Josh Brown Identifies Three Strong Stock Picks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4h ago
0mins
Should l Buy CTVA?
Source: seekingalpha
- Targa's Strong Performance: Josh Brown highlights Targa (TRGP) with an expected 22% cash flow growth heading into earnings and a 2% dividend yield, showcasing strong market momentum that attracts investor interest.
- W.W. Grainger's Defensive Edge: W.W. Grainger (GWW) is viewed as a defensive investment due to its business model being minimally disrupted by emerging technologies, having returned $1.5 billion to shareholders last year and planning to continue this trend, indicating financial stability.
- Corteva's Breakout Mode: Corteva (CTVA) enters a “breakout mode” after raising full-year guidance, with its cash flow growth described as “explosive,” and the potential spin-off of its pesticide division could unlock additional shareholder value.
- Technical Chart Analysis: All three stocks have shown consistent accumulation since their September lows, particularly Corteva's golden cross pattern indicating buyers are taking control, which gives Brown confidence in their upward trajectory.
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Analyst Views on CTVA
Wall Street analysts forecast CTVA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CTVA is 79.17 USD with a low forecast of 68.00 USD and a high forecast of 86.00 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.
12 Analyst Rating
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 73.200
Low
68.00
Averages
79.17
High
86.00
Current: 73.200
Low
68.00
Averages
79.17
High
86.00
About CTVA
Corteva, Inc. is a global pure-play agriculture company. It is a global provider of seed and crop protection solutions focused on the agriculture industry and contributing to a healthier, secure and sustainable food supply. The Seed segment is engaged in developing and supplying commercial seed combining advanced germplasm and traits that produce optimum yield for farms around the world. It operates in various key seed markets, including North American corn and soybeans, European corn and sunflower, as well as Brazil, India, South Africa and Argentina corn. The Crop Protection segment serves the global agricultural input industry with products that protect against weeds, insects and other pests, and disease, and that support overall crop health both above and below ground via nitrogen management and seed-applied technologies. Its crop protection solutions and digital solutions provide farmers with tools to improve productivity and help keep fields free of weeds, insects and diseases.
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.
Corteva to Announce Q4 Earnings on February 3
- Earnings Announcement Schedule: Corteva (CTVA) is set to release its Q4 2023 earnings report on February 3 after market close, with consensus estimates predicting an EPS of $0.22 and revenue of $4.23 billion, indicating investor interest in the company's performance.
- Historical Performance Review: Over the past two years, Corteva has exceeded EPS estimates 75% of the time, while only 38% of revenue estimates were surpassed, reflecting the company's stability in profitability but challenges in revenue growth.
- Expectation Revision Status: In the last three months, EPS estimates saw no upward revisions and 13 downward adjustments, while revenue estimates experienced one upward revision and 11 downward changes, suggesting a decline in market confidence regarding Corteva's future performance.
- Industry Dynamics Impact: Corteva's joint venture with BP aims to supply crop-based feedstocks for biofuels; however, despite recent surges in fertilizer stocks following reported blasts at Russian plants, the overall market outlook for Corteva remains cautious.
See More
Multiple Companies Show Poor After-Hours Trading Performance
- Chipotle Traffic Decline: Chipotle reported a fourth consecutive quarter of declining restaurant traffic, leading to a 6% drop in stock price and projecting flat same-store sales growth for 2026, which could hinder its market competitiveness and future growth potential.
- Corteva Sales Miss: Corteva's stock fell 5% after reporting a fourth-quarter sales miss, impacted by falling crop prices and geopolitical tensions, which may lead to weakened demand and affect the company's performance going forward.
- AMD Revenue Guidance Below Analysts: AMD shares declined about 7% as it projected first-quarter revenue at $9.8 billion, below analysts' expectations of $9.38 billion, although its non-GAAP gross margin aligned with market estimates, potentially affecting investor confidence.
- Enphase Energy Strong Guidance: Enphase Energy's stock jumped about 19% as it issued a revenue guidance range of $270 million to $300 million for the first quarter, exceeding market expectations, indicating robust growth potential in the renewable energy sector.
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Corteva's Q4 Results Miss Revenue Expectations
- Performance Overview: Corteva (CTVA) reported adjusted earnings per share of $0.22 for Q4, meeting expectations, but revenue of $3.91 billion fell short of Wall Street's $4.23 billion forecast, resulting in a 5.7% drop in after-hours trading.
- Deepening Net Loss: The company's net loss widened to $537 million, or $0.80 per share, significantly increasing from a $50 million loss a year earlier, reflecting pressures from market competition and rising costs.
- Sales and Delivery Issues: Total volume in seed and crop protection declined by 5% year-over-year, with seed net sales down 2% to $1.74 billion, partly due to North American deliveries being pushed to Q1 2026 due to weather and freight optimization, impacting overall performance.
- Future Outlook: Corteva expects operating earnings to reach between $4.0 billion and $4.2 billion in 2026 and plans to complete its separation in the second half of 2026, despite anticipating a $610 million cash outflow, demonstrating the company's commitment to strategic adjustments.
See More
Corteva Releases 2026 Financial Outlook
- Earnings Report: Corteva reported a Q4 non-GAAP EPS of $0.22, meeting expectations, but revenue of $3.91 billion fell short by $320 million, reflecting a 1.8% year-over-year decline and indicating signs of weak market demand.
- Future Outlook: The company anticipates operating EBITDA for 2026 to range between $4.0 billion and $4.2 billion, suggesting a 7% growth at the midpoint, which indicates Corteva's optimistic stance on future profitability despite current challenges.
- EPS Projections: Corteva expects its EPS for 2026 to be between $3.45 and $3.70, also reflecting a 7% growth at the midpoint, showcasing the company's ongoing efforts to enhance profitability amid an uncertain market environment.
- Stock Price Reaction: Following the earnings release, Corteva's shares fell by 1%, indicating investor reaction to the missed revenue expectations, which could impact future investor confidence in the company.
See More
Corteva Reports 2025 Financial Results: Sales Growth and Separation Progress
- Sales Performance Overview: In Q4 2025, Corteva reported net sales of $3.91 billion, a 2% decline year-over-year, primarily due to seasonal delivery delays in Crop Protection and Seed, although full-year sales reached $17.40 billion, reflecting a 3% increase, demonstrating resilience in the market.
- Profitability Analysis: The GAAP loss from continuing operations in Q4 was $537 million, significantly higher than the $50 million loss in Q4 2024, indicating challenges in cost control and market competition, despite an annual operating EBITDA of $4.0 billion, showcasing overall profitability improvement.
- Seed Business Performance: Seed net sales for Q4 2025 were $1.74 billion, down 2% year-over-year, mainly due to seasonal delays in North American deliveries; however, full-year seed sales reached $9.90 billion, up 4%, indicating strong demand for premium technology.
- Separation Progress and Future Outlook: Corteva plans to complete its separation from Bayer in the second half of 2026, which is expected to enhance its operational freedom in the agricultural market, with management optimistic about growth in 2026, projecting a 7% increase in operating EBITDA.
See More
Corteva Reports 2025 Financial Results and Growth Outlook for 2026
- Strong Financial Performance: Corteva's net sales for FY 2025 reached $17.40 billion, a 3% increase year-over-year, with seed business net sales growing by 4%, reflecting robust demand for new technologies and licensing growth, which is expected to further drive revenue in the future.
- Robust Cash Flow: The company generated $2.9 billion in free cash flow for 2025, a 69% improvement over the previous year, providing strong support for future investments and shareholder returns, showcasing effective working capital management.
- Separation Plan Progress: Corteva is on track to complete its planned separation in the second half of 2026, with key milestones expected in the first half of 2026, including the appointment of a new CEO and the launch of brand identity, laying the groundwork for future independent operations.
- Bayer Settlement Accelerates Innovation: The comprehensive resolution with Bayer ensures clarity on technology access and licensing rights, expected to accelerate Corteva's innovation in seed technology, aiming for a $1 billion net royalty income by 2035, further enhancing its competitive position in the market.
See More
Corteva to Announce Q4 Earnings on February 3
- Earnings Announcement Schedule: Corteva (CTVA) is set to release its Q4 2023 earnings report on February 3 after market close, with consensus estimates predicting an EPS of $0.22 and revenue of $4.23 billion, indicating investor interest in the company's performance.
- Historical Performance Review: Over the past two years, Corteva has exceeded EPS estimates 75% of the time, while only 38% of revenue estimates were surpassed, reflecting the company's stability in profitability but challenges in revenue growth.
- Expectation Revision Status: In the last three months, EPS estimates saw no upward revisions and 13 downward adjustments, while revenue estimates experienced one upward revision and 11 downward changes, suggesting a decline in market confidence regarding Corteva's future performance.
- Industry Dynamics Impact: Corteva's joint venture with BP aims to supply crop-based feedstocks for biofuels; however, despite recent surges in fertilizer stocks following reported blasts at Russian plants, the overall market outlook for Corteva remains cautious.
See More
Multiple Companies Show Poor After-Hours Trading Performance
- Chipotle Traffic Decline: Chipotle reported a fourth consecutive quarter of declining restaurant traffic, leading to a 6% drop in stock price and projecting flat same-store sales growth for 2026, which could hinder its market competitiveness and future growth potential.
- Corteva Sales Miss: Corteva's stock fell 5% after reporting a fourth-quarter sales miss, impacted by falling crop prices and geopolitical tensions, which may lead to weakened demand and affect the company's performance going forward.
- AMD Revenue Guidance Below Analysts: AMD shares declined about 7% as it projected first-quarter revenue at $9.8 billion, below analysts' expectations of $9.38 billion, although its non-GAAP gross margin aligned with market estimates, potentially affecting investor confidence.
- Enphase Energy Strong Guidance: Enphase Energy's stock jumped about 19% as it issued a revenue guidance range of $270 million to $300 million for the first quarter, exceeding market expectations, indicating robust growth potential in the renewable energy sector.
See More
Corteva's Q4 Results Miss Revenue Expectations
- Performance Overview: Corteva (CTVA) reported adjusted earnings per share of $0.22 for Q4, meeting expectations, but revenue of $3.91 billion fell short of Wall Street's $4.23 billion forecast, resulting in a 5.7% drop in after-hours trading.
- Deepening Net Loss: The company's net loss widened to $537 million, or $0.80 per share, significantly increasing from a $50 million loss a year earlier, reflecting pressures from market competition and rising costs.
- Sales and Delivery Issues: Total volume in seed and crop protection declined by 5% year-over-year, with seed net sales down 2% to $1.74 billion, partly due to North American deliveries being pushed to Q1 2026 due to weather and freight optimization, impacting overall performance.
- Future Outlook: Corteva expects operating earnings to reach between $4.0 billion and $4.2 billion in 2026 and plans to complete its separation in the second half of 2026, despite anticipating a $610 million cash outflow, demonstrating the company's commitment to strategic adjustments.
See More
Corteva Releases 2026 Financial Outlook
- Earnings Report: Corteva reported a Q4 non-GAAP EPS of $0.22, meeting expectations, but revenue of $3.91 billion fell short by $320 million, reflecting a 1.8% year-over-year decline and indicating signs of weak market demand.
- Future Outlook: The company anticipates operating EBITDA for 2026 to range between $4.0 billion and $4.2 billion, suggesting a 7% growth at the midpoint, which indicates Corteva's optimistic stance on future profitability despite current challenges.
- EPS Projections: Corteva expects its EPS for 2026 to be between $3.45 and $3.70, also reflecting a 7% growth at the midpoint, showcasing the company's ongoing efforts to enhance profitability amid an uncertain market environment.
- Stock Price Reaction: Following the earnings release, Corteva's shares fell by 1%, indicating investor reaction to the missed revenue expectations, which could impact future investor confidence in the company.
See More
Corteva Reports 2025 Financial Results: Sales Growth and Separation Progress
- Sales Performance Overview: In Q4 2025, Corteva reported net sales of $3.91 billion, a 2% decline year-over-year, primarily due to seasonal delivery delays in Crop Protection and Seed, although full-year sales reached $17.40 billion, reflecting a 3% increase, demonstrating resilience in the market.
- Profitability Analysis: The GAAP loss from continuing operations in Q4 was $537 million, significantly higher than the $50 million loss in Q4 2024, indicating challenges in cost control and market competition, despite an annual operating EBITDA of $4.0 billion, showcasing overall profitability improvement.
- Seed Business Performance: Seed net sales for Q4 2025 were $1.74 billion, down 2% year-over-year, mainly due to seasonal delays in North American deliveries; however, full-year seed sales reached $9.90 billion, up 4%, indicating strong demand for premium technology.
- Separation Progress and Future Outlook: Corteva plans to complete its separation from Bayer in the second half of 2026, which is expected to enhance its operational freedom in the agricultural market, with management optimistic about growth in 2026, projecting a 7% increase in operating EBITDA.
See More
Corteva Reports 2025 Financial Results and Growth Outlook for 2026
- Strong Financial Performance: Corteva's net sales for FY 2025 reached $17.40 billion, a 3% increase year-over-year, with seed business net sales growing by 4%, reflecting robust demand for new technologies and licensing growth, which is expected to further drive revenue in the future.
- Robust Cash Flow: The company generated $2.9 billion in free cash flow for 2025, a 69% improvement over the previous year, providing strong support for future investments and shareholder returns, showcasing effective working capital management.
- Separation Plan Progress: Corteva is on track to complete its planned separation in the second half of 2026, with key milestones expected in the first half of 2026, including the appointment of a new CEO and the launch of brand identity, laying the groundwork for future independent operations.
- Bayer Settlement Accelerates Innovation: The comprehensive resolution with Bayer ensures clarity on technology access and licensing rights, expected to accelerate Corteva's innovation in seed technology, aiming for a $1 billion net royalty income by 2035, further enhancing its competitive position in the market.
See More
