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: 25.290
Low
27.00
Averages
31.07
High
38.00
Current: 25.290
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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- Earnings Announcement Date: Campbell's Company is set to announce its Q2 2023 earnings on March 11 before market open, with consensus EPS estimate at $0.57, reflecting a 23% year-over-year decline, and revenue estimate at $2.61 billion, down 3% year-over-year, indicating significant profitability challenges ahead.
- Historical Performance Review: Over the past two years, Campbell's has beaten EPS estimates 100% of the time and revenue estimates 63% of the time, although recent downward revisions in both EPS and revenue forecasts suggest a weakening market confidence in the company's future performance.
- Expectation Revision Status: In the last three months, there have been no upward revisions to EPS estimates, with 16 downward adjustments, while revenue estimates also saw no upward revisions and 13 downward changes, reflecting analysts' pessimistic outlook on the company's upcoming results.
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- Earnings Announcement Date: Campbell's Company is set to announce its Q2 2023 earnings on March 11 before market open, with consensus EPS estimate at $0.57, reflecting a 23% year-over-year decline, and revenue estimate at $2.61 billion, down 3% year-over-year, indicating significant profitability challenges ahead.
- Historical Performance Review: Over the past two years, Campbell's has beaten EPS estimates 100% of the time and revenue estimates 63% of the time, although recent downward revisions in both EPS and revenue forecasts suggest a weakening market confidence in the company's future performance.
- Expectation Revision Status: In the last three months, there have been no upward revisions to EPS estimates, with 16 downward adjustments, while revenue estimates also saw no upward revisions and 13 downward changes, reflecting analysts' pessimistic outlook on the company's upcoming results.
- Market Reaction Analysis: Amid the Middle East war crisis, consumer staples with high dividend yields are gaining attention, and despite margin pressures on Campbell's, the stock is viewed as a potential investment opportunity due to its current depressed valuation, suggesting possible upside in the long term.
See More
Upcoming U.S. Inflation Data Release
- Inflation Data Forecast: The U.S. Consumer Price Index is set to be released on Wednesday at 8:30 AM, with a month-over-month increase expected at 0.3% and a year-over-year increase at 2.4%, which will significantly impact market sentiment.
- Treasury Yield Dynamics: The current yield on the U.S. 10-year Treasury note stands at 4.156%, with the 2-year yield at 3.592% and the 3-month yield at 3.686%, indicating a cautious market outlook on future interest rate movements.
- Oil Price Fluctuations: Oil prices have risen due to reports of Iran laying anti-ship mines in the Strait of Hormuz, with West Texas Intermediate crude gaining 30% since the onset of the conflict and Brent crude up over 20%, despite overall declines in the commodity market.
- Market Focus: Campbell's is scheduled to report quarterly results on Wednesday morning, having seen its stock fall 12% over the past three months and more than 43% from its peak a year ago, making its performance a key point of interest for investors.
See More
Key Market Updates for Investors
- CPI Data Release: February's Consumer Price Index (CPI) data will be released on Wednesday morning, providing investors with the latest insights into the economic trends that could influence market sentiment and investment decisions.
- Earnings Season Begins: Companies like Campbell's (CPB) and Petco (WOOF) are set to report quarterly earnings, and investors will closely monitor these results to assess company performance and potential market impacts.
- Fed Vice Chair Speech: Federal Reserve Vice Chair Michelle Bowman will deliver remarks, and market participants will pay attention to her views on monetary policy to gauge future interest rate directions and their economic implications.
- Market Analysis Show: Investors can tune into the Market Domination Overtime program for more expert insights and analysis on the latest market actions, aiding them in making more informed investment decisions.
See More
Campbell's Upcoming Earnings Could Impact Its S&P 500 Position.
- Campbell's S&P 500 Status: Campbell's, a long-standing member of the S&P 500 since 1957, may risk removal from the index if its stock does not recover significantly.
- Earnings Report Significance: The upcoming earnings report, set to be released before the market opens on Wednesday, will be crucial in influencing the stock's performance in the near future.
See More
IEA Calls Emergency Meeting to Assess Oil Market Conditions
- Oil Price Fluctuations: The IEA met with G7 Energy Ministers in Paris, leading to a drop in oil prices below $80 as the agency announced an emergency meeting to assess supply security, which could impact market sentiment and investment decisions in the short term.
- Emergency Stockpiles: The IEA reported that its member countries hold over 1.2 billion barrels of public emergency oil stocks and an additional 600 million barrels of industry inventories under government obligation, providing short-term support to mitigate supply disruptions and potentially easing market tensions.
- Microsoft Rating Downgrade: Due to Jim Cramer's concerns regarding Microsoft's AI business and cloud computing unit, the investment club downgraded its rating from 1 to 2, even though the stock trades at around 21 times its estimated fiscal 2027 earnings, indicating it is relatively cheap compared to its 10-year average of 23.5 times.
- Boeing 737 MAX Delivery Delays: Boeing announced delays in the delivery of some 737 MAX planes due to a wiring issue, although fixes are expected to be completed in days without affecting current production rates, this news may still have a short-term negative impact on market confidence.
See More
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- Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) saw a 68% surge last quarter, and investors are keen to see if its massive $523 billion contract backlog is beginning to translate into realized revenue, particularly as capital expenditures soar.
- UiPath Earnings Expectations: UiPath is set to report after Wednesday’s close, with analysts expecting earnings of 26 cents per share on revenue of $464.49 million, as investors will focus on the durability of growth and profitability stabilization and the impact of AI on net new ARR.
- Adobe Earnings Outlook: Adobe anticipates earnings of $5.87 per share and revenue of approximately $6.28 billion, reflecting a year-over-year increase of about 10%, with investors watching how generative AI features drive upside in net new ARR and Digital Media growth.
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