NDSN

Nordson Corporation

IndustrialsSpecialty Industrial MachineryNASDAQ

$287.33

+$0.56 (0.20%)today

Conviction

7/ 10

Fair Value$308.43

Upside+7.34%

Signal5.14

Market Cap$15.4B

52W Range$165.03–$305.28

Next EarningsMay 27

Conviction History

Conviction Changes

No conviction changes recorded

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Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$148.49

Current Price$262.73

Upside / Down-43.5%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)99.3%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

16.3%/yr

±3.9% · revenue growth to justify current price

FCF-Based Reverse DCF

13.8%/yr

±3.1% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

analysisMar 16

Conviction: unchanged

NDSN: Precision Dispensing Meets the AI Capex Wave — Quality Compounder at Fair Value

Q1 FY2026 record: $669M sales (+9%), ATS segment +20% organic driven by semiconductor capex. AI computing driving dispense and x-ray demand. fPE 21.8x fair but not cheap. 16% analyst upside to $312. C...

sec_10qMar 4

Conviction: unchanged

Q1 FY2026: ATS Exceptionalism Amid Cyclical Tailwinds

NDSN Q1: ATS accelerating 20.7% organic in semiconductor/electronics dispense. IPS margins pressured by mix. Strong operating leverage and cash generation. Riding AI/semi capex cycle. Valuation: 31x T...