BMO Capital lowers JBS stock price target to $17 on weaker outlook

Published 14/10/2025, 12:48
BMO Capital lowers JBS stock price target to $17 on weaker outlook

Investing.com - BMO Capital lowered its price target on JBS SA (NYSE:JBS) to $17.00 from $19.00 on Tuesday, while maintaining an Outperform rating on the stock. The company, currently trading at $12.53 near its 52-week low of $12.37, appears undervalued according to InvestingPro analysis.

The price target reduction reflects BMO’s softer outlook for Pilgrim’s Pride Corporation (PPC) and weaker U.S. beef packer margins, which prompted the firm to lower its 2025 and 2026 estimates for JBS.

Despite the reduced price target, BMO remains more constructive on JBS compared to other protein industry peers, viewing the recent stock pullback as excessive.

BMO cited JBS’s diversified business model, which includes non-U.S. beef operations, as providing offsetting factors to the challenges in certain segments.

The firm noted that JBS currently trades at a discounted multiple of just over 6.5 times BMO’s 2026 EBITDA estimate, suggesting potential undervaluation despite the lowered outlook.

In other recent news, JBS NV reported its second-quarter earnings for 2025, revealing a notable earnings per share (EPS) of $0.50, which exceeded analyst projections of $0.39 by 28.17%. However, the company’s revenue did not meet expectations, coming in at $20.64 billion compared to the forecasted $21.47 billion. These developments have generated mixed reactions among investors. The earnings report highlights the company’s strong earnings performance despite the revenue shortfall. Analyst firms have not provided updates on stock upgrades or downgrades following this earnings release. The results underscore the importance of evaluating both earnings and revenue figures to understand the company’s financial health. These recent developments are crucial for investors keeping an eye on JBS NV.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.