BellRing Brands Inc (NYSE: BRBR) saw its stock rise by 9.20% as it crossed above the 5-day SMA, despite the broader market decline with the Nasdaq-100 down 1.40% and the S&P 500 down 1.44%.
The company is currently under investigation by Bleichmar Fonti & Auld LLP for potential violations of federal securities laws, which has raised concerns about its sales growth. While BellRing claimed that Premier Protein achieved an all-time high in household penetration, analysts suggest that this growth may have been artificially inflated by temporary inventory loading at key retailers. This situation has led to skepticism about the sustainability of its sales performance, especially following disappointing quarterly results that have already impacted investor confidence.
The implications of this investigation could be significant for BellRing, as it may affect future sales and investor sentiment. The upcoming Q1 2026 financial results announcement on February 3 is expected to be crucial for restoring confidence, but the ongoing investigation may overshadow these efforts.
Wall Street analysts forecast BRBR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BRBR is 39.17 USD with a low forecast of 27.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast BRBR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BRBR is 39.17 USD with a low forecast of 27.00 USD and a high forecast of 52.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Buy
4 Hold
0 Sell
Moderate Buy
Current: 24.780
Low
27.00
Averages
39.17
High
52.00
Current: 24.780
Low
27.00
Averages
39.17
High
52.00
DA Davidson
Buy
downgrade
$38 -> $32
2026-01-28
New
Reason
DA Davidson
Price Target
$38 -> $32
AI Analysis
2026-01-28
New
downgrade
Buy
Reason
DA Davidson lowered the firm's price target on BellRing Brands to $32 from $38 and keeps a Buy rating on the shares. The anticipated Premier Protein consumption inflection - alongside Walmart merchandising - has not materialized, suggestive at best share shifts continue to be more pronounced than expected in the near term, even though the firm's Buy rating reflects a longer term view that BellRing can ultimately hold share within one of the fastest growing categories in Consumer Packaged Goods, the analyst tells investors in a research note.
Deutsche Bank
Steve Powers
Hold
downgrade
$35 -> $31
2026-01-26
New
Reason
Deutsche Bank
Steve Powers
Price Target
$35 -> $31
2026-01-26
New
downgrade
Hold
Reason
Deutsche Bank analyst Steve Powers lowered the firm's price target on BellRing Brands to $31 from $35 and keeps a Hold rating on the shares ahead of the fiscal Q1 report. The firm sees "another potentially difficult quarter" for the company, saying Premier Protein's channel trends came in below management's initial expectations.
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Morgan Stanley
Overweight
to
NULL
downgrade
$41 -> $32
2026-01-16
Reason
Morgan Stanley
Price Target
$41 -> $32
2026-01-16
downgrade
Overweight
to
NULL
Reason
Morgan Stanley lowered the firm's price target on BellRing Brands to $32 from $41 and keeps an Overweight rating on the shares. In "an already challenging backdrop" for U.S. food stocks, the firm sees rising competitive risk as value-focused pricing, promotions, and private label momentum reaccelerate into 2026, the analyst tells investors in a note on the group.
Barclays
Overweight
maintain
$32 -> $30
2026-01-16
Reason
Barclays
Price Target
$32 -> $30
2026-01-16
maintain
Overweight
Reason
Barclays lowered the firm's price target on BellRing Brands to $30 from $32 and keeps an Overweight rating on the shares. The firm adjusted targets in the consumer staples group as part of a Q4 earnings preview. Barclays attributes the recent "enthusiasm" in the stock to "a flight to safety" and remains concerned about company- and sector-level fundamentals. Potential oil and currency headwinds could materialize in 2026, the analyst tells investors in a research note.
About BRBR
BellRing Brands, Inc. is engaged in the global convenient nutrition category offering ready-to-drink shake and powder protein products. The Company's primary brands, Premier Protein and Dymatize, appeal to a range of consumers and are distributed across a diverse network of channels including club, food, drug, mass, e-commerce, specialty and convenience. Premier Protein is a mainstream lifestyle brand. Premier Protein’s product portfolio consists primarily of RTD protein shakes and protein powders. Premier Protein’s flagship RTD protein shakes are available in diverse flavors and contain 30 grams of protein and 160 calories. Premier Protein’s powder portfolio consists primarily of 100% whey protein products. Dymatize brand’s portfolio includes an assortment of sports nutrition products, including protein powders. Its protein powder portfolio consists of three primary products: ISO.100 made with hydrolyzed 100% Whey Protein Isolate, Elite 100% Whey and Super Mass Gainer.
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.
