Dow Receives Price Increase: Analyst Highlights Cost-Cutting Successes Amid Ongoing Margin Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 24 2025
0mins
Source: Benzinga
Analyst Upgrade: B of A Securities analyst Matthew DeYoe raised Dow Inc.'s price forecast to $26 from $24 while maintaining a Neutral rating, following the company's better-than-expected earnings results.
Earnings Performance: Dow reported an adjusted loss of 19 cents per share, surpassing Wall Street's estimate of a 29-cent loss, but revenue fell 8% year-over-year to $9.97 billion, missing the $10.23 billion estimate.
Cost-Cutting Impact: The analyst highlighted that Dow's earnings exceeded initial guidance due to effective cost-cutting measures, although concerns remain about global oversupply limiting profit growth.
Future Outlook: DeYoe raised the fourth-quarter EBITDA estimate to $690 million, driven by Packaging & Specialty Plastics, but expressed skepticism about the company's optimistic polyethylene margin outlook amid declining U.S. export prices.
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Analyst Views on DOW
Wall Street analysts forecast DOW stock price to fall
14 Analyst Rating
1 Buy
12 Hold
1 Sell
Hold
Current: 35.280
Low
22.00
Averages
27.83
High
32.00
Current: 35.280
Low
22.00
Averages
27.83
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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