TD Cowen analyst Robert Moskow has maintained their neutral stance on CAG stock, giving a Hold rating today.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Robert Moskow has given his Hold rating due to a combination of factors that limit upside for Conagra Brands despite relatively stable near‑term performance. The company modestly missed EPS expectations and reduced its full‑year profit outlook, and Moskow now projects FY27 earnings to trail consensus as ongoing cost inflation and constrained pricing power cloud the outlook for margin recovery.
He also highlights that key inputs such as diesel and protein remain largely unhedged, leaving results exposed to geopolitical and commodity volatility, while current pricing actions are too modest to fully offset these pressures. In addition, anticipated drivers of a profit upturn in FY27, including productivity initiatives and operational enhancements, appear insufficient to deliver clear earnings acceleration, leading Moskow to maintain a cautious stance and keep the $14 price target and Hold recommendation in place.
In another report released today, TipRanks – OpenAI also reiterated a Hold rating on the stock with a $16.50 price target.