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:
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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：
根據分析師的說法，公司管理需求而不是受限於供應的定位，特別是在Premier Protein方面，帶來了一個重大機遇。
bellring brands公佈的財政第四季度業績與預期非常接近，並給出了大幅超出分析師預測的2025財政年度指引。展望傳達了強烈的信心，這源於充足的供應鏈和強大的創新產品陣容，並得到了整年的廣告和促銷活動的廣泛支持。這使得公司及其股票在未來的前景中處於有利地位。
由於強勁的第四季度表現和積極的2025財政年度展望，該公司正在上調其預期。它認爲，考慮到bellring的未來增長潛力，由於強勁的消費興趣，2025每股收益估計所應用的高倍數是合理的。
bellring brands報告的財政第四季度銷售和收益超出預期，2025財政年度指引也超出了中間點共識。儘管該股在三個月內上漲了29%，並且EBITDA利潤率略低於預期，但預計公司的利潤增長將超過以前的假設。持續的增長率證明了公司高估值的合理性。
bellring brands報告了年度強勁的結束，預計勢頭將在2025財政年度持續，通過增強的市場營銷努力、擴大的分銷、良好的類別動態和庫存補充推動。隨着供應限制的降低和市場推廣力度的加大，公司正處於有利地位，可以利用對蛋白質飲料的持續需求。
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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