10 Best Electric Vehicle Supply Chain Stocks to Buy Right Now

3. DuPont de Nemours, Inc. (NYSE:DD)

 Number of Hedge Fund Holders: 49

Market Cap: $32.58 billion

DuPont de Nemours, Inc. (NYSE:DD) is one of the best electric vehicle supply chain stocks to buy right now. On September 2, Mizuho reiterated the Outperform rating for DuPont de Nemours, Inc. (NYSE:DD), while increasing the 12-month price target from $85 to $90. That implies a 15.63% upside from the price of $77.82 as of September 5.

The rest of Wall Street is also similarly bullish, with the average 12-month implied upside of 18.05% on the company, which supplies specialty polymers, battery separator materials, and electronic-grade materials to EV makers. 14 of the 17 brokerages that follow the stock rate it a “buy” or higher, and 3 think it’s a “hold”.

Mizuho updated its sum-of-the-parts valuation after the sale of DuPont’s fabric business for $1.83 billion. The firm noted that the rest of the company should be less cyclical while having a higher free cash flow conversion.

To mitigate the impact of tariffs, DuPont is adjusting its supply chain, moving products strategically to avoid tariffs and applying surcharges where needed. This approach has helped reduce the overall tariff-related cost burden significantly. The company remains focused on operational efficiency and is positioning itself for long-term growth through innovation and strategic restructuring.