Update shared on27 Aug 2025
Fair value Increased 1.79%Driven by a moderate sales and operational beat, renewed management confidence, and expectations of a return to organic growth in key segments, analysts have raised their consensus price target for Nordson from $251.80 to $256.30.
Analyst Commentary
- Bullish analysts cite a moderate sales and operational beat in the recent quarter, with results surpassing expectations.
- Management's outlook for Q4 is described as confident, and guidance for Q4 is considered achievable based on current trends.
- Analysts anticipate Nordson's MFS segment will return to organic growth in Q4 2025 after several sequential declines.
- The IPS segment is expected to achieve positive organic growth in Q1 2026, aided by easier year-over-year comparisons, particularly in polymer processing.
- Bullish analysts project a broader growth recovery for Nordson heading into fiscal year 2026.
What's in the News
- Increased equity buyback authorization by $500 million, bringing total to $2 billion.
- Nordson Electronics Solutions to demonstrate latest semiconductor manufacturing equipment, including new ASYMTEK Vantage system configurations, at SEMICON Taiwan 2025.
- Added to the Russell 1000 Dynamic Index.
- Delivered improved underfill yields (>99%) for Powertech Technology Inc.'s transition to panel-level packaging in semiconductor manufacturing.
- Repurchased 423,441 shares for $85.32 million from February to April, totaling 9,586,267 shares (16.17%) repurchased under the current buyback plan.
Valuation Changes
Summary of Valuation Changes for Nordson
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $251.80 to $256.30.
- The Future P/E for Nordson has significantly fallen from 28.83x to 24.87x.
- The Net Profit Margin for Nordson has significantly risen from 18.04% to 20.00%.
Disclaimer
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