02:25 AM EST, 11/06/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our 12-month target by $3 to $86, 22.7x our next-12-month EPS estimate, a premium to its five-year average forward P/E of 20.4x. We lift our 2025 EPS view by $0.21 to $3.52, lift 2026 EPS by $0.03 to $3.88, and start 2027 EPS at $4.39. Management has addressed our concerns over limited Brazilian soybean market presence by advancing the Conkesta trait to target double-digit market penetration by 2026 and potentially one-third by 2030. This expansion into the world's largest soybean market hedges against North American trade volatility while positioning Corteva ( CTVA ) to capitalize on structural production shifts toward South America, where sustained Chinese demand provides long-term support. Combined with the higher-margin technology licensing strategy that progresses toward royalty neutrality by 2028, these developments create multiple drivers for long-term growth that remain resilient despite near-term trade volatility, even as recent diplomatic negotiations restore U.S.-China soybean trade relationships.