Barclays upgrades Corteva stock rating to Overweight on strong growth outlook

Published 13/08/2025, 07:46
Barclays upgrades Corteva stock rating to Overweight on strong growth outlook

Investing.com - Barclays (LON:BARC) has upgraded Corteva Inc. (NYSE:CTVA) from Equalweight to Overweight and raised its price target to $84.00 from $75.00. The stock, currently trading at $71.03, has shown strong momentum with a 38.8% return over the past year. According to InvestingPro analysis, the stock appears slightly overvalued at current levels.

The upgrade reflects Barclays’ positive outlook on Corteva’s growth prospects, particularly in Latin America where the firm expects solid acreage growth to benefit the agricultural products company.

Barclays noted that while Corteva should see overall pricing growth in its Seed segment, this would be mostly offset by pricing in the Crop Protection (CP) segment, leaving volume as the main driver for top-line growth.

The research firm highlighted Corteva’s strong cost savings and innovation as key factors boosting profitability, which showed solid gains in the second quarter of 2025.

Barclays projects approximately 8% growth in adjusted EBITDA for the second half of the year and anticipates double-digit gains for 2026, with its overall estimates aligning with the midpoint of Corteva’s new guidance.

In other recent news, Corteva Inc. has reported impressive financial results for the second quarter of 2025, exceeding analysts’ expectations with an earnings per share of $2.20, compared to the projected $1.89. The company also surpassed revenue forecasts, reporting $6.54 billion against the expected $6.27 billion. Following this strong performance, RBC Capital raised its price target for Corteva to $86, maintaining an Outperform rating. Similarly, KeyBanc increased its price target to $85, citing robust execution across all business segments, with Seed prices and volumes up 3% and Crop Protection volumes increasing by 11%. Oppenheimer reiterated its Outperform rating with a price target of $87, noting the company’s solid second-quarter results and stable outlook for the remainder of the year. Corteva’s guidance highlights stabilizing Crop Protection dynamics in Latin America and anticipates mid-single-digit acreage growth. These developments reflect the company’s strong position in the market and its continued growth trajectory.

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