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.
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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. Smucke的財政Q2銷售報告稱"超過預期且前景看漲",同時伴隨穩健的基礎成交量趨勢,有可能使同行羨慕不已。公司在振興行業板塊成交量低迷的背景下仍然能夠'抗拒重力社',這可能提升其在投資者中的知名度。
分析表明,儘管Q2表現強勁促使財年25年調整後的每股收益預測上升,但該股相對於包裝食品行業的估值仍然保守。這一評估反映了當前定價與中心店同行的一致性,承認了公司朝向財年25年目標努力及在整合Hostess過程中可能遇到的挑戰。
儘管有擔憂J.m. Smucker可能需要調整每股收益預測,因爲Hostess和咖啡價格上漲問題,但公司Q2銷售和利潤超過預期,隨後財年每股收益預測升高的積極態勢被看好。這一發展被視爲積極的一步,儘管仍存在一些挑戰。
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