Dow Inc. Shares Surge 9.3% Amid Oil Price Rally
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy DOW?
Source: NASDAQ.COM
- Stock Price Surge: Dow Inc. shares rallied 9.3% to close at $37.58, driven by notable trading volume that indicates strong market interest, reflecting the company's competitive advantage amid global supply chain disruptions.
- Analyst Upgrade: Citigroup upgraded Dow's rating from 'Neutral' to 'Buy' and raised the price target to $40, which may further boost investor confidence and support the stock's upward momentum.
- Disappointing Earnings Outlook: Dow is expected to report a quarterly loss of $0.34 per share, representing a staggering year-over-year decline of 1800%, while revenues are projected at $9.46 billion, down 9.3% from the previous year, highlighting the challenges the company faces.
- Earnings Estimate Revision: The consensus EPS estimate for Dow has been revised 2.5% lower over the last 30 days, and such negative trends typically do not correlate with stock price appreciation, prompting investors to monitor whether the recent price jump can sustain itself.
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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: 38.310
Low
22.00
Averages
27.83
High
32.00
Current: 38.310
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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- Price Increase Announcement: The DOW has stated that the price hike scheduled for April will now be 30 cents per pound.
- Market Impact: This adjustment may influence market dynamics and consumer pricing strategies moving forward.
See More
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Rising Plastic Prices: The price of plastics has significantly increased, impacting various industries reliant on these materials.
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See More
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- Economic Blockade Warning: Sheikh Nawaf Al-Sabah, CEO of Kuwait Petroleum Corporation, stated that Iran's closure of the Strait of Hormuz constitutes an economic blockade against Gulf Arab oil producers, warning that the impact will be catastrophic and could trigger a domino effect on the global economy.
- Production Disruption: Kuwait has declared force majeure on its delivery contracts and has ramped down oil production, currently only supplying oil for domestic consumption, with a prior production level of 2.6 million barrels per day, making it the fifth-largest producer in OPEC.
- Global Supply Shortage: Al-Sabah emphasized that the 3 million barrels per day of emergency stocks from the International Energy Agency will do little to compensate for the production cuts in Iraq, Saudi Arabia, and the UAE, highlighting the far-reaching impact of the Strait's closure on the global supply chain.
- Agricultural Impact: With fertilizers from the Gulf unable to reach global markets, developing countries could see a 50% reduction in harvests, particularly as the planting season approaches, exacerbating difficulties in global food transportation.
See More
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- Market Implications: This adjustment reflects a positive outlook on Mizuhō's performance in the market.
See More
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- Energy Asset Damage: IEA Executive Director Fatih Birol reported that at least 40 energy assets across nine Middle Eastern countries have been 'severely or very severely' damaged since the onset of the Iran war, indicating that repairs will take considerable time and could lead to prolonged global energy supply disruptions.
- Supply Chain Disruption: The conflict has severely disrupted energy trade flows through the strategically vital Strait of Hormuz, with the IEA declaring this as the largest supply disruption in the history of the global oil market, resulting in a roughly 20% reduction in liquefied natural gas supply since February 28.
- Economic Impact Assessment: Birol noted that the fallout from the Iran war is equivalent to the combined effects of the two major oil crises of the 1970s and the 2022 gas crisis, with interruptions affecting not only oil and gas but also critical economic sectors like petrochemicals, fertilizers, and helium, which could have serious consequences for the global economy.
- Strategic Solutions: Birol emphasized that reopening the Strait of Hormuz is the 'single most important' solution to the global energy crisis, particularly as Asian countries are at the forefront of the energy shock, and the IEA is prepared to follow up its historic release of 400 million barrels of oil to stabilize the market if necessary.
See More
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- Price Surge: The average price of menstrual products has risen nearly 40% since 2020, from approximately $5.37 to $7.43 per unit, squeezing consumer budgets and impacting purchasing decisions.
- Sales Dynamics: While dollar sales of menstrual products grew nearly 30% during the same period, sales volume has decreased by about 6% since 2022, indicating a trend of consumers seeking alternatives due to high prices.
- Tariff Impact: In 2025, the U.S. collected $115 million in tariffs on menstrual products containing cotton, a significant increase from $42 million in 2020, further exacerbating the economic burden on consumers.
- Rise of Reusables: An increasing number of consumers are turning to reusable menstrual products, such as cups and underwear, due to their environmental benefits and lower long-term costs, which is expected to continue exerting pressure on traditional single-use product sales.
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