Selected stock price target news of the day - July 11th, 2025

By: Matthew Otto

Levi Strauss Raises Full-Year Forecast After Beating Q2 Earnings and Revenue Estimates

Levi Strauss reported second-quarter financial results for the period ended June 1, 2025. The company posted earnings per share (EPS) of $0.22, $0.09 higher than the analyst consensus estimate of $0.13. Net revenue rose 6% year-over-year to $1.45 billion, exceeding the $1.37 billion consensus forecast.

On an organic basis, revenue increased 9%, supported by strength across geographic and product segments. Europe led with a 14% reported increase in net revenue, followed by a 5% increase in the Americas. Direct-to-consumer (DTC) sales rose 11% and accounted for half of total revenue. Gross margin expanded by 140 basis points to a record 62.6%, driven by lower product costs and improved channel mix. Net income from continuing operations increased to $80 million from $17 million in the same quarter last year. Adjusted net income reached $89 million, while diluted EPS rose to $0.2 from $0.04.

Levi Strauss raised its full-year 2025 earnings guidance. The company now expects EPS between $1.25 and $1.3, up from the previous forecast of $1.2 to $1.25 and above the current analyst consensus of $1.23. Revenue growth guidance was also revised upward to a range of 1% to 2%, from prior expectations of a 1% to 2% decline.

Analysts Raise Price Targets Following Q2 Beat and Guidance

Morgan Stanley analyst Alex Straton maintained an Equal-Weight rating but raised the price target from $16 to $19.
BofA Securities analyst Christopher Nardone reiterated a Buy rating and lifted the price target from $21 to $24.
Telsey Advisory Group analyst Dana Telsey maintained an Outperform rating while increasing the price target from $21 to $24.
Stifel analyst Jim Duffy raised the price target from $20 to $24.
Citi analyst Paul Lejuez increased the price target to $22 from $19.
JPMorgan analyst Matthew Boss raised the price target to $23 from $18.
Wells Fargo analyst Ike Boruchow raised the price target to $25.

Which Analyst has the best track record to show on LEVI?

Analyst Alex Straton (MORGAN STANLEY) currently has the highest performing score on LEVI with 5/5 (100%) price target fulfillment ratio. His price targets carry an average of $1.07 (7.17%) potential upside. Levi Strauss stock price reaches these price targets on average within 14 days.

Conagra Brands Posts Lower Q4 Results, Cuts FY2026 Outlook Amid Tariff Pressures

Conagra Brands reported a 4.3% decline in net sales to $2.78 billion in its fiscal fourth quarter ended May 25, 2025, with organic sales falling 3.5%. Adjusted earnings per share (EPS) for the quarter came in at $0.56, down 8.2% year-over-year and below analyst expectations of $0.58, according to LSEG data. Gross profit declined 12.1% to $707 million, while adjusted gross profit dropped 10.7% to $717 million. Adjusted gross margin fell 184 basis points to 25.8%.

Segment results varied, with organic net sales in the Grocery & Snacks and Refrigerated & Frozen categories declining 3.3% and 4.4% respectively. International segment net sales declined 13.8% on a reported basis, largely due to unfavorable foreign exchange and M&A effects, while Foodservice saw a 4% decline in reported net sales.

For the full fiscal year 2025, Conagra reported a 3.6% decline in net sales to $11.6 billion and a 2.9% decrease in organic sales. Adjusted EPS for the year declined 13.9% to $2.3, although reported EPS increased to $2.4 from $0.72 in the prior year due to non-cash impairment charges in fiscal 2024.

Looking ahead, Conagra forecast adjusted EPS between $1.7 and $1.85 for fiscal 2026, well below Wall Street’s estimate of $2.19. Conagra anticipates total cost of goods sold inflation of approximately 7%, including a 3% impact from tariffs on tin plate steel, aluminum, and Chinese imports.

Analysts Lower Price Targets Following Q4 Miss and Soft Outlook

RBC Capital analyst Nik Modi maintained a Sector Perform rating while trimming the price target from $25 to $22.
Morgan Stanley analyst Megan Alexander kept an Equal-Weight rating but reduced the price target from $22 to $20.
Stifel analyst Matthew Smith maintained a Hold rating but cut the price target from $26 to $21.
Wells Fargo analyst Chris Carey reduced the price target from $22 to $20.

Which Analyst has the best track record to show on CAG?

Analyst Robert Moskow (TD COWEN) currently has the highest performing score on CAG with 14/19 (73.68%) price target fulfillment ratio. His price targets carry an average of $-1.4 (-6.25%) potential downside. Conagra Brands stock price reaches these price targets on average within 517 days.

Boyd Gaming to Exit FanDuel Ownership, Extends Partnership Through 2038

Boyd Gaming announced that it will sell its remaining 5% equity stake in FanDuel to Flutter Entertainment in a transaction valued at approximately $1.76 billion. The deal includes $1.555 billion for the equity interest and an additional $205 million to revise existing commercial terms between the companies.

The transaction assigns FanDuel an implied enterprise valuation of about $31 billion. Boyd initially acquired its minority stake when Flutter merged its U.S. operations with FanDuel in 2018, and Flutter raised its interest to 95% in December 2020. The current sale will give Flutter full ownership of FanDuel. The deal is expected to close in the third quarter of 2025 and will be funded through new debt financing, according to Flutter’s statement.

As part of the agreement, Boyd and Flutter entered into revised commercial arrangements extending through 2038. Under the new terms, Boyd will receive a fixed fee per state from FanDuel’s mobile sports betting operations in five U.S. jurisdictions: Iowa, Indiana, Kansas, Louisiana, and Pennsylvania.

Boyd, headquartered in Las Vegas, operates 28 gaming entertainment properties across 10 states, manages a tribal casino in northern California, and also runs an online casino business. The sale follows years of structural changes in FanDuel’s ownership and governance, including a prior dispute between Flutter and Fox Corporation over Fox’s option to acquire an 18.6% stake in FanDuel. That option remains in effect and can be exercised through December 3, 2030, at a valuation of $4.5 billion.

Analysts Adjust Ratings and Targets After Strategic Shift

Susquehanna analyst Joseph Stauff downgraded from Positive to Neutral, though raised the price target from $76 to $86.
Stifel analyst Steven M. Wieczynski lifted the price target to $87 from $76.

Which Analyst has the best track record to show on BYD?

Analyst Joseph Stauff (SUSQUEHANNA) currently has the highest performing score on BYD with 11/12 (91.67%) price target fulfillment ratio. His price targets carry an average of $7.13 (10.35%) potential upside. Boyd Gaming stock price reaches these price targets on average within 211 days.