Barclays analyst Andrew Lazar maintains $JM Smucker (SJM.US)$ with a hold rating, and adjusts the target price from $121 to $126.
According to TipRanks data, the analyst has a success rate of 55.9% and a total average return of 4.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $JM Smucker (SJM.US)$'s main analysts recently are as follows:
The firm notes that J.M. Smucker's fiscal Q2 sales performance and substantial volume trends may evoke envy among its peers, especially since Smucker seems to effectively counteract the prevailing industry volume challenges, possibly enhancing its attractiveness to investors.
The company's forecast for FY25 adjusted EPS was raised following a robust performance in Q2, reflecting a positive revision in expectations. Despite the stock's valuation multiple trading at a discount compared to the average of the packaged food peer group, it aligns with center store peers. This alignment is deemed appropriate as the company effectively progresses towards its FY25 objectives, although there are execution risks associated with Hostess.
Amid concerns that J.M. Smucker may need to reduce the EPS range due to weak Hostess and Coffee inflation, the company's second quarter sales and profit beat, along with the fiscal year EPS increase, provided some relief. It is believed that although there remains work to be done, this was viewed as progress.
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巴克莱银行分析师Andrew Lazar维持$斯马克 (SJM.US)$持有评级,并将目标价从121美元上调至126美元。
根据TipRanks数据显示,该分析师近一年总胜率为55.9%,总平均回报率为4.9%。
此外,综合报道,$斯马克 (SJM.US)$近期主要分析师观点如下:
该公司指出,J.M. Smucker第二财季的销售表现和可观的销量趋势可能会引起同行的羡慕,尤其是因为Smucker似乎可以有效抵消当前的行业交易量挑战,从而可能增强其对投资者的吸引力。
继第二季度表现强劲之后,该公司对25财年调整后每股收益的预测有所上调,这反映了预期的积极修正。尽管该股的估值与包装食品同行群体的平均水平相比多次以折扣价交易,但与中心商店的同行持平。尽管存在与Hostess相关的执行风险,但这种调整被认为是适当的,因为该公司正在有效实现其25财年的目标。
由于担心由于Hostess和Coffee通胀疲软,J.M. Smucker可能需要缩小每股收益区间,该公司第二季度的销售和利润增长以及财年每股收益的增长在一定程度上有所缓解。据信,尽管仍有工作要做,但这被视为进展。
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