TickerTalks
Browse all tickers →
TickerTalks›$DD
DDDD

DuPont de Nemours, Inc.

$DD·$18B·Chemicals·Basic Materials
$130.12-0.7%YTD+7.3%1Y+34.6%
Price updated 5h ago·X counts updated 2d ago
DDDD
$DDDuPont de Nemours, Inc.
$130.12-0.66%188 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $DD 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.

188X posts · last 7 days
Sep 12Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $DD's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 87% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-29

The DigiDollar ($DD) crypto conversation is bullish on 235,156 DD supply against 162M DGB locked, with new DD/USDC pair now live on AnonKyc and integration on Scrypt Wallet. Chatter is entirely community promotion; no bear voice in the window.

Read what X is saying about $DD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

DuPont is the specialty-chemicals compounder quietly up 9% YTD on secular growth — X chatter is about a DigiByte-backed stablecoin.

DuPont de Nemours is the specialty-materials-and-chemicals compounder — post the 2019 GE/Corteva restructure it focuses on electronics, water and industrial-materials. It's up 9% year-to-date with the tape at 60% of the 52-week range, and the North Carolina PFAS settlement plus continued earnings beats support the fundamentals.

  • The financial base is quality: 15% operating margin, 5% ROIC, 5.9% free cash flow yield, and analysts see revenue moving from ~$7.17B this year to $8.07B by 2029 with EPS climbing from $7.25 to $9.75.
  • The valuation is where the caveat sits: 310x trailing PE (heavily distorted by PFAS-settlement charges) but 2.3x sales and 15.5x EV/EBITDA support the compounder profile once the settlement noise clears.
  • The insider tape is empty on transactions and the recent PFAS settlement (DuPont bears 71% of $455M cost per the 2021 MOU) is the last major legal overhang closing out.

November 5 Q3 earnings and any color on Q4 electronics-and-industrial-materials growth plus the water segment decides the next leg — a re-affirmed FY guide with clean secular growth restarts the tape; a soft electronics-materials print or another PFAS-related headline is what keeps this stalled at the range middle.

What to watch: November 5 Q3 earnings — Q4 electronics-and-industrial-materials growth, water segment trajectory, and any remaining PFAS-related color; a re-affirmed FY with clean secular growth restarts the tape, a soft electronics-materials print or PFAS headline keeps this stalled.

On the calendar: 2026-11-05 — Q3 earnings

sentiment wrong asset

Read the AI verdict on $DD

  • 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
Free, forever. No credit card.

What it does

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

Advanced materials and specialty chemicals company supplying semiconductor, industrial, and water solutions to global manufacturers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals sits in its cycle right now — and what that implies for $DD.

Chemicals · Basic Materials

Ethylene and propylene spreads are at cycle lows as US Gulf Coast capacity additions (Shell Petrochemicals, ExxonMobil Baytown complex) overlap with soft global demand. Specialty chemical segments serving semiconductors and batteries outperform commodity petchem; Chinese overcapacity in commodity chemicals is the primary global pricing depressant.

What this means for $DD

Direct beneficiary — Advanced materials and specialty chemicals company supplying semiconductor, industrial, and water solutions to global manufacturers.

Top industry ETF

$XLBMaterials Select Sector SPDR
+10.5%YTD
+10.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
309.7How 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
4.9%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
14.7%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
5.9%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
2.3Same 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
0.3%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
34.4%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 2026Aug 4, 2026$1.88$1.76+6.8%
Q1 2026May 5, 2026$1.65$0.49+238.0%
Q4 2025Feb 10, 2026$1.38$1.29+7.0%
Q3 2025Nov 6, 2025$3.27$0.47+602.3%
Next earningsThu, Nov 5·consensus EPS $1.89

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.8B-44.2%35.1%14.1%$1.06$245.0M
Q1 FY26$1.7B-45.2%35.8%11.1%$1.17$130.0M
Q4 FY25$1.7B-45.2%31.1%13.4%$-0.90$221.0M
Q3 FY25$3.1B+7.3%35.0%17.8%$-0.87$532.0M

Forward consensus

4-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.2B$7.2B – $7.2B$7.25$7.19 – $7.3411
FY27$7.4B$7.4B – $7.5B$7.96$7.69 – $8.2211
FY28$7.8B$7.6B – $7.9B$8.71$8.26 – $9.5611
FY29$8.1B$8.0B – $8.1B$9.75$9.61 – $9.865

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.-4.3%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.-5.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 134.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β1.085-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

SellJun 2Lori KochCEO261 sh$13K
+ 25 other (15 awards · 9 inkinds · 1 gift) in window

See when $DD 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
Free, forever. No credit card.

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-KMaterial agreementSep 108-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

DuPont (DD) joined the $455 million North Carolina PFAS settlement alongside Chemours and Corteva, with DuPont bearing 71% of the cost and Corteva 29% per a pre-existing 2021 MOU. DuPont confirmed it had already recorded the probable liability in Q2 2026 financial statements. The settlement resolves outstanding PFAS claims in North Carolina without admission of liability.

8-KCharter amendmentJun 248-K — Item 3.03 · Item 5.03: Charter amendment
AI summary

DuPont de Nemours (DD) effected a 1-for-3 reverse stock split of its common stock at 12:01 a.m. Eastern Time on June 24, 2026, reducing authorized shares by a corresponding ratio, pursuant to stockholder approval on May 21, 2026 and Board authorization on May 26, 2026. The reverse split was implemented via a Certificate of Amendment to the Third Amended and Restated Certificate of Incorporation filed with the Delaware Secretary of State, followed immediately by a restated certificate. DuPont's common stock continues trading on the NYSE under the ticker 'DD' but with a new CUSIP number of 26614N 201. The filing disclosed no change in the registered name, exchange listing, or underlying business operations.

8-KShareholder voteMay 268-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
8-KOfficer or director changeApr 158-K — Item 5.02: Officer or director change
+ 14 other (3 proxys · 2 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.

DuPont: Secular Growth And Margin Expansion Should Drive Good Upsideseekingalpha.com·6d agoCaliway Announces Positive Phase 2 Results of CBL-514 in Dercum's Disease, Achieving Primary Endpoint with Statistically Significant and Sustained Pain Reductiongurufocus.com·7d agoSquarepoint Ops LLC Lowers Holdings in DuPont de Nemours, Inc. $DDdefenseworld.net·11d agoIntegrated Wealth Concepts LLC Sells 13,713 Shares of DuPont de Nemours, Inc. $DDdefenseworld.net·11d agoHere's Why You Should Hold DuPont Stock in Your Portfolio for Nowzacks.com·13d ago

In themes

Explore the broader themes this ticker is being talked about under.

Semiconductor OnshoringAdvanced Packaging & AI Interconnect

More in Chemicals

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$DOW$REX$BAK
Voices on X · top 5 · last 7 days

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.

PrivacyTermsSupport