Nordson Corporation research snapshot
NDSN AI stock analysis currently reads Nordson Corporation as a high-quality precision dispensing, fluid management, medical components, test, inspection, and industrial technology company. At the August 2, 2026 data cutoff, NDSN closed at $297.78 on July 31, and market cap math verified about $16.59 billion using 55.72 million shares outstanding. The company delivered record fiscal 2026 second quarter sales and earnings, raised full-year guidance to about $2.93 billion to $3.01 billion in sales and $11.30 to $11.80 in adjusted EPS, and reported organic backlog up 18% year over year. The caution is price discipline: the stock trades near 31.8x GAAP TTM EPS and 23.3x trailing free cash flow, so the NDSN AI stock forecast needs continued backlog conversion, margin execution, and a still-premium industrial multiple to work. This is informational research and not investment advice.
Current price
$297.78
Market cap
$16.59 billion verified market cap
AI score
72 / 100
Rating
High-quality precision technology compounder with record fiscal 2026 momentum, raised guidance, and a still-demanding valuation
Trend status
Above the 50-day moving average near $290.59 and the 200-day moving average near $268.71, with RSI near 56 after a recovery from the July pullback
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Nordson sells precision dispensing, coating, polymer processing, medical fluid components, electronics dispense, test, inspection, and related systems used in mission-critical manufacturing processes. | High |
| Moat | The moat comes from application engineering, process know-how, installed systems, qualified medical and electronics workflows, customer switching friction, and service relationships in niche production steps. | Medium-high |
| Management | CEO Sundaram Nagarajan has led Nordson since 2019 and runs the Ascend strategy with the NBS Next growth framework, using segment focus, margin discipline, acquisitions, divestitures, dividends, and buybacks to shape the portfolio. | Medium-high |
| Financial trend | Fiscal 2025 sales were $2.79 billion and net income was about $484 million. TTM revenue reached about $2.90 billion with TTM net income of $528 million, and Q2 fiscal 2026 sales rose 8% to a second-quarter record of $741 million. | High |
| Valuation | At $297.78, audited math shows about 31.8x GAAP TTM EPS, 5.18x book value, 23.3x free cash flow per share, 5.7x sales, and a 1.10% dividend yield. | High |
| Technical trend | NDSN sits above its 50-day moving average around $290.59 and above its 200-day moving average around $268.71, with RSI near 56 after recovering from the late June pullback. | Medium-high |
| Risk level | Risk is moderate because the company is high quality but exposed to industrial orders, semiconductor and electronics demand, medical product line startup changes, tariffs and inflation, acquisition execution, leverage, and premium multiple risk. | Medium-high |
| AI confidence | Descriptive data confidence is high because filings, company releases, and third-party datasets align closely on key figures. Return confidence is lower because the next outcome depends on orders, margins, tariffs, and valuation. | High data confidence |
| Investment certainty | NDSN screens as a durable industrial technology franchise at a demanding valuation. Certainty improves if the raised guidance converts into organic growth and margin performance without a semiconductor cycle reversal. | Medium |
NDSN AI stock forecast
The NDSN AI stock forecast uses the $297.78 price reference, the fiscal 2026 adjusted EPS guidance midpoint near $11.55, and a three-year earnings multiple framework. The audited model produced a bearish value near $208, a base value near $344, and a bullish value near $461. These are scenario ranges, not price promises.
$455 to $475
More likely if fiscal 2026 guidance is met or raised again, organic backlog conversion stays strong, Medical and Fluid Solutions returns to normalized growth, Advanced Technology Solutions keeps benefiting from semiconductor and AI infrastructure demand, free cash flow conversion stays high, debt falls, and investors keep valuing NDSN near a 30x earnings multiple.
$335 to $350
More likely if sales grow in the high single digits, adjusted EPS compounds near 6% annually after a strong fiscal 2026, margins remain near historical quality levels, acquisitions add modestly, and the market applies a low-20s to mid-20s earnings multiple.
$200 to $215
More likely if semiconductor and electronics demand slows, industrial orders weaken, medical product startup headwinds persist, tariffs and inflation compress margins, acquisitions disappoint, leverage limits buybacks, or the stock is re-rated toward a high-teens earnings multiple.
NDSN AI technical analysis
NDSN AI technical analysis uses market and technical data available at the August 2, 2026 cutoff. StockAnalysis reported a July 31, 2026 close of $297.78 after a 0.86% gain. StockAnalysis reported the 50-day moving average near $290.59, the 200-day moving average near $268.71, RSI near 56.33, beta near 0.96, and 20-day average volume near 325,276 shares.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $297.78 | July 31, 2026 closing price reference used for market cap verification. |
| Immediate support | $290 to $293 | This band covers the 50-day moving average near $290.59 and the late July base. Buyers need to defend it to keep the short-term trend intact. |
| Intermediate support | $268 to $272 | The 200-day moving average sits near $268.71 and is the main long-term trend reference for this static page. |
| Near resistance | $302 to $305 | This zone covers the July 28 rebound high near $303.49 and the first retest area after the recovery. |
| Breakout reference | $307 to $308 | StockAnalysis reported a 52-week high of $307.74 on June 25, 2026. |
| Momentum | RSI near 56 | RSI is neutral to firm, so the setup still needs price confirmation above resistance rather than assuming a durable breakout. |
| Volume | 294,258 shares on July 31 | StockAnalysis reported July 31 volume below the 20-day average, so a rebound above resistance would need stronger participation. |
| Volatility | Beta near 0.96 | NDSN usually moves close to market beta, but earnings, guidance, tariffs, acquisitions, and semiconductor order data can create company-specific swings. |
| Invalidation | Close below $290, then $268 | A close below $290 would weaken the near-term setup. A break below the 200-day average near $268 would signal a larger trend failure. |
NDSN AI trading strategy
The NDSN AI trading strategy below is a rules-based research framework, not personal advice. It connects chart levels with fiscal 2026 guidance, backlog growth, segment sales, margin quality, cash generation, debt, dividend policy, acquisition execution, tariffs, and valuation risk.
Watch for NDSN to hold the $290 to $293 support band, reclaim $302 to $305, and then challenge the $307 to $308 breakout reference while Q3 results confirm backlog conversion and margin durability.
A close below $290, weaker order commentary, or fiscal 2026 guidance reduction should reduce trend-following confidence.
If NDSN pulls back toward the 200-day moving average without a thesis break, compare the entry price with base-case value, adjusted EPS durability, free cash flow conversion, debt progress, and segment mix.
Do not treat a lower price as automatically cheap. Multiple compression can offset solid execution when a high-quality industrial stock starts from a premium valuation.
Track organic sales growth, backlog, Industrial Precision Solutions, Medical and Fluid Solutions, Advanced Technology Solutions, EBITDA margin, adjusted EPS, free cash flow, total debt, buybacks, dividend increases, and tariff and input cost commentary.
Reduce confidence if growth relies mainly on price, acquisitions, or temporary backlog while organic orders, semiconductor demand, medical demand, or cash conversion weaken.
Investment research summary
Customers pay Nordson because production processes in adhesives, coatings, polymers, medical devices, electronics, semiconductors, packaging, and precision agriculture need accurate dispensing, fluid control, inspection, and process reliability.
The moat is built from application engineering, process qualification, trusted uptime, service support, installed equipment, medical and electronics validation, niche product breadth, and the cost of disrupting a working manufacturing line.
The thesis fails if industrial demand slows, semiconductor and electronics orders reverse, medical customers or product lines hit sustained headwinds, tariffs and inflation compress margins, acquisition integration consumes capital, lower-cost competitors narrow performance gaps, or the market stops paying a premium for niche industrial quality.
Sundaram Nagarajan brought a long ITW operating background and has emphasized the Ascend strategy, the NBS Next growth framework, portfolio discipline, margin quality, cash generation, acquisitions, divestitures, buybacks, and dividends. The test is whether capital allocation keeps compounding per-share value.
Nordson benefits from semiconductor and AI infrastructure investment, electronics packaging complexity, medical device advancement, automation, precision agriculture, and demand for higher-yield manufacturing. These trends are favorable, but order timing remains cyclical.
At $297.78, NDSN is priced as a quality growth compounder rather than a distressed cyclical. Margin of safety depends on backlog conversion, organic growth, high free cash flow conversion, lower leverage, tariff and input cost management, and avoiding a reset from roughly 32x GAAP TTM earnings.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| NDSN quote reference | $297.78 closing price on July 31, 2026, up 0.86% on the day | StockAnalysis NDSN quote page | August 2, 2026 |
| Market capitalization verification | $16.59 billion calculated from $297.78 x 55.72 million shares, with 0.01% variance versus reported market cap | Pineify financial_rigor.py and StockAnalysis | August 2, 2026 |
| Shares outstanding | 55.72 million shares outstanding, down about 1.92% year over year | StockAnalysis NDSN statistics | August 2, 2026 |
| TTM financial summary | TTM revenue of $2.90 billion, net income of $528.12 million, GAAP TTM EPS of $9.37, and free cash flow of $713.67 million | StockAnalysis NDSN financials | August 2, 2026 |
| Fiscal 2025 results | Fiscal 2025 revenue of $2.79 billion, net income of about $484 million, and adjusted EPS of $10.24 | Nordson FY2025 results release | August 2, 2026 |
| Q2 fiscal 2026 results | $741 million sales up 8%, $117 million net income, $2.09 GAAP diluted EPS, $2.86 adjusted diluted EPS, $235 million EBITDA at 32% of sales, $170 million free cash flow, and organic backlog up 18% year over year | Nordson Q2 fiscal 2026 earnings call and results release | August 2, 2026 |
| Fiscal 2026 guidance | Full-year sales of $2.93 billion to $3.01 billion and adjusted EPS of $11.30 to $11.80, both raised from prior guidance | Nordson Q2 fiscal 2026 earnings call | August 2, 2026 |
| Q3 fiscal 2026 guidance | Third-quarter sales of $760 million to $790 million and adjusted EPS of $2.95 to $3.15 per diluted share | Nordson Q2 fiscal 2026 earnings call | August 2, 2026 |
| Cash and debt | Cash and equivalents near $103.14 million, total debt near $1.97 billion, and net cash of negative $1.87 billion; company reported net debt of about $1.8 billion and leverage of 1.9x at the end of Q2 fiscal 2026 | StockAnalysis NDSN statistics and Nordson Q2 fiscal 2026 earnings call | August 2, 2026 |
| Valuation math | 31.78x GAAP TTM EPS, 5.18x book value, 23.25x free cash flow per share, 5.71x sales, and 1.10% dividend yield | Pineify financial_rigor.py valuation verification | August 2, 2026 |
| Technical indicators | 50-day moving average near $290.59, 200-day moving average near $268.71, RSI near 56.33, beta near 0.96, and 20-day average volume near 325,276 | StockAnalysis NDSN statistics | August 2, 2026 |
| Dividend reference | $0.82 quarterly dividend and $3.28 annualized dividend rate with 63 years of dividend growth | StockAnalysis NDSN dividend history | August 2, 2026 |
| Analyst consensus | Average rating of Buy with an average price target of $316.86 across 8 analysts | StockAnalysis NDSN forecast | August 2, 2026 |
| Management | Sundaram Nagarajan has served as President and CEO since August 2019 after a 23-year career at Illinois Tool Works | Nordson executive management page | August 2, 2026 |
This NDSN AI stock analysis is an informational research tool only. It is not investment advice, financial advice, a recommendation to buy or sell Nordson Corporation, or a personalized trading plan. Forecast ranges are scenario outputs based on available data and assumptions as of August 2, 2026, and they can be wrong.
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