Why did BMO Capital upgrade Dow Inc.'s stock rating and raise its price target?

BMO Capital upgraded Dow Inc. to Market Perform from Underperform and raised its price target to $35, citing the impact of the Iran conflict on global polyethylene supply, which has shut down 12% to 13% of the world's supply and shifted the market to a tighter condition—thus expected to benefit Dow's earnings and cash flows.

What broader market sentiment is reflected by other financial firms' recent actions toward Dow Inc.?

Other firms like KeyBanc and Jefferies have also recently issued upgrades or raised price targets for Dow, reflecting similar market dynamics—namely, supply disruption from the Iran conflict—and Dow's strong Q4 2025 earnings performance.

BMO upgrades Dow stock rating on Iran supply disruption impact

May 4, 2026

BMO Capital upgraded Dow Inc. to Market Perform with a $35 price target, citing Iran conflict disruptions cutting 12-13% of global polyethylene supply. Tighter market conditions are expected to benefit Dow's earnings and cash flows.

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