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:
J.M. Smucker's fiscal Q2 sales 'beat and raise' accompanied by solid underlying volume trends could potentially make its peers 'green with envy.' The company's ability to 'defy the gravity' of industry volume malaise may enhance its popularity among investors.
The analysis suggests that despite the strong performance in Q2 prompting an increase in the FY25 adjusted EPS forecast, the stock's valuation relative to the packaged food industry remains conservative. This assessment captures the current pricing in alignment with center store peers, acknowledging both the company's strategic execution towards its FY25 objectives and potential challenges surrounding the integration of Hostess.
Amid concerns that J.M. Smucker might need to adjust its EPS forecast due to struggling Hostess and Coffee inflation, the company's Q2 sales and profit exceeding expectations and the subsequent increase in FY EPS projections were viewed positively. This development is seen as a progressive step, though some challenges remain.
Note:
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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.
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巴克萊銀行分析師Andrew Lazar維持$斯馬克 (SJM.US)$持有評級，並將目標價從121美元上調至126美元。
根據TipRanks數據顯示，該分析師近一年總勝率為55.9%，總平均回報率為4.9%。
此外，綜合報道，$斯馬克 (SJM.US)$近期主要分析師觀點如下：
J.m. Smucker公司第二財季的銷售業績超出預期，並提升了目標，伴隨着強勁的成交量趨勢，可能讓其同行嫉妒不已。該公司在行業成交量低迷的情況下依然能夠"違抗重力"，這可能會增強其在投資者中的受歡迎程度。
分析顯示，儘管第二季度的強勁表現促使對2025財年的調整每股收益預測上調，但該股相較於包裝食品行業的估值仍顯得保守。這一評估反映了與主營商超同行一致的當前定價，承認公司在實現2025財年目標方面的戰略執行及圍繞Hostess整合的潛在挑戰。
儘管有擔憂認爲J.m. Smucker可能需要調整其每股收益預測，以應對疲軟的Hostess及咖啡通貨膨脹，但該公司第二季度的銷售和利潤超出預期，以及隨後對2025財年每股收益預測的上調，都被視爲積極的發展。這一進展被視爲一種進步，儘管仍存在一些挑戰。
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