We Did The Math VLUE Can Go To $124
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 30 2025
0mins
Should l Buy CAG?
Source: NASDAQ.COM
ETF Analyst Target Prices: The iShares MSCI USA Value Factor ETF (VLUE) has an implied analyst target price of $123.66, indicating a potential upside of 9.83% from its current trading price of $112.60.
Key Holdings with Upside Potential: Notable underlying holdings such as Conagra Brands Inc, Micron Technology Inc., and Gaming & Leisure Properties, Inc. show significant upside potential based on analyst target prices, with expected increases ranging from 17.13% to 19.64%.
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Analyst Views on CAG
Wall Street analysts forecast CAG stock price to rise
14 Analyst Rating
1 Buy
12 Hold
1 Sell
Hold
Current: 14.090
Low
16.00
Averages
18.67
High
22.00
Current: 14.090
Low
16.00
Averages
18.67
High
22.00
About CAG
Conagra Brands, Inc. is a branded food company. The Company’s segments include Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment includes branded, shelf-stable food products sold in various retail channels in the United States. The Refrigerated & Frozen segment includes branded, temperature-controlled food products sold in various retail channels in the United States. The International segment includes branded food products in various temperature states, sold in various retail and foodservice channels outside the United States. The Foodservice segment includes branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products that are packaged for sale to restaurants and other foodservice establishments primarily in the United States. Its brands include Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, Angie's BOOMCHICKAPOP, and others.
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.
- Director's Confidence: Conagra Brands' director John Mulligan purchased 17,500 shares for approximately $250,000 on April 14, signaling strong insider confidence in the company's future, which the market interprets as a sign that the stock is undervalued and has significant growth potential.
- Price Reaction: Following the purchase, Conagra's shares initially rose by 4.1% to $14.66, indicating a positive market reaction to the news, although the stock later cooled down, reflecting investor sentiment.
- Market Volatility Insight: Conagra's shares have shown low volatility over the past year, with only two moves exceeding 5%, and today's increase suggests that the market considers this news meaningful, even if it may not fundamentally alter perceptions of the business.
- Competitive Pressure Impact: Conagra's stock has declined 15.3% year-to-date, currently trading 42.5% below its 52-week high of $25.48, largely due to negative sentiment following disappointing earnings from competitor Campbell's Co, which has affected investor confidence across the sector.
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- Lucid's Stock Decline: Lucid's shares fell to a 52-week low of $8.11 on Wednesday after issuing weaker-than-expected revenue guidance and announcing a $300 million stock offering, reflecting investor concerns about its profitability as the stock is down over 25% year-to-date.
- Beyond Air's Nasdaq Warning: Beyond Air received a Nasdaq compliance notice for trading below $1, hitting a 52-week low of $0.43 on Wednesday, down 28% year-to-date, indicating significant financial distress following the resignation of its CEO and the termination of a key transaction.
- Conagra's New CEO Raises Concerns: Following the appointment of a new CEO, Conagra's stock hit a 52-week low of $14.04 on Wednesday, down nearly 19% year-to-date, as analysts warn that inflationary pressures and global trade uncertainties will continue to weigh on earnings.
- Diverging Market Sentiment: Despite the declines in Lucid and Conagra, sentiment on Stocktwits remains 'extremely bullish' for Lucid, while Conagra's sentiment was slightly lifted by news of board members purchasing over $700,000 in shares, indicating investor hopes for a near-term rebound.
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- Leadership Change: Conagra announced the replacement of CEO Sean Connolly with John Brase, effective June 1, marking a significant shift after 11 years of leadership, which may indicate ongoing challenges faced by the company.
- Market Reaction: The appointment of the new CEO led to a 4% drop in Conagra's stock price on the day, raising investor concerns about the company's future strategic direction and highlighting market sensitivity to leadership changes.
- New CEO Background: John Brase brings extensive experience in the food industry, having served as COO of J.M. Smucker and spending 25 years at Procter & Gamble, where he was the general manager of North America's family care business, suggesting he may provide a fresh strategic perspective for Conagra.
- Strategic Adjustment Expectations: Despite the company's mention of a “thoughtful approach to succession planning” in the announcement, market expectations for future strategies remain low, prompting investors to monitor potential new strategies from Brase and his team to address current market challenges.
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- Leadership Change: Conagra announced the replacement of CEO Sean Connolly with John Brase, a move that raised concerns about the company's future and led to a 4% drop in stock price on the announcement day.
- New CEO Background: John Brase is a seasoned food industry executive, having served as COO at J.M. Smucker and spending 25 years at Procter & Gamble, which may bring a new strategic direction to the company.
- Market Reaction: Investors expressed nervousness over the abrupt leadership change, despite the company's press release mentioning a 'thoughtful approach to succession planning', indicating a cautious outlook on future performance.
- Strategic Adjustment Expectations: Analysts suggest that this change may reflect the company's recognition of the need for executive adjustments to address current poor performance and a product portfolio that does not align with health-conscious consumer trends.
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- Tech Sector Rally: Oracle's stock surged over 12%, leading a rebound in software stocks that propelled the overall market higher, indicating investor confidence in the tech sector's recovery, which may attract more capital inflows into this area.
- Economic Data Impact: U.S. March existing home sales fell 3.6% month-over-month to a 9-month low of 3.98 million, below the expected 4.05 million, and this weak data could influence the Fed's monetary policy decisions, increasing market expectations for rate cuts.
- Oil Price Volatility: Following President Trump's announcement of a full naval blockade of the Strait of Hormuz, WTI crude prices rose over 2%, although still below early highs, which could exacerbate global oil and fuel shortages, impacting related industry stock performance.
- Upcoming Earnings Season: Q1 earnings for the S&P 500 are projected to climb 12% year-over-year, but excluding the tech sector, earnings growth is only expected to be around 3%, the weakest in two years, reflecting market caution regarding profit growth.
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- Oil Price Surge Impacts Market: Following President Trump's order to blockade the Strait of Hormuz, crude oil prices surged over 5%, putting pressure on the stock market, particularly affecting airline and cruise line stocks, indicating potential threats to corporate profits from oil price volatility.
- Software Stocks Rebound: Oracle's stock jumped over 8%, leading a rebound in software stocks, suggesting a positive market response to its newly launched utilities industry solutions, which may enhance the company's position in a competitive market.
- Weak Economic Data: March existing home sales in the US fell 3.6% month-over-month to a nine-month low of 3.98 million, below the expected 4.05 million, indicating weakness in the housing market that could negatively impact overall economic growth.
- Earnings Season Outlook: Q1 earnings for the S&P 500 are projected to rise 12% year-over-year, but excluding the technology sector, the increase is only 3%, the lowest in two years, reflecting cautious market sentiment regarding future profitability.
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