[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Mike M. Mustafoglu [@TransEnergy](/creator/twitter/TransEnergy) on x 1331 followers Created: 2025-07-07 11:16:22 UTC $DD $LIN DuPont (NYSE:DD) has emerged as the new top pick in Citi’s latest North America Specialty Chemicals report for Q2, with analysts citing favorable earnings momentum and a clearer outlook ahead of a major corporate restructuring in the fall. Citi maintained a “buy” rating on DuPont and raised its 12-month target price to $XX from $75, implying an XXXX% total return including dividends. The brokerage noted it expects DuPont to report a solid second quarter, particularly supported by its ElectronicsCo segment, ahead of the company’s planned spin-off of that unit, now named Qnity, on November X. Analysts at Citi placed DuPont on a 90-day upside catalyst watch, pointing to investor events scheduled for mid-September. These include the Qnity and RemainCo investor days, where additional financial disclosures and strategic updates are expected. Citi believes these events could bolster investor sentiment, particularly as the company offers greater visibility into innovation pipelines and portfolio strategies across the two entities. For full-year 2025, Citi revised DuPont’s EBITDA forecast upward by about 1%, citing better margin expectations for ElectronicsCo and incremental gains in the Water and Healthcare segments. These were partially offset by reduced volume projections in the Diversified Industrials unit. The brokerage flagged foreign exchange tailwinds and a more optimistic earnings tone as additional supports to guidance. Citi expects the company to guide toward the higher end of its EBITDA range of $3.33-3.38 billion. DuPont’s stock was trading at $XXXXX as of July 2, and Citi’s forecast includes projected earnings per share of $XXXX for 2025, up slightly from previous estimates of $XXXX. For 2026, the EPS estimate stands at $XXXX. Citi’s valuation of DuPont is based on a sum-of-the-parts model, assigning a 10.5x EV/EBITDA multiple to its IndustrialsCo segment and a 13.5x multiple to ElectronicsCo. Factoring in net debt of approximately $XXX billion, PFAS-related liabilities, and separation costs, analysts arrived at the new $XX price target. DuPont replaces Corteva and Linde as the brokerage’s top recommendation in the specialty chemicals sector, followed by those two stocks, respectively. While DuPont’s crowding score decreased slightly month-over-month, it remains the fourth most crowded long position in Citi’s chemicals coverage, reflecting strong investor sentiment and low short interest. Source: XX engagements  **Related Topics** [chapter 11](/topic/chapter-11) [momentum](/topic/momentum) [q2](/topic/q2) [united states](/topic/united-states) [$lin](/topic/$lin) [$dd](/topic/$dd) [dupont de nemours inc](/topic/dupont-de-nemours-inc) [stocks basic materials](/topic/stocks-basic-materials) [Post Link](https://x.com/TransEnergy/status/1942180889888190768)
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Mike M. Mustafoglu @TransEnergy on x 1331 followers
Created: 2025-07-07 11:16:22 UTC
$DD $LIN DuPont (NYSE:DD) has emerged as the new top pick in Citi’s latest North America Specialty Chemicals report for Q2, with analysts citing favorable earnings momentum and a clearer outlook ahead of a major corporate restructuring in the fall. Citi maintained a “buy” rating on DuPont and raised its 12-month target price to $XX from $75, implying an XXXX% total return including dividends. The brokerage noted it expects DuPont to report a solid second quarter, particularly supported by its ElectronicsCo segment, ahead of the company’s planned spin-off of that unit, now named Qnity, on November X. Analysts at Citi placed DuPont on a 90-day upside catalyst watch, pointing to investor events scheduled for mid-September. These include the Qnity and RemainCo investor days, where additional financial disclosures and strategic updates are expected. Citi believes these events could bolster investor sentiment, particularly as the company offers greater visibility into innovation pipelines and portfolio strategies across the two entities. For full-year 2025, Citi revised DuPont’s EBITDA forecast upward by about 1%, citing better margin expectations for ElectronicsCo and incremental gains in the Water and Healthcare segments. These were partially offset by reduced volume projections in the Diversified Industrials unit. The brokerage flagged foreign exchange tailwinds and a more optimistic earnings tone as additional supports to guidance. Citi expects the company to guide toward the higher end of its EBITDA range of $3.33-3.38 billion. DuPont’s stock was trading at $XXXXX as of July 2, and Citi’s forecast includes projected earnings per share of $XXXX for 2025, up slightly from previous estimates of $XXXX. For 2026, the EPS estimate stands at $XXXX. Citi’s valuation of DuPont is based on a sum-of-the-parts model, assigning a 10.5x EV/EBITDA multiple to its IndustrialsCo segment and a 13.5x multiple to ElectronicsCo. Factoring in net debt of approximately $XXX billion, PFAS-related liabilities, and separation costs, analysts arrived at the new $XX price target. DuPont replaces Corteva and Linde as the brokerage’s top recommendation in the specialty chemicals sector, followed by those two stocks, respectively. While DuPont’s crowding score decreased slightly month-over-month, it remains the fourth most crowded long position in Citi’s chemicals coverage, reflecting strong investor sentiment and low short interest.
Source:
XX engagements
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