Stifel lowers Scotts Miracle-Gro stock price target on U.S. Consumer uncertainty

Published 04/08/2025, 16:34
Stifel lowers Scotts Miracle-Gro stock price target on U.S. Consumer uncertainty

Investing.com - Stifel has lowered its price target on Scotts Miracle-Gro (NYSE:SMG) to $70.00 from $71.00 while maintaining a Hold rating following the company’s fiscal third-quarter 2025 earnings report. Currently trading at $62.24, InvestingPro analysis suggests the stock is trading below its Fair Value.

The research firm noted a "more positive bias" despite the target reduction, citing better-than-expected gross margin performance in the quarter and the stock’s recent underperformance, which has pushed SMG shares toward a discount compared to consumer staples peers.

Scotts Miracle-Gro stock has fallen 8.8% since its earnings release, compared to a 2.1% decline in the S&P 500 during the same period, according to Stifel’s analysis.

The company reiterated its U.S. Consumer segment guidance, which Stifel indicated had countered its previous concerns, while point-of-sale trends suggested good performance against what the firm described as "a still challenging backdrop."

Stifel has increased its fiscal year 2025-2027 estimates primarily due to stronger gross margin performance, but identified U.S. Consumer fiscal year 2026 prospects as "the key debate" amid uncertainty ahead of fourth-quarter earnings.

In other recent news, Scotts Miracle-Gro Company reported its third-quarter earnings for 2025, which exceeded expectations. The company achieved an earnings per share (EPS) of $2.59, surpassing the forecasted $2.25, marking a 15.11% surprise. However, the revenue for the quarter was $1.19 billion, slightly below the anticipated $1.23 billion. In another development, S&P Global Ratings revised its outlook on Scotts Miracle-Gro to positive from stable, affirming the company’s existing credit ratings. This change reflects Scotts’ improved profitability and ongoing efforts to reduce its leverage. S&P estimates that the company’s adjusted EBITDA grew by about 11% for the nine-month period ending June 28, 2025, compared to the same period last year. The growth was primarily attributed to lower costs in raw materials, production, and distribution.

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