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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BUY ON WEAKNESS
Great pullback early July. Anywhere around the $40 level is good. A lot of their earnings come from outside of North America. Make a lot of their chemicals out of petroleum so it is very easy for them to get hit on the wrong side of oil.
PAST TOP PICK
(A Top Pick July 19/07. Down 20%.) 2 parts of this company. He was interested in the seed and pesticides divisions, which are about 26% of the company's business. The other 74% is what is hurting. P/E ratio is quite low, ROE is still excellent and has a 3.5% dividend. Would still be a Buy subject to your views of the market.
PAST TOP PICK
(A Top Pick June 4/07. Down 9%.) Has been a disappointment. Likes its 25% exposure to the agriculture field, both in pesticides and seeds. 2 other areas of this company are being hit by the US slowdown. Would still be a Buyer.
PAST TOP PICK
(A Top Pick May 16/07. Down 4%.) Agriculture is about 25% of their sales and has been ramping up 15%+ a year in earnings growth. Their other businesses are lagging. In an economic recovery, technical/research expertise will pick up earnings for the rest of the company. Still a Buy.
TOP PICK
Cautious on the market so his 3 top picks are deep value. Main attraction is that it is an applied technology company, great research, 1000 new products every year and will benefit from agriculture. Making very good money in the emerging markets. Forecasting good growth.
DON'T BUY
A bellwether stock on the global economy to a large extent and from that point of view, he is not sure he would be jumping into this one right at the moment. It will be squeezed on the cost side and there inability to pass those increases on because of the slowing economy.
TOP PICK
Revamped things, moved to accelerate the overall sales growth from 5 up to 7-8%. They’re making dramatic cost cuts across the company. Building their presence in emerging markets. They’re planning to increase earnings per share to +10%. Has no credit risk.
PAST TOP PICK
(A Top Pick Mar 2/07. Down 5% including dividends.) Still a Buy. A world leader in the seed and pesticide business. Great broad-based applied high tech firm. What is holding it back is that 75% is not in the agricultural business. If you own, average down.
TOP PICK
(A Top Pick Mar 21/07. Down 11.5 %.) He had focused on agriculture and fertilizer, which is the fastest-growing component for them. The market had focused on the other 75% of the business, which was sensitive to the economy. A great Buy here.
STRONG BUY
One of the cheapest agricultural stocks around at about 13X 08 earnings. If you look at what might happen with the growth in the seed and pesticide businesses, it is a lot cheaper looking through 09. 3.75% yield. Cheap.
TOP PICK
Looking for $3.50 a share into 08, which is about 13.3Xearnings as compared to Monsanto (MON-N) at about 30X earnings. 25% discount from the market PE, which is historically low. His target is 16.5X, which would give you a 25% gain. Main impetus for growth in 08 and 08 will be the seed and pesticide business. Expecting interesting developments on coatings, solar panels, etc.
BUY
(Market Call Minute.) Has access to nanotechnology and biotech.
TOP PICK
His favourite applied research and technology company. Doing some great work in the agricultural area, which is 25% of its overall sales. With the growth in seeds and pesticides you should see a very good 08 and 09. 3.5% yield. Trades at 13X next year's earnings and he can see it going up to 15X or 16X.
TOP PICK
First it's his favourite, applied R & D company. Took over a seed company, and in 2008 will be coming up with a new seed. Doing lots of interesting things in other areas as well. Risk is the cyclical business of the paint part of the business as well as the US economy.
TOP PICK
One of the most exciting companies in the world. Close to one quarter of the business is coming from the seed/agricultural side. Just launched new soybean seeds that will increase production per acre dramatically. Also doing great work in solar cells to make energy more efficient. Very cheap.
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