UBS sets Simply Good Foods stock target at $41 on growth potential

Published 23/04/2025, 09:38
UBS sets Simply Good Foods stock target at $41 on growth potential

Wednesday

UBS analysts have initiated coverage on The Simply Good Foods Group (NASDAQ: SMPL) with a Neutral rating and a price target of $41.00. The initiation reflects an anticipated 10% upside from the company’s current stock levels. According to UBS, Simply Good Foods occupies a distinctive niche within the Packaged Food sector due to its ability to capitalize on evolving consumer preferences and category dynamics. These factors are expected to drive consistent long-term growth for the company.

Despite the positive growth trajectory, UBS believes that the expected growth is already factored into the market expectations. The current consensus estimates on Wall Street suggest that growth is projected at the higher end of Simply Good Foods’ long-term target range of 4-6%. This alignment between the company’s performance goals and market expectations has led to the Neutral rating, suggesting that the stock is adequately priced at present.The UBS price target of $41.00 is based on the next twelve months (NTM) forecast, indicating a belief in the company’s ability to reach this valuation within that time frame. InvestingPro’s Fair Value analysis suggests the stock is currently slightly undervalued, with analyst targets ranging from $36 to $48. The analysts’ commentary underscores the potential for Simply Good Foods to deliver consistent growth over the long term, although it is noted that the market has already taken this into account in the current stock valuation.In summary, UBS has begun its coverage of The Simply Good Foods Group with a stance that balances the company’s growth prospects against the current market pricing. The Neutral rating indicates that while Simply Good Foods is well-positioned for growth, the stock may already reflect these expectations. For a comprehensive analysis of SMPL’s valuation and growth prospects, investors can access the detailed Pro Research Report available on InvestingPro, which provides in-depth insights into the company’s financial health and market position.

Despite the positive growth trajectory, UBS believes that the expected growth is already factored into the market expectations. The current consensus estimates on Wall Street suggest that growth is projected at the higher end of Simply Good Foods’ long-term target range of 4-6%. This alignment between the company’s performance goals and market expectations has led to the Neutral rating, suggesting that the stock is adequately priced at present.

The UBS price target of $41.00 is based on the next twelve months (NTM) forecast, indicating a belief in the company’s ability to reach this valuation within that time frame. The analysts’ commentary underscores the potential for Simply Good Foods to deliver consistent growth over the long term, although it is noted that the market has already taken this into account in the current stock valuation.

In summary, UBS has begun its coverage of The Simply Good Foods Group with a stance that balances the company’s growth prospects against the current market pricing. The Neutral rating indicates that while Simply Good Foods is well-positioned for growth, the stock may already reflect these expectations.

In other recent news, The Simply Goods Group has reported noteworthy financial results, surpassing consensus estimates in both revenue and EBITDA, which has led to several analyst firms adjusting their ratings and price targets. Mizuho (NYSE:MFG) Securities raised its price target to $47, maintaining an Outperform rating, citing strong gross margin performance and successful product distribution efforts. Similarly, Bernstein increased its price target to $48, also keeping an Outperform rating, highlighting the company’s robust earnings report and consistent fiscal year 2025 guidance amidst industry challenges.

TD Cowen maintained a Hold rating with a $36 target, acknowledging the company’s 4.4% organic growth and an 18% increase in EBITDA, while expressing concerns over distribution losses in the Atkins brand. DA Davidson also held a Neutral rating with a $35 target, noting the company’s innovation wave and potential for exceeding fiscal year 2025 expectations. Despite anticipated challenges in the second half of the year, such as rising input costs and tariff impacts, Simply Goods’ stable guidance and strategic measures have been recognized positively by analysts.

Mizuho reiterated its Outperform rating and $45 target earlier, emphasizing the company’s strong revenue performance in a challenging industry environment. The firm’s confidence was further supported by the company’s healthy financial leverage and repayment of term loans from the OWYN acquisition. Overall, these developments reflect a generally positive outlook from analysts, with varying degrees of optimism based on the company’s strategic positioning and financial health.

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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