CONSTELLATION BRANDS, INC.
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No SEC Form 4 filings for $STZ in the last 30 days.
See all $STZ insider activity →Constellation Brands (STZ) stock underperformed the S&P 500, falling 2.7% over the year to October 20, 2026. Management reported Q2 2027 earnings beat expectations but warned of pricing pressures and rising costs, including a $75M annual depreciation from a new site in fiscal 2028. Beer, 91% of revenue, declined 2.6% in fiscal 2026. STZ trades at 11.8x earnings and 2.1x sales, near its lowest valuation.
Constellation Brands (STZ) reported a 6.1% revenue increase in Q2 FY2027, ending August 2026, after a prior quarter decline. Management attributes this to distributor restocking, which may slow. Beer accounts for 91% of revenue, and management expects full-year shipments to align with sales. FY2027 EPS guidance is $11.20-$11.90, with potential for the high end if trends continue.
Constellation Brands' average stock price target increased to $149.86, up from $148.43, with a range of $99 to $209. This implies a 16% upside from the Oct. 15 closing price. The consensus rating remains 'Buy' among 26 analysts, with 16 Buys, 8 Holds, and 2 Sells.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning STZ (CONSTELLATION BRANDS, INC.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent STZ coverage spans financial news, earnings and mergers & acquisitions.
Flat pricing combined with added depreciation suggests near‑term earnings pressure.
No new catalyst; investors may remain cautious as inventory unwind could pressure sales.
Target raise may generate modest buying pressure as investors price in upside.
Analyst price target cut suggests lower future valuation.
Deal should be viewed as a strategic diversification move, but investor skepticism about prior M&A execution could cap upside until integration and growth prove out.
AlphAI scores every news story that mentions STZ with an AI model for sentiment and relevance, and aggregates insider trades from CONSTELLATION BRANDS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Constellation Brands (STZ) stock underperformed the S&P 500, falling 2.7% over the year to October 20, 2026. Management reported Q2 2027 earnings beat expectations but warned of pricing pressures and rising costs, including a $75M annual depreciation from a new site in fiscal 2028. Beer, 91% of revenue, declined 2.6% in fiscal 2026. STZ trades at 11.8x earnings and 2.1x sales, near its lowest valuation.
2 min readConstellation Brands (STZ) reported a 6.1% revenue increase in Q2 FY2027, ending August 2026, after a prior quarter decline. Management attributes this to distributor restocking, which may slow. Beer accounts for 91% of revenue, and management expects full-year shipments to align with sales. FY2027 EPS guidance is $11.20-$11.90, with potential for the high end if trends continue.
2 min readConstellation Brands' average stock price target increased to $149.86, up from $148.43, with a range of $99 to $209. This implies a 16% upside from the Oct. 15 closing price. The consensus rating remains 'Buy' among 26 analysts, with 16 Buys, 8 Holds, and 2 Sells.
1 min readRothschild & Co Redburn lowered its price target for Constellation Brands (STZ) to $180 from $200. The stock is currently trading at $129.58, up 1.70% over 5 days and 4.81% year-to-date, but down 6.07% from its 52-week high. The adjustment may impact investor sentiment and trading activity.
1 min readConstellation Brands (STZ) agreed to buy SpikedAde for up to $353M, entering the 'hard hydration' alcohol segment. The deal follows Q2 results showing beer sales growth but softer retail demand. CEO Nick Fink aims to diversify, though past acquisitions have underperformed. Analysts note the deal's manageable size but caution about the category's long-term potential.
7 min readConstellation Brands reported a 26% drop in wine and spirits net sales to $308.6M for the first half of its fiscal year, largely due to 2025 divestitures. Organic sales in the segment grew 12%. Group net sales rose 1% to $5.066B, with beer sales up 4% to $4.757B. Net income increased 24% to $1.220B. The company maintained a cautious outlook for the rest of the year.
2 min readJim Cramer discussed Constellation Brands (STZ) on Mad Money, noting its earnings recovery despite unchanged guidance. STZ reported Q2 2027 sales of $2.63B (+6% YoY) and EPS of $3.74 (+3% YoY). Its wine and spirits division grew 17%. Cramer remains cautious but more optimistic. STZ trades at 10.3x forward earnings. Hedge fund ownership rose to 59 in Q2.
3 min readLamb Weston (LW) and Constellation Brands (STZ) reported earnings beats but faced mixed reactions due to guidance and cost pressures. PepsiCo (PEP) and Delta Air Lines (DAL) also reported, with DAL missing EPS estimates. Analysts note that estimate revisions, not just beats, are driving market reactions. The macro backdrop includes high yields and expensive oil, impacting earnings expectations.
3 min readCiti analysts noted subdued conditions in convenience and fuel retailing, citing higher gas prices and lower-income consumer pressure. Monster Beverage (MNST) and Celsius Holdings (CELH) showcased new product lines. Coca-Cola (KO), PepsiCo (PEP), and Keurig Dr Pepper (KDP) announced new beverage launches. Molson Coors (TAP), Constellation Brands (STZ), and Boston Beer (SAM) also presented new offerings.
2 min readMelius Research upgraded Cava (CAVA) to 'Buy' with a $95 target, citing long-term growth potential. Berenberg downgraded Nike (NKE) to 'Sell' with a $27.50 target, citing weaker sportswear demand. Oppenheimer downgraded Fiserv (FISV) to 'Perform' due to growth uncertainty. HSBC downgraded Constellation Brands (STZ) to 'Hold' with a $135 target, citing weak volume trends. Palantir (PLTR) and Marvell (MRVL) have seen gains this year.
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