Campbell's (CPB) News Today

The Campbell’s Company (NASDAQ:CPB) shares have risen on the back of stronger-than-expected earnings, positive analyst revisions and compelling valuation arguments. Offsetting these gains, cautious guidance and several hold/underperform ratings with lowered targets have capped upside.

• Positive Sentiment: Campbell’s reported Q4 2025 EPS of $0.62, beating consensus by $0.05 and driving a post-earnings gap-up.EPS Beat Article
• Positive Sentiment: Shares gapped higher after the earnings beat, reflecting investor enthusiasm for the stronger profit performance.Gap-Up Article
• Positive Sentiment: Several analysts lifted their forecasts and price targets following the Q4 beat, citing margin improvement and solid free cash flow.Analysts Boost Forecasts
• Positive Sentiment: A Seeking Alpha report argues CPB trades near a 10-year low forward P/E of 13 and offers a well-covered 4.8% dividend yield, underscoring deep value for long-term investors.Value Thesis
• Neutral Sentiment: Management provided FY 2026 EPS guidance of $2.40–$2.55, in line with prior market expectations.Guidance Release
• Neutral Sentiment: Q4 2025 earnings call transcript was published, detailing tariff headwinds, pricing strategies and R&D investments.Earnings Call Transcript
• Neutral Sentiment: The company presented at Barclays’ Global Consumer Staples Conference, emphasizing brand investment to offset trade-related costs.Conference Presentation
• Neutral Sentiment: Jim Cramer and other commentators floated merger speculation around Campbell’s, though no formal talks have emerged.Merger Speculation
• Neutral Sentiment: Kelly L. Palumbo was named Senior Vice President, Controller & Chief Accounting Officer as part of a broader leadership realignment.Leadership Appointment
• Neutral Sentiment: A second transcript and Q2 deep dive highlighted ongoing tariff pressures balanced by innovation investments shaping medium-term growth.Q2 Overview
• Negative Sentiment: Morgan Stanley set an Equal Weight rating and $33.00 target—near current levels—implying limited upside.MS Equal Weight
• Negative Sentiment: Bank of America raised its target to $30.00 but kept an Underperform rating, flagging ~11% downside risk.BofA Underperform
• Negative Sentiment: TD Cowen lifted its target to $31.00 yet maintained a Hold rating, suggesting ~8% potential drop.TD Cowen Hold
• Negative Sentiment: Morgan Stanley’s Megan Alexander issued a “Cautious Hold,” citing weak sales growth despite strong EPS.Cautious Hold
• Negative Sentiment: TD Cowen’s cautious outlook highlighted volume pressure and limited pricing power as potential headwinds.Cautious Outlook