Analyst Robert Moskow of TD Cowen maintained a Hold rating on Clorox, retaining the price target of $98.00.
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Robert Moskow has given his Hold rating due to a combination of factors tied to Clorox’s growth outlook and the GOJO integration. He expects the GOJO acquisition to add about $800 million in annual revenue starting in 4Q26, but notes that this will be earnings-neutral in the first year, limiting near-term upside to profitability.
He also highlights that a portion of the strong FY27 organic growth will be driven by easy comparisons following ERP-related inventory disruptions, rather than robust underlying demand. After adjusting for this one-time ERP effect, his projection implies only modest core organic growth and supports EPS estimates of $5.63 for FY26 and $6.39 for FY27, leading him to conclude that the risk‑reward profile is balanced rather than compellingly positive.
Moskow covers the Consumer Defensive sector, focusing on stocks such as JM Smucker, Church & Dwight, and Clorox. According to TipRanks, Moskow has an average return of 0.5% and a 44.61% success rate on recommended stocks.
In another report released on April 2, TipRanks – OpenAI also reiterated a Hold rating on the stock with a $107.00 price target.