Dow Receives Price Increase: Analyst Highlights Cost-Cutting Successes Amid Ongoing Margin Concerns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 24 2025
0mins
Should l Buy DOW?
Source: Benzinga
Analyst Upgrade: B of A Securities analyst Matthew DeYoe raised Dow Inc.'s price forecast to $26 from $24 while maintaining a Neutral rating, following the company's better-than-expected earnings results.
Earnings Performance: Dow reported an adjusted loss of 19 cents per share, surpassing Wall Street's estimate of a 29-cent loss, but revenue fell 8% year-over-year to $9.97 billion, missing the $10.23 billion estimate.
Cost-Cutting Impact: The analyst highlighted that Dow's earnings exceeded initial guidance due to effective cost-cutting measures, although concerns remain about global oversupply limiting profit growth.
Future Outlook: DeYoe raised the fourth-quarter EBITDA estimate to $690 million, driven by Packaging & Specialty Plastics, but expressed skepticism about the company's optimistic polyethylene margin outlook amid declining U.S. export prices.
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Analyst Views on DOW
Wall Street analysts forecast DOW stock price to fall
14 Analyst Rating
1 Buy
12 Hold
1 Sell
Hold
Current: 30.740
Low
22.00
Averages
27.83
High
32.00
Current: 30.740
Low
22.00
Averages
27.83
High
32.00
About DOW
Dow Inc. serves as a holding company for The Dow Chemical Company and its subsidiaries. The Company conducts its operations through six global businesses, which are organized into segments, such as Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure and Performance Materials & Coatings. Packaging & Specialty Plastics segment consists of two integrated global businesses: Hydrocarbons & Energy and Packaging and Specialty Plastics. This segment employs a polyolefin product portfolio. Industrial Intermediates & Infrastructure segment consists of two customer-centric global businesses: Industrial Solutions and Polyurethanes & Construction Chemicals that develop intermediate chemicals that are essential to manufacturing processes, as well as downstream, customized materials and formulations that use advanced development technologies. Performance Materials & Coatings segment consists of two global businesses: Coatings & Performance Monomers and Consumer Solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Employment Data Impact: The February ADP employment report indicated an increase of 63,000 jobs, surpassing expectations of 50,000, suggesting a resilient labor market that may support the stock market, while also raising concerns about Federal Reserve policy direction.
- Oil Price Fluctuations: Crude oil prices fell by over 1% after Iran proposed discussions with the US to end the conflict, compounded by Treasury Secretary's comments on potential 15% tariffs on imports, adding to market uncertainty.
- Economic Outlook: This week, the market will focus on US-Iran war news, corporate earnings, and economic data, with expectations for a slight decline in the February ISM services index and an increase of 3,000 in initial unemployment claims to 215,000, highlighting the complexities of economic recovery.
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- Rating Upgrades: KeyBanc upgraded Dow (DOW) and LyondellBasell (LYB) to Overweight, with 2026 EBITDA estimates raised to $4.09 billion and $3.78 billion respectively, reflecting their strong positioning in the ethylene and polyethylene markets.
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See More
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- Market Focus: Analysts' views on TGT stock have garnered investor attention, indicating differing expectations for its future performance, which could influence investment decisions.
- Impact of Rating Changes: Changes in ratings may affect investor confidence, directly impacting trading volumes and price fluctuations of TGT stock, especially amid increasing market uncertainty.
- Access More Information: Investors can visit the analyst ratings page to view a complete overview of all rating changes, enabling more informed investment decisions.
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- Long-term Performance: Over the past five years, Berkshire's A-shares have appreciated approximately 89%, outperforming the S&P 500's 78% gain during the same period, showcasing its relative strength in the market.
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