NASDAQ · STOCK
Nordson Corporation
$297.80
52W $207.08 – $307.74
56/100
$16.59B
31.6
0.97
Is NDSN Bullish or Bearish?
Mixed.
Innellis AI committee rates Nordson Corporation (NDSN) Watch with a composite score of 56/100
, based on 6 analysts with 67% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +4.29 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -15.71 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
Some positive signals exist — price structure making higher highs and higher lows — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull & Bear Case
Bull Case
- ROE of 17.1% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 31.5 is moderate-to-rich — Value
- Price-to-book of 4.3x prices in significant intangible value — Value
- 2 consecutive earnings misses -- execution concerns — Growth
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
56/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 39%
of 158 Industrials peers
Value Analyst
neutral
48
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 17.1% shows genuine earnings power backing the valuation
− P/E of 31.5 is moderate-to-rich
Growth Analyst
neutral
48
/ 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− 2 consecutive earnings misses -- execution concerns
Technical Analyst
bullish
69
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
66
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 11 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 57.3 to 55.7.
- Conviction changed from contested to moderate.
- Committee agreement increased notably from 50% to 67%.
- New bearish signals: 3 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 3 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst.
Analyst-level changes:
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
- Value Analyst: +1 bearish signal(s).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
58.9
Neutral
MACD Histogram
0.721
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$270.41
Resistance
$303.94
Bollinger %B
0.82
Inside Bands
Price vs Moving Averages
EMA 9
$295.34
Above
EMA 21
$293.21
Above
EMA 50
$289.99
Above
EMA 200
$270.59
Above
Fundamental Analysis
Valuation
49
Growth
49
Profitability
1
Financial Health
97
Cash Flow
37
Valuation
P/E Ratio
31.6×
P/B Ratio
5.19×
PEG Ratio
1.57
Dividend Yield
0.01%
52W High
$307.74
52W Low
$207.08
Quality & Growth
ROE
15.9%
ROA
8.2%
Gross Margin
55.1%
Operating Margin
26.4%
Revenue Growth YoY
—
Debt / Equity
0.62
AI Fundamental Assessment
P/E ratio of 31.6 (rich relative to a 15-40x range); Price-to-book of 5.2x; PEG ratio of 1.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.1%; Net margin of 0.2%; Gross margin of 0.6%; Current ratio of 2.60 (healthy short-term liquidity); Debt-to-equity of 0.62; Free cash flow margin of 0.9% (thin cash generation); Free cash flow per share is positive (12.87); Most recent quarter missed estimates by 0.5%; 2 consecutive earnings misses; EPS growth accelerating (-21.8% -> +20.7% QoQ); Analyst estimates falling over recent quarters
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