Key Stats for DuPont Stock
- Price Change: +3.90%
- Current Price: ~$51
- TIKR Model Target: $63
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What Happened?
DuPont de Nemours, Inc. (DD) climbed 3.90% to close near $51.36 on Wednesday, outperforming the broader market as investors aggressively bought the stock following a stellar earnings report and shareholder-friendly capital allocation updates.
Despite this recent pop, the stock is still down 30.8% over the past year, creating a compelling turnaround narrative.
The rally was ignited by a strong fourth-quarter performance, where DuPont posted a solid earnings beat driven by rigorous “cost discipline” and expanding operating margins.
CEO Lori Koch highlighted that the company delivered an adjusted EPS of $1.68 per share for the full year, representing a 16% year-over-year increase.
Investors were particularly thrilled by the company’s aggressive commitment to returning cash.
Management announced a new share buyback program, building upon the $500 million accelerated share repurchase (ASR) executed in the fourth quarter.
This robust cash return profile is highly attractive in a shaky market, positioning DuPont as a safe, profitable haven.
The bullish sentiment was cemented by a wave of analyst upgrades.
Major banks, including Citigroup (which raised its price target to $59) and Wells Fargo, hiked their expectations for the stock.
With stabilizing end markets in construction and a streamlined portfolio, Wall Street is increasingly confident in DuPont’s medium-term targets.
See analysts’ growth forecasts and price targets for DuPont stock (It’s free!) >>>
Is DuPont Undervalued Today?
During the earnings call, CEO Lori Koch laid out the bullish case for the company’s operational transformation and capital return strategy.
She stated: “We finished the year strong, delivering full year organic sales growth of 2%, operating EBITDA growth of 6% and 100 basis points of margin expansion. Operational discipline and a focus on productivity were key to our earnings growth…”
Koch also emphasized their strong financial position: “We previously announced a $2 billion share repurchase authorization, and we executed a $500 million ASR in the fourth quarter… A strong balance sheet is a priority for us.”
CFO Antonella Franzen reinforced the optimistic outlook for 2026: “Our full year net sales guidance assumes about 3% organic growth… Our adjusted EPS guidance at the midpoint assumes about a 35% increase on a reported basis.”
Read the full DuPont Transcript on TIKR to see the 2026 Roadmap >>>
According to TIKR’s Advanced Valuation Model, the stock has significant room to run as the market digests the company’s improved profitability and impending $1.1 billion net cash influx from the Aramids divestiture.
- Target Price: $63
- Current Price: ~$51
- Potential Upside: +22.2%
Valuation Deep Dive
The investment case for DuPont is a classic “margin compounder and capital return” story.
With the stock trading at ~$51 after a massive 31% drop over the trailing 12 months, the market is currently pricing in legacy industrial weakness. However, the $63 target implies that DuPont’s leaner portfolio will drive significant multiple expansion.
- The Buyback Floor: The execution of a massive share repurchase program acts as a structural floor for the stock price, mathematically boosting EPS even in a slow-growth macroeconomic environment.
- The Margin Expansion: Through continuous Kaizen events and operational excellence, DuPont is systematically stripping out costs, leading to an expected 60 to 80 basis points of margin expansion in 2026.
- The Value Gap: The $63 target reflects the reality that DuPont is no longer a commodity chemical company, but a premier provider of technology-based materials with a “Vitality Index” of 30%, meaning new products drive substantial high-margin revenue.
If DuPont can successfully execute its 2026 guidance and deploy its impending divestiture proceeds effectively, the path back to $62.76 is highly achievable.
Conclusion: A safe haven in a stormy market. With over 22% upside potential to the TIKR target of $62.76, DuPont offers a compelling mix of defensive stability, robust dividends, and share repurchases for value-oriented investors.
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How Much Upside Does DuPont Stock Have From Here?
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
