On Nov 21, major Wall Street analysts update their ratings for $BellRing Brands (BRBR.US)$, with price targets ranging from $75 to $86.
Barclays analyst Andrew Lazar maintains with a buy rating, and adjusts the target price from $74 to $79.
Jefferies analyst Kaumil Gajrawala maintains with a buy rating, and adjusts the target price from $84 to $86.
Evercore analyst David Palmer maintains with a buy rating, and adjusts the target price from $65 to $78.
TD Cowen analyst Robert Moskow maintains with a buy rating, and adjusts the target price from $70 to $83.
Stifel analyst Matthew Smith, CFA maintains with a buy rating, and maintains the target price at $81.
Furthermore, according to the comprehensive report, the opinions of $BellRing Brands (BRBR.US)$'s main analysts recently are as follows:
The company's positioning to manage demand instead of being constrained by supply, specifically concerning Premier Protein, presents a significant opportunity, according to the analyst.
BellRing Brands posted fiscal Q4 results that aligned closely with expectations and presented fiscal 2025 guidance that considerably surpassed analysts' forecasts. The outlook conveyed a strong confidence underpinned by adequate supply chains and a robust lineup of innovation, supported extensively by full-year advertising and promotional activities. This positions the company and its stock favorably for future prospects.
The firm is revising its estimates upward following a strong fourth quarter performance and a positive fiscal year 2025 outlook. It believes that the elevated multiple applied to its 2025 EPS estimation is warranted, given BellRing's potential for future growth driven by robust consumer interest.
BellRing Brands reported fiscal fourth quarter sales and earnings that exceeded expectations, with fiscal 2025 guidance surpassing mid-point consensus. Despite the shares having rallied by 29% in three months and seeing an EBITDA margin slightly below expectations, growth in the company's profit dollars is expected to outpace previous assumptions. The sustained growth rate justifies the company's premium valuation.
BellRing Brands reported a strong conclusion to the year, with anticipated momentum continuing into FY25, fueled by enhanced marketing efforts, expanded distribution, favorable category dynamics, and inventory replenishments. As supply constraints diminish and marketing efforts intensify, the company is well-positioned to capitalize on the sustained demand for protein shakes.
Here are the latest investment ratings and price targets for $BellRing Brands (BRBR.US)$ from 6 analysts:
Note:
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美東時間11月21日，多家華爾街大行更新了$BellRing Brands (BRBR.US)$的評級，目標價介於75美元至86美元。
巴克萊銀行分析師Andrew Lazar維持買入評級，並將目標價從74美元上調至79美元。
富瑞集團分析師Kaumil Gajrawala維持買入評級，並將目標價從84美元上調至86美元。
Evercore分析師David Palmer維持買入評級，並將目標價從65美元上調至78美元。
TD Cowen分析師Robert Moskow維持買入評級，並將目標價從70美元上調至83美元。
斯迪富分析師Matthew Smith, CFA維持買入評級，維持目標價81美元。
此外，綜合報道，$BellRing Brands (BRBR.US)$近期主要分析師觀點如下：
公司的定位是管理需求，而不是受到供應的限制，特別是關於Premier Protein，根據分析師的說法，這提供了重大機會。
BellRing Brands發佈了符合預期的財政第四季度業績，並提出了遠超分析師預測的財政2025年指引。展望表明公司擁有充分供應鏈和創新產品線支持，得到全年廣告和促銷活動的大力支持，公司及其股票在未來前景上處於有利位置。
在第四季度業績強勁和2025財年積極展望之後，該公司正在上調其估值。該公司認爲，將其2025年每股收益估值作出上調是合理的，考慮到BellRing未來增長的潛力受到強勁消費者興趣的推動。
BellRing Brands報告了超出預期的財政第四季度銷售額和收益，財政2025年指引超過中點共識。儘管股價在三個月內上漲了29%，EBITDA利潤率略低於預期，但公司利潤增長的速度預計將超過以前的假設。持續的增長率證明了公司的溢價估值是合理的。
BellRing Brands結束了一年，預計的動能將持續到2025財年，由增強的營銷努力、拓展分銷、有利的行業動態和庫存補充推動。隨着供應的限制減少和營銷工作的加劇，公司將能夠充分利用蛋白奶昔持續需求的機會。
以下爲今日6位分析師對$BellRing Brands (BRBR.US)$的最新投資評級及目標價：
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