock Snapshot
- Market cap
- 18.13B
- P/E ratio
- 32.6
- Day range
- $327.54 – $330.47
- News sentiment
- 70/100 · Bullish
- Analyst target
- $349.71 (+6.7%)
- Consensus
- Buy · 17 analysts
Trend, momentum and range position line up bullish on NDSN at the moment. Sector peers are worth watching - large caps in Industrials tend to move together on rotation.
Reverse DCF
What growth is priced into NDSN?
At today's price, Nordson Corporation needs to grow free cash flow about 21.3% a year for the next 10 years to justify its valuation at a 9.56% cost of capital. Over its actual history it has compounded free cash flow at 10.3% a year, so the market is asking for 11.0 percentage points above its own delivered rate. On that basis NDSN looks priced above what its own growth record supports.
- Implied FCF growth
- 21.3%
- Historical FCF CAGR
- 10.3%
- Growth gap
- +11.0 pts
- Verdict
- RICH
- Discount rate (WACC)
- 9.56%
- Beta
- 0.98
Behaviour On Record
What NDSN's own history says about today's numbers
- Realized volatility (21d)
- 12.7% 5th pct
- Below its peak
- -1.4%
- vs 200-day average
- +14.0%
- Up days (1y)
- 57%
Nordson Corporation is currently running 12.7% annualised volatility over the last 21 sessions. Measured against NDSN's own 13 years of daily returns rather than a market-wide average, that is the 5th percentile — unusually subdued by its own history, against a typical reading of 21.1%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.
NDSN is trading -1.4% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -20.9%, and the deepest was -44.4% in 2020. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.
Price sits +14.0% from its 200-day moving average. Against every other day in its history, that gap ranks at the 80th percentile — a wider gap than this stock usually carries. Over the past year NDSN closed higher on 57% of sessions, and it is currently 3 sessions into a rising streak.
On October specifically: over 13 years of records, NDSN finished the month higher 9 of 13 times, with a median return of +1.5% and an average of +2.0%. Its strongest month historically has been November at +3.1% on average, its weakest March at -1.0%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.
Overnight risk is measurable too: NDSN has opened more than 2% away from the prior close in 93 of 3,267 sessions (2.8% of the time), with the largest gaps running +7.1% and -14.5%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.
Across the last 3 dated reports on file, NDSN moved an average of 2.7% in the session after earnings, closing higher 2 of those 3 times, with a median move of +0.9% and a largest of +5.3%.
All figures computed from 3,268 daily closes between 2013-10-15 and 2026-10-13, split-adjusted, recomputed daily. Percentiles are against NDSN's own 13-year history, not a peer group or index.
Sector Rotation
Is money rotating into or out of NDSN's sector?
Nordson Corporation sits in the Industrials sector, currently ranked 8th of 12 GICS sectors by relative-strength rotation score (improving).
- Sector rank
- #8 of 12
- Sector state
- Improving
- Sector rotation score
- 45
Analyst Rating Changes
Are analysts turning bullish or bearish on NDSN?
DA Davidson most recently reiterated its rating on Nordson Corporation to Buy on Aug 24, 2026 with a price target of $375 (from $345). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.
- Latest action
- DA Davidson — Buy
- 90-day upgrades
- 0
- 90-day downgrades
- 0
- Net rating momentum
- 0
Peers & ETF holders
NDSN peers & ETF holders
Specialty Industrial MachineryMarket cap · today
News Sentiment Analysis
Sentiment gathered from recent headlines
Recent News Coverage
Most recent articles, ranked by recency (click to expand).
Technical Analysis
Real-time indicators across multiple timeframes
| Manager | Trend | Shares Held | % of Co. | Position Value | Filed |
|---|---|---|---|---|---|
| Vanguard Group Inc | ▲ Buy | 6,257,600 | 11.39% | $1.50B | 2026-01-29 |
| BlackRock, Inc. | ▲ Buy | 4,138,179 | 7.53% | $1.25B | 2026-08-07 |
| Geode Capital Management, LLC | ▲ Buy | 1,906,425 | 3.47% | $573.45M | 2026-08-12 |
| Morgan Stanley | ▼ Sell | 1,418,155 | 2.58% | $427.84M | 2026-08-13 |
| Invesco Ltd. | ▲ Buy | 1,318,573 | 2.40% | $397.80M | 2026-08-14 |
| FMR LLC (Fidelity) | ▲ Buy | 840,395 | 1.53% | $253.54M | 2026-08-13 |
| Norges Bank | ▼ Sell | 715,042 | 1.30% | $215.72M | 2026-08-12 |
| JPMorgan Chase & Co | ▲ Buy | 684,866 | 1.25% | $207.64M | 2026-08-12 |
| Goldman Sachs Group Inc | ▼ Sell | 636,339 | 1.16% | $191.98M | 2026-08-14 |
| Northern Trust Corp | ▲ Buy | 531,779 | 0.97% | $160.43M | 2026-08-13 |
| Wells Fargo & Company | ▼ Sell | 392,074 | 0.71% | $118.28M | 2026-08-14 |
| AQR Capital Management LLC | ▲ Buy | 325,112 | 0.59% | $98.01M | 2026-08-14 |
| Millennium Management LLC | ▼ Sell | 303,890 | 0.55% | $91.68M | 2026-08-14 |
| Gotham Asset Management, LLC | ▲ Buy | 282,929 | 0.51% | $85.36M | 2026-08-14 |
| Bank of America Corp | ▲ Buy | 248,626 | 0.45% | $75.01M | 2026-08-14 |
| Schonfeld Strategic Advisors LLC | ▲ Buy | 131,141 | 0.24% | $39.56M | 2026-08-14 |
| Prudential Financial Inc | ▲ Buy | 113,195 | 0.21% | $34.15M | 2026-08-12 |
| Neuberger Berman Group LLC | ▼ Sell | 99,207 | 0.18% | $29.93M | 2026-08-13 |
| Citigroup Inc | ▲ Buy | 91,153 | 0.17% | $27.50M | 2026-08-03 |
| AllianceBernstein L.P. | ▲ Buy | 55,087 | 0.10% | $14.66M | 2026-08-14 |
| Adage Capital Partners GP, L.L.C. | • Hold | 47,200 | 0.09% | $14.24M | 2026-08-14 |
| Citadel Advisors LLC | ▼ Sell | 38,528 | 0.07% | $11.62M | 2026-09-02 |
| Two Sigma Investments, LP | ▼ Sell | 31,996 | 0.06% | $9.65M | 2026-08-14 |
| Ancora Advisors LLC | ▼ Sell | 26,921 | 0.05% | $8.12M | 2026-08-14 |
| ExodusPoint Capital Management, LP | ▼ Sell | 17,342 | 0.03% | $5.23M | 2026-08-14 |
| Member | Chamber | State | Type | Amount | Traded | Filed |
|---|---|---|---|---|---|---|
| Rob Bresnahan | House | PA08 | ▼ Sell | $1K - $15K | 2025-04-08 | 2025-05-08 |
| Rob Bresnahan | House | PA08 | ▼ Sell | $1K - $15K | 2025-02-25 | 2025-03-27 |
| Tommy Tuberville | Senate | AL | ▼ Sell | $1K - $15K | 2024-05-03 | 2026-08-05 |
| Tommy Tuberville | Senate | AL | ▲ Buy | $1K - $15K | 2023-04-03 | 2023-05-12 |
| Tommy Tuberville | Senate | AL | ▼ Sell | $1K - $15K | 2021-03-29 | 2021-07-23 |