WallStSmart
DD

Dupont De Nemours Inc

NYSE: DD · BASIC MATERIALS · SPECIALTY CHEMICALS

$48.26
+3.03% today

Updated 2026-06-12

Market cap
$19.55B
P/E ratio
127.00
P/S ratio
2.83x
EPS (TTM)
$0.38
Dividend yield
2.60%
52W range
$27 – $52
Volume
3.5M

Dupont De Nemours Inc (DD) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Research-backed DD price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$48.26
Today
Analyst consensus
$56.14
+16.33% · 12M
2030 Base
$15.60
-67.68% future
NPV today
$9.93
@ 10% WACC
16 analysts:
12 Buy3 Hold1 Sell

Management guidance

DuPont raised full-year 2026 net sales guidance to $7.155-7.215 billion (midpoint $7.185B, +4.9% YoY from $6.85B) following strong Q1 2026 beat. Management has signaled a 2028 revenue target of $14.0 billion and $1.7 billion in EBITDA, implying ~14.4% CAGR from 2026-2028. This guidance reflects portfolio optimization toward high-margin specialty materials in electronics, water solutions, and protection segments.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

DD · Dupont De Nemours Inc · Revenue & price projection · 2023–2030E

Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$15.60
NPV today: $9.93
Base case (2030)
$15.60
NPV today: $9.93
Bull case (2030)
$49.19
NPV today: $31.30
WallStSmart.com

DD financial forecast · Research-backed projections

Metric20252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$6.8B$7.2B$7.7B$8.8B$11.2B$13.9B
Revenue growth-44.7%4.9%6.5%14.4%28.0%24.6%
Net margin13.4%14.8%16.3%17.8%18.3%
EPS$3.70$2.34$2.75$3.45$4.80$6.15
Diluted shares411M412M414M414M415M
Net debt$8.75B$8.52B$8.25B$7.90B$7.47B
P/S multiple1.0x1.0x1.0x1.0x1.0x
Implied price (base)$-3.81$-2.10$1.22$7.96$15.60
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.

Scenario detail · Three drivers, three outcomes

2030E driverBearBaseBull
Revenue$13.9B$13.9B$13.9B
P/S multiple1.0x1.0x2.0x
Diluted shares415M415M415M
Net debt$7.47B$7.47B$7.47B
Implied P/E 3x3x8x
2030 Price$15.60$15.60$49.19
NPV @ 10%$9.93$9.93$31.30
† Implied P/E: Multiples remain elevated across all three scenarios because DD is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.

EV to per-share bridge · How we get to $15.60 base case

Bridge from revenue to per-share price$13.9B revenue times 1.0x P/S equals $14B EV, minus $7.47B net debt equals $6B equity, divided by 415M shares equals $15.60 per shareREVENUE$13.9B2030 base case× 1.0xP/S multipleENTERPRISE VALUE$14BTotal firm value$7.47BNet debtEQUITY VALUE$6BOwners' claim÷ 415MDiluted shares2030 PRICE TARGET$15.60Base case · per shareRevenue × P/S − Net debt ÷ Diluted shares = Per-share priceBear case: $15.60 · Bull case: $49.19 · NPV @ 10% WACC: $9.93

DD catalysts and risks

Growth catalysts
+ Portfolio optimization: Completed Aramids (Kevlar/Nomex) divestiture to Arclin in April 2026, enabling focus on higher-margin electronics and water segments
+ 2028 management target of $14B revenue and $1.7B EBITDA provides visible growth roadmap with mid-single-digit organic growth + specialty mix benefits
+ Hyperscaler capex cycle: Electronics segment benefiting from AI/semiconductor capex (Meta, Microsoft, TSMC expansion) driving demand for advanced materials
+ Water Solutions expansion: PFAS litigation environment (3M/Daikin lawsuits) creating tailwinds for DuPont's proprietary water treatment technology adoption
+ Accelerated $275M share buyback program signals management confidence in normalized earnings trajectory
Key risks
- Negative profit margin (-0.4% TTM) and EPS volatility (TTM $0.38 vs prior -$1.86) reflect ongoing restructuring; margin sustainability not yet proven
- 5-year revenue CAGR of -13.7% reflects 2023 portfolio dislocation (Convia, Nutrition spin-offs); organic growth comparables remain subdued despite 2026 guidance
- Cyclical exposure: Specialty chemicals vulnerable to economic slowdown; Q2-Q4 2026 could soften if capex cycle moderates or semiconductor inventory normalizes
- Elevated forward P/E of 20.2x (2026E) leaves limited margin of safety if guidance misses; analyst price targets cluster only 16-21% above current price
- Execution risk on 2028 $14B target requires consistent 7-10% annual growth across all segments with no major portfolio disruptions

Methodology · Dupont De Nemours Inc 2030 stock forecast model

Dupont De Nemours Inc 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 16 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:

1. Share dilutionProjected from per-ticker schedule of SBC + equity raise activity, compounding year by year (3% cumulative for DD by 2030)
2. Net debtEV minus net debt yields equity value; debt projected from capex cycle trajectory ($7.47B by 2030)
3. Time valueNPV calculated using 10% WACC (CAPM: beta 1.056)
4. Multiple frameworkP/S compresses with scale: bear 1.0x / base 1.0x / bull 2.0x
5. Scenario designBull/Base/Bear vary revenue, margin, shares, debt, and multiple independently

WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: May 21, 2026.

DD price target FAQ

What is the DD price target for 2030?

WallStSmart's Dupont De Nemours Inc 2030 base case is $15.60 per share, with a bull case of $49.19 and bear case of $15.60. The NPV of the base case discounted to today at 10% WACC is $9.93.

How is the Dupont De Nemours Inc 2030 stock forecast calculated?

The DD 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.

Why does the DD price target account for dilution?

Dupont De Nemours Inc is projected to grow diluted share count from 405M to 415M by 2030 (a 3% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 3%.

What is the analyst consensus on DD stock?

16 analysts cover DD with an average 12-month price target of $56.14. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.