In a recent episode of CNBC's popular financial program, Jim Cramer provided insights into the stock market, with a particular focus on DuPont de Nemours (NYSE: DD). Cramer highlighted the importance of broadening stock market participation beyond the affluent, challenging the perception that equities are only suitable for wealthy investors. He argued that through indirect exposure, millions of ordinary individuals could benefit from stock market investments and the associated tax advantages that many affluent individuals enjoy.
Cramer has been notably optimistic about DuPont's future, particularly citing the potential of its water and semiconductor segments. Despite a current investigation that has impacted its stock price, he believes DuPont still has significant potential. Cramer reiterated his confidence in October 2023, forecasting a rise in DuPont’s stock to $100, while it was then trading at approximately $72.15. However, as of May 3, 2025, the stock has declined to $67.25, marking a decrease of about 6.8% from his initial recommendation.
Market analysts, however, maintain an optimistic outlook for DuPont, assigning it a consensus "Buy" rating with an average 12-month price target of $98.42, indicating a potential upside of 46.4% from its current trading price. DuPont's robust financial performance further bolsters this positive sentiment. Recently, in February 2025, the company reported impressive Q4 2024 earnings, with an Earnings Per Share (EPS) of $1.13, surpassing the expected $.98. Additionally, DuPont raised its quarterly dividend by 8% to $0.41 per share, payable on March 17, 2025.
The company's stock has shown some volatility, evidenced by its current standing at $67.25, with a trading peak of $68.36 and a low of $64.00 within the same day. As of May 5, 2025, this has slightly adjusted to $65.83, proving a decrease of 2.11% since the previous close, with a high of $67.36.
Beyond its stock performance, DuPont's strategic direction also aligns with Cramer's optimism. In August 2023, Cramer recommended that investors increase their holdings in DuPont, praising the leadership of Chairman Ed Breen. He mentioned DuPont’s plans to divide into three separate entities and singled out the potential gains from the classic DuPont division—home to products like Tyvek, which is extensively used in the housing industry. Cramer noted the rising interest in its water division, which is up for sale.
DuPont's strategic initiatives seem to resonate well with analysts. The company reported a net sales increase of 2% reaching $3.2 billion in the second quarter, largely fueled by the Spectrum acquisition despite a negative currency impact. Efforts to boost productivity and operational efficiency through restructuring have contributed to improvements in sales, margins, and cash flow. Investment analysts have favored this trend with positive ratings, including a recent upgrade by Zacks Equity Research to a strong buy, reflecting a high price estimate of $103.
Overall, while DuPont de Nemours Inc. has faced a slight dip in stock price since October 2023, the company's solid financial results, forward-looking strategies, and favorable analyst predictions reinforce the potential for future growth, supporting Jim Cramer's continued bullish view on the company.