Conagra Brands, Inc. (CAG) Stock Price, News, Analysis

Technical Score (1D)

SELL

News Sentiment

BEARISH

Bank of America has lowered its price target for Conagra Brands to $13 from $15, indicating a more cautious view on the company's valuation. This downward adjustment reflects a shift in analyst sentiment regarding Conagra's outlook. Despite this revision, the stock maintains an average 'hold' rating from analysts, with the prior consensus price target standing at $15.20. Investors will be watching for any further commentary from analysts or management that could clarify the reasoning behind this target adjustment and its potential impact on future performance.

CAG|Company Info

Sector

Consumer Defensive

Industry

Packaged Foods

Exchange

NYQ

Country

United States

Website

conagrabrands.com

Symbol

CAG

Description

Conagra Brands is a leading consumer packaged goods company, primarily serving the U.S. market with a diverse portfolio of food products. The company's core business revolves around providing shelf-stable, refrigerated, and frozen food items to consumers through various retail channels, alongside international sales and foodservice offerings. Conagra's value proposition lies in its broad brand recognition, encompassing well-known names like Birds Eye, Marie Callender's, and Slim Jim, allowing it to capture significant market share. Its competitive advantage stems from its multi-segment approach, catering to diverse consumer preferences and distribution channels, from grocery stores to restaurants. Established in 1919 and headquartered in Chicago, Conagra Brands has a long-standing history in the food industry.

CAG|Earnings Snapshot

Earnings Summary

Conagra Brands is a prominent consumer packaged goods company operating within the Packaged Foods industry, a segment of the broader Consumer Defensive sector. The company offers a wide array of shelf-stable, refrigerated, and frozen food products under well-recognized brand names such as Birds Eye, Marie Callender's, and Slim Jim, serving both U.S. consumers and international markets, as well as the foodservice sector. Its business model leverages a diverse portfolio and multi-channel distribution to cater to varied consumer preferences and market demands. In its most recent reported quarters, Conagra Brands demonstrated mixed performance against analyst expectations. For Q2 2026, the company reported actual EPS of $0.45 against an estimate of $0.39942, and actual revenue of $2,979,100,000 against an estimate of $2,760,533,920. This followed a Q3 2026 where actual EPS was $0.39 against an estimate of $0.4717, with actual revenue at $2,787,800,000 compared to an estimate of $2,867,699,480. This indicates a recent trend of revenue beats alongside EPS misses in the latest reported periods. Historically, Conagra Brands has shown a pattern of revenue growth, though EPS performance against estimates has been inconsistent, with periods of both beats and misses. For instance, the company beat EPS estimates in Q4 2025 ($0.45 actual vs $0.43614 estimate) and Q3 2025 ($0.39 actual vs $0.33218 estimate), but missed in Q2 2025 ($0.56 actual vs $0.58073 estimate) and Q1 2025 ($0.51 actual vs $0.52674 estimate). Recent news highlights concerns regarding dividend sustainability and a bearish view on the product portfolio, juxtaposed with reported organic net sales growth in Q3 driven by frozen and snacks segments. Persistent inflation is noted as a pressure on margins and earnings, leading to a narrowed full-year guidance to the lower end of the previous range, despite revenue surpassing expectations in Q3. Investors will be watching for management's strategy to navigate cost inflation, margin pressures, and the company's transition towards volume-led growth, alongside its ability to maintain its consistent dividend payments and manage potential impacts from evolving consumer habits and economic conditions.

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EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$0.47	$0.39	-17.3%
Q2'26	$0.40	$0.45	+12.7%
Q4'25	$0.44	$0.45	+3.2%
Q3'25	$0.33	$0.39	+17.4%
Q2'25	$0.58	$0.56	-3.6%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$2.9B	$2.8B	-2.8%
Q2'26	$2.8B	$3.0B	+7.9%
Q4'25	-	$3.0B	-
Q3'25	-	$2.6B	-
Q2'25	-	$2.8B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

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Market Data

CAG Stock Snapshot

CAG is currently trading at $13.33, giving Conagra Brands, Inc. a market cap of 6.40B and a P/E ratio of 5.5. Today's range spans $13.13–$13.49, with shares opening at $13.33 and moving up $0.05 (0.4%) from the prior close. DailyIQ's technical score sits at 23/100 (SELL) with a news sentiment reading of 43/100.

Over the past year CAG has traded between $13.14 and $23.09 - the current price is +1.4% off the 52-week low and -42.3% from the high. 27 analysts cover the stock with a Hold consensus and a mean 12-month target of $15.83 (range $13.00–$23.00), implying upside of +18.8%.

Liquidity risk is the overlooked factor in CAG's non-bullish setup (23/100, SELL): at 6.40B in Consumer Defensive market cap, bid-ask spreads widen when sentiment is neutral (43/100) and technical momentum is absent. Price: $13.33 (near 52-week lows in $13.14–$23.09). The current P/E ratio stands at 5.5. The exit costs in a thin-float small-cap stock with deteriorating technical conditions are materially higher than in larger-cap equivalents - a dynamic that risk managers typically account for before the technicals get worse, not after.

Small-cap Consumer Defensive names with SELL technicals (23/100) and neutral sentiment (43/100) like CAG tend to experience sentiment-driven re-ratings more sharply in both directions. At $13.33 (near 52-week lows in $13.14–$23.09), the current setup suggests a stock that needs a material positive catalyst — not incremental improvement — to reverse the technical and sentiment readings that now define the 6.40B market cap trajectory.

News Sentiment Analysis

Sentiment gathered from recent headlines

43/100

Strong NegativeNeutralStrong Positive

BEARISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Bank of America has revised its price target for Conagra Brands (CAG), lowering it from $15 to $13. This adjustment reflects a shift in analyst sentiment regarding the company's valuation. The stock currently holds an average 'hold' rating from analysts, with a prior mean price target of $15.20.

What did this article say?

Jefferies has revised its price target for Conagra Brands, lowering it from $15 to $13. The firm has maintained a 'Hold' rating on the stock. This adjustment suggests a cautious outlook from the analyst firm regarding the company's near-term prospects. Investors should monitor future earnings reports and management commentary for insights into the drivers behind this target reduction.

What did this article say?

Argus Research has reduced its price target for CAG to $12.00, signaling a more cautious outlook. This adjustment reflects evolving market conditions and analyst sentiment regarding the company's valuation. Investors should monitor future earnings reports and strategic updates for potential shifts in performance.

What did this article say?

This article provides a comparative analysis of Conagra Brands (CAG) and Mama's Creations (MAMA), both operating within the consumer staples sector. It contrasts key financial metrics including institutional ownership, profitability ratios (net margins, ROE, ROA), and valuation through price-to-earnings ratios. Conagra Brands is noted for higher revenue and earnings, alongside a more favorable P/E ratio, suggesting it is the more affordable option between the two.

What did this article say?

Campbell Soup Company's stock has reached a valuation not seen in over three decades, signaling significant investor concern. This sharp decline reflects a period of considerable pressure on the company's market performance. Traders should monitor upcoming earnings reports and management commentary for insights into the drivers behind this historical low.

What did this article say?

Conagra Brands (CAG) is facing significant financial pressure, with an unsustainable 10% dividend yield highlighted as a key concern. Shrinking margins, elevated leverage, and persistent inflationary headwinds are creating a challenging operating environment. The analysis suggests a potential dividend cut is imminent, which could negatively impact investor sentiment.

What did this article say?

Conagra Brands (CAG) shares reached a new 52-week low following a price target reduction by BNP Paribas Exane, which lowered its outlook from $16.00 to $14.00 while maintaining a neutral rating. This move follows similar adjustments from other analysts, including Morgan Stanley, Stifel Nicolaus, Barclays, and JPMorgan Chase & Co., who have also revised their price objectives downwards. The stock's performance indicates ongoing pressure from market sentiment and analyst sentiment.

What did this article say?

BNP Paribas has lowered its price target for Conagra Brands (CAG) to $14 from $16. The firm has maintained a neutral rating on the stock. This adjustment reflects a reassessment of the company's valuation, with the current average analyst rating leaning towards 'hold' and a mean price target around $15.47.

What did this article say?

Conagra Brands reported revenue slightly above estimates, but earnings fell short, and margins compressed. The company also reduced its full-year adjusted EPS guidance, leading to a significant share price decline over the past three months. This downward revision in expectations raises questions about future growth prospects and whether the current valuation presents a buying opportunity or reflects realistic limitations.

What did this article say?

Conagra Brands (CAG) is facing a challenging environment where improving sales volumes are unable to offset declining profit margins. This divergence suggests underlying cost pressures or pricing challenges impacting the company's profitability. Investors should watch for any strategic shifts aimed at restoring margin health.

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

CAG·Conagra Brands, Inc.

EPS

Revenue

CAG Stock Snapshot

News Sentiment Analysis

Recent News Coverage

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News Sentiment Analysis

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