DuPont de Nemours, Inc.

DuPont has consistently beaten EPS estimates for three consecutive quarters, most recently Q1 2026 with $1.65 vs. $0.49 expected. Earnings are forecast to grow 23.5% per annum, and the company raised its quarterly dividend by 200% to $0.60 per share, signaling strong confidence in cash generation.

DuPont's revenue declined sharply to $6.85 billion in 2025 from $12.4 billion in 2024, and the company reported a negative net income margin of -0.42%. Cash flow trends show consistent negative net cash flow, with 2025 at -$1.55 billion, raising serious concerns about underlying profitability.

Morningstar raised its fair value estimate to $165 per share following DuPont's 1-for-3 reverse stock split, viewing current prices as a good entry point for long-term investors. The broader analyst consensus shows 14 Buy and 0 Sell ratings, with a median price target of $170.50, implying over 26% upside.

Goldman Sachs maintained a Neutral rating on DuPont even after adjusting its price target to $159, suggesting limited conviction in near-term upside. Morgan Stanley also maintained an Equal-Weight rating, indicating that a meaningful segment of the analyst community sees the stock as fairly valued at current levels.

Morningstar expects volume growth in DuPont's water and healthcare businesses, and anticipates the company's pricing power — underpinning its narrow economic moat — will allow it to offset cost inflation. Revenue growth forecasts for water and industrial technologies businesses were revised upward following the reverse split.

DuPont faces significant headwinds from ongoing litigation over 'forever chemicals,' macroeconomic uncertainty, and cost inflation stemming from the Middle East conflict. A Zacks Strong Sell designation contrasts sharply with the broader analyst consensus, highlighting unresolved risks that could weigh on execution in targeted growth segments.