DA Davidson maintains Neutral on BellRing Brands stock

On Thursday, DA Davidson reaffirmed its Neutral rating on BellRing Brands (NYSE:BRBR) shares, maintaining a price target of $85.00, above the current trading price of $64.10. According to InvestingPro data, analyst targets range from $65 to $90, suggesting potential upside. The firm’s analyst, Brian Holland, included BellRing Brands as part of the DA Davidson research team’s Best-of-Breed Bison initiative. This initiative identifies companies that are considered long-term best in class with a sustainable competitive advantage.

BellRing Brands, known for its portfolio of protein shakes, powders, and bars, has met ten of the twelve criteria required to be recognized as a Best-of-Breed Bison name within DA Davidson’s framework. The company’s strong market position is reflected in its impressive 18.91% revenue growth and healthy current ratio of 2.92, according to InvestingPro data. This acknowledgment suggests that the company stands out for its competitive strengths and market position.

The DA Davidson analyst noted that the current estimates, price target, and rating are under review following the company’s second-quarter 2025 results, which were reported in March. While the stock has faced recent headwinds, declining significantly over the last three months, the firm is conducting further diligence before making any adjustments to its assessment of the BellRing Brands stock.

Investors are keeping a close watch on the company’s performance and DA Davidson’s forthcoming evaluation, which could influence the stock’s future movement. BellRing Brands’ inclusion in the Best-of-Breed Bison list by DA Davidson reflects a positive recognition of its market standing and strategic initiatives.

As the market anticipates further insights from DA Davidson’s ongoing review, BellRing Brands continues its operations aiming to maintain its position within the competitive landscape of the nutrition and wellness sector. The outcome of the review will provide investors with a more detailed understanding of the company’s valuation and potential growth trajectory.

In other recent news, BellRing Brands has seen a series of price target adjustments from several analyst firms. TD Cowen revised its price target for BellRing Brands from $86 to $78, maintaining a Buy rating and expressing confidence in the company’s growth potential despite a recent 19% drop in shares. Evercore ISI also reduced its price target to $82 from $90 while keeping an Outperform rating, citing a temporary inventory adjustment and increased marketing expenses. Jefferies adjusted its target to $80 from $86, reaffirming a Buy rating and noting strong consumption trends despite retailer destocking.

Citi analysts lowered their target from $90 to $80, maintaining a Buy rating, and highlighted that the recent share sell-off may not reflect the company’s fundamentals. JPMorgan also reduced its price target to $80 from $85, keeping an Overweight rating after discussions with BellRing Brands’ management revealed macroeconomic uncertainties affecting guidance. Analysts across these firms remain optimistic about BellRing Brands’ future performance, with expectations for continued growth in sales and EBITDA. The recent adjustments reflect a cautious yet optimistic outlook on the company’s ability to navigate current challenges and capitalize on growth opportunities.

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