$CPB

CPB Maintained by UBS -- Price Target Raised to $19.00

UBS maintained a 'Sell' rating for Campbell Soup (CPB) but raised its price target to $19.00 from $18.00. GuruFocus values CPB at $41.64, suggesting a 49.1% undervaluation. The company has a GF Score of 58, indicating moderate performance, with strengths in profitability but weaknesses in momentum. 9 gurus hold CPB, with 7 increasing their stakes.

Original reporting
Published Sep 4, 2026, 2:53 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Sep 4, 2026, 6:41 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
alphai market briefFinancial news
Primary signal
$CPB
Neutral
medium confidence
Mentioned
$CPB
Relevance
5/10
alphai data visualization · based on gurufocus.com
Decision brief

The 30-second read

$CPBNeutralLow
01

Why it matters

The rating maintenance with a higher target provides a fresh data point for traders but is unlikely to drive large moves.

02

Market read

Analyst rating update offers modest trading insight; limited impact on broader market.

03

What to watch

Potential supply‑chain cost pressures and modest growth in snack segment may limit upside.

Relevance 5/10Novelty 4/10Timing: Sep 4 2026

Background

Campbell's (CPB) is a mid‑cap consumer‑defensive food company with recent analyst coverage from UBS.

Company-level read

Ticker impact

$CPBNeutralMedium confidence
Context

UBS maintained a Sell rating on Campbell's and raised the price target to $19.00, a new analyst action disclosed on Sep 4, 2026.

Expected impact

Potential slight downside pressure as investors weigh the Sell rating against a higher target.

Evidence & confidence

Analyst rating changes are primary news, yet the magnitude (small target lift) and continued Sell rating suggest limited immediate price move.

Market effects

Consumer Defensive sector may see modest re‑rating activity, but no broad impact.

U.S. market focus; limited regional effect.

Low global relevance.

Counterpoint

Despite the Sell rating, the 49% valuation gap could attract value‑seeking investors.

Key entities

  • Campbell's Co

    US‑listed food producer (ticker CPB).

  • UBS

    Investment bank providing the rating and price target.

Related articles

$CPBMedAI 8/10

The Campbell's Co (CPB) (Q4 2026) Earnings Call Highlights: Stra

Campbell's Co (CPB) announced a $500M cost savings program, strong cooking soups growth, and new product innovations. However, it expects a 3% decline in organic net sales in 2027 due to inflation and reduced dividends. Q1 is expected to be challenging, with gross margins down 50-100 basis points. Management discussed pricing strategies, cost savings, and segment performance during the earnings call.

$CPBMedAI 8/10

The Campbell's Co (CPB) (Q4 2026) Earnings Call Highlights: Strategic Pivot Amid Inflation

Campbell's Co (CPB) reported Q4 2026 earnings, expecting organic sales to decline 3% with Meals & Beverages down slightly and Snacks improving. Inflation is projected at 5-6%, with EPS declining in Q1 but turning positive by Q4. The company plans $500M in cost savings and modest price increases. Snacks segment faces challenges but expects recovery in subsequent quarters. Management discussed dividend reduction and pricing strategies.

$CPBMed

Campbell's cuts 13% of salaried workforce, closes plants as part of turnaround effort

Campbell Soup Company (CPB) cut 13% of its salaried workforce and closed two snack plants to improve operations. CEO Mick Beekhuizen stated the moves aim to address 'unacceptable' results. The company expects fiscal 2027 net sales to decline 2% to 4% and adjusted earnings per share of $1.65 to $1.80, below analyst estimates. Fourth-quarter net sales fell 8% to $2.14 billion, missing estimates. The company plans to generate $500 million in cost savings by fiscal 2030.

$CPBMed

Why Campbell's (CPB) Shares Are Trading Lower Today

Campbell Soup (CPB) shares fell 3% after Q4 earnings showed a 37% drop in adjusted earnings, missed revenue expectations, and a 36% dividend cut. Net sales declined 8.1% to $2.14B, and the company initiated a cost-reduction program targeting $500M in savings by 2030. Management guided fiscal 2027 net sales to decline 2-4%.

$CPBMedAI 8/10

Campbell’s Co slashes dividend, cuts jobs and raises prices in $500M savings push

Campbell’s Company reported an 8% decline in net sales to $2.1B and a 17% drop in gross profit to $583M in Q4, citing inflation and lower sales. The company plans $500M in cost cuts by 2030, including plant closures, job cuts, and a 36% dividend reduction, while investing in key brands like Goldfish and Rao’s. Campbell’s expects fiscal 2027 sales to fall 2% to 4% and adjusted EPS to decline 17% to 24%.

$CPBHighAI 8/10

Campbell’s to hike prices, cut costs as results ‘remain unacceptable’

Campbell Soup Company (CPB) announced plans to raise prices, cut costs, and reduce its dividend by a third, citing 'unacceptable' results. The company expects fiscal 2027 sales to decline 2-4% and adjusted earnings per share of $1.65-$1.80, below estimates. Q4 net sales fell 8% to $2.14B, missing expectations. The company aims to generate $500M in cost savings by fiscal 2030.