NYSE:DD

DuPont de Nemours Inc. (DD)

47.65
-0.32 (0.67%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

DuPont de Nemours Inc. has garnered mixed reviews from various experts as it prepares to report its earnings on Tuesday. There is recognition of its strong business segments, particularly in water and materials, with commendations for the CEO's leadership. The company is poised for a significant strategic shift, reportedly planning to split into two distinct entities: one focusing on fast-growing electronics and the other on steady industrials, healthcare, and water. This division could potentially enhance shareholder value, with some analysts speculating a share price reaching $100. However, concerns linger regarding broader industry challenges, particularly the adverse effects of tariffs on chemical firms, making some experts skeptical and suggesting that investments in fertilizer stocks may offer a better technical setup.

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Consensus
Positive
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Valuation
Fair Value
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COMMENT
Concerned about short term input costs of chemicals, etc. 17 Buys, 3 Holds, 0 Sells.
BUY
Yesterday, DD reported a good quarter, but the stock fell yesterday and today. And this after raising its forecast. Industrials as a whole are down. Wall Street doesn't realize there's a new Dupont. It's a long-term valuation creation play. It produces specialty chemicals. The CEO has a great track record unlocking value in companies. He's dumping non-core businesses and adding productive ones, such as as joint venture with a semiconductor company. He sold a nutrition/life sciences business to pay down debt.The CEO has also made deals to add exposure to EVs. DD sales are up YOY, and boasted an earnings beat. Q2-2021 sales are up 26% YOY. The CEO also raised the company forecast. DD bought back shares, too.
BUY ON WEAKNESS
Generally likes the chemical areas. Tends to participate in many growth aspects. Would look to nibble at it. Would wait for weakness to add to the portfolio.
BUY
He expects a good quarter next week. They make a lot of materials for houses (which are booming) and more importantly cell phones (also booming). DD sold off its nutrition business and bought back a lot of shares. The CEO has created a lot of value of the years.
BUY
He owned a big position, then DD sunk like a stone despite delivering a good quarter. He sold at $86, but is buying it back now.
BUY
They report Tuesday. This is the "new" Dupont, now operating and thriving in autos, 5G, electronics and housing. He expects a great quarter. It's spewing cash.
DON'T BUY
They went through a big re-organization, splitting into a number of different businesses. He is not bullish on the outlook.
DON'T BUY
The Dupont restructuring is difficult to understand the values of each of the three component companies. There is too much debt for him to own DD.
COMMENT
It is split up into Dow and Dupont again. Dupont is a petro-chemical company going through difficult times. DOW is a bit more specialized. It has a 5%+ dividend. They are both defensive stocks over 10 years.
DON'T BUY

This is in a tentative deal with Dow Chemical. DuPont was a bit of an MBA class analysis that was not run particularly well. Always a little bit of an underachiever. Nelson Peltz came, got some board seats and encouraged change. If they get together with Dow, we’ll see what comes out of it. He wouldn’t buy it at this point, simply because of the change that is going on, but he likes this scenario.

HOLD

It is a chemical company that is involved in a merger with Dow Chemical. It is a merger of equals. It should get approval by end of year. EU approval will be early 2017. They will be splitting into three separate companies soon after the merger. He expects these companies to be attractive.

BUY

DuPont (DD-N) and Dow (DOW-N) merger? Generally, when you put 2 big businesses together, there is going to be plenty of opportunity to cut costs and there are going to be synergies. Ultimately it is going to be a pretty good deal for shareholders. You could own either.

HOLD

Dupont and Dow are merging and then splitting into 3 companies. The proper value will get assigned to these companies and it will probably be more than before the split.

COMMENT

Just spun off their performance chemicals division and kept the more stable division of agriculture, etc. Performance has not done too well lately and there is no short term catalyst. A good company over the long-term and something you should consider owning, but not necessarily today.

COMMENT

Likes this company. They are getting rid of and have gotten rid of a lot of fringe businesses. Right now they are what he would term as a high-tech producer. Have a lot of agricultural business.

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