Analyst Upgrades Dow, Calls Capex Cut And Asset Sales Positive
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 25 2025
0mins
Should l Buy DOW?
Source: Benzinga
Analyst Upgrade: Frank J. Mitsch upgraded Dow Inc. from Hold to Buy, forecasting a price of $35, following better-than-expected Q1 2025 sales and adjusted EPS results. The postponement of the Ft. Saskatchewan Path2Zero project is viewed positively for future capex savings.
Financial Concerns and Adjustments: Despite positive developments, Mitsch lowered 2025 EPS and EBITDA estimates due to anticipated negative free cash flow in early 2025, but expects a recovery in the second half driven by working capital inflows and cost reductions.
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Analyst Views on DOW
Wall Street analysts forecast DOW stock price to fall
15 Analyst Rating
1 Buy
13 Hold
1 Sell
Hold
Current: 32.650
Low
20.00
Averages
25.71
High
32.00
Current: 32.650
Low
20.00
Averages
25.71
High
32.00
About DOW
Dow Inc. serves as a holding company for The Dow Chemical Company and its subsidiaries. The Company conducts its operations through six global businesses, which are organized into segments, such as Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure and Performance Materials & Coatings. Packaging & Specialty Plastics segment consists of two integrated global businesses: Hydrocarbons & Energy and Packaging and Specialty Plastics. This segment employs a polyolefin product portfolio. Industrial Intermediates & Infrastructure segment consists of two customer-centric global businesses: Industrial Solutions and Polyurethanes & Construction Chemicals that develop intermediate chemicals that are essential to manufacturing processes, as well as downstream, customized materials and formulations that use advanced development technologies. Performance Materials & Coatings segment consists of two global businesses: Coatings & Performance Monomers and Consumer Solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Position: As a leading materials science company, Dow serves high-growth markets such as packaging, infrastructure, mobility, and consumer applications, with approximately $40 billion in sales for 2025, reflecting its strong influence and market share across multiple industries.
- Global Operations: Dow operates manufacturing sites in 29 countries and employs around 34,600 people, which not only enhances the company's production capacity but also strengthens its competitive edge in international markets.
- Sustainability Commitment: Dow is committed to achieving carbon neutrality and is constructing an integrated ethylene cracker and derivatives facility in Alberta, demonstrating its strategic resolve in addressing climate change and promoting sustainable development.
See More
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- Strong Technical Indicators: The current price is above the 20-, 50-, and 200-day averages, showcasing bull control, while the RSI hovers in the low 70s, signaling robust demand, and the MACD indicator is widening to the upside, further supporting the upward trend.
- Restructuring Plan Impact: Dow's launch of the “Transform to Outperform” initiative on January 29 involves cutting 4,500 jobs, targeting $2 billion in near-term EBITDA gains, and embedding AI across production and supply chains, aimed at navigating a tougher chemicals cycle.
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