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CTCTVA

Corteva, Inc.

$CTVA·$51B·Agricultural Inputs·Basic Materials
$76.68+1.2%1Y+6.7%
Mentions · last 7 days
2026-08-08: 2 posts2026-08-09: 1 posts2026-08-10: 3 posts2026-08-11: 4 posts2026-08-12: 6 posts2026-08-13: 8 posts2026-08-14: 8 posts32+33%
Price updated 1d ago·X counts updated 1d ago
CTCTVA
$CTVACorteva, Inc.
$76.68+1.17%32 posts+33%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $CTVA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Corteva raised 2026 guidance and is prepping the seed/crop-protection split — clean beats stacking up.

Corteva is the Dow/DuPont-spinout seed-and-crop-protection major, $50.5B mcap, priced at $75.79, t12m +4.8%, sitting at 50% of the 52-week range (mid-cycle). Q2 2026 revenue $6.38B (-1.2% YoY on tough Brazil comp), EPS $1.73 with $2.30 vs $2.24 est (+2.7% surprise) — the fourth straight quarter of clean beats (+2.7%, +28.2%, -1.3%, +54.6%).

What's on the tape:

  • 8/12 news: 'Corteva's Higher 2026 Guidance Puts Investor Focus on Growth Drivers' — guidance raise is the driver. Concurrent skeptic voice (8/12 GuruFocus): 'Corteva Growth Improves, But Valuation Limits Upside' — 50x TTM P/E is genuinely rich even after the guide.
  • Analyst estimates FY26 rev $18.3B → FY29 $19.7B, EPS $3.76 → $5.29 — mid-single-digit revenue growth, low-double-digit EPS growth as margins expand.
  • 8/6 announcement: Private exchange offers/consent solicitations for EIDP's 2030/2032/2033 senior notes — treasury cleanup, not a substantive event.
  • 8/4 Seeking Alpha piece 'Corteva Split Still Pending: Own The Preferreds' — the promised seed/crop-protection split is the sum-of-parts unlock waiting behind the current tape.
  • Three insider stock-award grants on 7/31 (Nayyar, Policinski, Giesselman) — routine post-annual-meeting comp, not open-market activity.
  • D/E 0.19, ROE 4.1% (compressed), FCF yield 1.2% — the balance sheet is fine, the earnings yield is thin.
  • No X sentiment sample.

What you're watching: Q3 print 11/3 for guide-raise confirmation, any concrete timeline on the seed/CP split, and Brazil seed-season commentary (which was the Q2 drag).

What to watch: Q3 print 11/3 (guide-raise confirmation, Brazil seed-season), seed/crop-protection split timeline announcement.

On the calendar: 2026-11-03 — Q3 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Corteva, Inc. operates in the agriculture business. The company operates through two segments, Seed and Crop Protection. The Seed segment develops and supplies advanced germplasm and traits that produce optimum yield for farms. It offers trait technologies that enhance resistance to weather, disease, insects, and herbicides used to control weeds, as well as food and nutritional characteristics. This segment also provides digital solutions that assist farmer decision-making with a view to optimize product selection, and maximize yield and profitability. The Crop Protection segment offers products that protect against weeds, insects and other pests, and diseases, as well as enhances crop health above and below ground through nitrogen management and seed-applied technologies. This segment provides herbicides, insecticides, nitrogen stabilizers, and pasture and range management herbicides. It serves agricultural input industry. The company operates in the United States, Canada, Latin America, the Asia Pacific, Europe, the Middle East, and Africa. Corteva, Inc. was founded in 1802 and is headquartered in Indianapolis, Indiana.

Industry overviewAI analysisGenerated by AI from underlying data

Where Agricultural Inputs sits in its cycle right now — and what that implies for $CTVA.

Agricultural Inputs · Basic Materials

Industry quiet this week — the single member (PURR) is a digital asset holding company building a crypto treasury around the Hyperliquid HYPE token, entirely disconnected from agricultural inputs fundamentals. No relevant agricultural macro driver is active for this industry's composition.

Top industry ETF

$MOOVanEck Agribusiness ETF
+11.6%YTD
+10.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
50.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
48.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$2.30$2.24+2.7%
Q1 2026May 5, 2026$1.50$1.17+28.2%
Q4 2025Feb 3, 2026$0.22$0.22-1.3%
Q3 2025Nov 4, 2025$-0.23$-0.51+54.6%
Next earningsTue, Nov 3·consensus EPS $-0.42

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.4B-1.2%54.4%30.0%$1.73$-588.0M
Q1 FY26$4.9B+11.0%51.6%23.5%$1.07$-3.0B
Q4 FY25$3.9B-1.7%42.4%6.2%$-0.82$4.2B
Q3 FY25$2.6B+12.6%37.2%-10.3%$-0.47$36.0M

Forward consensus

4-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.3B$17.8B – $18.6B$3.76$3.70 – $3.847
FY27$18.9B$18.4B – $19.2B$4.15$3.65 – $4.3514
FY28$19.5B$18.9B – $20.0B$4.64$4.41 – $4.8812
FY29$19.7B$19.3B – $20.1B$5.29$5.14 – $5.4010

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.50%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 667.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.575-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellFeb 20Brian TitusSee Remarks8.3K sh$636K
+ 44 other (24 awards · 19 inkinds · 1 exempt) in window

See when $CTVA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

DOLE vs. CTVA: Which Stock Is the Better Value Option?zacks.com·3d agoCorteva's Higher 2026 Guidance Puts Investor Focus on Growth Driverszacks.com·3d agoCorteva Growth Improves, But Valuation Limits Upsidezacks.com·3d agoCorteva Announces Private Exchange Offers and Consent Solicitations for EIDP's 2.300% Senior Notes Due 2030, 5.125% Senior Notes Due 2032 and 4.800% Senior Notes Due 2033prnewswire.com·9d agoCorteva Split Still Pending: Own The Preferredsseekingalpha.com·12d ago

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Voices on X · last 7 days

No standout posts about $CTVA on X in the last 7 days.

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