BMO maintains DuPont Outperform rating, $105 target

Published 12/02/2025, 17:22
BMO maintains DuPont Outperform rating, $105 target

On Wednesday, BMO Capital Markets maintained a positive outlook on DuPont de Nemours, Inc. stock (NYSE:DD), reiterating an Outperform rating and a price target of $105.00. The affirmation follows DuPont’s recent performance, which saw the company’s Electronics & Imaging (E&I) and Water & Protection (W&P) segments surpass expectations. DuPont’s financial results were bolstered by strong semiconductor and integrated circuit volume growth, alongside solid advancements in their water business and a rebound in healthcare-related segments.

The company’s full-year guidance aligns with market consensus and may even exceed the expectations of some investors. Prior concerns that the automotive and consumer electronics sectors might negatively impact the E&I segment, as well as potential challenges from foreign exchange rates, were dispelled by DuPont’s robust earnings report. The positive results and steady guidance are anticipated to renew investor interest in DuPont, especially as the company approaches a strategic split scheduled for late 2025, which is expected to enhance shareholder value.

BMO Capital’s analyst highlighted the company’s strong quarter, noting that the solid beat and guidance should drive the stock higher, particularly due to the strength in electronics and growth in the water and healthcare sectors. The upcoming split of the company is also seen as a catalyst for further interest and investment in DuPont.

The analyst’s remarks underscore DuPont’s status as a top selection for investors, reinforcing the Outperform rating. The company’s solid performance in key growth areas, coupled with a strategic plan for the future, positions DuPont favorably in the eyes of BMO Capital Markets as it continues to navigate the global market.

In other recent news, DuPont has been a subject of discussion following its impressive fourth-quarter earnings and an optimistic 2025 outlook. The company reported a Q4 earnings per share (EPS) of $1.13, exceeding the guided figure of $0.98. This performance was partially attributed to benefits from a higher share repurchase, a lower tax rate, reduced foreign exchange losses, and lower interest expenses.

DuPont’s organic sales also saw a year-over-year increase of 7%, with an 8% volume increase, particularly in the electronics sector, and a 1% price decrease. However, the Shelter segment remained flat due to challenges in the North American construction market. Despite these results, BofA Securities maintained an Underperform rating for DuPont, but raised its stock price target to $88 from $82.

In terms of future expectations, DuPont provided an optimistic outlook for 2025, with Q1 2025 EPS forecasted at $0.95 and revenue at $3.025 billion. For the full year, DuPont anticipates an EPS between $4.30 and $4.40, and revenue ranging from $12.8 to $12.9 billion. These recent developments provide crucial insights for investors interested in DuPont’s financial performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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