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    Insider Buying and Sustainable AI Investment Could Be a Game Changer For International Flavors & Fragrances (IFF)

    Simply Wall St·12/21/2025 12:14:07
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    • Earlier in December 2025, International Flavors & Fragrances saw a senior executive buy shares while the company increased investment in taste, scent and bio‑innovation capabilities focused on natural and sustainable ingredients.
    • This combination of insider buying and higher spending on AI‑enabled, bio‑based formulations underscores internal conviction that consumer and regulatory trends favor IFF’s innovation-focused portfolio.
    • We’ll now examine how this insider purchase, set against rising investment in sustainable, AI‑enhanced formulations, might influence IFF’s investment narrative.

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    International Flavors & Fragrances Investment Narrative Recap

    To own International Flavors & Fragrances, you have to believe its shift toward higher margin, innovation driven, natural formulations can offset current profitability pressures and weak end markets. The recent insider buying and sector wide investment in AI enabled, bio based flavors may support that thesis, but do not materially change the key near term catalyst of execution on the innovation pipeline or the biggest risk of continued softness in core regions and segments.

    The most relevant development here is the broader industry move toward natural edible flavors and fragrances, projected to grow at an 8.5% CAGR through 2030, with IFF positioned as a key player. This aligns directly with IFF’s push into sustainable, AI enhanced bio innovation and could be a tailwind for its efforts to replace lower margin, commoditized fragrance ingredients and support the company’s planned mix shift over the next few years.

    Yet even if demand for natural flavors rises, investors still need to weigh the risk that ongoing weakness in North America and China could...

    Read the full narrative on International Flavors & Fragrances (it's free!)

    International Flavors & Fragrances' narrative projects $11.4 billion revenue and $784.4 million earnings by 2028. This implies a 0.3% yearly revenue decline but an earnings increase of about $1.18 billion from -$393.0 million today.

    Uncover how International Flavors & Fragrances' forecasts yield a $81.49 fair value, a 24% upside to its current price.

    Exploring Other Perspectives

    IFF 1-Year Stock Price Chart
    IFF 1-Year Stock Price Chart

    Four members of the Simply Wall St Community see IFF’s fair value between US$81.49 and US$108.03, well above the current price. You should weigh those views against the risk that prolonged weakness in key markets and segments could continue to pressure margins and delay any improvement in overall performance.

    Explore 4 other fair value estimates on International Flavors & Fragrances - why the stock might be worth just $81.49!

    Build Your Own International Flavors & Fragrances Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.