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    Is DuPont (DD) Facing a Turning Point in PFAS Liability and Reputational Risk Management?

    Simply Wall St·01/07/2026 09:34:30
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    • On January 6, 2026, a Montana federal judge denied motions to dismiss a class-action lawsuit alleging DuPont and other manufacturers concealed PFAS-related health risks in firefighter turnout gear, allowing racketeering and multi-state claims to proceed.
    • The ruling highlights the court’s view that plaintiffs have plausibly alleged a coordinated effort to hide PFAS dangers, potentially expanding both legal exposure and reputational pressure for DuPont across municipalities facing costly gear replacement.
    • We’ll now examine how this expanded PFAS litigation risk, including revived RICO claims, could reshape DuPont’s existing investment narrative and assumptions.

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    DuPont de Nemours Investment Narrative Recap

    To own DuPont today, you need to believe in its shift toward higher value electronics, healthcare and water businesses while managing legacy PFAS liabilities. The Montana ruling keeps PFAS risk in focus, but at this stage it does not clearly alter DuPont’s key short term catalyst: execution on the Qnity electronics separation and capital return plans.

    Among recent developments, the August 2025 US$875 million New Jersey PFAS settlement is most relevant, as it outlines how DuPont, Chemours and Corteva share certain legacy obligations. For investors, that framework sits alongside new claims like the firefighter gear case when thinking about future cash flow visibility and how much balance sheet capacity remains for buybacks and reinvestment.

    Yet investors should also weigh how expanding PFAS firefighter gear litigation could affect DuPont’s long term cash flows and...

    Read the full narrative on DuPont de Nemours (it's free!)

    DuPont de Nemours' narrative projects $14.0 billion revenue and $1.7 billion earnings by 2028. This requires 3.7% yearly revenue growth and about a $1.6 billion earnings increase from $71.0 million today.

    Uncover how DuPont de Nemours' forecasts yield a $47.31 fair value, a 9% upside to its current price.

    Exploring Other Perspectives

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    DD 1-Year Stock Price Chart

    Four Simply Wall St Community fair value estimates for DuPont cluster between US$38.68 and US$47.31, reflecting varied individual outlooks. Against this backdrop, ongoing PFAS litigation and evolving settlement structures could play a meaningful role in how you think about DuPont’s future earnings resilience and should encourage you to compare several viewpoints before forming a view.

    Explore 4 other fair value estimates on DuPont de Nemours - why the stock might be worth as much as 9% more than the current price!

    Build Your Own DuPont de Nemours Narrative

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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.