Morgan Stanley analyst Dara Mohsenian maintained a Hold rating on Constellation Brands today and set a price target of $183.00.
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Dara Mohsenian has given his Hold rating due to a combination of factors that balance near-term upside with longer-term uncertainty. He sees the company’s fiscal 2027 outlook as deliberately cautious rather than structurally weak, supported by strengthening beer trends, improving depletion data, share gains, healthier Hispanic demand, and an upcoming catalyst from the FIFA World Cup that could lift results in the short run.
At the same time, he remains cautious on the stock beyond the near term because of broader structural concerns about the alcohol category. While he views capital allocation discipline, a focus on existing brands, and incremental operational improvements under the new CEO as positives, these are not enough to offset secular industry risks, which leads him to maintain an Equal-Weight, or Hold, stance rather than moving to a more aggressive rating.