RBC Capital has increased its price target on DuPont (NYSE: DD) to $161.00 from $150.00 and left its rating at Outperform, reflecting a 7.3% lift in the firm's valuation for the chemicals company.
Market performance has been robust: InvestingPro data quoted by RBC shows DuPont producing a 70.84% total return over the last six months and a 22.96% gain year-to-date. The company is trading at a price-to-earnings ratio of 27.16 and carries a free cash flow yield of 7%, metrics the note presents as evidence of solid cash-generation potential.
Notably, the RBC analyst report contains an apparent content anomaly. Portions of the note read as if they describe a different technology-oriented firm - Datadog - rather than DuPont. The commentary that appears misattributed refers to three consecutive quarters of accelerating growth and cites calendar year 2026 guidance that "came in better than feared." The same section states that the analyst team will keep their Outperform rating with "higher conviction" ahead of an analyst day scheduled for Thursday. The inclusion of these lines introduces uncertainty about whether some phrasing was carried over in error.
On the fundamentals, DuPont reported fourth-quarter 2025 results that exceeded analyst expectations. The company posted earnings per share of $0.46 versus the expected $0.43 and generated revenue of $1.7 billion compared with forecasts of $1.69 billion. Those beats are highlighted in the research commentary as evidence of DuPont’s ability to outperform near-term estimates.
Separately, KeyBanc has also adjusted its view on DuPont. The firm raised its price target from $51 to $57 and retained an Overweight rating. KeyBanc analyst Aleksey Yefremov cited increased confidence in DuPont’s long-term growth after the company’s portfolio changes following the Qnity divestiture.
Taken together, the analyst moves and the quarterly beats are presented as reinforcing a broadly positive tone among Wall Street observers. At the same time, the RBC note’s apparent reference to another company highlights a clear editorial inconsistency within the published research.
Summary: RBC Capital lifted its DuPont price target to $161 and kept an Outperform rating amid strong recent stock returns and Q4 2025 results that topped expectations. The RBC research brief appears to contain text about Datadog, raising questions about the note’s accuracy in parts. KeyBanc also raised its target and maintained an Overweight view after portfolio restructuring.