BofA Securities analyst Peter Galbo maintains $JM Smucker (SJM.US)$ with a hold rating, and maintains the target price at $124.
According to TipRanks data, the analyst has a success rate of 45.0% and a total average return of 0.0% 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 adjusted its forecast for FY25 adjusted EPS to $9.90 following the Q2 results surpassing expectations. It is noted that the stock's valuation multiple is currently discounted compared to the average of the packaged food peer group, yet aligns with counterparts in the center store segment. This alignment is considered appropriate as Smucker moves forward with its FY25 objectives, albeit with some execution risks associated with Hostess.
Amid concerns about potential earnings per share adjustments due to weak inflation figures in Hostess and Coffee segments, the relief came from the company's second quarter sales and profit outperformance alongside an uplift in its full-year earnings projection. It appears that despite remaining challenges, there has been noteworthy progress.
The company delivered a strong performance in its second quarter, with organic volumes impressive against the food sector backdrop. Margin improvements in Coffee, fueled by pricing strategies, were noted, though as coffee costs increase, expectations are for elasticity to rise, potentially pressuring margins. Moreover, a robust margin in the Pet segment leads to questions about the extent of embedded stranded overheads.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美銀證券分析師Peter Galbo維持$斯馬克 (SJM.US)$持有評級，維持目標價124美元。
根據TipRanks數據顯示，該分析師近一年總勝率為45.0%，總平均回報率為0.0%。
此外，綜合報道，$斯馬克 (SJM.US)$近期主要分析師觀點如下：
該公司根據Q2業績超出預期的結果，將FY25的調整後每股收益預測調整爲9.90美元。值得注意的是，該股票的估值倍數目前相對於包裝食品同行群體的平均值有所折扣，但與中心倉儲板塊的同行水平相匹配。隨着斯麥克繼續推進FY25的目標，儘管存在一些與豪斯特等執行風險相關的問題，但這種調整被認爲是適當的。
在對豪斯特和咖啡板塊因弱通貨膨脹數據可能需要進行每股收益調整的擔憂中，公司第二季度銷售和利潤表現強勁，全年盈利預期也有所提升，給予了一定的緩解。儘管仍面臨挑戰，但取得了明顯的進展。
該公司在第二季度表現強勁，在食品板塊背景下，有機銷量令人印象深刻。咖啡板塊的毛利率提高受到定價策略的推動，儘管隨着咖啡成本上升，人們預期彈性將增加，可能對利潤率造成壓力。此外，寵物板塊的強勁毛利率引發了有關各個隱藏耗費開銷程度的質疑。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
