-
Posted by
Two Blokes Jul 8 -
Filed in
Stock
-
7 views
I reiterate my 'buy' rating on Corteva, raising my fair value estimate to $79 per share after strong Q1 results and cost-saving execution. Corteva's volume growth and margin expansion, driven by $169M in cost savings and new product launches, offset ongoing price pressures in FY25. Brazil's ethanol policy is a key catalyst, boosting corn demand and supporting Corteva's growth in both seeds and crop protection, especially in Latam.