Our DuPont thesis is working according to plan. We’re raising our price target
A newly slimmed-down DuPont reported strong quarterly results on Tuesday, sending its stock to a new all-time high. Our long-running thesis is paying off as predicted. Revenue in the fourth quarter ended Dec. 31 was about flat versus 2025 at $1.693 billion; however, it outpaced the $1.688 billion expected by LSEG. Earnings per share (EPS)…