October 08, 2025 a 08:39 am
CAG: Analysts Ratings - Conagra Brands, Inc.
Conagra Brands, Inc. has shown a relatively stable trend in analyst recommendations over the past months, predominantly receiving "Hold" ratings. The company's strong portfolio of consumer packaged goods provides a resilient foundation, although recent trends suggest growing caution among analysts regarding its growth potential. Investors should monitor shifts from "Hold" to more negative sentiments as potential indicators of underlying challenges.
Historical Stock Grades
| Recommendation | Number | Score |
|---|---|---|
| Strong Buy | 3 | |
| Buy | 0 | |
| Hold | 13 | |
| Sell | 1 | |
| Strong Sell | 1 |
Sentiment Development
Analyst sentiment for Conagra Brands has remained predominantly stable with a consistent "Hold" positioning. There is caution reflected in the absence of "Buy" ratings over recent months, indicating a potential pause in positive sentiment. Several key observations include:
- A dramatic increase in "Hold" ratings from earlier months.
- A decrease in positive "Strong Buy" ratings, signaling reduced enthusiasm.
- The emergence of "Sell" and "Strong Sell" indicates a slowly growing negative sentiment.
Percentage Trends
Over the past year, the percentage distribution of analyst recommendations has shifted, with a notable trend from "Buy" towards "Hold" and "Sell." This indicates increased caution among analysts. Key changes observed:
- Hold ratings consistently represent more than 60% of total recommendations.
- Strong Buy ratings have decreased by approximately 67% from a year earlier.
- Emergence and persistence of "Sell" and "Strong Sell" categories suggest growing concerns.
Latest Analyst Recommendations
Most recent analyst activities show maintenance of current sentiments without significant upgrades or downgrades, reflecting market stability or uncertainty. Key activities over the last month:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-10-02 | Sector Perform | Sector Perform | RBC Capital |
| 2025-10-02 | Equal Weight | Equal Weight | Wells Fargo |
| 2025-09-25 | Equal Weight | Equal Weight | Wells Fargo |
| 2025-09-24 | Equal Weight | Equal Weight | Morgan Stanley |
| 2025-09-24 | In Line | In Line | Evercore ISI Group |
Analyst Recommendations with Change of Opinion
The following data details recent changes in analyst opinions, with downgrades indicating heavier scrutiny on Conagra Brands' outlook:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-06-12 | Underperform | Neutral | B of A Securities |
| 2025-06-09 | Sell | Neutral | Goldman Sachs |
| 2025-02-24 | Neutral | Buy | Goldman Sachs |
| 2023-12-11 | Neutral | Outperform | Evercore ISI Group |
| 2023-07-17 | Equal Weight | Overweight | Morgan Stanley |
Interpretation
The current sentiment reflects a cautious approach from analysts, highlighted by a strong "Hold" sentiment prevailing throughout the past year. The absence of "Buy" ratings showcases a lukewarm outlook on growth prospects, while recent downgrades suggest emerging concerns about future performance. The stability of the ratings might be challenged if further negative sentiment emerges, pointing towards a cautious investment environment.
Conclusion
Conagra Brands, Inc. confronts a delicate balance between established product lines and emerging market skepticism. The prevalence of "Hold" ratings indicates a wait-and-see approach from analysts, with few looking towards significant gains. Declining "Strong Buy" sentiments and emerging sell-oriented recommendations highlight risks in market confidence. However, if the company can address growth inhibitors and capitalize on its brand portfolio, potential opportunities may arise. It remains crucial for investors to keep an eye on any further shifts in analyst sentiment, which could indicate changing risks or rewards.