January 19, 2026 a 09:00 am
CAG: Analysts Ratings - Conagra Brands, Inc.
Conagra Brands, Inc. has demonstrated stability in its consumer packaged goods sector across North America. With a diverse product portfolio and various market segments, it remains a significant player in the industry. Analysts hold a predominantly cautious view, suggesting limited investor confidence in a substantial upside potential.
Historical Stock Grades
Analysis for the latest ratings as of 2026-01-01 is presented below:
| Recommendation | Count | Score |
|---|---|---|
| Strong Buy | 3 | |
| Buy | 0 | |
| Hold | 12 | |
| Sell | 1 | |
| Strong Sell | 1 |
Sentiment Development
Over recent months, ratings for Conagra Brands have shown a clear trend towards more cautious outlooks. The Hold ratings have been steadily increasing, reflecting conservative sentiment among analysts.
- Strong Buy ratings decreased gradually, showing a decline in robustness in analyst confidence.
- Hold remains predominant, indicating a balanced outlook without strong bullish convictions.
Percentage Trends
A noticeable shift in analyst sentiment occurred over the past year, with a significant increase in Hold ratings indicating caution. The reduction in Buy ratings suggests reduced analyst optimism regarding potential growth.
- In January 2023, Strong Buy accounted for about 20% of ratings; reduced to a consistent ~15% in 2025.
- By late 2025, Hold and Strong Sell constituted the majority ratings, driving a defensive stance.
Latest Analyst Recommendations
Recent recommendations maintain status quo with no analysts shifting towards a more optimistic view. The consistency in Equal Weight and Neutral statuses signals a stable yet unenthusiastic outlook.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-01-16 | Equal Weight | Equal Weight | Morgan Stanley |
| 2026-01-05 | Equal Weight | Equal Weight | Wells Fargo |
| 2025-12-23 | Neutral | Neutral | UBS |
| 2025-12-22 | Underperform | Underperform | B of A Securities |
| 2025-12-22 | Hold | Hold | Deutsche Bank |
Analyst Recommendations with Change of Opinion
A few analysts have adjusted their perspectives over the past years, notably decreasing their optimism, reflecting industry challenges or stabilizing market conditions.
| 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 analyst sentiment for Conagra Brands has predominantly shifted towards a conservative outlook. The increasing Hold ratings reflect cautious investor expectations with few bullish signals in the near term. The current analyst stance appears stable, but the absence of bullish upgrades points towards limited confidence in significant growth potential. Despite this, Conagra's diverse portfolio could provide resilience against market fluctuations, albeit with limited upside expectations.
Conclusion
In summary, Conagra Brands, Inc. exhibits a balanced yet cautious outlook among analysts. While the analysts' consensus indicates stable market conditions, potential risks involve industry-wide challenges and global economic factors. The trend towards increased Hold recommendations suggests that the firm may maintain steady operations but might face hurdles in achieving significant growth. Investors should weigh these factors heavily against their risk tolerance and investment strategy.