DOW Dow Inc.

bullish track record → $36.01 +0.10 (+0.3%)
Mkt Cap $27B 52wk $20.40 - $42.74 26d ago
Factor divergence: DIVERGENCE: analyst_revisions bullish vs price_momentum bearish
Est. revisions: +87.7% (10 up, 0 down in 30d)
Factor Model (net +0.7)

Factor Model

net +0.7 5.8 / 10
Est. Revisions
+0.1
Insider Activity
+0.0
Momentum
-0.8
Analyst Rev.
+1.0
Narrative Gap
+0.0

Dow doubles polyethylene price hikes amid supply woes

Watch: Upcoming earnings will reveal if higher petrochemical prices translate into better margins and offset revenue decline amid geopolitical risks.

Dow plans to double a prior 15-cent-per-pound polyethylene price hike following a March 10-cent hike. This price increase is driven by supply chain disruptions from the ongoing Strait of Hormuz blockade, which has spiked input costs globally. Related pressures include a 30% condom price jump by Karex and an 8% USPS package surcharge, signaling broad inflation in raw materials and logistics.

The doubled price hike signals Dow's pricing power amid supply constraints, potentially supporting margin recovery despite weaker revenue and sector headwinds.

Our Trades

Full track record →
+20.0%

Long Call · Quick Draw — Passed screening filters.

7d · 2026-05-18
+10.3%

Long Call · Trail Blazer — DOW: earnings estimates raised 515%; analyst targets imply 16% upside; insider buying detected; strong institutional con

7d · 2026-05-18
+20.0%

Long Call · Vol Scout — Passed screening filters.

7d · 2026-05-18
+20.0%

Long Call · Insider Edge — Passed screening filters.

7d · 2026-05-18
+24.3%

Long Call · Insider Edge — Passed screening filters.

7d · 2026-05-15

Evidence

16d ago Permian Gas Glut Means Producers Are Paying Buyers to Haul It Away yahoo-finance
18d ago Argus Research up DOW: Hold → Buy
26d ago Scott Galloway warns the Strait of Hormuz blockade could spiral into 'worldwide toll booths' — or something even worse yahoo-finance
30d ago Is Dow Inc. (DOW) One of the Best Performing S&P 500 Stocks So Far in 2026 yahoo-finance
34d ago RBC Capital main DOW: Outperform → Outperform
35d ago Jim Cramer Discusses the Recent Performance and Earnings Result of Dow Inc. yahoo-finance
36d ago UBS main DOW: Neutral → Neutral
36d ago JP Morgan main DOW: Overweight → Overweight
7 older signals
37d ago BMO Capital main DOW: Market Perform → Market Perform
40d ago How To Spot A Dividend Trap Before It Wrecks Your Yield: A 5-Point Framework
40d ago Morgan Stanley main DOW: Equal-Weight → Equal-Weight
42d ago Stock market records, Iran updates, and Tesla earnings: What to watch this week
42d ago The Energy ETF NDIV paid 44% returns this year, but dividends may not last
44d ago Stocks making the biggest moves midday: Royal Caribbean, Exxon Mobil, Critical Metals, Netflix & more
45d ago Dow’s CEO pick elevates a seasoned insider at a pivotal moment for the chemical giant
Fundamentals & Data ▾
Dow Inc. Basic Materials · Chemicals
Mkt Cap
$27B
Beta
0.45
Div Yield
371.00%
52w Range
$20.40 - $42.74
Short Interest
25.2M 3.95%
Days to Cover
1.6 +11%
Technicals downtrend
vs 20d MA
-6.4%
from 52w Hi
-13.0%
Vol (20d)
39%
1w return
-7.1%
1m return
-6.5%
Vol ratio
1.1x
Insiders
buying 4B / 0S
Analysts
bullish 1 up / 0 down
EPS Estimate
$1.19 +87.7% 30d 10up / 0dn
Est. Dispersion
46% 13 analysts
Analyst Target
$43 $35 - $51
Options P/C
0.73
Fund Convergence
strong Citadel, Two Sigma, Renaissance, D.E. Shaw
Financials
Revenue
$9.8B -6% YoY
FCF
$621M
Gross Margin
6%
Op Margin
0%
Momentum: accelerating
Top Holders
Citadel $229M
Two Sigma $84M
Renaissance $35M
D.E. Shaw $5M
Recent Filings & Data
insider trade 1
net selling
1 insider · 1 transactions (30d)
Recent transactions
FITTERLING JAMES R · award
analyst rating 1
Argus Research up → Buy 18d ago
Track Record (1/1 correct) ▾

Direction History

1/1 correct at 5 days
2026-04-19 bullish +8.6% ✓
Full track record across all stocks →
15 signals · latest 16d ago

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