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Investing.com - Jefferies has raised its price target on Nordson (NASDAQ:NDSN) stock to $240.00 from $230.00 while maintaining a Hold rating on the shares. The new target represents potential upside from the current price of $219.77, though InvestingPro analysis suggests the stock is currently trading near its Fair Value.
The firm’s decision follows Nordson’s quarterly results, which exceeded expectations due to stronger operating performance, with impressive gross profit margins of 54.78%. Jefferies noted that Nordson’s guidance for the fourth quarter appears "very achievable." According to InvestingPro, the company maintains solid financial health metrics, with 8 additional key insights available to subscribers.
The research firm anticipates a "strong recovery" for Nordson heading into 2026, with margins expected to benefit from cost savings, operating leverage, and advantages from the company’s 80/20 initiative, which includes a divestiture.
Jefferies expects Nordson to experience growth recovery in fiscal year 2026, accompanied by margin expansion resulting from improved operating leverage, fixed cost savings, and the divestiture of a lower-margin contract manufacturing business within the company’s MFS segment.
The firm characterized Nordson’s current guidance as not only achievable but "potentially conservative," suggesting the company might outperform its stated targets.
In other recent news, Nordson Corporation reported strong financial results for the third quarter of 2025. The company posted an earnings per share (EPS) of $2.73, surpassing the forecast of $2.63. Additionally, Nordson’s revenue reached $742 million, exceeding the anticipated $723.96 million. These results have drawn positive attention from analysts, with KeyBanc reiterating its Overweight rating and setting a price target of $250, highlighting the strong performance of Nordson’s Advanced Technology Systems segment. Similarly, DA Davidson maintained its Buy rating on the stock with a price target of $285, noting that both sales and adjusted operating profit exceeded their expectations. Nordson’s operational earnings surpassed DA Davidson’s estimates by $0.12 per share. These recent developments underscore the company’s robust performance and strategic direction.
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