In a report released yesterday, Dara Mohsenian from Morgan Stanley maintained a Hold rating on Newell Brands, with a price target of $4.50.
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Dara Mohsenian has given his Hold rating due to a combination of factors that balance Newell’s clear operational progress against ongoing top-line and visibility challenges. The company has strengthened its capabilities, streamlined its portfolio, and protected margins despite a sizable, unexpected tariff burden, but core sales are still contracting and management itself characterizes 2025 more as a pause than an inflection in the turnaround.
At the same time, Newell is investing heavily in AI and innovation, with its “Quantum Leap” program reshaping workflows, accelerating product development, and driving both cost efficiencies and richer digital execution, and a notably stronger innovation slate building into 2026. However, while these initiatives could support improved growth and profitability over time, the near-term demand trajectory and timing of a sustainable reacceleration remain uncertain, leading Mohsenian to stay on the sidelines with a Hold rather than move to a more decisive rating.
Mohsenian covers the Consumer Defensive sector, focusing on stocks such as e.l.f. Beauty, Clorox, and Monster Beverage. According to TipRanks, Mohsenian has an average return of 7.7% and a 63.08% success rate on recommended stocks.
In another report released on February 14, TipRanks – Google also reiterated a Hold rating on the stock with a $4.50 price target.