• In early February 2026, Corteva, Inc. reported fourth-quarter 2025 results showing quarterly sales of US$3,910 million and a net loss of US$552 million, alongside full-year 2025 sales of US$17.40 billion and net income of US$1.09 billion, and issued 2026 operating EPS guidance of US$3.45–US$3.70 per share.
• On the same day, UBS downgraded Corteva to a neutral stance as the company prepares to split its seed and crop protection businesses by early 2027, highlighting execution risks and higher potential costs even as the seed segment outlook is supported by an expected US$1.00 billion earnings benefit from a Bayer settlement over the next decade.
• Next, we’ll examine how Corteva’s planned separation of its seed and crop protection businesses could reshape the company’s investment narrative.

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Corteva Investment Narrative Recap

To own Corteva, you need to believe in long term demand for higher yielding, more resilient seeds and crop protection products, supported by its innovation pipeline and global footprint. The planned split of the seed and crop protection businesses now looks like the key near term catalyst, while execution risk around that separation stands out as the biggest current risk; the latest earnings and guidance do not appear to materially change that balance.

The 2026 operating EPS guidance of US$3.45 to US$3.70 per share is the most relevant recent update here, because it frames how much short term earnings power Corteva expects to carry into the planned split. For investors watching catalysts, this guidance helps set expectations for how the seed and crop protection units might be valued as stand alone businesses once the separation is completed.

But investors also need to be aware that execution risk around the separation could...

Corteva's narrative projects $18.8 billion revenue and $2.3 billion earnings by 2028.

Uncover how Corteva's forecasts yield a $82.05 fair value, a 9% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community currently see Corteva’s fair value between US$53.09 and US$82.05, highlighting a wide spread of opinions. Against that backdrop, the planned split of the seed and crop protection businesses and the associated execution risks give you a concrete issue to test your own assumptions about the company’s future performance.

Explore 7 other fair value estimates on Corteva - why the stock might be worth 29% less than the current price!

Build Your Own Corteva Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Corteva research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Corteva research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Corteva's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.