Company Overview: Qnity Electronics, spun off from DuPont in November, focuses on semiconductor and AI materials, generating two-thirds of its revenue from this sector, and was quickly added to the S&P 500.
Financial Performance: The company reported an 11% sales growth to $1.3 billion in Q3 and raised its full-year guidance to $4.7 billion, driven by demand in AI-related technologies.
Market Position and Analyst Ratings: Analysts from Wolfe Research and Mizuho have given Qnity an Outperform rating with a price target of $110 per share, highlighting its strong balance sheet and potential for growth in the semiconductor market.
Growth Potential and Risks: Qnity is positioned to benefit from the AI boom, with a projected revenue of $4.7 billion by 2025, though it faces geopolitical risks and competition in the semiconductor industry.
Wall Street analysts forecast DD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DD is 48.27 USD with a low forecast of 44.00 USD and a high forecast of 51.00 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.
11 Analyst Rating
Wall Street analysts forecast DD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DD is 48.27 USD with a low forecast of 44.00 USD and a high forecast of 51.00 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.
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 43.790
Low
44.00
Averages
48.27
High
51.00
Current: 43.790
Low
44.00
Averages
48.27
High
51.00
RBC Capital
Outperform
maintain
$48 -> $51
2026-01-21
New
Reason
RBC Capital
Price Target
$48 -> $51
AI Analysis
2026-01-21
New
maintain
Outperform
Reason
RBC Capital raised the firm's price target on DuPont to $51 from $48 and keeps an Outperform rating on the shares as part of a broader research note previewing Q4 for Specialty Chemicals. The firm is expecting in-line prints for Q4 and continues to see company-specific items driving improvement in 2026, the analyst tells investors in a research note.
Citi
Patrick Cunningham
Buy
maintain
$47 -> $50
2026-01-21
New
Reason
Citi
Patrick Cunningham
Price Target
$47 -> $50
2026-01-21
New
maintain
Buy
Reason
Citi analyst Patrick Cunningham raised the firm's price target on DuPont to $50 from $47 and keeps a Buy rating on the shares. The firm adjusted targets in the specialty chemicals group as part of a Q4 preview. Citi sees a better currency and sales environment for the sector, but with the potential for "fresh tariff risks."
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JPMorgan
NULL -> Overweight
maintain
$48 -> $50
2026-01-16
Reason
JPMorgan
Price Target
$48 -> $50
2026-01-16
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on DuPont to $50 from $48 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the electrical equipment and multi-industry group as part of its Q4 earnings preview. JPMorgan is more positive on "growth related names into and out of the quarter."
KeyBanc
Aleksey Yefremov
Overweight
maintain
$45 -> $51
2026-01-09
Reason
KeyBanc
Aleksey Yefremov
Price Target
$45 -> $51
2026-01-09
maintain
Overweight
Reason
KeyBanc analyst Aleksey Yefremov raised the firm's price target on DuPont to $51 from $45 and keeps an Overweight rating on the shares. The industry remains locked in the same struggle with cyclical downturn in construction/durables demand; unabating commodity capacity overhang enabled by China's advantage in capex and cost of capital; and chemical industry's customers losing share as the West, especially Europe, deindustrializes. Over the next one to two years, the firm sees optionality for improvement in demand, but other structural issues are likely to take longer to resolve.
About DD
DuPont de Nemours, Inc. is engaged in providing advanced solutions that help transform industries. The Company serves various markets, including healthcare, water, construction, and transportation. The Company’s IndustrialsCo segment is a provider of engineered products and integrated solutions primarily serving medical, including packaging and specialty medical devices, water filtration, worker safety, automotive, including electric vehicles, aerospace and building product end markets. The IndustrialsCo segment offers medical packaging, medical silicones, specialty medical devices, water purification and separation, water filtration and purification resins, flexible packaging products, nonwovens, aramids, construction materials, auto adhesives and fluids.
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.
