Free Trial

3 Chemical Stocks Defying Tariff Worries With Growth Potential

Oil gas refinery or petrochemical plant. Include arrow, graph or bar chart. Increase trend or growth of production, market price, demand, supply. Concept of business, industry, fuel, power energy. — Photo

Key Points

  • Even after trade tariffs were announced for United States goods, these three manufacturing stocks seem to still have double-digit upside potential.
  • Backed by fundamental tailwinds, Wall Street analysts have boosted them recently to reflect these higher potential prices.
  • Institutional buyers also believe these three names could deliver a decent upside soon.
  • MarketBeat previews the top five stocks to own by February 1st.

The market has been worried about the potential implications of President Trump's new tariffs on some of the United States’ biggest trading partners. The latest announcements were made for Colombia after a clash between presidents over an immigration issue. However, there are a few stocks that can still outperform in the coming quarters.

Today’s list of chemical manufacturing stocks offers investors a chance to back some of the potential winners for 2025. These stocks can outperform the market and load up their portfolios with some of the best risk-to-reward setups in the industry to protect their downside. With an agenda to boost domestic manufacturing activity and supply chain nationalization, these net exporting stocks could soar despite tariff talks.

This list includes names like DuPont de Nemours Inc. NYSE: DD, which serves the electronics and industrial sectors across the globe, or household name and renowned giant 3M NYSE: MMM, which is recovering from some of the negative media that surrounded the stock for the better part of 2023 and 2024. Finally, there is Dow Inc. NYSE: DOW, which also applies the same criteria to give investors the sort of upside they need to get 2025 started on the right foot.

Wall Street Sees Double-Digit Upside for DuPont Stock

Since the stock bottomed on January 10th, DuPont de Nemours has reached 86% of its 52-week high to return to bullish territory. Now, some in the market, Wall Street specifically, think this stock could not only keep this momentum going but also reach a new 52-week high.

DuPont de Nemours MarketRank™ Stock Analysis

Overall MarketRank™
99th Percentile
Analyst Rating
Moderate Buy
Upside/Downside
27.9% Upside
Short Interest Level
Healthy
Dividend Strength
Weak
Environmental Score
-2.69
News Sentiment
1.13mentions of DuPont de Nemours in the last 14 days
Insider Trading
N/A
Proj. Earnings Growth
13.04%
See Full Analysis

Such as analysts from BMO Capital Markets, who not only reiterated their Outperform rating on the stock as of January 2025 but also placed a valuation on it of up to $105 a share. This new view dares DuPont stock to rally by as much as 35.8% from where it trades today.

Since the electronics industry has broken out in recent manufacturing PMI reports, the odds favor companies that support the further growth and expansion of domestic manufacturing in that area, which is where DuPont stock lives and thrives. This would explain not only the analyst's view of the upside but also the recent institutional buying activity.

Allocators from Robeco Institutional Asset Management decided to boost their DuPont stock holdings by as much as 20% as of late January 2025, bringing their net position to a high of $75.7 million today and another bullish gauge for investors to lean on.

3M Stock’s Momentum Isn’t Over Yet

Over the past month, 3M stock has managed to give investors a net rally of up to 20% to deliver a strong start to the year. However bullish this recent price action may seem, there are reasons to believe this manufacturer will see even better price action ahead.

3M MarketRank™ Stock Analysis

Overall MarketRank™
92nd Percentile
Analyst Rating
Moderate Buy
Upside/Downside
3.5% Downside
Short Interest Level
Healthy
Dividend Strength
Moderate
Environmental Score
-2.89
News Sentiment
1.03mentions of 3M in the last 14 days
Insider Trading
Selling Shares
Proj. Earnings Growth
8.49%
See Full Analysis

As a net exporter, 3M is set to ride on the tailwinds listed by Goldman Sachs analysts in their 2025 macro outlook report, and other Wall Street analysts have started to pick up on that theme. For example, Bank of America recently decided to keep a Buy rating on 3M stock while also valuing it at $175 per share.

This new target would imply an up to 17% upside from where the stock trades today, not to mention a call for it to make a new 52-week high. Taking this new momentum and price action as a buy signal, the same DuPont buyers from Robeco Institutional Asset Management decided to expand their exposure to 3M stock as well.

As of January, a 16.1% boost brought the group’s net position to a high of $82.3 million, which should confirm to retail investors that the bullish sentiment is not only accepted but also justified.

Dow Stock Brings the Perfect Trifecta

As Dow stock traded down to only 68% of its 52-week high, some market participants decided that it is now too cheap to ignore and that the upside potential justifies taking a second look. This is why analysts from Piper Sandler felt comfortable placing a $53 per share valuation on the stock and calling for a 28% upside from where it trades today.

DOW MarketRank™ Stock Analysis

Overall MarketRank™
93rd Percentile
Analyst Rating
Hold
Upside/Downside
30.9% Upside
Short Interest Level
Healthy
Dividend Strength
Weak
Environmental Score
N/A
News Sentiment
0.09mentions of DOW in the last 14 days
Insider Trading
N/A
Proj. Earnings Growth
35.03%
See Full Analysis

More than just upside and limited downside, Dow stock – through its strong international and exporting presence – can pay out $2.80 per share to shareholders in the form of dividends, which at today’s low price would translate into a 6.8% yield.

Even though the stock has traded down to bearish territory, short sellers have decided that the move lower is severely limited compared to how much Dow stock could rally, which is why investors can notice a short interest decline of 6.1% over the past month alone, a clear sign of bearish capitulation.

Should You Invest $1,000 in 3M Right Now?

Before you consider 3M, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and 3M wasn't on the list.

While 3M currently has a "Moderate Buy" rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

These 7 Stocks Will Be Magnificent in 2025 Cover

Discover the next wave of investment opportunities with our report, 7 Stocks That Will Be Magnificent in 2025. Explore companies poised to replicate the growth, innovation, and value creation of the tech giants dominating today's markets.

Get This Free Report
Gabriel Osorio-Mazilli
About The Author

Gabriel Osorio-Mazilli

Contributing Author

Value Stocks, Asian Markets, Macro Economics

Like this article? Share it with a colleague.

Companies Mentioned in This Article

CompanyMarketRank™Current PricePrice ChangeDividend YieldP/E RatioConsensus RatingConsensus Price Target
DOW (DOW)
4.6648 of 5 stars
$38.54-6.1%7.27%25.69Hold$50.46
DuPont de Nemours (DD)
4.9644 of 5 stars
$76.59+0.1%1.98%40.31Moderate Buy$98.00
3M (MMM)
4.6003 of 5 stars
$154.31+1.8%1.81%20.44Moderate Buy$148.87
Compare These Stocks  Add These Stocks to My Watchlist 

Featured Articles and Offers

MicroStrategy Stock: Riding Bitcoin’s Wave to New Highs

MicroStrategy Stock: Riding Bitcoin’s Wave to New Highs

Bitcoin soared 60% since the election, reigniting interest in the crypto market. Crypto-related stocks like MicroStrategy are now seeing a big boost too.

Recent Videos

How To Invest in Crypto as A Complete BEGINNER in 2025
3 AI Bargain Stocks to BUY NOW After the DeepSeek Crash
NVIDIA Stock Under Pressure: DeepSeek and the AI Tech War

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines