Analysts Focus on Take-Two and Mondelez
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 17h ago
0mins
Should l Buy MDLZ?
Source: Barron's
Report Overview: Recent reports from investment and research firms provide insights into analysts' perspectives on various companies.
Disclaimer: The views expressed in these reports do not reflect the opinions or recommendations of Barron’s.
Investment Services: Some report issuers may have existing or potential investment-banking relationships with the companies analyzed.
Purpose of Reports: The reports serve as a sampling of market analysis rather than definitive investment advice.
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Analyst Views on MDLZ
Wall Street analysts forecast MDLZ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MDLZ is 66.82 USD with a low forecast of 62.00 USD and a high forecast of 84.00 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.
18 Analyst Rating
13 Buy
5 Hold
0 Sell
Moderate Buy
Current: 60.310
Low
62.00
Averages
66.82
High
84.00
Current: 60.310
Low
62.00
Averages
66.82
High
84.00
About MDLZ
Mondelez International, Inc. is a snack company. The Company’s core business is making and selling chocolate, biscuits and baked snacks. The Company also has additional businesses in adjacent, locally relevant categories including gum and candy, cheese and grocery and powdered beverages. Its portfolio includes global and local brands such as Oreo, Ritz, LU, Clif Bar and Tate’s Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. The Company’s segments include Latin America, AMEA, Europe and North America. It sells its products in over 150 countries and has operations in approximately 80 countries, including 147 principal manufacturing and processing facilities across 46 countries. It sells its products to supermarket chains, wholesalers, supercenters, club stores, mass merchandisers, distributors, convenience stores, gasoline stations, drug stores, value stores and other retail food outlets.
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.
Analysts Focus on Take-Two and Mondelez
Report Overview: Recent reports from investment and research firms provide insights into analysts' perspectives on various companies.
Disclaimer: The views expressed in these reports do not reflect the opinions or recommendations of Barron’s.
Investment Services: Some report issuers may have existing or potential investment-banking relationships with the companies analyzed.
Purpose of Reports: The reports serve as a sampling of market analysis rather than definitive investment advice.
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Analysts Focus on Take-Two and Mondelez
Report Overview: Recent reports from investment and research firms provide insights into analysts' perspectives on various companies.
Disclaimer: The views expressed in these reports do not reflect the opinions or recommendations of Barron’s.
Investment Services: Some report issuers may have existing or potential investment-banking relationships with the companies analyzed.
Purpose of Reports: The reports serve as a sampling of market analysis rather than definitive investment advice.
See More
Super Bowl Celebrations Call for Beer and Snacks: These Stocks Are Set to Score Big.
Super Bowl Significance: The Super Bowl is the most-watched annual televised sporting event in the U.S., making it a crucial time for retail sales.
Retail Peak for Snacks and Beverages: The week leading up to the Super Bowl sees a surge in sales for snack and beverage brands as Americans prepare for gatherings.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Updates: Top Wall Street analysts have adjusted their ratings on several companies, reflecting the latest market perspectives, although specific company names and rating changes were not detailed.
- Market Reaction Insight: Investors considering buying WDC stock may find analysts' opinions influential in their decision-making, especially in the current market environment where rating changes can trigger stock price fluctuations.
- Impact of Rating Changes: Upgrades and downgrades from analysts typically have a direct effect on a stock's short-term performance, prompting investors to closely monitor these changes to optimize their investment strategies.
- Transparent Information Source: Benzinga provides comprehensive information on analyst rating changes, and while specific ratings were not disclosed, investors can still access more details through their analyst ratings page.
See More
Movers in the Market: AMD, Super Micro, Enphase, Alphabet, Chipotle, Silicon Labs, Novo Nordisk, and Others
- Stock Market Trends: Stock futures showed a mostly higher trend on Wednesday after a recent selloff.
- Concerns Over AI Impact: The selloff was driven by concerns regarding the implications of the artificial intelligence boom for software companies.
See More
Chipotle and Mondelez Face Sales Pressure Amid Rising Costs
- Sales Forecast Downgrade: Chipotle anticipates flat same-store sales for 2026, reflecting a pessimistic outlook on demand recovery, with analysts noting that underlying restaurant industry demand has not improved, resulting in a 6% drop in stock price.
- Consumer Spending Tightening: Lower-income households are cutting discretionary spending due to high prices and delays in food stamp benefits, with Chipotle warning that households earning less than $100,000, which account for 40% of its sales, will continue to face spending pressures into early 2026.
- Rising Beef Costs: Chipotle plans to raise menu prices by 1%-2% this year to cope with soaring beef prices driven by drought-induced cattle herd reductions, further impacting consumer purchasing decisions.
- Mondelez's Dismal Sales Outlook: Mondelez is facing a muted sales outlook for 2026 as cocoa prices surged 160% before cooling demand, pushing consumers towards value products and pressuring volumes after multiple price hikes.
See More
Mondelez Reports Q4 2025 Earnings with Mixed Signals
- Earnings Highlights: Mondelez's Q4 2025 earnings report indicates stable dividend payments, although market expectations for future growth remain cautious, reflecting the company's resilience amid market challenges.
- Chocolate Margin Recovery: The company anticipates a recovery in chocolate margins by 2027, primarily driven by shifting cocoa costs and increased brand investments, which will help enhance overall profitability and strengthen market competitiveness.
- North America Business Lag: Despite stable overall performance, Mondelez's North American operations are lagging, potentially impacting the company's market share and future growth prospects in the region.
- Brand Investment Strategy: The company is increasing investments in its brands to adapt to market changes and enhance consumer loyalty, a strategy that will lay the groundwork for future sales growth.
See More
