Analysts Offer Mixed Views as Corteva Eyes Split and Updates Guidance Amid Modest Valuation Shift

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

18 Dec 25

Views

317

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AnalystConsensusTarget's Fair Value

n/a

1Y

15.4%

7D

0.3%

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1Y

15.4%

7D

0.3%

You can edit this narrative until Dec 19 3:10 AM. Then, changes will post as Updates.

Author's Valuation

US$77.7614.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 18 Dec 25

Fair value Increased 0.061%

CTVA: Planned Seed And Pesticide Split Will Unlock Future Earnings Power

The analyst price target for Corteva has been nudged higher by approximately $0.05 to about $77.76, as analysts factor in a slightly lower discount rate and modestly improved long term growth expectations, despite broadly cautious sector commentary and recent target reductions. Analyst Commentary Street research on Corteva reflects a divided but generally constructive view, with price targets drifting lower but ratings remaining skewed toward positive as investors reassess the company’s post breakup trajectory and near term earnings backdrop.

Shared on 03 Dec 25

CTVA: Planned Seed And Pesticide Split Will Unlock Future Earnings Power

Our analyst price target for Corteva has been trimmed modestly in line with recent Street moves, as analysts factor in lower sector multiples and near term earnings uncertainty around the planned split, while still recognizing the company’s intact innovation engine and long term earnings growth potential. Analyst Commentary Street views on Corteva have become more bifurcated following the announced split, with valuation targets reset lower but ratings broadly supportive of the long term strategic rationale and earnings power.

Shared on 19 Nov 25

Fair value Decreased 0.18%

CTVA: Upcoming Seed And Pesticide Split Will Unlock Shareholder Value

The analyst consensus price target for Corteva has been modestly reduced, slipping from approximately $77.86 to $77.71. Analysts reflect more cautious expectations for earnings growth in light of a mixed agricultural outlook and anticipated impacts from the company's planned business split.

Shared on 05 Nov 25

Fair value Decreased 1.51%

CTVA: Share Split Will Drive Shareholder Value Unlocking Amid Ongoing Business Realignment

Analysts have modestly reduced their average price target for Corteva by approximately $1.20. They cite a more cautious outlook amid challenging crop protection conditions and the company's recent announcement to split into two separate businesses.

Shared on 22 Oct 25

Fair value Decreased 0.95%

Analysts have modestly reduced their price target for Corteva by about $0.76 to $79.05. They cite uncertainty regarding the company’s planned split and the retention of legacy liabilities, though fundamentals and growth remain largely stable.

Shared on 08 Oct 25

Fair value Decreased 1.18%

Corteva's analyst price target has been modestly reduced by $0.95 per share. Analysts cite continued uncertainty around the planned corporate split and complex crop protection market dynamics.

Shared on 04 Sep 25

Analysts maintained their price target for Corteva at $80.76, citing margin expansion and EBITDA growth driven by successful innovation, favorable market fundamentals, and strong execution. Analyst Commentary Ongoing cost reductions, successful innovation, and strong execution are driving margin expansion and double-digit EBITDA growth.

Shared on 07 May 25

Fair value Increased 17%

Shared on 30 Apr 25

Fair value Increased 0.073%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.072%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 12%

AnalystConsensusTarget has decreased revenue growth from 3.2% to 2.8%.

AnalystConsensusTarget Fair Value

US$77.76

14.7% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.00%

Chemicals revenue growth rate

0.60%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.51%

Calculation

US$2.44b

Earnings '28

x

25.63x

PE Ratio '28

=

US$62.51b

Market Cap '28

US$62.51b

Market Cap '28

/

647.10m

No. shares '28

=

US$96.61

Share Price '28

US$96.61 Share Price '28

Discounted to 2025 @ 7.51% p.a.

=

US$77.75

Fair Value '25