DuPont stock price target raised to $94 from $93 at RBC Capital

Investing.com - RBC Capital raised its price target on DuPont (NYSE:DD) to $94.00 from $93.00 on Friday, while maintaining an Outperform rating on the chemical company’s stock. According to InvestingPro data, DuPont currently commands a market capitalization of $29.52 billion and appears undervalued based on its Fair Value analysis.

The price target adjustment follows DuPont’s quarterly results, which RBC described as "solid" with second-quarter earnings exceeding expectations and third-quarter/full-year 2025 guidance coming in above consensus estimates. This optimism is reflected in InvestingPro data showing eight analysts recently revising their earnings estimates upward, with the company maintaining a strong analyst consensus recommendation of 1.39 (Strong Buy).

RBC noted that ongoing end market recovery continues to benefit DuPont’s earnings, and the firm remains positive on the stock ahead of upcoming catalysts, including the November 1 Electronics "Qnity" spin-off and a possible aramids sale. The company has demonstrated stable financial performance with $12.61 billion in revenue and $3.23 billion in EBITDA over the last twelve months. Get deeper insights into DuPont’s financial health and 12+ additional ProTips with an InvestingPro subscription.

The investment bank also cited DuPont’s valuation as a positive factor, stating it expects the company’s multiple to re-rate following the spin-off completion.

RBC adjusted its EBITDA estimates for DuPont to $875 million for Q3, $3.36 billion for FY25, and $3.55 billion for FY26, up from previous estimates of $870 million, $3.28 billion, and $3.50 billion, respectively.

In other recent news, DuPont’s quarterly earnings report revealed a strong performance that led KeyBanc to raise its price target for the company from $87 to $92, maintaining an Overweight rating. The earnings beat was attributed to robust results in the electronics, water, and healthcare segments, which helped offset weaknesses in industrial and building & construction markets. Additionally, DuPont, along with The Chemours Company (NYSE:CC) and Corteva (NYSE:CTVA) Inc., has agreed to a proposed $875 million settlement with the State of New Jersey to address historical environmental contamination claims. This settlement is pending approval by the Federal District Court of New Jersey.

In another development, the State Administration for Market Regulation of China has suspended its antitrust investigation into DuPont’s Tyvek business. This investigation, initially announced in April, was focused on potential anti-monopoly law violations. The suspension of the probe comes amid ongoing trade tensions between China and the United States. These recent developments highlight significant legal and regulatory activities involving DuPont.

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