Bernstein SocGen raises Mondelez stock price target to $88 on solid results

Published 30/07/2025, 12:16
Bernstein SocGen raises Mondelez stock price target to $88 on solid results

Investing.com - Bernstein SocGen Group raised its price target on Mondelez International (NASDAQ:MDLZ) to $88.00 from $79.00 on Wednesday, while maintaining an Outperform rating on the stock. The new target represents significant upside from the current price of $69.71. According to InvestingPro data, the company currently trades near its Fair Value, with analysts’ targets ranging from $67 to $88.

The price target increase follows Mondelez’s second-quarter 2025 financial results, which Bernstein SocGen described as "solid." The $90.26 billion market cap company has maintained strong financial metrics, earning a "GOOD" overall Financial Health score from InvestingPro, with particularly robust profitability indicators.

The research firm noted that Mondelez’s outlook appears promising despite facing headwinds in the North American market.

Bernstein SocGen highlighted that outside the United States, which represents approximately 25% of Mondelez’s total sales, the company is experiencing strong top-line performance and positive market share trends.

The firm also observed that price elasticity in Mondelez’s chocolate products is not deteriorating and may even be performing better than anticipated.

In other recent news, Mondelez International reported stable earnings for the second quarter of 2025. The company demonstrated resilience despite market challenges, attributing its performance to strategic pricing initiatives and brand investment. Mondelez maintained its market share in North America, even amidst consumer anxiety, and achieved double-digit growth in emerging markets. These developments highlight Mondelez’s ability to navigate complex market conditions effectively. The company’s financial results reflect a well-balanced global sales performance. Analysts have taken note of Mondelez’s strategic moves, though no specific upgrades or downgrades were mentioned. This ongoing focus on strategic initiatives suggests a continued emphasis on maintaining strong market positioning. These recent developments underscore Mondelez’s capacity to sustain stability in a fluctuating market environment.

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