UBS raises DuPont stock price target to $103, maintains Buy rating

Published 26/02/2025, 00:25
Updated 26/02/2025, 00:27
UBS raises DuPont stock price target to $103, maintains Buy rating

Tuesday, UBS analyst Joshua Spector increased the price target on DuPont (NYSE:DD) shares to $103.00, up from $102.00, while reiterating a Buy rating on the stock. According to InvestingPro data, DuPont currently maintains a "GOOD" overall financial health score, with particularly strong marks in profit and price momentum metrics. Spector’s endorsement follows DuPont’s fourth-quarter earnings and projections for the year 2025, which he believes strike a balance between demonstrating organic growth and setting conservative estimates for the future.

Spector highlighted DuPont’s performance in the fourth quarter, noting the company’s organic growth, particularly in the electronics sector. The company has shown resilience with a 19.3% total return over the past year and has maintained dividend payments for 54 consecutive years. He pointed out that even with modest expectations, DuPont is positioned for positive organic growth across all sub-segments for 2025 without needing a significant recovery. Spector emphasized the company’s strong exposure to secular growth trends in electronics, which is expected to drive approximately 8% organic growth in that segment.

The UBS analyst also mentioned DuPont’s year-over-year growth on the industrial side of its business, which benefits from easy comparisons to previous periods and could see further upside if industrial indicators and demand begin to improve. He commended DuPont for consistently exceeding expectations, with an average beat of 8% over the last four quarters, including a 12% beat in the first half and 4% in the second half of the year.

Spector’s analysis suggests that DuPont’s performance sets a solid precedent for the company as it heads into 2025, with InvestingPro forecasting EPS of $4.40 for the year. With a raised price target and a maintained Buy rating, the analysis from UBS indicates confidence in DuPont’s stock performance and growth potential in the near future. For deeper insights into DuPont’s valuation and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro along with 8 additional key investment tips for the company.

In other recent news, DuPont announced the appointment of Kurt McMaken to its Board of Directors, bringing his extensive financial and strategic planning expertise to the company. In terms of financial performance, DuPont reported impressive fourth-quarter earnings, with a notable earnings per share of $1.13, surpassing the expected $0.98. The company’s Electronics & Imaging and Water & Protection segments contributed significantly to this growth, with a 10% organic increase in the electronics sector. BMO Capital Markets responded by raising its price target to $112, maintaining an Outperform rating, while Barclays (LON:BARC) upgraded DuPont’s stock from Underweight to Equalweight, increasing the target to $89.

Additionally, BofA Securities adjusted DuPont’s price target to $88, maintaining an Underperform rating despite the strong earnings report. Analysts from BMO Capital noted that DuPont’s robust performance in the Electronics, Water, and Healthcare segments laid a solid foundation for future growth. DuPont is also preparing for a strategic split scheduled for late 2025, which is expected to enhance shareholder value. The company’s guidance for 2025 projects organic sales growth in its ElectronicsCo division of around 6-7%. These developments reflect a positive outlook for DuPont, as analysts continue to express confidence in the company’s growth trajectory.

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