A Look At Nordson (NDSN) Valuation After Q4 Earnings Beat And Analyst Upgrades

Simply Wall St.01-10

Nordson (NDSN) is back in focus after a strong Q4 earnings beat prompted fresh analyst upgrades, with management also outlining guidance for sales growth and adjusted earnings growth in fiscal 2026. ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2602460306?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/3072000-choice2-main-header/1585186655182","is_english":true,"pubTime":"2026-01-10 02:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2602460306","market":"us","top_or_hot":-1,"title":"A Look At Nordson (NDSN) Valuation After Q4 Earnings Beat And Analyst Upgrades","media":"Simply Wall St.","content":"<div>\n<p>Nordson (NDSN) is back in focus after a strong Q4 earnings beat prompted fresh analyst upgrades, with management also outlining guidance for sales growth and adjusted earnings growth in fiscal 2026. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-ndsn/nordson/news/a-look-at-nordson-ndsn-valuation-after-q4-earnings-beat-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Nordson (NDSN) Valuation After Q4 Earnings Beat And Analyst Upgrades</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Nordson (NDSN) Valuation After Q4 Earnings Beat And Analyst Upgrades\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-10 02:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nasdaq-ndsn/nordson/news/a-look-at-nordson-ndsn-valuation-after-q4-earnings-beat-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nordson (NDSN) is back in focus after a strong Q4 earnings beat prompted fresh analyst upgrades, with management also outlining guidance for sales growth and adjusted earnings growth in fiscal 2026. ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nasdaq-ndsn/nordson/news/a-look-at-nordson-ndsn-valuation-after-q4-earnings-beat-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NDSN","symbol_name":"Nordson Corporation","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-ndsn/nordson/news/a-look-at-nordson-ndsn-valuation-after-q4-earnings-beat-and","article_id":"2602460306","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3072000-choice2-main-header/1585186655182"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nasdaq-ndsn/nordson/news/a-look-at-nordson-ndsn-valuation-after-q4-earnings-beat-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2602460306","pubTimestamp":1767984315,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Nordson (NDSN) is back in focus after a strong Q4 earnings beat prompted fresh analyst upgrades, with management also outlining guidance for sales growth and adjusted earnings growth in fiscal 2026.\nSee our latest analysis for Nordson.\nThe Q4 earnings beat and fresh analyst commentary come after a steady run in the share price, with a 30 day share price return of 9.35% and a 1 year total shareholder return of 28.16%. This suggests momentum has been building rather than fading.\nIf this kind of...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate","earning"],"viewcount":null,"language":"en","relate_stocks":{"NDSN":"Nordson Corporation"},"translate_title":"第四季度盈利超出预期和分析师升级后诺信(NDSN)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NDSN":1.5},"content_text":"Nordson (NDSN) is back in focus after a strong Q4 earnings beat prompted fresh analyst upgrades, with management also outlining guidance for sales growth and adjusted earnings growth in fiscal 2026. See our latest analysis for Nordson. The Q4 earnings beat and fresh analyst commentary come after a steady run in the share price, with a 30 day share price return of 9.35% and a 1 year total shareholder return of 28.16%. This suggests momentum has been building rather than fading. If this kind of steady progress has your attention, it could be a good moment to see what else is out there through fast growing stocks with high insider ownership. So with Nordson trading at $255.26 against analyst targets around $272 to $290 and management pointing to further sales and earnings growth in 2026, is there still a buying opportunity here, or is the market already pricing that in? AdvertisementMost Popular Narrative: 5.8% Undervalued With Nordson trading at $255.26 against a narrative fair value around $271, the current price sits slightly below what this framework implies.  Strategic focus on recurring revenue streams, including aftermarket and consumable products, coupled with targeted cost restructurings and portfolio optimization (divestiture of lower-margin contract manufacturing), are expected to lift net margins and earnings resilience through a higher-value business mix.  Read the complete narrative. Curious what has to happen for that higher fair value to make sense? The narrative leans on steadier revenue, fatter margins, and a future earnings multiple usually reserved for premium franchises. The exact mix of growth, profitability and valuation expectations might surprise you. Result: Fair Value of $271 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still pressure points, such as weaker demand in polymer processing or delayed large system orders, that could challenge revenue assumptions and squeeze margins. Find out about the key risks to this Nordson narrative. Another View: What The P/E Is Telling You The narrative framework suggests Nordson is about 5.8% undervalued, but the current P/E of 29.4x paints a different picture. It sits above the US Machinery industry at 25.6x, above peers at 25.4x, and above the fair ratio of 23.6x, which points to valuation risk if sentiment cools. If the market eventually leans closer to that 23.6x fair ratio, today’s price could feel full rather than cheap, especially with earnings growth forecasts that are solid but not high growth. Which signal do you place more weight on: the upbeat narrative or the richer multiple? See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:NDSN P/E Ratio as at Jan 2026 Build Your Own Nordson Narrative If you are not fully sold on this view or would rather weigh the numbers yourself, you can build a custom Nordson story in minutes, starting with Do it your way. A great starting point for your Nordson research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Nordson has you thinking more seriously about your portfolio, now is the time to widen your search and line up a few strong alternatives.  Spot opportunities others might miss by scanning these 878 undervalued stocks based on cash flows that trade below what their cash flows suggest they could be worth. Get ahead of the next wave in digital finance by checking out these 79 cryptocurrency and blockchain stocks tied to blockchain, payments, and related infrastructure. Target future facing themes at the intersection of medicine and algorithms with these 29 healthcare AI stocks shaping diagnostics, workflows, and treatment support.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Nordson might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602460306","isCrawlerRequest":true}