RBC cuts Brown Forman price target to $44, maintains rating

Published 03/03/2025, 18:20
RBC cuts Brown Forman price target to $44, maintains rating

On Monday, RBC Capital Markets adjusted its outlook on Brown Forman (NYSE:BFb) stock, with analyst Nik Modi reducing the price target to $44 from the previous $49, while keeping a Sector Perform rating on the shares. Modi’s assessment reflects a cautious stance towards the company due to persistent challenges in the spirits sector.

Brown Forman’s stock has significantly underperformed recently, with its valuation dipping close to historical lows. Despite the low share price, RBC Capital’s analysis suggests that the affordability of the stock is a reflection of underlying issues. The firm’s research indicates ongoing strain within the U.S. spirits category, which is affecting Brown Forman’s key brands.

The analyst also pointed out that the potential for tariffs poses an additional risk to the company. To counteract these challenges and bolster the top line and market share, Modi believes Brown Forman will need to ramp up its spending. The expectation is that the current pressures will persist in the near term, impacting the company’s financial performance.

Modi’s commentary highlights the need for increased investment to improve sales and market share, indicating that without such measures, the company may struggle to overcome the pressures it faces. The revised price target of $44 reflects these concerns and the anticipated impact on Brown Forman’s financial results.

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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