For the third quarter of 2026, analysts anticipate Dow Inc will report revenue of $10.65 billion and EPS of $0.65, as the stock trades at $52.40 compared to a $58.50 average price target. Investors are primarily focused on the Packaging & Specialty Plastics (P&SP) segment margins to gauge the recovery of global manufacturing demand.
Market participants are looking for signs that destocking in European and Asian markets has subsided, which would support higher operating rates. Furthermore, updates on the Fort Saskatchewan Path2Zero project's capital expenditures and the stability of the company’s dividend remain critical components of the investment thesis.