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Nordson Corp

Nordson Corp

NDSN
$314.47USD+2.28%+7.02 today

MARKET CAP

17.5B

P/E (TTM)

34.0x

FWD P/E

DAY RANGE

$310 – $315

52W RANGE

$220
$339

AI Summary

Stalk
Sell NowMedium

Following a Blow-Off Top marking the end of the uptrend and the rollover of the 9- and 20-day EMAs, NDSN has been rejected at the 314–316 resistance zone. The current Stage 3 distribution phase and declining short-term EMAs drive a bearish medium-term bias, despite the intact long-term uptrend above the 200-day SMA. Execution favors selling rallies into the declining EMAs and resistance area around 314–316.

  • Q3 revenue $818M (+10% YoY) and adj. EPS $3.25 (+19%)
  • Backlog rose 35% YoY, signalling robust order momentum
  • Negative growth factor raises doubts over revenue sustainability
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The case for & against

Bull & Bear analysis

Bullish

Nordson Corporation (NASDAQ: NDSN) is a leading global provider of precision technology solutions, primarily operating in sectors such as semiconductor, medical devices, and industrial coatings. The company is recognized for its strong operational execution, innovative product offerings, and strategic focus on organic growth through the "NBS Next" framework, positioning itself well within key growth markets.

Bull says

  • Q3 revenue $818M (+10% YoY) and adj. EPS $3.25 (+19%)
  • Backlog rose 35% YoY, signalling robust order momentum
  • Dividend yield 23.34% and $159M buybacks YTD show shareholder focus
  • EBITDA margin 32% and free cash flow conversion >144%
  • Advanced Technology segment record sales tap AI-driven semiconductor tailwinds
  • Strong earnings yield and book-to-price suggest potential undervaluation

Bear says

  • Negative growth factor raises doubts over revenue sustainability
  • Balance sheet pressure from high leverage could constrain ops
  • Analysts cut earnings estimates, pointing to weaker EPS outlook
  • Low liquidity score suggests tighter cash access for investments
  • Market volatility in semis and medical sectors threatens demand
  • High short interest reflects investor skepticism and price pressure risk

Investment themes with NDSN

Robotics -0.75%

Robotics and automation technology companies

IPGP · ZBRA · 6954.T

Earnings Call · Q3 2025 · Mgmt. Guidance

Updated 08-20-2026neutral

Transcript signals

Bull points

  • we still feel pretty good about where we are sitting here today in terms of order entry and in terms of backlog to be able to meet what we were sharing as in revenue guidance.
  • we feel really good about this business and feel really good about where we are headed in the cycle.
  • year to date, we have repurchased about $212 million in shares and the new authorization gives us more flexibility as we go into the rest of the year.

Bear points

  • your outlook is for organic sales to be flat, slightly down year over year in Q4.
  • a little bit of a deceleration on a three-year stack basis.
  • look, dynamic environment, Nordstrom fully participating in market momentum where it exists, and delivering one quarter at a time.
Read full transcript analysis ›