Mizuho lowers BellRing's price target to $75, but maintains Outperform rating

From Yahoo Finance: 2025-06-29 03:02:00

BellRing Brands, Inc. (NYSE: BRBR) is recommended as one of the top 10 consumer defensive stocks to buy. Mizuho analyst adjusted BRBR’s price target to $75 from $85 while maintaining an Outperform rating due to industry-wide valuation changes. Despite the lower target, Mizuho is optimistic about BRBR’s growth potential and strong market position.

Analysts expect BellRing to outperform the broader sector in volume and revenue growth, with Mizuho’s maintained Outperform rating reflecting confidence in BRBR’s business model. The company’s recent expansion efforts, distribution across retail channels, and limited exposure to private-label competition all contribute to its positive outlook. BellRing’s diversified product portfolio and growth in nutrition categories further support its performance.

Mizuho’s industry review prompted valuation adjustments in the food sector, but BellRing retains structural advantages. Analysts note the company’s flavor-infusion portfolio and growth in shake-based nutrition offerings as foundations for sustained success. BellRing’s ability to expand shelf presence and perform well in fast-growing segments aligns with Mizuho’s top-pick criteria despite softening sector sentiment.

While BRBR shows growth potential, some analysts believe other AI stocks offer higher returns with limited risk. Mizuho’s analysis indicates BellRing’s resilience and growth prospects in the current market environment. The company’s strategic positioning and performance in key market segments make it an attractive investment option.



Read more at Yahoo Finance: Mizuho Trims BellRing (BRBR) Price Target, Maintains Outperform Rating