September 10, 2025 a 09:01 pm
CPB: Analysts Ratings - Campbell Soup Company
With a well-established market presence, Campbell Soup Company remains a consistent player in the food industry. Over recent months, there has been a notable shift in analyst recommendations, with the bulk suggesting a 'Hold' position. This points to cautious market sentiment amid changing consumer preferences and economic challenges. Nevertheless, Campbell's diverse product range spanning Meals & Beverages and Snacks continues to offer a compelling case for stable revenue streams.
Historical Stock Grades
| Recommendation Type | Count | Score |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 3 | |
| Hold | 13 | |
| Sell | 2 | |
| Strong Sell | 3 |
Sentiment Development
Over the past several months, there has been a discernible increase in 'Hold' recommendations, generally at the expense of 'Strong Buy' sentiments. This shift suggests a growing caution among analysts as market conditions fluctuate.
- Overall analyst ratings have remained relatively stable in number, with minor fluctuations.
- 'Hold' ratings have shown consistent growth, indicating market caution.
- 'Strong Buy' recommendations have dwindled, reflecting tempered expectations for exceptional growth.
Percentage Trends
The data from the previous months highlights a notable trend towards more conservative estimations. The reduction of 'Buy' recommendations in favor of 'Hold' signals potential market volatility concerns.
- Recent months show an increasing percentage of 'Hold' recommendations, peaking at around 65%.
- 'Buy' ratings have decreased marginally, indicating less aggressive acquisition sentiment.
- 'Strong Buy' ratings have plummeted, suggesting limited confidence in significant upward stock movement.
- The past year has seen a marked shift towards more neutral positions, reflecting sector uncertainties.
Latest Analyst Recommendations
In recent assessments, analysts have predominantly maintained their ratings, pointing to a steady outlook. There have been negligible upgrades or downgrades, underscoring stability in opinion despite external pressures.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-09-05 | Equal Weight | Equal Weight | Morgan Stanley |
| 2025-09-04 | Underperform | Underperform | B of A Securities |
| 2025-09-04 | Outperform | Outperform | Bernstein |
| 2025-09-04 | Hold | Hold | TD Cowen |
| 2025-08-29 | Sell | Sell | UBS |
Analyst Recommendations with Change of Opinion
Some analysts have shifted their stance over the past months, although changes are relatively infrequent. Notable downgrades, such as from ‘Overweight’ to ‘Neutral’, suggest caution amid changing circumstances.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-08-07 | Neutral | Overweight | Piper Sandler |
| 2025-03-06 | Neutral | Overweight | JP Morgan |
| 2024-11-14 | Overweight | Neutral | Piper Sandler |
| 2024-10-07 | Outperform | Market Perform | Bernstein |
| 2024-09-27 | Neutral | Buy | DA Davidson |
Interpretation
The current recommendations reflect a degree of caution in the market's assessment of Campbell Soup Company's stock. Analysts' inclination towards 'Hold' indicates a stable yet non-aggressive belief in the company's near-term potential. Recent downgrades signify an undercurrent of uncertainty, possibly relating to broader market conditions or company-specific challenges. Overall sentiment appears relatively stable, although a shift towards more neutral positions suggests that confidence in substantial upward price movements is limited.
Conclusion
A consistent pattern of caution is evident in recent analyst assessments for Campbell Soup Company. While the company's robust brand portfolio supports stable revenue prospects, the increase in 'Hold' recommendations highlights restrained bullishness amid evolving market dynamics. Analysts' reluctance to elevate ratings to 'Strong Buy' or 'Buy' reflects a prudent approach influenced by broader economic conditions. Despite this caution, the stock remains a staple within investment portfolios, offering potential for steady growth, albeit tempered by prevailing uncertainties. Adaptation to market trends and consumer behavior will be key drivers in shaping the company's future performance and subsequent analysts' ratings.