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 $9.90 following the Q2 results surpassing expectations. It is noted that the stock's valuation multiple is currently discounted compared to the average of the packaged food peer group, yet aligns with counterparts in the center store segment. This alignment is considered appropriate as Smucker moves forward with its FY25 objectives, albeit with some execution risks associated with Hostess.
Amid concerns about potential earnings per share adjustments due to weak inflation figures in Hostess and Coffee segments, the relief came from the company's second quarter sales and profit outperformance alongside an uplift in its full-year earnings projection. It appears that despite remaining challenges, there has been noteworthy progress.
The company delivered a strong performance in its second quarter, with organic volumes impressive against the food sector backdrop. Margin improvements in Coffee, fueled by pricing strategies, were noted, though as coffee costs increase, expectations are for elasticity to rise, potentially pressuring margins. Moreover, a robust margin in the Pet segment leads to questions about the extent of embedded stranded overheads.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Peter Galbo維持$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：
公司調整了對FY25調整後的每股收益預測至9.90美元，因第二季度業績超出預期。值得注意的是，該股目前的估值倍數相對於包裝食品同行群體的平均水平存在折價，然而與中心店板塊的同行相匹配。考慮到Smucker繼續推進FY25目標，儘管存在一些與Hostess相關的執行風險，這種匹配被認爲是合適的。
在擔憂因Hostess和咖啡板塊的弱通脹數據可能導致每股收益調整的情況下，公司第二季度銷售和利潤表現超出預期，全年盈利預期也有所提升，帶來了緩解。儘管仍然存在挑戰，但已取得了顯著進展。
公司在第二季度表現強勁，在食品板塊形勢下，有機銷量表現令人印象深刻。咖啡板塊的利潤改善受到定價策略的推動，儘管隨着咖啡成本上升，預期彈性將增加，可能會對利潤造成壓力。此外，寵物板塊的穩健利潤引發對嵌入式滯留間接費用程度的質疑。
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