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
TOP PICK
Roughly 26% of sales come from the agricultural area. More and more, this company will be recognized as a player in the seed and pesticide area. Also doing great things with solar and specialized materials.
TOP PICK
Have 5 major operating areas. Agriculture and pesticides is one of the key areas to earnings.
HOLD
Chemical stocks in general are acting extremely well. They are late cycle players. If you are a long-term investor, this would be a stock you could own.
TOP PICK
Next year will come out with a new line of seeds. Seed business has been "growing" and will continue to accelerate.
TOP PICK
A dynamic applied research and technology firm. Production of seeds for corn, soybeans etc, which is taking "off like a rocket" Doing some amazing things with the coatings and materials area.
TOP PICK
There will be a massive shift in the dietary habits of emerging markets. He now has a 16% exposure to agriculture in his portfolios. This is one of the world's great applied research technology companies.
TOP PICK
A leader in high tech and innovative research. Immediate attraction is the agricultural area. There is increased demand for protein based foods in the Far East. Dupont is producing a very hardy seed that will be rolled out next year.
TOP PICK
A world leader in research and innovation. Likes their work on seeds for improvement of productivity. Doing a lot of work with bio-butanol. This will be a long-term hold.
TOP PICK
This one is cheap with a great ROE of 20%-25% a year. Good debt to capitalization ratio. This company is one of the most exciting plays in terms of the biotech field.
BUY
Of the chemical companies, this is the one he would probably own. Have a life sciences division that is starting to come to the fore as a % of revenues. Also coming out with new high fibre products that are starting to add incrementally to their earnings.
COMMENT
A 5-year chart would show a lot of ups and downs. Right now, there is clear resistance developing where stocks globally relating to commodities have made their peaks. Risk/reward does not look too favourable. If you own, you may want to sell your stocks and buy call options. At the very minimum, you should trail up a stop or buy a put to protect against the downside.
COMMENT
Strong institutional buying which is why the multiple is higher. Trying to add more life sciences to their business so there are more growth expectations built into the stock. Been on a bumpy ride because feedstock prices have been all over the place. Check the whole group and for every $1 change of natural gas, what do the earnings do? Gives you a better idea for the long-term.
WEAK BUY
Have quite an array of diverse products. He has a small weighting of this in his fund.
WEAK BUY
They have exposure to the rising input costs. On the other hand, they are world class company. If you feel global growth will accelerate, particularly out of Japan, it should be a good play, otherwise you shouldn’t be there.
BUY
Risk reward prespective we are there. Support on a short term basis. Much below $35 would be worried. Look at long term ranges.
Showing 106 to 120 of 124 entries