NDSN
Nordson Corporation
NASDAQ: NDSN · INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY
$281.85
-1.31% today
Updated 2026-06-05
Market cap
$16.06B
P/E ratio
30.76
P/S ratio
5.53x
EPS (TTM)
$9.37
Dividend yield
1.13%
52W range
$205 – $304
Volume
0.4M
Nordson Corporation (NDSN) Financial Forecast & Price Target 2030
Research-backed projections from analyst consensus, management guidance, and sector analysis.
Research-backed NDSN price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.
Current price
$281.85
Today
Analyst consensus
$311.50
+10.52% · 12M
2030 Base
$216.63
-23.14% future
NPV today
$139.60
@ 10% WACC
8 analysts:
4 Buy4 Hold0 Sell
Management guidance
Nordson raised FY2026 guidance to $2.93B-$3.01B revenue (midpoint $2.97B, +6.5% YoY) and adjusted EPS $11.30-$11.80 (midpoint $11.55, +35.8% YoY) as of May 20, 2026. Management cites strong organic growth across all segments, increased backlog providing durability, and momentum in semiconductor/electronics end markets. CEO has not provided specific multi-year targets beyond 2026, but guidance reflects confidence in sustained mid-to-high single-digit organic growth baseline.
Sources: Management guidance, analyst consensus, sector analysishigh confidence
NDSN · Nordson Corporation · Revenue & price projection · 2023–2030E
Actual / 2030 target Projected revenue Base case price Bull to bear range
Bear case (2030)
$79.29
NPV today: $51.10
Base case (2030)
$216.63
NPV today: $139.60
Bull case (2030)
$353.98
NPV today: $228.12
WallStSmart.com
NDSN financial forecast · Research-backed projections
| Metric | 2025 | 2026 (E) | 2027 (E) | 2028 (E) | 2029 (E) | 2030 (E) ★ |
|---|---|---|---|---|---|---|
| Revenue | $2.8B | $3.0B | $3.2B | $3.4B | $3.6B | $3.9B |
| Revenue growth | 3.8% | 6.5% | 6.6% | 7.0% | 6.8% | 6.5% |
| Net margin | — | 21.7% | 22.0% | 22.3% | 22.5% | 22.7% |
| EPS | $10.24 | $11.55 | $12.45 | $13.50 | $14.50 | $15.60 |
| Diluted shares | — | 56M | 56M | 56M | 56M | 56M |
| Net debt | — | $1.56B | $1.08B | $553.99M | $-2.52M | $-595.21M |
| P/S multiple | — | 3.0x | 3.0x | 3.0x | 3.0x | 3.0x |
| Implied price (base) | — | $131.58 | $150.64 | $171.60 | $193.68 | $216.63 |
★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.
Scenario detail · Three drivers, three outcomes
| 2030E driver | Bear | Base | Bull |
|---|---|---|---|
| Revenue | $3.9B | $3.9B | $3.9B |
| P/S multiple | 1.0x | 3.0x | 5.0x |
| Diluted shares | 56M | 56M | 56M |
| Net debt | $-595.21M | $-595.21M | $-595.21M |
| Implied P/E † | 5x | 14x | 23x |
| 2030 Price | $79.29 | $216.63 | $353.98 |
| NPV @ 10% | $51.10 | $139.60 | $228.12 |
† Implied P/E: Multiples remain elevated across all three scenarios because NDSN 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 $216.63 base case
NDSN catalysts and risks
Growth catalysts
+ Continued semiconductor capital equipment demand driven by AI/advanced packaging cycles through 2028
+ Market share gains in precision dispensing for medical device assembly and automotive electrification
+ Backlog conversion and organic growth acceleration in Asia-Pacific region (particularly China recovery post-2026)
+ M&A-driven revenue expansion in high-margin software and automation solutions
+ Operating leverage from manufacturing footprint optimization and supply chain normalization
Key risks
- Macroeconomic slowdown reducing industrial capex spending and semiconductor equipment cycles
- Currency headwinds (non-USD revenues ~40% of total) if USD strengthens materially
- Valuation compression risk given 30.5x P/E multiple vs. 5.7% historical 5Y CAGR; current stock price may embed 2027-2028 expectations
- Competitive pressure from larger industrial conglomerates (ITW, Graco, IDEX) in core precision dispensing
- China industrial activity slowdown impacting backlog conversion and margin pressure from mix shift to lower-margin products
Methodology · Nordson Corporation 2030 stock forecast model
Nordson Corporation 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 8 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:
| 1. Share dilution | Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (1% cumulative for NDSN by 2030) |
| 2. Net debt | EV minus net debt yields equity value; debt projected from capex cycle trajectory ($-595.21M by 2030) |
| 3. Time value | NPV calculated using 10% WACC (CAPM: beta 0.993) |
| 4. Multiple framework | P/S compresses with scale: bear 1.0x / base 3.0x / bull 5.0x |
| 5. Scenario design | Bull/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 20, 2026.
NDSN price target FAQ
What is the NDSN price target for 2030?
WallStSmart's Nordson Corporation 2030 base case is $216.63 per share, with a bull case of $353.98 and bear case of $79.29. The NPV of the base case discounted to today at 10% WACC is $139.60.
How is the Nordson Corporation 2030 stock forecast calculated?
The NDSN 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 NDSN price target account for dilution?
Nordson Corporation is projected to grow diluted share count from 56M to 56M by 2030 (a 1% increase) through stock-based compensation and capital raises. Ignoring this would inflate the price target by approximately 1%.
What is the analyst consensus on NDSN stock?
8 analysts cover NDSN with an average 12-month price target of $311.50. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.