February 12, 2026 a 12:38 pm
CPB: Analysts Ratings - Campbell Soup Company
Campbell Soup Company, a well-established player in the food and beverage sector, is currently experiencing a consensus of analyst recommendations that suggest a conservative approach. With no strong buy signals and an increasing number of hold positions, investor sentiment appears to be cautious yet stable. The firm's diversified product portfolio across meals, beverages, and snacks offers a resilient business model in times of economic uncertainty, but current analyst sentiment points to limited immediate upside potential.
Historical Stock Grades
Over the recent months, the analyst ratings for Campbell Soup Company have shown a significant leaning towards 'Hold' positions, indicating a market sentiment of wait-and-see. Here's a breakdown of the ratings for February 2026.
| Rating | Number of Recommendations | Score |
|---|---|---|
| Strong Buy | 0 | |
| Buy | 3 | |
| Hold | 13 | |
| Sell | 1 | |
| Strong Sell | 3 |
Sentiment Development
Analysis of the data indicates a growing caution among analysts regarding Campbell Soup Company. The proportion of 'Hold' ratings has been consistently high, signifying a lack of strong catalysts for growth in the near term. Over recent months, the aggregate of recommendations has remained stable, with the primary shifts occurring between marginal adjustments in 'Sell' and 'Buy' ratings.
- Decline in Strong Buy ratings over the past year.
- Stable number of Hold ratings, indicating consistent sentiment.
- Emergence of a minor increase in Strong Sell ratings recently.
Percentage Trends
The data over the past year shows a perceptible shift in analyst opinion, characterized by a decreasing appetite for aggressive buying as reflected by Strong Buy ratings. This has translated into a higher percentage of analysts advocating a Hold position, emphasizing market caution and risk aversion.
- Significant drop in Strong Buy recommendations from 4% to 0% in the past 18 months.
- Consistent proportion of Hold ratings, now comprising 65% of all ratings.
- Increment in Strong Sell recommendations, suggesting growing bearish sentiment.
Latest Analyst Recommendations
The most recent analyst recommendations for CPB reflect a consensus to maintain current ratings. This ongoing stability signifies an environment where analysts perceive limited catalysts to alter their stance in the short term.
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2026-01-16 | Equal Weight | Equal Weight | Morgan Stanley |
| 2025-12-11 | Neutral | Neutral | DA Davidson |
| 2025-12-10 | Outperform | Outperform | Bernstein |
| 2025-12-10 | Sector Perform | Sector Perform | RBC Capital |
| 2025-12-10 | Sell | Sell | UBS |
Analyst Recommendations with Change of Opinion
While the prevailing sentiment is one of holding, there have been recent instances of downgrades and upgrades reflecting changing opinions on the firm's future performance.
| 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 market assessment for Campbell Soup Company suggests a stable yet cautious outlook. Analysts predominantly recommending 'Hold' reflect no immediate catalysts to drive stock movement. The increased presence of 'Sell' positions and absence of 'Strong Buy' recommendations highlight potential concerns over future growth. Despite this, the consistency in analyst ratings suggests relative stability with a focus on monitoring economic and industry trends for future developments.
Conclusion
In summary, Campbell Soup Company remains a steady presence in the food and beverage sector with a stable analyst outlook of predominantly 'Hold' ratings. The absence of upward momentum in recommendations signals limited short-term growth but underscores the company's resilience in challenging conditions. Analysts will likely continue to observe macroeconomic factors and internal strategic developments to reassess growth trajectories. Opportunities may arise from potential strategic shifts or market developments, though risks remain tethered to broader economic landscapes.