NYSE:DOW

Dow Inc. (Formerly Dow Chemical) (DOW-N) (DOW)

29.92
+0.62 (2.12%)
as of Jul 17, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 17, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Dow Inc. has shown impressive performance, notably up 78% in Q1, making it one of the leading performers on the S&P index. This surge was initially fueled by anticipated interest rate cuts and intensified by shortages in petrochemicals due to geopolitical tensions involving Iran. Within this context, Dow enjoys an advantageous position by utilizing domestic oil, thus sidestepping challenges related to oil supply disruptions in the Gulf. However, for sustainable growth, Dow still relies on the revival of demand from Chinese buyers. While the stock has had a strong showing, experts suggest taking profits considering the cyclical nature of the market.

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Consensus
Mixed
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Valuation
Fair Value
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WATCH
Pullout by Kuwait on the expected takeover of Rohm & Haas Co. Some clarity is needed as to whether they pay the full $78 financing, selling some assets there will be some volatility in the short-term. Longer-term an excellent company. 10.6% dividend.
BUY
Always been a very well run company. Complicated company to try to figure out because of a lot of moving parts including being a very large petrochemical user. Good dividend yield and trading at pretty reasonable earnings.
COMMENT
Chemical stocks in general are acting extremely well. They are late cycle players. If you are a short-term investor, you might get a bump on this one.
BUY
The rise in cost of feedstock has left the stock moving sideways the last 4 months. 3.7% dividend should be safe. The biggest impetus for them is to be able to pass costs onto their customers. Good-quality stock, but don't expect a lot of growth.
COMMENT
One of the few industries that have reasonable pricing ability with their clients. Reasonably good cash flow. Not highly leveraged. Cyclical.
COMMENT
Chemical companies won through some tough times and DOW did a good job of restructuring.
HOLD
Cyclical, so not a long-term investment. The chemical cycle is doing better now. Energy prices have come down significantly and this is their raw material. The price for their product has not come down and margins have expanded.
DON'T BUY
An economically sensitive stock as its commodity chemicals. Down 6% over the last year.
DON'T BUY
There has been a move away from economically sensitive stocks. Price performance is not as strong or participating in the rally as others.
WATCH
The model price is $40.86. A positive 18% differential. It's on his radar. $29.77 would be an absolute steal.
BUY
Demand they expected is low and the cost structure is going up because of higher oil/gas prices. At these levels, 8 X earnings, you should buy a company like this, because over the long-term, it's at good company.
SELL
The chemical sector overall has been having a fairly difficult time. This one is a large company and is heavily owned by index funds and index investors and in the last three years there has been a continual unweighting in favour of midsize companies that are growing faster.
BUY
The stock looks like it has bottomed. Weaker natural gas over the last little while has helped on their input costs. They increased their dividend. A powerful cash generator. A bit of a defensive stock.
HOLD
The biggest problem for most of the chemical companies is the cost of their feedstock. Now that natural gas prices have started to come down, there are opportunities for a little bit more leveling off of the company. The dividend is attractive. The problem he sees is that in the long run they haven't been able to generate enough free cash flow to cover their capital expenditures.
DON'T BUY
Have had a wonderful year, but people thinks this is as good as it gets.
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