Analysts Raise Campbell's Forecasts After Strong Q4 Earnings Report
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 04 2025
0mins
Should l Buy CPB?
Source: Benzinga
Earnings Report: Campbell's Company reported fourth-quarter sales of $2.32 billion, a 1% year-over-year growth, with adjusted EPS of 62 cents exceeding expectations, despite slightly missing sales estimates.
Future Projections: The company anticipates full-year sales between $10.035 billion and $10.240 billion, indicating a potential decline, and expects adjusted EBIT to decrease by 9% to 13%.
Market Reaction: Following the earnings announcement, Campbell's shares fell by 2.5% to $32.89, prompting analysts to adjust their price targets, with Bernstein maintaining an Outperform rating and raising the target to $39.
Analyst Ratings: Various analysts provided mixed ratings on Campbell's stock, with TD Cowen maintaining a Hold rating and raising the target to $31, while B of A Securities maintained an Underperform rating with a target increase to $30.
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Analyst Views on CPB
Wall Street analysts forecast CPB stock price to rise
15 Analyst Rating
2 Buy
10 Hold
3 Sell
Hold
Current: 29.020
Low
27.00
Averages
31.07
High
38.00
Current: 29.020
Low
27.00
Averages
31.07
High
38.00
About CPB
The Campbell's Company, formerly Campbell Soup Company, provides affordable food and beverages. The Company is focused on brand powerhouse, across two divisions: Meals & Beverages and Snacks. The Company’s portfolio of approximately 16 brands includes Campbell’s, Cape Cod, Chunky, Goldfish, Kettle Brand, Lance, Late July, Pace, Pacific Foods, Pepperidge Farm, Prego, Rao’s, Snack Factory Pretzel Crisps, Snyder’s of Hanover, Swanson and V8. It offers nutritious, convenient food for Canadian families. Its North American Foodservice division offers food, recipes, and tailored solutions for a wide range of segments, including healthcare facilities, restaurants and specialty coffee shops, schools, vending and micro-markets, and lodging throughout North America. Pacific Foods is a producer of organic broth and soup. Offering a wide range of tasty organic and plant-based options, soups include Creamy Roasted Red Pepper & Tomato and new ready-to-serve canned soups.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Application of Scientific Standards: The Department of Health utilized independent, science-based testing standards to analyze breads for heavy metals, pesticides, and other contaminants, with results published on the state-run website ExposingFoodToxins.com, enhancing public transparency regarding food ingredients.
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- Rising Competitive Risks: Morgan Stanley cut the price target on Campbell's Company to $28 from $30 while maintaining an Equal Weight rating, indicating that competitive risks are increasing in an already challenging backdrop for U.S. food stocks, with promotions and private label momentum accelerating.
- Sales Forecast Adjustments: BofA lowered its price target to $29 from $30 on January 13, maintaining an Underperform rating, and adjusted Q2 organic sales expectations based on Nielsen scanner trends, reducing Meals & Beverages growth from 3% to 2%.
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- Strong Performance of Blue-Chip Stocks: In stark contrast to tech stocks, the Dow Jones Industrial Average rose by 260 points, or 0.5%, indicating that old-economy companies are demonstrating greater resilience during market turmoil, attracting investors seeking stability.
- Winners Across Industries: Companies like Campbell, PepsiCo, Smuckers, and Kraft Heinz have seen their stock prices rise despite the threat of GLP-1, reflecting ongoing consumer demand and confidence in the food sector amidst market fluctuations.
- Recovery in Banks and Industrials: Recent gains in bank stocks and industrials such as Honeywell, Dover, and Emerson Electric suggest that investors believe these firms will benefit from efficiency improvements brought by artificial intelligence, enhancing their investment appeal.
See More
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- Strong Performance in Traditional Sectors: In contrast, the blue-chip Dow Jones Industrial Average rose by 260 points, or 0.5%, indicating that traditional sectors like banking and industrials are attracting investor interest in the current market environment.
- Investment Value in Healthcare: Companies like Johnson & Johnson, Merck, and Amgen have performed well, and despite their stock price increases this year, they are still considered valuable investments relative to the broader market, showcasing the stability and appeal of the healthcare sector.
- Recovery of Banks and Industrials: With growing investor confidence in AI's efficiency improvements, banks and industrial stocks such as Honeywell and Dover have also seen gains recently, reflecting optimistic expectations for these companies' future profitability.
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- Sirius XM's Competitive Edge: With a dividend yield of 5.3%, Sirius XM benefits from its unique satellite radio licenses, which provide pricing power, and 80% of its revenue comes from subscriptions, reducing vulnerability to economic downturns.
- Campbell's Transformation: The Campbell Company boasts a dividend yield of 5.58%, and despite facing short-term challenges from steel tariffs and snack product weakness, it is aggressively modernizing operations and pursuing acquisitions to enhance growth potential.
- PennantPark's High Yield: PennantPark Floating Rate Capital offers an impressive 13.03% dividend yield, with 87% of its portfolio in debt securities, and most loans being variable rate, allowing it to capitalize on rising interest rates, making it an attractive investment in the current market.
See More
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- Campbell's Transformation: Campbell's Company has reached an all-time high in dividend yield despite facing short-term challenges from steel tariffs and weakness in snack products; however, its aggressive acquisitions and operational modernization aim to boost organic growth potential to 2%-3% annually.
- Investment Appeal of PennantPark: PennantPark Floating Rate Capital boasts a remarkable 13% dividend yield, with 87% of its portfolio in debt securities and 99% of loans being first-lien secured, showcasing its profitability and risk management capabilities in a high-interest-rate environment.
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