DA Davidson analyst Brian Holland lowered the firm’s price target on Vital Farms (VITL) to $47 from $52 but keeps a Buy rating on the shares. Investor disappointment in lower revised Q4 guidance obfuscates evidence that the company is emerging from transitory disruption, the analyst tells investors in a research note. Assuming recent momentum persists, and mindful the company enters FY26 with relatively unconstrained capacity to meet pent up consumer and customer demand, the firm “likes the setup”, DA Davidson added.
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