Street View: DuPont lifts annual forecast as healthcare and water segment strengthen

Industrial materials maker DuPont DD.N forecast full-year earnings above analysts' expectations on Tuesday, helped by stronger healthcare segment sales and ongoing business restructuring

Co expects adjusted profit to be between $2.25 and $2.30 per share in 2026, vs analysts' average estimate of $2.17 per share

ANALYSTS BULLISH ON WATER AND HEALTHCARE SEGMENT

Jefferies ("buy") raises its price target to $59 from $51, citing demand improvements in the water and healthcare segment end markets.

"New products particularly in Water and Healthcare will likely help sales outpace end market growth" - Jefferies

Adds that EVs production in China is expected to be an auto tailwind for the company, and recent credit-easing will support a modest rebound in the macro environment by the end of the year

Morningstar (Fair Value: $50) says DuPont can grow even with key end market demand, including autos and construction, remaining below our long-term forecast

Adds that growth will be driven by the healthcare and water technologies segment, which should increase by a mid

single-digit percentage

Morgan Stanley ("equal weight") raises its price target to $52 from $44

Says water and healthcare market trends look to remain favorable for the company