Brand/innovation bright spots noted by some analysts (e.g., Evercore: “mixed bag with some bright spots”).
RBC highlighted encouraging early performance for Jack Daniel’s Blackberry (helps sentiment around innovation/extensions).
Hedge funds and insiders: neutral flows (no notable selling pressure indicated).
Neutral/Negative Catalysts
Sluggish spirits category dynamics in the U.S. and developed markets cloud near-term topline visibility (RBC view).
Financial Performance
Financial snapshot unavailable (data error: "list index out of range"), so quarter-over-quarter growth/margins cannot be validated from the provided data.
Latest quarter context (season): analyst updates reference a fiscal Q2 report (early Dec 2025), but specific revenue/earnings/growth figures were not provided here.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent trend: ratings/targets drifted lower-to-mixed, with multiple cautious stances after the fiscal Q2 update.
Bearish calls strengthening: Citi downgraded to Sell (PT $27 from $30); JPMorgan stays Underweight (PT $28 from $29).
Most of the Street is neutral: Deutsche Bank Hold (PT $30), RBC Sector Perform (PT $30), Evercore In Line (PT $32).
Limited bullish support: Barclays is Overweight but expects mid-single-digit organic sales decline in Q2 (PT $31).
Wall Street pros/cons summary: Pros are brand strength and innovation; cons are soft category demand, uncertain topline visibility, and potential payback from prior over-shipment benefits.
Wall Street analysts forecast BF.A stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BF.A is 0 USD with a low forecast of 0 USD and a high forecast of 0 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.
0 Analyst Rating
0
Wall Street analysts forecast BF.A stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BF.A is 0 USD with a low forecast of 0 USD and a high forecast of 0 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.
0 Buy
0 Hold
0 Sell
0
Current: 29.420
Low
0
Averages
0
High
0
0
Current: 29.420
Low
0
Averages
0
High
0
Citi
Filippo Falorni
Neutral -> Sell
downgrade
$30 -> $27
AI Analysis
2025-12-17
Reason
Citi
Filippo Falorni
Price Target
$30 -> $27
AI Analysis
2025-12-17
downgrade
Neutral -> Sell
Reason
Citi analyst Filippo Falorni downgraded Brown-Forman to Sell from Neutral with a price target of $27, down from $30. The firm believes the stock's recent outperformance relative to the company' spirits peers is overdone. Brown-Forman's category trends are challenged and the first half of 2026 will bring the reversal of its "temporary" sales benefits from over-shipment, the analyst tells investors in a research note.
JPMorgan
Underweight
downgrade
$29 -> $28
2025-12-05
Reason
JPMorgan
Price Target
$29 -> $28
2025-12-05
downgrade
Underweight
Reason
JPMorgan lowered the firm's price target on Brown-Forman to $28 from $29 and keeps an Underweight rating on the shares. The firm updated the company's model post the fiscal Q2 report.
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