Company Overview - DuPont de Nemours, Inc. has a market cap of $19.6 billion and provides advanced materials and solutions across various markets including electronics, industrials, transportation, healthcare, and safety [1] Stock Performance - Over the past 52 weeks, DuPont's shares have increased by 44.2%, significantly outperforming the S&P 500 Index, which gained nearly 14% during the same period [2] - Year-to-date, DuPont's stock has risen by 16.2%, compared to a mere 1.3% return for the S&P 500 [2] - The company's stock performance has also surpassed the State Street Materials Select Sector SPDR ETF's 15.3% rise over the past year [3] Financial Performance - For Q3 2025, DuPont reported net sales of $3.1 billion, operating EBITDA of $840 million, and adjusted EPS of $1.09, exceeding its guidance [6] - The company raised its full-year 2025 operating EBITDA guidance to approximately $1.6 billion and reported strong cash generation, including $576 million in transaction-adjusted free cash flow for the quarter [6] Analyst Expectations - Analysts project a 59% year-over-year decline in DuPont's adjusted EPS to $1.67 for the fiscal year ending December 2025 [7] - Despite this expected decline, DuPont has a strong earnings surprise history, having beaten consensus estimates in the last four quarters [7] - The consensus rating among 16 analysts covering the stock is a "Strong Buy," with 12 "Strong Buy" ratings, one "Moderate Buy," and three "Holds" [7] Price Target - RBC Capital has raised its price target on DuPont to $51 while maintaining an "Outperform" rating [8] - The mean price target of $49.07 suggests a 5% premium to DuPont's current levels, while the highest price target of $52 indicates a potential upside of 11.3% from current prices [8]

Group 1 - DuPont de Nemours, Inc. is splitting into two companies: a fast-growing electronics business and a steady industrials, healthcare, and water business, which could unlock significant value once they start trading separately [1] - The potential combined value of the two separate entities could reach as high as $100 per share [1] - DuPont develops advanced materials and solutions for various sectors including semiconductors, electronics, automotive, aerospace, healthcare, and industrial applications [2] Group 2 - The company also provides specialty products such as adhesives, silicones, photopolymers, digital inks, and water filtration technologies [2]