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CPB

Campbell Soup Co
$
38.790
-1.030(-2.590%)
  • Overview
  • Forecast
  • Valuation
Line
Line
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Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
40.440
Open
39.920
VWAP
39.32
Vol
5.12M
Mkt Cap
11.57B
Low
38.620
Amount
201.33M
EV/EBITDA(TTM)
10.54
Total Shares
298.55M
EV
18.75B
EV/OCF(TTM)
15.15
P/S(TTM)
1.18

Campbell Soup Company is a manufacturer and marketer of branded food and beverage products. The Company's segments include Meals & Beverages and Snacks. Its Meals & Beverages segment consists of its soup, simple meals and beverages products in retail...Show More

Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2025Q3
FY2025Q4
FY2026Q1
2.43B
+2.78%
0.657
-12.45%
2.41B
+4.97%
0.702
+11.46%
2.76B
-0.47%
0.921
+3.45%
Estimates Revision
The market is revisingDownwardthe revenue expectations for Campbell Soup Company (CPB) for FY2025, with the revenue forecasts being adjusted by -1.87%over the past three months. During the same period, the stock price has changed by-4.22%.
Revenue Estimates for FY2025
Revise Downward
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-1.87%
In Past 3 Month
EPS Estimates for FY2025
No Change
down Image
0.00%
In Past 3 Month
Stock Price
Go Down
down Image
-4.22%
In Past 3 Month
15 Analyst Rating
up Image
6.44% Upside
Wall Street analysts forecast CPB stock price to riseover the next 12 months. According to Wall Street analysts, the average 1-year price target for CPB is 41.29USD with a low forecast of36.00USD and a high forecast of53.00 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.
2 Buy
10 Hold
3 Sell
Hold
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6.44% Upside
Current: 38.790
sliders
Low
36.00
Averages
41.29
High
53.00
Morgan Stanley
Megan Alexander
Hold
Initiates
$40
2025-03-24
Reason
Morgan Stanley initiated coverage of Campbell's with an Equal Weight rating and $40 price target. The firm launched coverage of the U.S. packaged food industry with an In-Line view. Earnings visibility is low with sales growth expected to "remain muted" given ongoing secular consumption headwinds and constrained pricing power while accelerating commodity inflation and continued need for reinvestment limits margin expansion potential, the analyst tells investors in a research note. Morgan Stanley's base case assumes a more stable backdrop for food consumption and a continuation of secular headwinds, resulting in a "widening dispersion of fundamental performance. The firm favors "advantaged categories, demonstrated pricing power, and thriving brands," while being cautious names that face slower growth and higher reinvestment risk. Its Top Pick is BellRing Brands (BRBR), as the firm believes the recent pullback creatives a compelling entry point for a "scarce growth asset." Among the large-caps, Morgan Stanley is Overweight Mondelez (MDLZ) for its "superior" long-term growth algorithm, and its thinks J.M. Smucker (SJM) offers upside.
DA Davidson
Brian Holland
Hold
Maintains
$46 → $39
2025-03-11
Reason
DA Davidson lowered the firm's price target on Campbell's to $39 from $46 and keeps a Neutral rating on the shares. The company's Meals & Beverages have been bolstered by the addition of Rao's and saw some stabilization within soup, but its Snacks business remains pressured and the management seemed to acknowledge a further pushout of its 17.0% operating margin target, the analyst tells investors in a research note.
JP Morgan
Ken Goldman
Buy
to
Hold
Downgrades
$48 → $37
2025-03-06
Reason
JPMorgan downgraded Campbell's to Neutral from Overweight with a price target of $37, down from $48. The firm says Rao's sales and synergies have become better appreciated in the shares, Rao's growth has decelerated, and the Snacks margin story "has been delayed perhaps indefinitely." As such, JPMorgan sees fewer reasons for optimism, and views the stock as trading close to fair value. It also views the Street's estimate for next year's earnings as optimistic. The analyst cites the current reality of the snacking industry, some uncertainties surrounding the broader macro environment, and the stock's lower multiple for the downgrade.
B of A Securities
Peter Galbo
Sell
Maintains
$45 → $41
2025-03-06
Reason
Wells Fargo
Chris Carey
Hold
Maintains
$43 → $40
2025-03-06
Reason
Wells Fargo lowered the firm's price target on Campbell's to $40 from $43 and keeps an Equal Weight rating on the shares. The firm says the company is confronting slowing snacks which, along with some operational dynamics in Q2, is also impacting margins. These are some challenges confronted by others too, but Wells is also mindful guidance/estimates imply improvement into the second half of 2025/2026.
RBC Capital
Nik Modi
Hold
Maintains
$51 → $44
2025-03-06
Reason
RBC Capital analyst Nik Modi lowered the firm's price target on Campbell's to $44 from $51 and keeps a Sector Perform rating on the shares after its Q2 results and guidance cut. The company had faced a challenging environment in the quarter, particularly in Snacks, which caused results to fall short of Street estimates and yielded a full year guidance cut that was "necessary/inevitable", the analyst tells investors in a research note. Campbell's should now be able to focus on improving performance, though macro/consumer headwinds are currently proving formidable, RBC adds.
Citigroup
Thomas Palmer
Strong Sell
Maintains
$39 → $37
2025-03-06
Reason
Citi analyst Thomas Palmer lowered the firm's price target on Campbell's to $37 from $39 and keeps a Sell rating on the shares following the fiscal Q2 report. The firm says weaker category demand in Snacks is pressuring volumes and leading to stepped up price competition. A lower rate of earnings growth beyond fiscal 2025 should be assumed, given "enduring" demand weakness in Snacks, slowing sales growth of Sovos, and that fiscal 2025 includes the pull forward of cost savings, the analyst tells investors in a research note.
Jefferies
Rob Dickerson
Hold
Maintains
$42 → $40
2025-03-05
Reason
Stifel
Matthew Smith
Hold
Maintains
$47 → $40
2025-01-24
Reason
Stifel lowered the firm's price target on Campbell's to $40 from $47 and keeps a Hold rating on the shares. The firm, which maintains a Neutral weighting for the Food group, says the group's valuation discount to historical levels is primarily reflecting the weak revenue outlook and reinvestment requirements pressuring margins. While valuation remains compelling in relation to history for the food stocks, the firm remains cautious given the uncertainty in revenue growth pacing in 2025, noting that estimates 3% EPS growth in 2025 in constant currency for the group, supported by 2% organic sales growth, partially offset by margin compression due to inflation and higher investment levels.
Wells Fargo
Chris Carey
Hold
Maintains
$45 → $43
2025-01-07
Reason

Valuation Metrics

The current forward P/E ratio for Campbell Soup Co(CPB.N) is 13.00, compared to its 5-year average forward P/E of 15.59. For a more detailed relative valuation and DCF analysis to assess Campbell Soup Co 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Undervalued
5Y Average PE
15.59
Current PE
13.00
Overvalued PE
17.14
Undervalued PE
14.05

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Undervalued
5Y Average EV/EBITDA
10.94
Current EV/EBITDA
9.59
Overvalued EV/EBITDA
11.96
Undervalued EV/EBITDA
9.92

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Undervalued
5Y Average PS
1.53
Current PS
1.14
Overvalued PS
1.74
Undervalued PS
1.32

Financials

Annual
Quarterly
FY2025Q2
YoY :
+9.32%
2.69B
Total Revenue
FY2025Q2
YoY :
+3.86%
377.00M
Operating Profit
FY2025Q2
YoY :
-14.78%
173.00M
Net Income after Tax
FY2025Q2
YoY :
-14.71%
0.58
EPS - Diluted
FY2025Q1
YoY :
+270.97%
115.00M
Free Cash Flow
FY2025Q1
YoY :
+0.33%
30.84
Gross Profit Margin - %
FY2025Q1
YoY :
+8.11%
7.60
FCF Margin - %
FY2025Q1
YoY :
-15.39%
7.86
Net Margin - %
FY2025Q1
YoY :
-32.17%
7.59
ROIC

Trading Trends

Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
100.0K
USD
1
3-6
Months
83.8K
USD
1
6-9
Months
649.7K
USD
1
0-12
Months
0.0
USD
0
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds areBuying! The buying amount has increased 10801.13% over the last quarter.
Sold
0-3
Months
0.0
Volume
0
3-6
Months
0.0
Volume
0
6-9
Months
0.0
Volume
0
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
0
0.0
Volume
Months
6-9
0
0.0
Volume
Months
0-12
4
5.5M
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
0.0
USD
0
3-6
Months
0.0
USD
0
6-9
Months
0.0
USD
0
0-12
Months
0.0
USD
0
Bought
0-3
2
40.5K
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months

CPB News & Events

Events Timeline
2025-04-03 (ET)
2025-04-03
16:31:18
Campbell's names Aaron Gwinner CDTO
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2025-03-10 (ET)
2025-03-10
05:59:20
China's tariffs on U.S. agricultural products now effective, NY Times reports
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link
2025-03-05 (ET)
2025-03-05
08:30:52
Campbell's sees 2H organic net sales sequentially improving from Q2
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2025-03-05
08:08:29
Campbell's 'proactively' addressing Snacks margin, sees recovery in Q3
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2025-03-05
08:01:46
Campbell's says Q2 performance 'in line with expectations'
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2025-03-05
07:32:40
Campbell's cuts FY25 adjusted EPS view to $2.95-$3.05 from $3.12-$3.22
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2025-03-05
07:29:44
Campbell's reports Q2 adjusted EPS 74c, consensus 72c
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2025-03-04 (ET)
2025-03-04
20:25:00
Notable companies reporting before tomorrow's open
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2025-03-04
13:56:48
Notable companies reporting before tomorrow's open
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2025-03-04
06:06:56
Trump's tariffs on Canada, Mexico take effect as Beijing hits back, WSJ reports
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link
2024-12-10 (ET)
2024-12-10
07:39:37
Ahold Delhaize, Campbell's launch regenerative agriculture pilot
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News
8.0
04-04MarketWatch
Trump Tariffs are rocking the markets, but investors are seeking refuge in these dividend names
5.0
04-03Newsfilter
Campbell's Names Aaron Gwinner Chief Digital & Technology Officer
8.0
04-01NASDAQ.COM
US Trade Policies Ignite a Stock Market Meltdown
2.0
04-01NASDAQ.COM
Stocks Plunge Late Wednesday on Tariff Announcement
2.0
04-01NASDAQ.COM
Stocks Plunge Late Wednesday on 'Liberation Day' Tariff Announcement
8.0
04-01NASDAQ.COM
Ex-Dividend Reminder: Campbell's, Match Group and Progressive
4.5
03-31NASDAQ.COM
Stocks Slump on Fears Tariffs Will Derail the Economy
4.5
03-31NASDAQ.COM
Stocks Mixed on Tariff Concerns
3.0
03-28NASDAQ.COM
How Is Campbell's Stock Performance Compared to Other Food & Beverage Stocks?
4.0
03-28WSJ
Is Ozempic Really the Reason Americans Are Snacking Less?
4.5
03-27NASDAQ.COM
Stocks Roiled by Tariff Angst
4.5
03-21NASDAQ.COM
Stocks Pare Losses as S&P 500 Looks for Weekly Win
2.0
03-21NASDAQ.COM
Stocks Fall on Disappointing Corporate Earnings and Economic Worries
9.5
03-21NASDAQ.COM
Weak Corporate Earnings Results Weigh on Stocks
8.0
03-14Benzinga
Can Manufacturers Warn About Tariffs, Ask For Targeted Relief
3.0
03-13NASDAQ.COM
Is General Mills Stock Outperforming the Nasdaq?
4.5
03-12NASDAQ.COM
Stocks Finish Higher on Benign CPI and Strength in Tech
6.0
03-12Business Insider
Campbell Soup (CPB) Gets a Sell from Barclays
1.0
03-11NASDAQ.COM
Campbell Soup To Present At BofA Securities Consumer And Retail Conference; Webcast At 8:50 AM ET
4.0
03-10Business Insider
Campbell’s price target lowered to $39 from $46 at DA Davidson

FAQ

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What is Campbell Soup Co (CPB) stock price today?

The current price of CPB is 38.79 USD — it hasdecreased-2.59 % in the last trading day.

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