Mondelez International Maintains Buy Rating Despite Q3 Sales Miss

Friday, Aug 22, 2025 11:21 pm ET1min read

Mondelez International's Buy rating has been reaffirmed by TD Cowen due to favorable pricing and currency impacts. Analyst Robert Moskow lowered Q3 sales and EPS estimates due to European chocolate sales affected by weather, but maintains a positive outlook for the year. Improved earnings in Q4 are expected from favorable exchange rates and strategic pricing in North America. A $75 price target suggests confidence in the company's ability to capitalize on these factors.

Mondelez International (NASDAQ: MDLZ) has seen its buy rating reaffirmed by TD Cowen, with analysts citing favorable pricing and currency impacts as key drivers. Despite a recent downgrade in Q3 sales and EPS estimates due to European chocolate sales affected by weather conditions, the analyst maintains a positive outlook for the year. Improved earnings are expected in Q4, driven by favorable exchange rates and strategic pricing in North America. TD Cowen has set a $75 price target, reflecting confidence in the company's ability to capitalize on these factors.

The company reported a quarterly EPS of $0.73, exceeding estimates and reflecting a year-over-year revenue increase of 7.7% to $8.98 billion. Analysts from JPMorgan Chase & Co. have also reaffirmed an "overweight" rating for Mondelez International, setting a new price target of $75.00 [1]. Several other research analysts have recently commented positively on the company, with Jefferies Financial Group and Stifel Nicolaus boosting their price targets and ratings [1]. Additionally, Credit Agricole S A increased its holdings in Mondelez International by 2.2%, now owning 419,055 shares worth approximately $28.43 million [2].

While Mondelez International currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys [1]. However, the company's strong fundamentals and favorable analyst ratings suggest it remains a solid investment opportunity.

References:
[1] https://www.marketbeat.com/instant-alerts/jpmorgan-chase-co-reiterates-overweight-rating-for-mondelez-international-nasdaqmdlz-2025-08-20/
[2] https://www.marketbeat.com/instant-alerts/filing-mondelez-international-inc-mdlz-stock-holdings-boosted-by-credit-agricole-s-a-2025-08-20/

Mondelez International Maintains Buy Rating Despite Q3 Sales Miss

Comments



Add a public comment...
No comments

No comments yet