Buy DuPont Stock, Analysts Say. Its Strategic Shift Is ‘Transformative.’

DuPont‘s third-quarter earnings were fine, but they weren’t what lifted the stock by almost 9% om Tuesday. Instead, investors and Wall Street analysts seem to expect that strategic moves the 120-plus-year-old company is making will bring faster growth.

Tuesday morning, along with its results, DuPont de Nemours (ticker: DD) announced the $5.2 billion purchase of the automotive materials supplier Rogers Corp., whose electronic and elastomeric materials end up in fast-growing end markets such as electric and autonomous vehicles...