Core Viewpoint - Bank of America Securities analyst Steve Byrne downgraded Dow Inc. from Buy to Underperform, citing a "perfect storm" of weakening macroeconomic conditions, rising U.S. feedstock costs, and increasing trade barriers [1] Group 1: Financial Forecasts - EBITDA forecasts for 2025 and 2026 have been significantly reduced by 17% and 23%, respectively, now expected at $4.8 billion and $5.4 billion [1] - Projected free cash flow shortfalls for 2025-26 are expected to widen to $2.6 billion from the previously estimated $1.25 billion [3] Group 2: Dividend and Leverage Concerns - Dow's annual dividend of around $2 billion is now seen as increasingly at risk [3] - Net leverage is expected to approach 3x through 2027 [3] Group 3: Revenue and Market Risks - Dow's reliance on sectors like housing, construction, and automotive could significantly pressure earnings amid a slowing global economy [4] - Approximately 30% of Dow's revenue comes from the more resilient packaging segment, but strong dependence on polyethylene exports poses notable risks [4] - The U.S. is a major net exporter of polyethylene, accounting for 40%-50% of Dow's sales, with China representing over 20% of these exports [4] Group 4: Price and Demand Outlook - Recent steep tariffs imposed by China threaten Dow's critical revenue stream [5] - Anticipated lower volumes and weaker profit margins across key segments have led to downward revisions in estimates [5] - For U.S. polyethylene, expected price gains have been revised down to just 1 cent per pound over the next three months, compared to a previously expected 3 cents, with price declines anticipated later in the year [5] - The cautious outlook is attributed to concerns about weakening demand and already high inventory levels [6]

Dow Inc (NYSE:DOW) stock is under pressure this morning, down 4.6% at $27.56 before the bell following a rare double downgrade from Bank of America. The firm slashed its rating on the chemical stock to "underperform" from "buy", citing a “perfect storm” of headwinds -- from a softening global economy to rising trade barriers. Alongside the downgrade, the analyst set a price target of $28.DOW managed a 0.8% gain last week, for its first weekly win in the last six, but the longer-term picture remains bleak. S ...

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March 2025 might seem like ages ago in market years, as the Trump tariffs have rocked the market like few things before it. However, the trends in March are not so different from what's happening now, as consumer sentiment was rapidly weakening and fears of a recession were mounting before the tariff announcement.Let's take a look at the two best-performing Dow Jones Industrial Average (^DJI 1.26%) companies to see if they're worth buying today. 1. UnitedHealth Group (up 10.3% in March)UnitedHealth Group (U ...

Core Insights - The content emphasizes the importance of conducting personal due diligence before making any financial decisions [1] Group 1 - The website provides general news, personal analysis, and third-party content for educational and research purposes [1] - It explicitly states that the information should not be interpreted as investment advice or recommendations [1] - The website does not take into account individual financial situations or needs [1] Group 2 - The information may not be real-time or accurate, and prices may be provided by market makers rather than exchanges [1] - Users are cautioned that any trading or financial decisions made are at their own risk [1] - The website includes advertisements and may receive compensation from third parties, but does not endorse any third-party services [1]

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Market Overview - The CNN Money Fear and Greed index indicated an increase in overall fear, remaining in the "Extreme Fear" zone with a reading of 8.4, down from 12.3 [5][6] - U.S. stocks experienced a decline, with the Dow Jones index dropping over 1,000 points during the session, closing lower by approximately 1,015 points to 39,593.66 [3] Sector Performance - Most sectors on the S&P 500 closed negatively, with energy, information technology, and communication services experiencing the largest losses [3] - Consumer staples stocks were an exception, closing higher despite the overall market trend [3] Company-Specific Movements - Apple Inc. shares fell over 4%, Nvidia Corp. declined around 6%, and Tesla Inc. tumbled more than 7% during the session [2] - Investors are anticipating earnings results from Morgan Stanley, Wells Fargo & Co., and JPMorgan Chase & Co. [4] Economic Indicators - The Consumer Price Index decreased from 2.8% year-over-year in February to 2.4% in March, below the expected 2.6%, marking the lowest reading since September 2024 [2] - Monthly inflation recorded a negative change of 0.1%, the first decline since May 2020 [2]

Declares quarterly dividend of 70 cents per share Richard K. Davis re-elected independent lead directorMIDLAND, Mich., April 10, 2025 /PRNewswire/ -- Dow (NYSE: DOW) is pleased to report the results of its 2025 Annual Meeting of Stockholders.Today stockholders elected Samuel R. Allen, Gaurdie E. Banister Jr., Wesley G. Bush, Richard K. Davis, Jerri DeVard, Debra L. Dial, Jeff M. Fettig, Jim Fitterling, Jacqueline C. Hinman, Rebecca B. Liebert, Luis Alberto Moreno, Jill S. Wyant, and Daniel W. Yohannes to t ...

Core Viewpoint - The article highlights three Dow Jones Industrial Average stocks that present strong buying opportunities amid a significant market sell-off, emphasizing the historical trend of such downturns being favorable for long-term investors. Group 1: Market Context - The Dow Jones Industrial Average experienced a decline of 4,260 points, equating to a 10.1% drop from April 3 to April 7, indicating a shift into "crash" territory [2] - Historically, significant declines in the Dow have signaled buying opportunities for long-term investors, as resilient businesses tend to recover and grow in value over time [3] Group 2: Visa - Visa is highlighted as a strong investment due to its ability to thrive during economic cycles, benefiting from periods of expansion following downturns [6][7] - In 2023, Visa accounted for $6.445 trillion in credit card network purchase volume in the U.S., significantly outpacing other payment facilitators [8] - Visa has opportunities for growth in underbanked emerging markets, enhancing its long-term growth potential [9] - The stock has retraced as much as 17.6% from its all-time high, presenting an attractive entry point for investors [10] Group 3: Johnson & Johnson - Johnson & Johnson is positioned as a strong buy due to consistent demand for healthcare products, regardless of economic conditions [12] - The company's focus on pharmaceuticals has led to solid operating results, with brand-name drugs offering higher margins and growth potential [13] - The aging population is expected to drive demand for J&J's medical technologies, improving pricing power and margins [14] - J&J holds a AAA credit rating, indicating strong financial stability and ability to manage debt obligations [15] - The company has had only 10 CEOs in 139 years, ensuring continuity in leadership and growth initiatives [16] Group 4: Walt Disney - Walt Disney is recognized for its strong brand and storytelling capabilities, which provide a competitive edge and pricing power [18][19] - The company's direct-to-consumer segment, particularly Disney+, has achieved profitability rapidly, aided by brand strength and pricing strategies [20] - Disney benefits from the nonlinearity of economic cycles, with revenue typically increasing during economic expansions [21] - The stock is currently valued at a sub-14 forward price-to-earnings ratio, representing a 47% discount to its average over the past five years [22]

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