Jefferies lowers Clorox price target to $145, predicts challenging next two quarters.

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

The Clorox Company (NYSE: CLX) is one of 10 consumer defensive stocks to buy now. Jefferies adjusts price target on CLX to $145 from $167, maintaining Buy rating. Next two quarters may be challenging due to shipping timing and ERP rollout. Expect impact on margins from unexpected swings in operating leverage.

Analysts at Jefferies anticipate Clorox to see a drop in organic sales and EPS for FY26. The firm recommends recalibration of consensus estimates, but retains confidence in Clorox’s long-term strengths. Investors advised to brace for operating leverage surprises during transition period, but remain optimistic about management’s ability to deliver on core fundamentals.

While Clorox (CLX) shows potential for growth, some AI stocks may offer higher returns with limited downside risk. Check out our report on the cheapest AI stock with 100x upside potential. Management believes CLX will return to stable growth trajectory post-ERP implementation upheaval. Consider diversifying investment options for potential higher returns in AI stocks.

Read more: Jefferies Trims Clorox (CLX) Price Target, Maintains Buy Rating