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DDDD

DuPont de Nemours, Inc.

$DD·$19B·Chemicals·Basic Materials
$146.26+1.5%1Y+58.3%
Mentions · last 7 days
2026-08-08: 8 posts2026-08-09: 5 posts2026-08-10: 13 posts2026-08-11: 14 posts2026-08-12: 7 posts2026-08-13: 13 posts2026-08-14: 10 posts71+7%
Price updated 1d ago·X counts updated 23h ago
DDDD
$DDDuPont de Nemours, Inc.
$146.26+1.50%71 posts+7%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DD, 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 2026-08-15

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

Specialty-materials company that just cleared its biggest legal overhang and beat earnings; the $DD chatter is a memecoin, not the actual business.

DuPont is the specialty-materials company that came out of multiple spin-offs to focus on semiconductor materials, water filtration, and industrial protection. A June 1-for-3 reverse split and Q2 spin-off residuals have muddied the reported numbers, but the underlying business just cleared its biggest legal overhang and is quietly running near 52-week highs.

What's actually happening:

  • The core business is beating — Q2 EPS came in at $1.88 versus $1.76 expected (a 7% beat), June-quarter revenue of $1.82B was ahead of consensus, and electronics materials is the standout as semiconductor customers ramp AI-driven demand.
  • The PFAS overhang is behind them — New Jersey's $2.5B 'forever chemicals' settlement with DuPont, 3M, and others won court approval this month, replacing open-ended litigation risk with a defined and largely-reserved liability, which is what unlocks the multiple.
  • Insider signals are neutral — the recent Section 16 filings by officers Ferreira and Barber are RSU tax withholdings ('F-InKind'), not open-market sales, so nothing on the smart-money read either direction.

From here the story is the ongoing Qnity Electronics separation and the fact that at 82% of the 52-week range with a 6% free-cash yield, this is a re-rating story if catalysts land. Nov 5 Q3 earnings is the check; a clean guide alongside the spin timeline extends the run, a soft print or spin delay and this drifts sideways.

Differs from X sentimentThe $DD chatter is entirely about the DigiDollar (DGB ecosystem) stablecoin community, not DuPont the company — there's no read on the actual equity from the crowd, so this verdict is a standalone read of fundamentals and news flow.

What to watch: Nov 5 Q3 earnings — with the PFAS settlement now approved, the read is on electronics-materials growth acceleration and any update on the Qnity spin timeline. A clean guide extends the run; a soft print or spin delay stalls it.

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

float missing

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment18 posts analyzed · as of 2026-08-14

$DD chatter is entirely about the DigiDollar (DGB ecosystem stablecoin), not DuPont. Community is bullish and coordinated — 10-year time-lock minting events, 401% collateralization talk, Community Lock Day September 17, and cross-chain access previews. Reads as bullish community mobilization.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — US government nuclear reactor financing activates demand for enriched isotopes unavailable from conventional supply chains.

Industry benchmark

4-name peer basket
-3.0%YTD
-14.4%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$0.46$0.43+7.0%
Q3 2025Nov 6, 2025$1.09$0.47+134.1%
Next earningsThu, Nov 5·consensus EPS $1.87

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$7.1B – $7.2B$7.23$7.09 – $7.4211
FY27$7.4B$7.4B – $7.5B$7.95$7.64 – $8.2511
FY28$7.7B$7.6B – $7.9B$8.66$8.21 – $9.5011
FY29$8.1B$7.9B – $8.1B$9.60$9.42 – $9.735

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.83%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.+4.6%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.+8.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.095-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
+ 40 other (24 awards · 16 inkinds) 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-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
8-KPress release / Reg FDMar 168-K — Item 7.01: Press release / Reg FD
+ 17 other (3 13Gs · 3 proxys · 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 Direct Lithium Extraction Team Named 2026 Sustainability Squad by Business Intelligence Groupprnewswire.com·3d agoAustralia's Largest Inland Wastewater Treatment Facility Selects MemCor™ MBR System for Expansionprnewswire.com·5d agoNew Jersey's $2.5 billion 'forever chemicals' settlements with DuPont, 3M, others win court approvalreuters.com·8d agoDuPont Wins R&D 100 Award for Innovation in Healthcareprnewswire.com·9d agoIs DuPont de Nemours Inc (DD) Overvalued After 3.1% Rally? GF Value Says Overvaluedgurufocus.com·10d ago

In themes

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

Semiconductor OnshoringAdvanced Packaging & AI Interconnect

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