DA Davidson maintains SunOpta stock Buy rating, $9 target

Published 04/03/2025, 17:04
DA Davidson maintains SunOpta stock Buy rating, $9 target

Tuesday, SunOpta shares maintained their Buy rating with a steady $9.00 price target from DA Davidson. The firm’s analyst, Brian Holland, expressed confidence in SunOpta’s (NASDAQ:STKL) potential, emphasizing the stock’s attractive risk-reward profile within the Food sector. Currently trading at $5.67 with a market cap of $665 million, InvestingPro analysis suggests the stock is undervalued. Holland highlighted that investors have the opportunity to engage with the company at less than 10 times its EBITDA, which is coupled with strong prospects for growth, margin expansion, improved returns, and robust free cash flow conversion.

The analyst pointed to SunOpta’s consistent performance and potential for sustained results, despite the recent elimination of the plant-based surcharge at coffee chains, which might not significantly impact the company’s upside. With impressive revenue growth of 15.5% in the last twelve months, and analyst targets ranging from $9 to $12, the stock is expected to realign with its valuation prior to the tenure of Starbucks (NASDAQ:SBUX)’ current CEO, Brian Niccol.

SunOpta, which specializes in plant-based foods and beverages, has been demonstrating a pattern of high single-digit top-line growth. This growth trajectory is expected to continue, according to Holland. The analyst’s outlook remains positive, with the anticipation that SunOpta’s financial outcomes will continue to show consistency and strength.

The company’s increasing returns and expanding margins have been noted as key factors in DA Davidson’s assessment. With SunOpta’s strong free cash flow conversion, the firm believes that the stock is poised to return to its previous valuation levels, offering an attractive entry point for investors.

In summary, DA Davidson’s reiteration of a Buy rating and a $9.00 price target on SunOpta reflects a bullish stance on the company’s future performance. The firm underscores the stock’s favorable valuation and the company’s promising financial indicators as the basis for their continued recommendation. InvestingPro data reveals the stock is currently in oversold territory, with analysts expecting net income growth this year. For deeper insights into SunOpta’s valuation and 10+ additional ProTips, explore the comprehensive Pro Research Report available on InvestingPro.

In other recent news, SunOpta Inc (TSX:SOY). announced the immediate termination of Chad Hagen, who served as Chief Customer Officer. The company disclosed the details of Hagen’s departure and the severance agreement in a recent 8-K filing with the Securities and Exchange Commission. According to the filing, Hagen will receive a severance payment of $175,000, paid in a lump sum, and SunOpta will cover the employer portion of his medical and dental premiums for up to three months if he opts to continue healthcare benefits under COBRA. Additionally, 36,667 unvested Restricted Stock Units will vest as part of the agreement. The severance package, which includes standard tax deductions and other withholdings, also compensates Hagen for accrued but unused vacation time. The agreement allows Hagen to revoke his acceptance within seven days of signing, forfeiting the severance benefits if he chooses to do so. SunOpta’s filing did not specify the reasons for Hagen’s termination but indicated that his eligibility for severance benefits is contingent upon agreeing to a release of claims against the company. This development is part of SunOpta’s ongoing corporate governance activities and compliance with regulatory requirements.

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