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DD · Analysis updated Nov 10, 2026, 6:00 PM ET
Why is DuPont de Nemours, Inc. Common Stock (DD) stock moving?
DD rose from $141.30 on Nov 2 to $156.88 on Nov 10, about 11%. The move began with Q3 2026 results that beat estimates, a raised full-year 2026 outlook, Q4 adjusted EPS guidance of $1.90-$1.95 and a $250M Q4 buyback. The Nov 3 session gapped up to a $155.61 high on 2.89M shares, roughly three times the typical volume of about 0.8-1.0M. The stock then sold off to $144.93 on Nov 5 before recovering to new closing highs on Nov 9 and Nov 10 with 1.1-1.3M shares. Analysts raised price targets to between $160 and $182 (UBS $182, Citigroup $176, Barclays $176, RBC $173, Wells Fargo $170, Fermium $160), and the stock still trades below most of them. Risks include management's warning that large Middle East water projects slip into 2027, buyback pacing that depends on M&A timing, management's view that 2027 end markets are broadly flat versus 2026, and the stock's sharp run-up that makes it prone to pullbacks.
News behind the analysis
- DuPont Reports Third Quarter 2026 Financial Results and Raises Full-Year OutlookDuPont reported Q3 2026 results above expectations and increased its full-year 2026 earnings and sales guidance.
- DuPont Raises Outlook As Order Book Climbs and AI Cuts Development TimeEarnings beat estimates as double-digit orders, AI gains and stronger guidance offset Middle East water delays.
- DuPont De Nemours Says Large Middle East Water Projects Will Be Delayed Into 2027 Due To Ongoing DisruptionsManagement said large Middle East water projects will slip into 2027 because of ongoing disruptions.
- DuPont Sees Q4 Adj. EPS $1.90-$1.95, Sales ~$1.825B, Operating EBITDA ~$455MDuPont guided Q4 adjusted EPS to $1.90-$1.95, sales to about $1.825B and operating EBITDA to about $455M.
- DuPont To Buy Back $250M Of Stock In Q4DuPont plans to repurchase $250M of its stock in the fourth quarter, with pace dependent on the timing of potential M&A.
- DuPont Sees 2027 End-Market Conditions Broadly In Line With 2026; Expects Slight Improvement In Automotive Market Conditions In 2027DuPont expects 2027 end-market conditions broadly in line with 2026, with slight automotive improvement.
- UBS Maintains Buy on DuPont de Nemours, Raises Price Target to $182UBS kept its Buy rating and raised its price target to $182.
- Citigroup Maintains Buy on DuPont de Nemours, Raises Price Target to $176Citigroup kept its Buy rating and raised its price target to $176.
- RBC Capital Maintains Outperform on DuPont de Nemours, Raises Price Target to $173RBC Capital kept its Outperform rating and raised its price target to $173.
- DuPont Launches High-Flow Electrodeionization Modules for Higher-Purity Water ApplicationsDuPont introduced new high-flow electrodeionization modules to improve industrial water purification.
About DuPont de Nemours, Inc. Common Stock
DuPont de Nemours is a Wilmington, Delaware–based maker of specialty materials and technologies for the healthcare, water, construction and industrial markets. It is now a smaller, more focused company after spinning off its electronics business (Qnity) in late 2025, and it is known for brands such as Tyvek, Kevlar and Nomex, along with water-purification membranes and resins.
How it makes money
DuPont makes money by selling engineered materials and components to other businesses. It reports two segments. Healthcare & Water Technologies brought in about $865 million of the roughly $1.87 billion in third-quarter 2026 sales, a little under half. This segment sells medical packaging and device materials, drug-purification products and water-filtration membranes. Diversified Industrials brings in the rest, a little over half. It sells Tyvek building wraps, aramid fibers like Kevlar and Nomex for safety and aerospace uses, and other industrial materials. For 2026, the company has guided to about $7.2 billion in revenue.
What usually moves DD
- Construction and housing activity
- Healthcare and pharma demand, including drugs like GLP-1s
- Water-treatment and industrial spending
- PFAS-related legal liabilities and settlements
- Portfolio moves such as acquisitions, divestitures and buybacks