Analysts Turn More Bullish on Nordson (NDSN) After Strong Q4 Results

Core Insights - Nordson Corporation (NASDAQ:NDSN) is recognized as one of the 14 Best Dividend Growth Stocks to Buy and Hold in 2026 [1] - Analysts have become more bullish on Nordson following strong Q4 results, with Vertical Research upgrading the stock to Buy and setting a price target of $270 [2] - DA Davidson raised its price target for Nordson to $290 from $285, maintaining a Buy rating, citing improved operating margins and a strong balance sheet [3] Financial Performance - For Q4 2025, Nordson reported revenue of $752 million, reflecting a 1% increase year-over-year [4] - The company has a backlog of approximately $600 million entering fiscal 2026, which is a 5% increase from the previous year-end [4] - Nordson forecasts full-year sales growth between 1% and 6% above fiscal 2025 levels [4] Earnings Outlook - For fiscal 2026, Nordson anticipates adjusted earnings growth of 6% to 12% per diluted share, with a midpoint estimate of 9% [5] - For Q1, sales are expected to range from $630 million to $670 million, with adjusted earnings projected between $2.25 and $2.45 per diluted share [5] Business Segments - The Medical and Fluid Solutions segment is showing improved operating margins due to divestiture benefits and volume recovery [3] - Order activity in the Advanced Technology Solutions segment appears healthy based on recent trends [3]