Nordson (NDSN): A Strong Technical and Fundamentals-Driven Buy Opportunity in Late 2025

Nordson Corporation (NASDAQ: NDSN) has emerged as a compelling investment opportunity in late 2025, driven by a confluence of robust technical indicators, accelerating earnings momentum, and growing analyst optimism. With the stock trading at $226.01 as of September 4, 2025, investors are presented with a unique intersection of short-term technical strength and long-term fundamental resilience.

Technical Strength: A Bullish Setup

Nordson’s technical profile suggests a favorable near-term outlook. The stock has held above its 50-day moving average ($216.68) and 200-day moving average ($206.59), signaling sustained momentum [1]. A critical support level at $217.5 remains intact, and a break below this threshold could trigger further downward pressure. Conversely, a sustained move above $232.93—a projected upper bound for the next three months—would validate a broader bullish trend [2].

Options market activity also underscores expectations of volatility. The Sep 19, 2025, $270.00 Put option has seen elevated trading interest, reflecting investor anticipation of a significant price swing [5]. Meanwhile, the Moving Average Convergence Divergence (MACD) indicator has generated a buy signal, aligning with the stock’s recent 6.4% monthly gain [1]. Analysts project a 1.82% price increase over the next 90 days, with a projected range of $215.54 to $232.93 [2].

Fundamentals: Earnings Momentum and Strategic Growth

Nordson’s third-quarter 2025 results underscore its operational strength. Total sales surged 12% year-over-year to $742 million, driven by the Atrion acquisition, organic growth, and favorable currency impacts [1]. The Medical and Fluid Solutions segment, in particular, saw a 32% sales increase, while the Advanced Technology Solutions segment grew 17% [1]. Adjusted earnings per share (EPS) of $2.73 exceeded the consensus estimate of $2.61, reflecting a 13% year-over-year improvement [6].

Looking ahead, analysts project full-year 2025 EPS to reach $9.70 to $10.50, a trajectory supported by strategic acquisitions and operational efficiencies [5]. Oppenheimer’s recent price target increase to $275.00—a 21.99% upside from the current price—further reinforces confidence in Nordson’s long-term potential [3].

Analyst Sentiment and Market Dynamics

Despite mixed technical signals—such as a sell signal from a pivot top on August 22 and diverging volume trends—analyst sentiment remains cautiously optimistic. A “Moderate Buy” consensus rating reflects active investor interest, particularly as institutional investors like Neuberger Berman Group LLC reduced their stake in Q1 2025 [4]. However, short interest remains relatively low, with 1.34 million shares shorted (2.63% of float), and a short interest ratio of 3.0, suggesting limited bearish pressure [1].

Conclusion: A Strategic Entry Point

Nordson’s combination of technical strength, earnings acceleration, and analyst optimism positions it as a strong buy candidate in late 2025. While short-term volatility is possible—evidenced by options activity and volume divergence—the company’s fundamentals and strategic execution provide a solid foundation for long-term growth. Investors should monitor the $217.5 support level and key resistance at $232.93, using these levels to gauge the stock’s directional bias.

Source:
[1] Nordson (NDSN) Short Interest Ratio and Volume 2025 [https://www.marketbeat.com/stocks/NASDAQ/NDSN/short-interest/]
[2] Nordson Stock Price Forecast. Should You Buy NDSN? [https://stockinvest.us/stock/NDSN]
[3] Oppenheimer Increases Nordson (NASDAQ:NDSN) Price Target [https://www.marketbeat.com/instant-alerts/oppenheimer-issues-positive-forecast-for-nordson-nasdaqndsn-stock-price-2025-08-25/]
[4] Nordson Corporation $NDSN Shares Sold by Neuberger [https://www.marketbeat.com/instant-alerts/filing-neuberger-berman-group-llc-cuts-stock-position-in-nordson-corporation-nasdaqndsn-2025-08-14/]
[5] Is the Options Market Predicting a Spike in Nordson Stock? [https://www.nasdaq.com/articles/options-market-predicting-spike-nordson-stock]
[6] Nordson (NDSN) Q3 2025 Earnings Call Transcript [https://www.aol.com/nordson-ndsn-q3-2025-earnings-135631516.html]