economy
February 10, 2026
Our DuPont thesis is working according to plan. We're raising our price target
A solid first outing for the new DuPont, which on Nov. 1 spun off its electronics business.
TL;DR
- DuPont exceeded Q4 revenue and EPS estimates, boosting its stock to a new record high.
- The company's recent spin-off of its electronics business into Qnity Electronics has been successful, with both entities performing well.
- The remaining DuPont focuses on healthcare/water and diversified industrials, with both segments contributing to strong EBITDA despite flat sales.
- The healthcare and water segment saw mid-single-digit organic growth, while the diversified industrials segment experienced a decline in building technologies but strength in aerospace.
- Management reaffirmed medium-term financial targets and provided positive guidance for Q1 and full-year 2026, with an increased price target of $55.
Continue reading the original article