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Investing.com - Stifel maintained its Buy rating and $66.00 price target on BellRing Brands (NYSE:BRBR), which currently trades at $40.77, following strong performance of its Premier protein brand. According to InvestingPro data, the company maintains strong financials with a healthy current ratio of 2.55x and impressive revenue growth of 16.3% over the last twelve months.
Premier brand consumption increased 44% in measured channels, including Costco (NASDAQ:COST), benefiting from a Costco member savings event, according to Stifel.
The firm noted that current trends support BellRing’s outlook for high-teen to low-20s consumption growth for Premier in the fourth quarter, with August trends suggesting high-20s growth for the month, accelerating from 11% growth in July.
Despite increased competitive activity, the number of Premier cases sold on promotion exceeded March 2025 levels, which Stifel viewed positively given the seasonal advantage March typically has over August.
Stifel maintained its $66 target price on BellRing Brands stock, reaffirming its positive outlook on the company’s performance.
In other recent news, BellRing Brands reported its financial results for the third quarter of 2025, exceeding analyst expectations with earnings per share of $0.55 compared to the forecasted $0.50. The company’s revenue also surpassed projections, reaching $547.5 million against an expected $531.12 million. Despite these positive earnings and revenue results, BellRing Brands has faced challenges with its stock performance, as noted by several analyst firms. JPMorgan assumed coverage of the stock with an Overweight rating, citing the strong performance of its Premier Protein brand, although it lowered the price target to $52.00 from $80.00. Mizuho (NYSE:MFG) maintained an Outperform rating but reduced its price target significantly to $45.00 from $75.00 due to growth concerns. DA Davidson also adjusted its price target downward to $58.00 from $85.00 while keeping a Buy rating. William Blair reiterated an Outperform rating, viewing the recent stock pullback as an opportunity for investors. These developments highlight the mixed sentiment among analysts regarding BellRing Brands’ future prospects.
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