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.
Wall Street analysts forecast DOW stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for DOW is 25.71 USD with a low forecast of 20.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast DOW stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for DOW is 25.71 USD with a low forecast of 20.00 USD and a high forecast of 32.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
13 Hold
1 Sell
Hold
Current: 28.330
Low
20.00
Averages
25.71
High
32.00
Current: 28.330
Low
20.00
Averages
25.71
High
32.00
Berenberg
Andrew Simms
Hold
upgrade
2026-01-21
New
Reason
Berenberg
Andrew Simms
Price Target
AI Analysis
2026-01-21
New
upgrade
Hold
Reason
Berenberg analyst Andrew Simms raised the firm's price target on Dowlais to 92 GBp from 72 GBp and keeps a Hold rating on the shares.
RBC Capital
Sector Perform
to
NULL
upgrade
2026-01-20
New
Reason
RBC Capital
Price Target
2026-01-20
New
upgrade
Sector Perform
to
NULL
Reason
RBC Capital raised the firm's price target on Dowlais to 94 GBp from 85 GBp and keeps a Sector Perform rating on the shares.
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RBC Capital
Sector Perform
maintain
$25 -> $29
2026-01-16
Reason
RBC Capital
Price Target
$25 -> $29
2026-01-16
maintain
Sector Perform
Reason
RBC Capital raised the firm's price target on Dow Inc. to $29 from $25 and keeps a Sector Perform rating on the shares as part of a broader research note previewing Q4 for Commodity Chemicals. While underlying demand in North America appears resilient, weakness has persisted in Europe, though the firm is boosting its estimates to reflect Polyethylene margin improvement and normalized supply conditions, the analyst tells investors in a research note.
BofA
Neutral
downgrade
$26 -> $25
2026-01-08
Reason
BofA
Price Target
$26 -> $25
2026-01-08
downgrade
Neutral
Reason
BofA lowered the firm's price target on Dow Inc. to $25 from $26 and keeps a Neutral rating on the shares. The firm is updating its price targets for Chemicals under its coverage, the analyst tells investors. Commodities face another year of growing oversupply, specialties continue to manage an inconsistent backdrop, and agriculture presents a more mixed setup, the firm adds. BofA highlights that there are areas for optimism, with several possible catalysts for the stocks including PMI indicators shifting positive, rate cuts, and potential capacity rationalization in China. The firm cautions, however, that these catalysts are too new to rely on.
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.
