NYSE:DD

DuPont de Nemours Inc. (DD)

47.65
-0.32 (0.67%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
50 watching
0
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.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
BASF, BAS
BUY
Has it in a few US accounts because of its exposure to chemicals, but mostly due to their agriculture exposure. Likes their acquisition of Danisco, which is in the food business, which is a good area.
COMMENT
Very well diversified chemical play. In essence it’s your view on US GDP growth as it has such a wide exposure to so many sectors. If you own, you might want to consider taking some profits.
BUY
Science and technology with about 20% in agriculture. Just recently bought this one. Has lots of potential. Good valuation.
BUY
2nd biggest seed company globally and he likes this space.
PAST TOP PICK
(A Top Pick Aug 19/10. Up 57.1%.) Although he had recommended it, he missed Buying it himself. Thinks it will work higher.
TOP PICK
A science and technology company in addition to a chemical company. Trading at 14x earnings, good dividend, good exposure to agri-business (20-25%) through seeds and fungicides, etc. 3.2% dividend..
BUY
Likes the outlook; good dividend and global exposure.
TOP PICK
If you want a conglomerate that covers a global recovery in everything, technology, food, etc. it has to be this company. Great chart with a linear uptrend and working its way higher.
BUY
On his buy list. Going to buy slightly below where it is now. Great track record getting patents and turning a high percentage into products. Very positive outlook. Dividend policy was wishy-washy but feels the dividend will increase.
BUY
Likes the materials sector.
DON'T BUY
Chemical company. Had a nice run from its lows in the last few months. A little bit too diversified and has a lot of exposure to the plastics. Likes the chemical sector because a lot of their expenses come from natural gas, which is very cheap now. Prefers FMC (FMC-N), a lithium producer. Lithium is going to be very important going forward because of hybrid cars.
PAST TOP PICK
(A Top Pick Jan 11/08. Down 43.3%.) Sold his holdings. If you own, continue to Hold. 6.8% yield.
DON'T BUY
Major bulk polymer producers have had their prices falling drastically and as well, deflation is happening in terms of commodity prices. They don't have the pricing power to increase margins. This could result in a lower dividend.
PAST TOP PICK
(A Top Pick Nov 6/07. Down 40%.) 25% of its business is in agriculture. The other 75% was having great difficulties. Agricultural boom is not over.
TOP PICK
Chemical conglomerate. Likes their position in agriculture. Sales were up 23% year over year. First half earnings were up over 20%. Trades at 12X earnings with a dividend yield of almost 4%.
Showing 76 to 90 of 124 entries