BellRing Brands stock price target lowered to $34 by Stifel on delayed initiatives
#BellRing Brands #Stifel #Price Target #Stock Market #Financial Performance #Investment Analysis #Market Trends #Premier Protein
📌 Key Takeaways
- Stifel lowered its price target on BellRing Brands to $34.00 from $50.00 while maintaining a Buy rating.
- BellRing's shares have fallen 72% over the past year, currently trading near its 52-week low.
- The company reduced its revenue and EBITDA outlook for fiscal year 2026 due to delayed initiatives and increased competition.
- BellRing's first-quarter earnings surpassed expectations, but concerns about future performance weighed on the stock.
- Stifel believes BellRing shares offer attractive upside potential due to low valuation multiples and expected improvements in consumption growth and margins.
📖 Full Retelling
🐦 Character Reactions (Tweets)
Stock Market SageBellRing Brands: Where the stock price is on a diet, but the guidance is on a cleanse. #BRBR #StockMarket
Financial WhispererBellRing's stock is like a protein shake—promising, but needs a bit more time to mix. #BRBR #Investing
Wall Street WittyBellRing Brands: Trading at a discount, but the stock is still pricier than my gym membership. #BRBR #Stocks
Market MavenBellRing's stock is like a delayed shipment—you know it's coming, but you're not sure when. #BRBR #InvestingPro
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🏷️ Themes
Stock Market, Financial Performance, Investment Analysis, Market Trends
📚 Related People & Topics
Stifel
American investment bank
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investme...
Stock market
Place where stocks are traded
# Stock Market A **stock market**, also referred to as an **equity market** or **share market**, is the complex aggregation of buyers and sellers of stocks (shares). These financial instruments represent ownership claims on businesses and serve as a primary vehicle for capital allocation and corpor...
Post Holdings
American consumer packaged goods holding company
Post Holdings, Inc. is an American consumer packaged goods holding company headquartered in St. Louis, Missouri with businesses operating in the center-of-the-store, refrigerated, foodservice, and food ingredient categories.
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📄 Original Source Content
Stifel has lowered its price target on BellRing Brands (NYSE:BRBR) to $34.00 from $50.00 while maintaining a Buy rating on the stock. This target reduction comes as BRBR shares have fallen dramatically, down 72% over the past year and currently trading at $20.88, near its 52-week low of $20.12. The adjustment follows BellRing’s first quarter results, which were stronger than expected due to favorable shipment timing, according to Stifel analyst Matthew Smith. BellRing has reduced the high-end of both its revenue and EBITDA outlook for fiscal year 2026, citing delays in rolling out merchandising initiatives and increased promotional activity from competing brands in the category. The company’s stock underperformed despite low market expectations heading into the quarterly report, which Stifel believes reflects concerns about a softer second quarter outlook and the revised FY26 guidance that remains weighted toward the second half of the year. Stifel notes that BellRing shares now trade below an 8x EBITDA multiple based on FY27 estimates, a valuation level that the firm believes offers attractive upside potential as consumption growth is expected to improve in the second half of the year and margin recovery takes hold toward the end of the period. InvestingPro data shows BRBR currently trades at a P/E of 16.87 with a 10.59% revenue growth over the last twelve months. According to InvestingPro’s Fair Value assessment, the stock appears significantly undervalued despite its solid financial health score. Investors seeking deeper insights can access the comprehensive Pro Research Report, available for BRBR and 1,400+ other US equities on InvestingPro . In other recent news, BellRing Brands reported its first-quarter earnings for 2025, surpassing analyst expectations. The company achieved an earnings per share (EPS) of $0.37, exceeding the forecasted $0.3178. Additionally, BellRing Brands reported revenues of $537 million, outperforming the anticipated $505.55 million. Des...