DD – DuPont de Nemours, Inc.

Investment Analysis of DuPont de Nemours, Inc. (DD) – December 2025

Publication Date: December 05, 2025

Company Overview

DuPont de Nemours, Inc. (NYSE: DD), headquartered in Wilmington, Delaware, stands as a distinguished player in the specialty chemicals industry. Formed from the merger of DuPont and Dow Chemical, and officially branded as DuPont in June 2019, the company has effectively positioned itself as a leader by providing innovative solutions across multiple sectors, including electronics, automotive, aerospace, healthcare, and industrial applications. Utilizing its two primary segments, ElectronicsCo and IndustrialsCo, DuPont delivers technologically advanced materials essential for semiconductor fabrication and advanced packaging. Presently, the specialty chemicals industry is experiencing robust growth, and DuPont’s strategic positioning within this market underscores its potential for significant returns, making it a compelling opportunity for investors.

52-Week Price Performance Analysis

Over the past year, DuPont’s stock has exhibited a marked bullish trend. The stock currently trades at $40.15, nestled comfortably within a 52-week range between $22.50 (low) and $41.23 (high). A significant breakout occurred in October, which pushed prices north of the $34 resistance level, which now acts as a support.

Key Price Levels

• Current Price: $40.15
• 52-Week High: $41.23
• 52-Week Low: $22.50
• Support Level: Approximately $34
• Resistance Level: Near $40

The stock’s movement has been generally positive, demonstrating a 17.39% increase from this new support level of $34. Additionally, the fifty-day moving average currently stands at $35.70, reinforcing the upward momentum observed. Investors should pay attention to the resistance around the $40 mark, as any consolidation here could signal either a continuation of the bullish trend or a potential pullback.

Financial Performance and Metrics

DuPont de Nemours, Inc. showcases robust financial performance, positioning the company for long-term growth. Recent reports indicate:

• Total Revenue: Approximately $12.84 billion
• EBITDA: $3.28 billion, reflecting strong operational leverage and the company’s ability to generate earnings before interest, taxes, depreciation, and amortization.
• Shares Outstanding: 418,975,324, with 24,567,974 shares (or 6.64% of the float) held short, signifying a moderate level of bearish sentiment.

Despite the recent strategic shifts, including the spin-off of its electronics division, DuPont has re-evaluated its 2025 net sales forecast to $6.87 billion, down from $12.85 billion. This adjustment reflects the diminishing contributions from the spun-off segment but still underscores the company’s resilience and the potential for significant stability amidst market fluctuations.

Recent News and Developments

DuPont has made headlines recently with several pivotal announcements:

1. Division Spin-off: The completion of the spin-off of its electronics division, resulting in the creation of Qnity Electronics Inc. on November 1, 2025. This strategic decision is expected to sharpen DuPont’s focus on its core specialty chemicals operations.

2. Revenue Revision: Following the spin-off, DuPont lowered its 2025 net sales forecast to $6.87 billion.

3. Business Sale: DuPont has agreed to divest its Aramids business, including the renowned Kevlar and Nomex brands, to Arclin for $1.8 billion, with the transaction anticipated to close in the first quarter of 2026.

4. Legal Matters: The company has also settled a longstanding lawsuit related to water contamination in Hoosick Falls, New York, agreeing to pay $27 million, pending federal court approval.

These developments suggest DuPont’s commitment to streamlining its operations while addressing potential liabilities.

Market Sentiment and Analyst Recommendations

Market sentiment toward DuPont de Nemours, Inc. remains cautiously optimistic, particularly following its recent price performance and strategic decisions. The consensus among analysts suggests a “Strong Buy,” with an average price target of $47.25, indicating considerable upside potential from the current trading price.

Analyst Insights

• Mean Price Target: $47.25
• Target High Price: $51.00
• Target Low Price: $44.00
• Mean Recommendation Rating: 1.47 (the lower the number, the stronger the buy recommendation)

While Deutsche Bank has lowered its price target to $46.00, the overall consensus remains bullish, bolstered by strong fundamentals and continued growth in the specialty chemicals sector.

Opportunities and Risks

Opportunities

• Strong Market Position: DuPont’s established role in the specialty chemicals market positions it favorably for growth.
• Innovative Product Portfolio: The company’s commitment to R&D presents multiple avenues for revenue generation.

Risks

• Market Volatility: The stock has shown some sensitivity to market changes, particularly post-spin-off, requiring diligent monitoring by investors.
• Legal Liabilities: Pending court approvals on settlements may introduce additional financial strain or public relations challenges.

Conclusion

In summary, DuPont de Nemours, Inc. emerges as a significant player in the specialty chemicals industry, underscored by its strategic transformations, robust financial metrics, and favorable market sentiment. The stock’s technical indicators point toward ongoing bullish momentum, providing retail investors with a compelling case for potential investment. As the company navigates challenges and opportunities alike, maintaining vigilance around key price levels and market developments will remain essential for stakeholders.

Investors would do well to consider DuPont as a promising investment opportunity in the specialty chemicals sector, with careful attention to the underlying risks and market dynamics that may impact future performance.

Metric	Value
Market Cap	$16.8b
Total Debt	$9.3b
Total Cash	$2.0b
Shares Outstanding	419.0m
Float Shares	417.3m