Fiera Capital Corp Decreases Position in Nordson Corporation $NDSN
Fiera Capital Corp reduced its stake in Nordson Corporation (NASDAQ:NDSN) by 2.2% in the third quarter of 2025, selling 4,105 shares to hold a total of 185,666 shares valued at approximately $42.1 million. Despite this, Nordson reported strong Q1 results with revenue up 8.8% and EPS of $2.37, leading management to raise its FY2026 EPS guidance to $11.00–$11.60. Analyst ratings are mixed, with a consensus "Hold" and a price target of $276.14, though some firms have upgraded the stock and raised targets.
Nordson (NASDAQ:NDSN) Raised to Buy at Wall Street Zen
Wall Street Zen has upgraded Nordson (NASDAQ:NDSN) from a "hold" to a "buy" rating, though the collective analyst consensus remains a "Hold" with a target price of $276.14. Nordson reported a strong Q1 with record revenue and in-line EPS, and raised its FY2026 guidance, supporting a positive forward earnings outlook. Despite strong top-line results, factors like mixed EPS readings, insider selling, and recent fund adjustments could introduce selling pressure.
KeyBanc raises Nordson stock price target on ATS momentum By Investing.com
KeyBanc has increased its price target for Nordson Corp. shares to $335 from $295, maintaining an Overweight rating due to strong sales momentum in ATS and robust order and backlog strength. The firm views the current stock levels as an attractive entry point, despite some emerging margin pressure, as it anticipates significant cyclical improvements. This update follows a previous price target hike after Nordson's Q4 2025 earnings beat EPS expectations, showcasing analyst confidence in the company's performance.
Analysts Offer Insights on Industrial Goods Companies: Caterpillar (CAT) and Nordson (NDSN)
Barclays analyst Adam Seiden maintained a Hold rating on Caterpillar (CAT) with a $625.00 price target, despite the stock closing at $751.97. KeyBanc analyst Jeffrey Hammond reiterated a Buy rating on Nordson (NDSN), whose shares closed at $299.29. The article highlights recent analyst ratings and consensus price targets for these two industrial goods companies.
Medical Device Contract Manufacturing Market Is Going to Boom |• Flex Ltd. • Jabil Inc
Worldwide Market Reports has released a comprehensive research study on the "Medical Device Contract Manufacturing Market," forecasting its growth from 2026 to 2033. The report, based on primary and secondary research, details market drivers, challenges, opportunities, and the competitive landscape, including strategies of key players like Flex Ltd. and Jabil Inc. It also segments the market by device types and applications, providing regional analysis and strategic insights for stakeholders.
Nordson Corporation (NASDAQ:NDSN) Q1 2026 Earnings Call Transcript
Nordson Corporation reported a strong first quarter for fiscal year 2026, achieving record sales of $669 million, a 9% increase year-over-year, driven by broad-based organic growth and notable strength in its Advanced Technology Solutions (ATS) segment due to the semiconductor market. The company also saw increased EBITDA and adjusted EPS, along with robust free cash flow generation. Nordson raised its full-year guidance for both sales and adjusted earnings per share, reflecting confidence in continued market momentum while maintaining prudent planning for potential market shifts.
We Expect Nordson To Deliver Strong Long-Term Organic Growth Fueled by Advanced Technology Solutions
Nordson is positioned for strong long-term organic growth, driven by its specialized advanced technology solutions. The company, a leading manufacturer in dispensing equipment, benefits from strong market share in niche applications. Despite a strong start to fiscal 2026, the current valuation appears stretched.
KeyBanc raises Nordson stock price target on ATS momentum By Investing.com
KeyBanc has increased its price target for Nordson Corp. (NASDAQ:NDSN) shares to $335 from $295, reiterating an Overweight rating. This decision follows strong sales momentum in the ATS segment and robust order/backlog indications from the company's Q1 fiscal 2026 earnings. Despite some margin pressure in IPS, KeyBanc considers the updated guidance conservative and the current stock level an attractive entry point for investors.
NORDSON CORP SEC 10-Q Report
NORDSON CORP (NDSN) has released its Q3 Form 10-Q report, demonstrating strong financial and operational growth. The company reported an 8.8% increase in sales to $669.5 million, with net income surging by 40.9% to $133.4 million, driven by robust performance in its Advanced Technology Solutions segment. Diluted EPS rose 44.2% to $2.38, reflecting improved profitability and share repurchases.
DA Davidson Maintains 'Buy' Rating on Nordson (NDSN); Price Targ
DA Davidson has maintained its 'Buy' rating for Nordson (NDSN), keeping a steady price target of $290. This decision reflects continued confidence in the company's market performance and future growth potential. While Wall Street analysts have an average target price of $278.94 for NDSN, implying a potential downside, GuruFocus estimates a fair value of $263.11, suggesting a greater downside from the current price.
DA Davidson Reaffirms "Buy" Rating for Nordson (NASDAQ:NDSN)
DA Davidson has reaffirmed its "Buy" rating for Nordson (NASDAQ:NDSN), setting a price target of $290.00, despite the stock trading slightly higher at around $298.47. The company recently reported strong Q1 sales of roughly $669 million, an 8.8% year-over-year increase, and raised its FY2026 guidance, indicating sustained demand and improved profitability. However, analyst sentiment is mixed with a consensus "Hold" rating, and concerns exist regarding the stock's high valuation and insider selling.
Nordson (NDSN) Q1 2026 Earnings Call Transcript
Nordson (NDSN) reported record Q1 2026 sales of $669 million, a 9% increase with 7% organic growth, driven by strong performance in the Advanced Technology Solutions (ATS) segment, particularly in semiconductor-related applications. The company saw an 8% increase in EBITDA to $203 million and a 15% increase in adjusted EPS to $2.37. Nordson raised its full-year 2026 guidance, projecting revenue between $2.86 billion and $2.98 billion, and adjusted EPS between $11.00 and $11.60.
NDSN Q4 Deep Dive: Semiconductor and Asia Demand Drive Growth, Guidance Raised
Nordson (NASDAQ: NDSN) significantly beat revenue expectations in Q4 CY2025, driven by strong demand in its Advanced Technology Solutions segment, particularly from the semiconductor industry and Asia-Pacific region. The company raised its full-year revenue and adjusted EPS guidance, anticipating continued momentum in semiconductor and electronics markets, alongside stabilization in medical and industrial segments. Management highlighted disciplined capital deployment and an active M&A pipeline for future growth.
KeyBanc raises Nordson stock price target on ATS momentum
KeyBanc has increased its price target for Nordson Corp. (NASDAQ:NDSN) shares to $335 from $295, maintaining an Overweight rating due to strong sales momentum in ATS and robust order and backlog strength after the company's Q1 fiscal 2026 earnings. This new target follows previous adjustments by KeyBanc and DA Davidson, both of whom raised their price targets on Nordson due to strong margin execution, improved operating margins, and positive free cash flow, despite some emerging margin pressure. Analysts view current levels as an attractive entry point for investors, anticipating cyclical improvements.
KeyBanc Raises Price Target for Nordson (NDSN) to $335 | NDSN St
KeyBanc has increased its price target for Nordson (NDSN) to $335 from $295, maintaining an "Overweight" rating, which represents a 13.56% increase. This decision reflects growing confidence in Nordson's financial performance and market position, following a trend of positive analyst evaluations. Nordson, a manufacturer of dispensing equipment, generated approximately $2.8 billion in revenue in fiscal 2025.
Data center demand could triple by 2030; Generac buys Enercon for backup power
Generac (NYSE: GNRC) has signed an agreement to acquire Enercon Engineering, a company specializing in generator enclosures and UL-certified switchgear, to expand its capacity for the rapidly growing data center and commercial & industrial markets. Enercon, founded in 1975, brings 50 years of expertise, over 120 employees, and a 160,000-square-foot manufacturing facility. This acquisition is part of Generac's strategy to double its C&I product sales, supporting the anticipated tripling of global data center capacity by 2030, with the closing expected in Q2 2026 pending regulatory approvals.
Nordson (NASDAQ:NDSN) Exceeds Q4 CY2025 Expectations
Nordson (NASDAQ:NDSN) reported Q4 CY2025 results that exceeded Wall Street's revenue expectations, with sales up 8.8% year-on-year to $669.5 million. The company's adjusted EPS of $2.37 was in line with analyst estimates, and management provided better-than-expected guidance for both next quarter's revenue and full-year revenue and adjusted EPS. Despite the revenue beat and raised guidance, the article notes that organic revenue missed and EBITDA fell short of estimates, leading to a "weaker quarter" despite the initial stock price increase.
Nordson Posts Record Q1 Results, Raises 2026 Guidance
Nordson (NDSN) announced record first-quarter fiscal 2026 results, with sales up 9% year-over-year and net income rising to $133 million. Driven by broad organic growth across all segments, particularly Advanced Technology Solutions, the company has raised its second-quarter and full-year 2026 sales and adjusted earnings guidance. TipRanks' AI Analyst, Spark, rates NDSN as an "Outperform" due to its strong financial performance, positive earnings outlook, excellent cash generation, and ongoing deleveraging/buybacks.
Nordson (NASDAQ:NDSN) Announces Quarterly Earnings Results
Nordson (NASDAQ:NDSN) reported Q1 EPS of $2.37, slightly beating the consensus and raising its FY 2026 guidance to $11.00–$11.60 EPS. The company achieved record Q1 sales of approximately $669 million with 7% organic growth, indicating strong operational performance and durable demand. Despite the positive earnings, analyst consensus maintains a "Hold" rating with a target price around $266, suggesting limited near-term upside from analyst revisions alone, while institutional investors show mixed activity in their positions.
Nordson: Fiscal Q1 Earnings Snapshot
Nordson Corp. reported robust fiscal first-quarter earnings, exceeding Wall Street expectations with $133.4 million in profit and $2.38 earnings per share. The company's revenue also surpassed forecasts, reaching $669.5 million. Nordson provided optimistic guidance for the upcoming quarter and the full year, projecting continued growth in both earnings and revenue.
Nordson Corporation Reports Record First Quarter Fiscal 2026 Results and Increases Full Year Guidance
Nordson Corporation reported record first quarter fiscal 2026 results, with sales up 9% year-over-year to $669 million and adjusted earnings per diluted share increasing by 15% to $2.37. The company saw strong organic growth across all segments, particularly in Advanced Technology Solutions driven by electronics and x-ray systems. Based on this performance and increased backlog, Nordson has raised its full-year guidance for both sales and adjusted earnings.
Nordson earnings matched, revenue topped estimates
Nordson (NASDAQ: NDSN) reported first-quarter earnings per share that matched analyst estimates and revenue that exceeded expectations. The company also provided optimistic guidance for Q2 and the full fiscal year 2026, with revenue and EPS projections generally above current analyst consensus. Nordson's stock has shown strong performance over the last 3 and 12 months, with a "good performance" financial health score from InvestingPro.
Nordson: Fiscal Q1 Earnings Snapshot
Nordson Corp. reported strong fiscal first-quarter earnings, with adjusted earnings of $2.37 per share and revenue of $669.5 million, both exceeding Wall Street expectations. The company also provided optimistic guidance for the second quarter and the full fiscal year, projecting continued growth in earnings and revenue. This performance showcases Nordson's solid financial health and positive outlook.
Nordson Corp. (NDSN) Reports In-Line Q1 EPS; offers guidance
Nordson Corp. (NDSN) reported Q1 EPS of $2.37, matching analyst estimates, and exceeded revenue consensus with $669 million. The company provided Q2 2026 guidance, expecting EPS between $2.70-$2.90 and revenue of $710-740 billion, generally in line with analyst expectations. For the full fiscal year 2026, Nordson projects EPS of $11.00-$11.60 and revenue of $2.86-2.98 billion, also aligning with consensus forecasts.
Nordson: Fiscal First Quarter Earnings Overview
Nordson Corp. reported strong financial results for its fiscal first quarter, with a net profit of $133.4 million and adjusted earnings of $2.37 per share, surpassing analyst expectations. The company generated $669.5 million in revenue, also exceeding forecasts. Nordson provided optimistic guidance for the upcoming quarters and the full fiscal year for both earnings per share and total revenue.
Nordson Corporation stock hits all-time high at 300.82 USD
Nordson Corporation (NDSN) stock has reached an all-time high of $300.82, driven by a 38.05% increase over the past year and strong returns year-to-date. Despite an InvestingPro analysis suggesting potential overvaluation and an overbought RSI, analysts like KeyBanc and DA Davidson maintain positive ratings due to robust earnings, strong margin execution, and a positive fiscal year outlook. The company also boasts a 1.1% dividend yield and a 46-year history of consecutive dividend payments.
Nordson Corp Profit Rises In Q1
Nordson Corp (NDSN) announced a significant increase in its first-quarter profit, with earnings totaling $133.38 million ($2.38 per share) compared to $94.65 million ($1.65 per share) in the prior year. The company's revenue also grew by 8.8% to $669.46 million. Nordson provided optimistic guidance for the next quarter and the full year, projecting continued growth in both EPS and revenue.
How to watch Axsome Oppenheimer healthcare conference talk live
Axsome Therapeutics (NASDAQ: AXSM) will present at the Oppenheimer 36th Annual Healthcare Life Sciences Conference on Wednesday, February 25, 2026, at 2:00 p.m. ET. A live webcast will be available on the company's investor relations page, and a replay will be accessible for approximately 30 days afterward. This presentation is a standard investor conference appearance and is not expected to include financial results or new clinical data not previously announced.
Nordson (NDSN) Reports Q4: Everything You Need To Know Ahead Of Earnings
Nordson (NDSN) is set to announce its Q4 earnings, with analysts expecting a 6.1% year-on-year revenue increase to $652.8 million and adjusted earnings of $2.37 per share. The company missed revenue expectations by 1.3% last quarter, but positive sentiment in the professional tools and equipment segment, where peers like Kennametal and Fortive reported strong Q4 results, may bode well for Nordson. The stock is up 12.1% over the last month, nearing its average analyst price target of $275.55.
Nordson Earnings Preview: Revenue Growth Expected Amid Sector Gains | 2026 Analysis - News and Statistics
Nordson is set to announce its earnings, with analysts projecting a 6.1% year-on-year revenue increase to $652.8 million and adjusted earnings of $2.37 per share, a rebound from a previous decline. The company has a history of missing Wall Street revenue estimates. Despite this, positive investor sentiment in the professional tools and equipment sector has seen Nordson's stock rise 12.1% recently, although its current share price exceeds the average analyst target.
ING Groep NV Acquires Shares of 6,859 Nordson Corporation $NDSN
ING Groep NV recently acquired a new position in Nordson Corporation (NASDAQ:NDSN), purchasing 6,859 shares valued at approximately $1.56 million. Other institutional investors also adjusted their holdings in Nordson, with Vanguard Group Inc. boosting its stake to over 6.2 million shares. The article details Nordson's stock performance, recent quarterly earnings, dividend announcement, and current analyst ratings, noting an average "Hold" rating and a consensus target price of $266.29.
Nordson Corporation (NASDAQ:NDSN) Receives Consensus Recommendation of "Hold" from Brokerages
Nordson Corporation (NASDAQ:NDSN) has received a consensus "Hold" recommendation from nine brokerages, with five rating it a hold and four a buy. The average 1-year target price is $266.29, below its recent trading price of $294.47. The company recently reported a Q4 EPS beat but slightly missed revenue estimates and provided Q1 and FY2026 guidance.
Nordson MARCH's ModVIA Plasma System Easily Doubles Capacity to Accommodate Production Growth
Nordson MARCH has introduced its new ModVIA™ plasma system, which can double its capacity from 4 to 8 cells (8-16 panels) to meet growing manufacturing production needs. Designed with a compact footprint, the system targets small to medium-sized businesses and R&D institutions, offering versatile processing for various PCB panel technologies. The ModVIA is an advanced, field-expandable addition to their VIA series, aiming to provide superior process uniformity and reduce cost of ownership.
Nordson (NDSN) to Release Quarterly Earnings on Wednesday
Nordson (NDSN) is scheduled to release its Q1 2026 earnings after the market closes on Wednesday, February 18th. Analysts anticipate earnings per share of $2.36 and revenue of $652.676 million, aligning with the company's previously issued guidance. Nordson has a "Hold" consensus rating from analysts, with a target price of $266.29, and recently declared a quarterly dividend of $0.82.
Nordson Corporation stock hits all-time high at 291.09 USD
Nordson Corporation (NDSN) stock has reached an all-time high of $291.09, reflecting a 37.33% return over the past year and strong investor confidence due to impressive gross profit margins. Despite trading above its Fair Value and an RSI indicating overbought conditions, analysts have reiterated positive ratings and increased price targets following strong Q4 2025 earnings which beat EPS forecasts. The company has a consistent dividend payment record of 46 years.
1 Momentum Industrials Stock with Exciting Potential and 2 Facing Headwinds
This article analyzes three industrial stocks trading near their 52-week highs, identifying one with long-term potential and two facing significant headwinds. MYR Group (MYRG) and Nordson (NDSN) are highlighted as stocks to consider selling due to concerns like stagnant backlogs, high costs, and underperforming core businesses. Conversely, Mueller Water Products (MWA) is presented as a strong buy candidate, showing robust organic revenue growth, increasing operating profits, and significant earnings per share growth.
ITT Inc. (NYSE:ITT) Just Reported And Analysts Have Been Lifting Their Price Targets
ITT Inc. (NYSE:ITT) shareholders saw a 13% stock price increase following their latest yearly results, despite statutory earnings missing analyst estimates by 3.7%. Analysts have largely maintained their revenue and earnings forecasts for 2026, but the consensus price target rose by 6.1% to US$224, indicating increased confidence in the company's intrinsic value. The company's projected revenue growth of 6.1% for 2026 is expected to align with the wider industry average, a slowdown from its historical 8.9% growth over the past five years.
Earnings Update: Here's Why Analysts Just Lifted Their The Timken Company (NYSE:TKR) Price Target To US$97.18
Analysts have increased their price target for The Timken Company (NYSE:TKR) to US$97.18, despite a slight dip in future earnings per share forecasts. The company's shares surged 14% after reporting annual results that were in line with analyst predictions for revenue and statutory EPS. While revenue growth is expected to slow and grow slower than the industry average, analysts see improving intrinsic value for the business.
Taylor Devices Jumps 74% in 6 Months: Should You Buy the Stock?
Taylor Devices (TAYD) shares have surged 74.4% in the last six months due to booming U.S. sales, high defense demand, and profitable projects, supported by a strong, debt-free balance sheet. Although the company faces challenges like declining long-term project demand and international sales, its strong fundamentals and exposure to secular trends in defense and infrastructure are compelling. However, its valuation is higher than the industry average, suggesting that investors might wait for a better entry point.
HORAN Wealth LLC Invests $917,000 in Nordson Corporation $NDSN
HORAN Wealth LLC recently acquired a new position in Nordson Corporation, purchasing 4,043 shares valued at approximately $917,000 during the third quarter. This investment is part of broader institutional interest in Nordson, with several other hedge funds also adjusting their stakes in the industrial products company. Nordson has demonstrated strong financial performance, reporting better-than-expected quarterly earnings and declaring a quarterly dividend.
Is It Too Late To Consider Lincoln Electric (LECO) After Its Strong Multi‑Year Rally?
Lincoln Electric Holdings (LECO) has seen significant share price appreciation over recent years. However, a Discounted Cash Flow (DCF) analysis suggests the stock is currently overvalued by 71.3%, with an estimated intrinsic value of $166.82 compared to its current share price of $285.82. The company also trades at a P/E ratio higher than its industry and peer averages, further indicating potential overvaluation according to Simply Wall St's proprietary Fair Ratio.
Nordson Corp. Stock Outperforms Competitors Despite Losses On The Day
Nordson Corp. (NDSN) stock experienced a decline of 1.11% to $255.45 on Wednesday, underperforming its competitors but still showing a year-to-date gain of 1.55%. Despite this daily loss, the stock remains above its 52-week low and achieved a 52-week high of $276.71 previously.
Emerson Q1 Earnings Top Estimates, Intelligent Devices Sales Rise
Emerson Electric Co. (EMR) reported strong first-quarter fiscal 2026 results, with adjusted earnings of $1.46 per share, surpassing analyst estimates. Net sales increased 4% year over year to $4.35 billion, driven by robust performance in its Intelligent Devices and Software and Control segments. The company also provided a positive outlook for fiscal 2026, anticipating continued growth in net sales and adjusted earnings per share.
Johnson Controls Q1 Earnings & Revenues Top Estimates, Increase Y/Y
Johnson Controls International plc (JCI) reported strong first-quarter fiscal 2026 results, with adjusted earnings of 89 cents per share and total revenues of $5.80 billion, both exceeding Zacks Consensus Estimates. Earnings increased 39% year-over-year, and revenues grew 7%, driven by robust performance across its Americas, EMEA, and APAC segments. The company also provided optimistic guidance for Q2 and the full fiscal year 2026, forecasting continued organic revenue growth and strong adjusted earnings.
Emerson Q1 Earnings Top Estimates, Intelligent Devices Sales Rise
Emerson Electric Co. (EMR) surpassed first-quarter fiscal 2026 earnings estimates with adjusted earnings of $1.46 per share, despite net sales of $4.35 billion slightly missing consensus. The company saw strong performance in its Intelligent Devices and Software and Control segments, with year-over-year sales increases. Emerson provided a positive outlook for Q2 fiscal 2026 and the full fiscal year 2026, including expected net sales growth and adjusted earnings per share.
Nordson (NASDAQ:NDSN) Hasn't Managed To Accelerate Its Returns
Nordson (NASDAQ:NDSN) has shown satisfactory returns on capital employed (ROCE) of 14%, which is better than the Machinery industry average of 11%. Despite employing 56% more capital over the last five years, the company's ROCE has remained stable, indicating consistent but not accelerating returns. While this stable reinvestment has led to a 56% return for shareholders over the past five years, the trend suggests a need for investors to further evaluate the stock's future growth potential.
Emerson Q1 Earnings Top Estimates, Intelligent Devices Sales Rise
Emerson (EMR) reported strong first-quarter fiscal 2026 results, with adjusted earnings surpassing Zacks Consensus Estimates. The company saw a 6% year-over-year increase in the bottom line, driven by solid performance in its Software and Control segment. Emerson also provided optimistic guidance for Q2 and full fiscal year 2026, projecting continued sales growth and increased earnings per share.
Powell Industries Q1 Earnings Surpass Estimates, Increase Y/Y
Powell Industries (POWL) reported strong first-quarter fiscal 2026 adjusted earnings of $3.40 per share, surpassing analyst estimates by 19% year-over-year. Although total revenues of $251.2 million missed consensus, they still rose 4% year-over-year, driven by growth in electric utility and oil & gas markets. The company also announced a quarterly dividend increase of 0.9% to 27 cents per share, reflecting confidence in its robust backlog and solid financial position for fiscal 2026.
Nordson Corporation (NDSN) Enters into Amended and Restated Cred
Nordson Corporation (NDSN) has secured a new $1.2 billion senior unsecured multicurrency revolving credit facility through an Amended and Restated Credit Agreement, effective January 30, 2026. This facility, maturing in 2031, supports working capital, acquisitions, and debt refinancing, and has already been used to repay $248 million of outstanding term loans. The strategic move enhances financial flexibility and growth initiatives, with interest rates based on Nordson's leverage ratio or debt rating.
Nordson Expands Multicurrency Revolving Credit Facility to 2031
Nordson Corporation has expanded its multicurrency revolving credit facility to $1.2 billion, maturing on January 30, 2031. This new agreement replaces a previous facility and allows for borrowings in multiple major currencies, offering enhanced financial flexibility and extending the company's debt maturity profile. The move is seen as positive, with analysts maintaining a "Buy" rating on NDSN stock and TipRanks' AI Analyst indicating an "Outperform" based on strong financial performance.
