General Mills (GIS) News Today

General Mills (NYSE:GIS) shares rose today as investors digested a blend of upbeat earnings reports, strategic growth initiatives and premium valuation arguments, which helped offset lingering analyst downgrades and sales pressures.

Key developments include:

• Positive Sentiment: General Mills reported Q1 EPS of $0.86, beating consensus of $0.81 and matching revenue forecasts of $4.52 billion, while reaffirming its FY26 outlook. General Mills Issues Earnings Results
• Positive Sentiment: Bank of America Securities reiterated a Buy rating and $61 price target, citing strong Q1 performance and strategic initiatives that should drive medium-term growth. Strong Q1 Performance Drives Buy Rating
• Positive Sentiment: General Mills is exploring a stake acquisition in India’s Balaji Wafers, signaling potential expansion in a high-growth snacking market. General Mills Exploring Stake Acquisition
• Positive Sentiment: A MarketBeat analysis calls GIS a “generational opportunity” for income investors, highlighting its near-5% yield, oversold technical indicators and resilient long-term uptrend. Generational Opportunity for Income Investors
• Neutral Sentiment: Analysts’ opinions remain mixed on GIS versus peers like Costco, reflecting divergent views on consumer staples in a slowing economy. Analysts’ Opinions Are Mixed
• Neutral Sentiment: A Yahoo Finance deep dive notes that Q3 volumes remain under pressure as GIS increases R&D and value investments—actions that may bolster market share over time but weigh on near-term sales. GIS Q3 Deep Dive
• Neutral Sentiment: Zacks highlights General Mills vs. Kraft Heinz as a potential “dip” play if consumers rotate back to branded staples with lower interest rates ahead. General Mills vs. Kraft Heinz
• Neutral Sentiment: The Wall Street Journal’s “Stocks to Watch” mention included GIS among consumer names to monitor post-Fed decision, but offered no fresh catalyst. Stocks to Watch Recap
• Neutral Sentiment: An Q1 earnings call transcript details management’s focus on portfolio optimization and margin reinvestment, providing context but no major surprises. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Barclays cut its rating to Hold and trimmed its price target from $54 to $52, signaling limited upside. Receives a Hold from Barclays
• Negative Sentiment: Mizuho lowered its target from $57 to $52 and kept a Neutral rating, reflecting concerns over sales momentum. Price Target Lowered by Mizuho
• Negative Sentiment: TD Cowen maintained a Hold rating and $48 price target, highlighting uncertainty amid declining organic sales. Faces Uncertainty Amid Declining Sales
• Negative Sentiment: GIS hit a new 52-week low, raising questions about near-term demand and competitive pressures. Sets New 52-Week Low
• Negative Sentiment: Despite the Q1 beat, the stock dipped post-earnings on concerns over reinvestment costs and segmental pressures. Why the Stock Is Falling