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Investing.com - TD Cowen has raised its price target on Vital Farms (NASDAQ:VITL) to $48.00 from $42.00 while maintaining a Buy rating on the stock. The company’s shares, currently trading at $44.57, have surged 24.35% in the past week, approaching their 52-week high of $45.72. According to InvestingPro analysis, the stock appears to be trading near its Fair Value.
The price target increase follows Vital Farms’ second-quarter results, which exceeded expectations according to the research firm. Management also raised its 2025 guidance above consensus estimates. The company has demonstrated strong revenue growth of 23.96% over the last twelve months, with analysts expecting continued sales growth this year. InvestingPro data reveals 15+ additional insights about VITL’s performance and outlook.
TD Cowen noted several factors supporting its positive outlook, including strong consumer elasticity to higher egg pricing, distribution gains at retail locations, and effective supply chain execution.
The research firm highlighted Vital Farms’ decision to accelerate its Seymour capacity expansion, viewing this as confirmation of anticipated volume growth for the company.
Vital Farms produces pasture-raised eggs and butter products sold through retail channels across the United States.
In other recent news, Vital Farms reported impressive second-quarter 2025 financial results. The company achieved revenue of $185 million, surpassing both BMO Capital’s estimate of $174 million and the consensus forecast of $171 million. Additionally, Vital Farms posted adjusted earnings per share of $0.36, exceeding Telsey Advisory Group’s forecast of $0.27 and the FactSet consensus of $0.28. This strong performance led to a sales growth of 25.4%, with revenue reaching $184.8 million, outpacing analyst expectations of $170 million. Following these results, BMO Capital and Telsey Advisory Group both raised their price targets for Vital Farms to $50, maintaining an Outperform rating. Morgan Stanley (NYSE:MS) also increased its price target to $48, citing the company’s significant growth potential and projecting a 21% revenue growth rate from 2025 through 2027. These recent developments highlight the market’s positive response to Vital Farms’ financial performance and growth outlook.
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