Jefferies upgrades Ahold Delhaize stock to Buy on overblown market fears

Published 23/09/2025, 10:50
Jefferies upgrades Ahold Delhaize stock to Buy on overblown market fears

Investing.com - Jefferies upgraded Koninklijke Ahold Delhaize NV (AS:AD) (OTC:ADRNY) from Hold to Buy and raised its price target to EUR42.00 from EUR39.50.

The upgrade comes as Jefferies believes market concerns about the grocery retailer have been "overplayed" in recent months, leading to an excessive devaluation of the stock to a 7.8% free cash yield.

According to Jefferies, investors have been overly focused on three main issues affecting Ahold Delhaize: U.S. dollar concerns, worries about price competition, and Amazon’s renewed focus on its food business.

Jefferies highlighted the "growing strength" of Ahold Delhaize’s existing businesses in its analysis, suggesting the market has failed to properly value the company’s current operations.

The firm also noted potential for Ahold Delhaize to pursue "meaningful consolidation" as competition changes, specifically mentioning Kroger as "perhaps the most obvious partner" for such a move.

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

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