Stocks Have Overlooked Geopolitical Issues, But Trump's Actions in Venezuela Shift the Landscape.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Should l Buy ACI?
Source: Barron's
Geopolitical Impact: The U.S. arrest of Venezuelan President Nicolás Maduro signifies a significant shift in President Trump's foreign policy ambitions, particularly regarding Venezuela.
Oil's Central Role: Oil is a crucial element in Trump's strategy to influence global dynamics and reshape international relations.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ACI?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ACI
Wall Street analysts forecast ACI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACI is 22.27 USD with a low forecast of 17.00 USD and a high forecast of 29.00 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.
16 Analyst Rating
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 17.790
Low
17.00
Averages
22.27
High
29.00
Current: 17.790
Low
17.00
Averages
22.27
High
29.00
About ACI
Albertsons Companies, Inc. is a food and drug retailer in the United States. The Company is engaged in the operation of food and drug retail stores that offer grocery products, general merchandise, health and beauty care products, pharmacy, fuel and other items and services in its stores or through digital channels. It operates approximately 2,257 retail stores with 1,720 in-store pharmacies, 405 associated fuel centers, 22 dedicated distribution centers and 19 manufacturing facilities. The Company operates stores across 35 states and the District of Columbia under 22 banners, including Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, ACME, Tom Thumb, Randalls, United Supermarkets, Pavilions, Star Market, Haggen, Carrs, Kings Food Markets and Balducci's Food Lovers Market. Its own brands include Signature SELECT, Open Nature, Lucerne, Waterfront BISTRO, Signature Reserve and Value Corner, among 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.
Three Unconventional "Buy the Dip" Selections—and One Sector to Steer Clear Of
Market Trends: The market is experiencing a pullback, creating opportunities for contrarian investors as many individual stocks are down significantly, suggesting a potential for selective buying strategies.
Investment Strategies: Jeff Clark emphasizes the importance of identifying oversold stocks and sectors, particularly in software and grocery chains, while advising caution against popular trades like gold mining stocks.
Bitcoin Sentiment: Current bearish sentiment around Bitcoin contrasts sharply with previous bullish trends, with Clark suggesting that today's prices may be more attractive for investment compared to past highs.
Contrarian Opportunities: Clark highlights that emotional market conditions often present unique investment opportunities, particularly in sectors that are currently undervalued or overlooked.
See More
Grocery Sector Faces Challenges and Opportunities
- Low Industry Valuations: Excluding giants like Walmart and Costco, Kroger Company (KR) trades at 12.7x forward earnings estimates, significantly below the S&P 500, indicating a cautious market sentiment reflected in the grocery sector's average valuation of just 11.3x.
- Stagnant Revenue Growth: Over the past five years, revenues at major grocery chains have barely budged, with inflation-adjusted figures showing declines; Kroger's net income margin is projected at only 2.1% for FY 2026, while Albertson's (ACI) is even narrower at 1.4%.
- Emerging Market Opportunities: Sprouts Farmers Market (SFM) is forecasted to achieve approximately 10% revenue growth in FY 2026 with a net income margin of 5.7%, highlighting its competitive edge in the natural and organic food sector against traditional grocers.
- Attractive Options Strategy: Given SFM's recent weak stock performance, investors can sell cash-secured puts to earn about 5% returns; if the stock remains above $65 by expiration, profits are realized, while a drop allows acquisition at a discount, showcasing the appeal of value investing.
See More
Amazon Adjusts Grocery Strategy, Shares Rise Over 1%
- Amazon's Strategic Shift: Amazon's decision to close its Fresh and Go brick-and-mortar stores marks a significant pivot in its grocery strategy, resulting in a more than 1% rise in its stock during midday trading, while rivals Kroger and Albertsons saw declines of about 3%.
- Micron's Expansion Investment: Micron Technology has commenced construction of an advanced wafer fabrication facility at its existing NAND manufacturing plant in Singapore, with a planned investment of approximately $24 billion over the next decade, leading to a roughly 5% increase in its stock price.
- Sysco's Earnings Beat: Sysco reported earnings that exceeded expectations, with a fiscal second-quarter EPS of $0.99 compared to the $0.98 anticipated by analysts, resulting in a 9% stock price increase and an updated full-year guidance at the higher end of $4.50 to $4.60 per share.
- UnitedHealth Stock Decline: Shares of UnitedHealth and Humana dropped about 20% after the Centers for Medicare & Medicaid Services proposed a mere 0.09% increase in 2027 Medicare Advantage payment rates, significantly lower than the expected 4% to 6% rise.
See More
Albertsons Companies Prices $1.2 Billion Senior Notes Offering to Redeem Debt
- Debt Restructuring Plan: Albertsons announced the pricing of $1.2 billion in 5.625% senior notes, expected to close on February 2, 2026, which will help optimize the company's capital structure and reduce future interest expenses.
- Clear Use of Proceeds: The proceeds from this offering will be used to redeem $1.35 billion of 4.625% senior notes and $750 million of 5.875% senior notes, which is expected to significantly alleviate the company's debt burden and improve financial flexibility.
- Positive Market Reaction: Following the announcement, Albertsons' stock rose 0.11% in after-hours trading to $17.2, indicating investor approval of the company's debt management strategy.
- Optimistic Long-Term Outlook: This debt restructuring not only allows Albertsons to lower interest expenses but also provides more financial room for future expansion and investments, strengthening its position in the highly competitive grocery market.
See More
Albertsons Companies Prices $1.2 Billion Senior Notes Offering to Refinance Debt
- Offering Size: Albertsons announced a $1.2 billion offering of 5.625% senior notes, expected to close on February 2, 2026, aimed at optimizing its capital structure and reducing financing costs.
- Debt Restructuring Plan: The proceeds from this offering will be used to fully redeem $1.35 billion of 4.625% senior notes and $750 million of 5.875% senior notes, which is expected to significantly alleviate future interest burdens.
- Regulatory Compliance: The notes will be offered to qualified institutional buyers under Rule 144A of the Securities Act of 1933, ensuring compliance with relevant regulations and broadening the investor base.
- Company Background: As of November 2025, Albertsons operates 2,243 retail stores in the U.S., demonstrating its strong influence in the food and drug retail market, and contributed over $435 million in food and financial support to communities in 2024.
See More
Nebius, Symbotic, and Strategy: Three Stocks Poised for Millionaire Gains
- Successful Transformation of Nebius: Once a Russian search engine, Nebius has successfully pivoted to a cloud-based AI infrastructure provider, with projected revenue CAGR of 274% from 2025 to 2027 and positive EBITDA expected in 2026, indicating strong market potential.
- Symbotic's Automation Edge: Symbotic provides fully autonomous warehouse robots to Walmart, with a single module investment of $50 million potentially saving $250 million over 25 years, and expected revenue and adjusted EBITDA CAGR of 26% and 68% from 2025 to 2027, showcasing robust profitability.
- Strategy's Bitcoin Holdings: Strategy holds 709,715 Bitcoins valued at $62.8 billion, significantly exceeding its enterprise value of $60.3 billion, highlighting its immense potential in Bitcoin investment, with plans to further increase holdings through its $21 billion equity and fixed-income offerings.
- Optimistic Market Outlook: With the rapid growth of AI and automation markets, Nebius, Symbotic, and Strategy all possess unique business models and reasonable valuations, potentially delivering substantial returns for investors over the next decade.
See More
Three Unconventional "Buy the Dip" Selections—and One Sector to Steer Clear Of
Market Trends: The market is experiencing a pullback, creating opportunities for contrarian investors as many individual stocks are down significantly, suggesting a potential for selective buying strategies.
Investment Strategies: Jeff Clark emphasizes the importance of identifying oversold stocks and sectors, particularly in software and grocery chains, while advising caution against popular trades like gold mining stocks.
Bitcoin Sentiment: Current bearish sentiment around Bitcoin contrasts sharply with previous bullish trends, with Clark suggesting that today's prices may be more attractive for investment compared to past highs.
Contrarian Opportunities: Clark highlights that emotional market conditions often present unique investment opportunities, particularly in sectors that are currently undervalued or overlooked.
See More
Grocery Sector Faces Challenges and Opportunities
- Low Industry Valuations: Excluding giants like Walmart and Costco, Kroger Company (KR) trades at 12.7x forward earnings estimates, significantly below the S&P 500, indicating a cautious market sentiment reflected in the grocery sector's average valuation of just 11.3x.
- Stagnant Revenue Growth: Over the past five years, revenues at major grocery chains have barely budged, with inflation-adjusted figures showing declines; Kroger's net income margin is projected at only 2.1% for FY 2026, while Albertson's (ACI) is even narrower at 1.4%.
- Emerging Market Opportunities: Sprouts Farmers Market (SFM) is forecasted to achieve approximately 10% revenue growth in FY 2026 with a net income margin of 5.7%, highlighting its competitive edge in the natural and organic food sector against traditional grocers.
- Attractive Options Strategy: Given SFM's recent weak stock performance, investors can sell cash-secured puts to earn about 5% returns; if the stock remains above $65 by expiration, profits are realized, while a drop allows acquisition at a discount, showcasing the appeal of value investing.
See More
Amazon Adjusts Grocery Strategy, Shares Rise Over 1%
- Amazon's Strategic Shift: Amazon's decision to close its Fresh and Go brick-and-mortar stores marks a significant pivot in its grocery strategy, resulting in a more than 1% rise in its stock during midday trading, while rivals Kroger and Albertsons saw declines of about 3%.
- Micron's Expansion Investment: Micron Technology has commenced construction of an advanced wafer fabrication facility at its existing NAND manufacturing plant in Singapore, with a planned investment of approximately $24 billion over the next decade, leading to a roughly 5% increase in its stock price.
- Sysco's Earnings Beat: Sysco reported earnings that exceeded expectations, with a fiscal second-quarter EPS of $0.99 compared to the $0.98 anticipated by analysts, resulting in a 9% stock price increase and an updated full-year guidance at the higher end of $4.50 to $4.60 per share.
- UnitedHealth Stock Decline: Shares of UnitedHealth and Humana dropped about 20% after the Centers for Medicare & Medicaid Services proposed a mere 0.09% increase in 2027 Medicare Advantage payment rates, significantly lower than the expected 4% to 6% rise.
See More
Albertsons Companies Prices $1.2 Billion Senior Notes Offering to Redeem Debt
- Debt Restructuring Plan: Albertsons announced the pricing of $1.2 billion in 5.625% senior notes, expected to close on February 2, 2026, which will help optimize the company's capital structure and reduce future interest expenses.
- Clear Use of Proceeds: The proceeds from this offering will be used to redeem $1.35 billion of 4.625% senior notes and $750 million of 5.875% senior notes, which is expected to significantly alleviate the company's debt burden and improve financial flexibility.
- Positive Market Reaction: Following the announcement, Albertsons' stock rose 0.11% in after-hours trading to $17.2, indicating investor approval of the company's debt management strategy.
- Optimistic Long-Term Outlook: This debt restructuring not only allows Albertsons to lower interest expenses but also provides more financial room for future expansion and investments, strengthening its position in the highly competitive grocery market.
See More
Albertsons Companies Prices $1.2 Billion Senior Notes Offering to Refinance Debt
- Offering Size: Albertsons announced a $1.2 billion offering of 5.625% senior notes, expected to close on February 2, 2026, aimed at optimizing its capital structure and reducing financing costs.
- Debt Restructuring Plan: The proceeds from this offering will be used to fully redeem $1.35 billion of 4.625% senior notes and $750 million of 5.875% senior notes, which is expected to significantly alleviate future interest burdens.
- Regulatory Compliance: The notes will be offered to qualified institutional buyers under Rule 144A of the Securities Act of 1933, ensuring compliance with relevant regulations and broadening the investor base.
- Company Background: As of November 2025, Albertsons operates 2,243 retail stores in the U.S., demonstrating its strong influence in the food and drug retail market, and contributed over $435 million in food and financial support to communities in 2024.
See More
Nebius, Symbotic, and Strategy: Three Stocks Poised for Millionaire Gains
- Successful Transformation of Nebius: Once a Russian search engine, Nebius has successfully pivoted to a cloud-based AI infrastructure provider, with projected revenue CAGR of 274% from 2025 to 2027 and positive EBITDA expected in 2026, indicating strong market potential.
- Symbotic's Automation Edge: Symbotic provides fully autonomous warehouse robots to Walmart, with a single module investment of $50 million potentially saving $250 million over 25 years, and expected revenue and adjusted EBITDA CAGR of 26% and 68% from 2025 to 2027, showcasing robust profitability.
- Strategy's Bitcoin Holdings: Strategy holds 709,715 Bitcoins valued at $62.8 billion, significantly exceeding its enterprise value of $60.3 billion, highlighting its immense potential in Bitcoin investment, with plans to further increase holdings through its $21 billion equity and fixed-income offerings.
- Optimistic Market Outlook: With the rapid growth of AI and automation markets, Nebius, Symbotic, and Strategy all possess unique business models and reasonable valuations, potentially delivering substantial returns for investors over the next decade.
See More
