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CTCTVA

Corteva, Inc.

$CTVA·$53B·Agricultural Inputs·Basic Materials
$77.78-0.9%YTD+16.1%1Y+14.8%
Price updated 5h ago·X counts updated 1d ago
CTCTVA
$CTVACorteva, Inc.
$77.78-0.94%65 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $CTVA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

65X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CTVA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CTVA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-27

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Corteva is quietly compounding on seed pricing and CROP+ margin recovery — a real ag-cycle turnaround starting to show up.

Corteva is the standalone agricultural-science company spun off from DowDuPont — the seed-and-crop-protection franchise across corn, soybeans, and specialty crops. The equity has been quiet through 2026 despite operational execution.

  • The base business is holding: revenue was down 1.2% YoY last quarter at $6.38B and Q2 hit the same with EPS beating by 3% — a mature ag-science business where cost discipline and seed pricing are offsetting soft crop-protection volume.
  • The valuation is reasonable: 50x earnings and 2.8x sales on a business with 48% gross margin and 17% operating margin — priced like a name where the cyclical recovery is priced but the ag-margin turn isn't fully in the P&L yet.
  • The tape is stalled: shares at the 59th percentile of range, roughly flat vs the 200-day, and -4.8% vs the 50-day on volume 11% below trend — a name that's stopped selling but hasn't attracted fresh institutional flow yet.

The Nov 3 print is the arbiter: any raise on 2027 seed pricing plus commentary on CROP+ margin recovery restarts the coil; a soft crop-protection volume number or a hint of ag-cycle moderation is where the setup fails. The El Niño soybean setup remains a real macro tailwind for the whole ag cohort.

What to watch: Nov 3 earnings — 2027 seed pricing guide, CROP+ margin recovery commentary, crop-protection volume trend, and any El Niño-adjacent color. A seed-pricing raise plus CROP+ margin recovery restarts the coil; a soft crop-protection volume is the pause trigger.

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

Read the AI verdict on $CTVA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Agricultural spinoff from DowDuPont selling advanced crop seeds with proprietary traits and a broad crop-protection chemical portfolio.

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

No material change from last week — US natural gas feedstock advantage sustains nitrogen producers vs.

What this means for $CTVA

Neutral — Agricultural spinoff from DowDuPont selling advanced crop seeds with proprietary traits and a broad crop-protection chemical portfolio.

Top industry ETF

$MOOVanEck Agribusiness ETF
+13.5%YTD
+13.3%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 $-0.41

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$18.1B$17.9B – $18.3B$3.77$3.70 – $3.8416
FY27$18.7B$18.4B – $19.2B$4.15$3.68 – $4.4316
FY28$19.2B$18.8B – $19.7B$4.60$4.51 – $4.6813
FY29$19.4B$19.1B – $19.8B$5.16$5.05 – $5.2911

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.57%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.-5.5%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.-1.1%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 today0.5% 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.β0.585-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

No open-market buys or sells in the last 180 days.

+ 20 other (16 awards · 4 inkinds) 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 218-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDSep 158-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Corteva (CTVA) disclosed its board approved the spin-off of Vylor, its seed segment, on September 12, 2026, with a record date for existing Corteva shareholders set at September 24, 2026. The company also filed Form 10 Amendment No. 2 for Vylor, advancing the SEC registration process for the standalone seed business. The separation will create two focused agriculture companies: Corteva (crop protection) and Vylor (seeds). The September 24 record date indicates the Vylor share distribution to Corteva shareholders is imminent.

8-KMaterial agreementAug 208-K — Item 1.01: Material agreement · Item 3.03
AI summary

Corteva, Inc. and EIDP, Inc. (CTVA, Indianapolis IN), the global agricultural sciences company (seeds, crop protection), filed a current report on August 20, 2026 covering entry into a material definitive agreement (Item 1.01) and modifications to rights of security holders (Item 3.03) with exhibits. The combination of Items 1.01 and 3.03 is significant — a new material agreement paired with changes to security holder rights may indicate a major corporate restructuring agreement, spin-off, or merger. For a company of Corteva's scale, this warrants close attention.

8-KPress release / Reg FDAug 148-K — Item 7.01: Press release / Reg FD
AI summary

Corteva (CTVA), an agricultural science company, filed an 8-K under Item 7.01, furnishing a Regulation FD disclosure effective August 14, 2026, with co-filer EIDP Inc. (formerly DuPont de Nemours' agricultural division). No specific details of the disclosure were available in the excerpt.

8-KPress release / Reg FDAug 68-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Corteva (CTVA) filed an 8-K under Items 7.01, 8.01, and 9.01, furnishing a Regulation FD disclosure and other material information effective August 6, 2026. Corteva is a leading agricultural science company specializing in seed and crop protection products. No specific details were available in the excerpt.

8-KOfficer or director changeJun 298-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Corteva (CTVA) filed an 8-K under Items 5.02, 7.01, and 9.01, disclosing an executive officer or director change and a Regulation FD disclosure effective June 26, 2026. Corteva is headquartered in Wilmington, DE and is a leading global agricultural science company. No specific names or details were available in the excerpt.

8-K/AMaterial impairment (amended)Jun 128-K/A — Item 2.05: Restructuring / exit costs · Item 2.06: Material impairment
3New insider — initial holdingsJun 33
+ 18 other (5 routine 8-Ks · 4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Corteva and Inari Reach Settlement Agreementprnewswire.com·15h agoCorteva Announces Effectiveness of Vylor's Form 10 Registration Statementprnewswire.com·4d agoADM vs. CTVA: Two Agricultural Leaders With Very Different Moatszacks.com·6d agoZacks Industry Outlook Corteva, Archer Daniels Midland, The Scotts Miracle-Gro, Mission Produce and Dolezacks.com·11d ago5 Agriculture Operations Stock Picks to Tap Long-Term Growth Trendszacks.com·12d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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