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CPB

Campbell Soup

$42.67

-0.17 (-0.40%)

07:35
04/13/18
04/13
07:35
04/13/18
07:35

Campbell Soup reinstated with a Sell at Goldman Sachs

Goldman analyst Jason English reinstated Campbell Soup with a Sell and $43 price target telling investors he views the company as a "value trap." English believes the market is over-estimating earnings and sees -2%/-6%/-14% risk to consensus FY18/FY19/FY20 estimates and views the balance sheet as "stretched" and notes cash is committed. Given cash costs of the Snyder's Lance integration and below consensus net income, the analyst does not see enough free cash flow to fund its dividend and debt maturities over the next 3 years.

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CPB Campbell Soup
$42.67

-0.17 (-0.40%)

02/06/18
JEFF
02/06/18
DOWNGRADE
Target $50
JEFF
Hold
Snyder's-Lance downgraded to Hold from Buy at Jefferies
Jefferies analyst Akshay Jagdale downgraded Snyder's-Lance (LNCE) to Hold citing the acquisition by Campbell Soup (CPB). The chance of a higher, alternative bid emerging is "fairly remote" given the transaction's rich valuation, Jagdale tells investors in a research note. The analyst raised his price target for the shares to $50 from $44 and expects the deal to close in Q2.
02/28/18
PIPR
02/28/18
DOWNGRADE
PIPR
Underweight
Campbell Soup downgraded to Underweight from Neutral at Piper Jaffray
03/01/18
PIPR
03/01/18
DOWNGRADE
Target $45
PIPR
Underweight
Campbell Soup downgraded to Underweight from Neutral at Piper Jaffray
Piper Jaffray analyst Michael Lavery downgraded Campbell Soup to Underweight and lowered his price target for the shares to $45 from $53. The analyst sees multiple expansion as unlikely given his expectations for 1.0%-1.5% earnings growth in fiscal 2019. Higher interest rates and lower than expected Snyder-Lance operating contribution weigh on the analyst's earnings expectations.
03/01/18
03/01/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Campbell Soup (CPB) downgraded to Underweight from Neutral at Piper Jaffray by analyst Michael Lavery, who sees multiple expansion as unlikely given his expectations for 1%-1.5% earnings growth in fiscal 2019. Higher interest rates and lower than expected Snyder-Lance operating contribution weigh on the analyst's earnings expectations. 2. MannKind (MNKD) downgraded to Sell from Hold at Maxim by analyst Jason Kolbert, who said the company's Afrezza revenues of $4.5M were at the lower end of recently-lowered guidance and were " clearly disappointing given management's robust marketing plans". Kolbert added that the company has just $44M of cash remaining, having burned through about $120M last year. 3. Darling Ingredients (DAR) downgraded to Neutral from Buy at Goldman Sachs by analyst Adam Samuelson. While the company's Q4 results came in modestly above expectations, the analyst finds the outlook for roughly flat EBITDA in the base business despite recent growth investments disappointing. Samuelson sees a less attractive risk/reward for Darling post the Q4 results. Shares were also downgraded to Market Perform from Outperform at BMO Capital by analyst Kenneth Zaslow, who said his undamental view on the company has not changed, pointing to less compelling risk-reward based on limited upside in the stock price and some near-term headwinds. 4. Gibraltar Industries (ROCK) downgraded to Sector Weight from Overweight at KeyBanc by analyst Kenneth Zener, who said the risk to return is currently balanced. The analyst awais clarity on the company's next portfolio addition and wants to sees a "steady cadence of Solar EBIT margins." He believes, however, the Gibraltar is executing well post its Q4 results. 5. Mohawk (MHK) downgraded to Buy from Conviction Buy at Goldman Sachs. Analyst Samuel Eisner removed Mohawk from the Conviction Buy List citing near-term risks from rising rates and 1H18 risks from increasing costs and ramping capacity that could put a lid on shares near-term. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.

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