Morgan Stanley analyst Megan Alexander Clapp raised the firm’s price target on Mondelez (MDLZ) to $66 from $65 and keeps an Overweight rating on the shares. Q4 was better than feared, but FY26 guidance came in below consensus amid near-term noise driven by cocoa price volatility, says the analyst, who trimmed the firm’s FY26 estimates but leaves its FY27 EPS forecast unchanged.
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Read More on MDLZ:
- Mondelez price target lowered to $67 from $69 at JPMorgan
- Mondelez: Near-Term Margin Pressures Set the Stage for Mid‑30% Margins, Top‑Tier EPS Growth, and Multiple Expansion — Buy Rating Reiterated with $65 Target
- Mondelez: Buy Rating Reaffirmed as Transitory Cocoa-Driven Headwinds Mask Strengthening Medium-Term Earnings Power
- Mondelez price target raised to $64 from $62 at Piper Sandler
- Mondelez International: Conservative 2026 Outlook and Near-Term Headwinds Support Balanced Risk/Reward and Hold Rating