The Campbell's Company Stock: Analyst Estimates & Ratings
Camden, New Jersey-based The Campbell's Company (CPB) manufactures and markets food and beverage products in the United States and internationally. Valued at $9.7 billion by market cap, Campbell’s operates through Meals & Beverages and Snacks segments.
Campbell’s has significantly underperformed the broader market over the past year. CPB stock has plummeted nearly 34.6% over the past 52 weeks and 23.3% on a YTD basis, lagging behind the S&P 500 Index’s ($SPX) 19.3% gains over the past year and 8.4% returns in 2025.
Narrowing the focus, Campbell's has also underperformed the industry-focused First Trust Nasdaq Food & Beverage ETF’s (FTXG) 8.7% decline over the past year and 2.5% dip on a YTD basis.
CPB stock prices observed a marginal uptick in the trading session following the release of its better-than-expected Q3 results on Jun. 2. Driven by a slight uptick in organic growth and contribution from acquisitions, the company’s overall topline for the quarter increased 4.5% year-over-year to $2.5 billion, beating the Street expectations. However, due to pricing pressures, its margins observed a slight contraction, leading to a 2.7% drop in adjusted EPS to $0.73. Nevertheless, this figure surpassed the consensus estimates by 12.3%.
For the full fiscal 2025, ended in July, analysts expect Campbell’s to deliver an adjusted EPS of $2.93, down 4.9% year-over-year. On a positive note, the company has a solid earnings surprise history. It has surpassed the Street’s bottom-line projections in each of the past four quarters.
The stock has a consensus “Hold” rating overall. Of the 19 analysts covering the stock, opinions include two "Strong Buys,” 12 “Holds,” one “Moderate Sell,” and four “Strong Sells.”
This configuration is slightly more pessimistic than two months ago, when the stock had four “Strong Buy” recommendations.
On Aug. 7, Piper Sandler analyst Michael Lavery downgraded CPB stock from “Overweight” to “Neutral” and lowered the price target from $35 to $34.
CPB’s mean price target of $34.95 represents a modest 8.8% premium to current price levels, while its Street-high target of $46 suggests a notable 43.3% upside potential.
On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.