DuPont stock price target raised to $92 from $87 at KeyBanc on electronics strength

Investing.com - KeyBanc raised its price target on DuPont (NYSE:DD) to $92.00 from $87.00 on Wednesday, while maintaining an Overweight rating on the chemical company’s stock. According to InvestingPro data, DuPont currently trades below its Fair Value, with analysts setting targets ranging from $47 to $113.

The price target increase follows DuPont’s quarterly earnings beat, driven by strong performance in its electronics, water, and healthcare segments, which offset weakness in industrial and building & construction markets.

KeyBanc highlighted DuPont’s advantageous positioning in the semiconductor market, noting its outsized exposure to advanced nodes (35% versus industry average of approximately 20%) and AI/data centers (about 15% versus industry average of 5%). This positioning has enabled DuPont to deliver growth ahead of its peers.

The firm pointed to emerging signs of recovery in legacy semiconductor nodes in the second half of 2025, which could support earnings growth into 2026. Despite this positive outlook, KeyBanc noted DuPont revised its Industrials segment organic growth forecast down to 2% from 3%.

KeyBanc expressed optimism about DuPont’s upcoming November spin-off of its electronics business, Qnity, which the firm expects will receive a higher valuation multiple as a standalone entity.

In other recent news, DuPont de Nemours, Inc. has agreed to a proposed $875 million settlement with the State of New Jersey, alongside The Chemours Company (NYSE:CC) and Corteva (NYSE:CTVA) Inc. This settlement aims to resolve claims related to historical environmental contamination at several former operating sites. The agreement is pending approval by the Federal District Court of New Jersey. Additionally, DuPont reported that China’s State Administration for Market Regulation has suspended its antitrust investigation into the company’s Tyvek business. This investigation was initially launched in April due to alleged violations of China’s anti-monopoly law. On the financial front, UBS has raised its price target for DuPont to $89, maintaining a Buy rating on the stock. This adjustment comes ahead of DuPont’s planned spin-off of its electronics business, Qnity, which is scheduled for November 1. The electronics segment accounts for approximately 45% of DuPont’s EBITDA.

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