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.
Note:
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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:
該公司指出,J.M. Smucker第二財季的銷售表現和可觀的銷量趨勢可能會引起同行的羨慕,尤其是因爲Smucker似乎可以有效抵消當前的行業交易量挑戰,從而可能增強其對投資者的吸引力。
繼第二季度表現強勁之後,該公司對25財年調整後每股收益的預測有所上調,這反映了預期的積極修正。儘管該股的估值與包裝食品同行群體的平均水平相比多次以折扣價交易,但與中心商店的同行持平。儘管存在與Hostess相關的執行風險,但這種調整被認爲是適當的,因爲該公司正在有效實現其25財年的目標。
由於擔心由於Hostess和Coffee通脹疲軟,J.M. Smucker可能需要縮小每股收益區間,該公司第二季度的銷售和利潤增長以及財年每股收益的增長在一定程度上有所緩解。據信,儘管仍有工作要做,但這被視爲進展。
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