Simply Good Foods' Price Target Lowered to $43.00 by Mizuho

Simply Good Foods' (SMPL) price target has been lowered by Mizuho to $43.00 from $47.00, a decrease of 8.51%. The "Outperform" rating indicates a positive outlook on the stock's future performance. The average one-year price target from 11 analysts is $38.64, with an upside of 15.82% from the current price of $33.36. GuruFocus estimates a one-year GF Value of $43.76, suggesting an upside of 31.18% from the current price.

Title: Simply Good Foods' Price Target Lowered by Mizuho

Simply Good Foods (NASDAQ: SMPL) has seen its price target lowered by Mizuho from $47.00 to $43.00, a decrease of 8.51%. The "Outperform" rating indicates a positive outlook on the stock's future performance. The average one-year price target from 11 analysts is $38.64, with an upside of 15.82% from the current price of $33.36. GuruFocus estimates a one-year GF Value of $43.76, suggesting an upside of 31.18% from the current price.

Mizuho's revised target reflects a de-rating of nutrition and staples growth peers and reduced adjusted EBITDA estimates for FY25 and FY26. Despite these adjustments, Mizuho maintains a "very favorable" near-term risk/reward profile for Simply Good Foods Group, with potential upside from distribution and innovation at Quest and OWYN brands, as well as pricing and productivity improvements [2].

Simply Good Foods reported third-quarter 2025 results that exceeded expectations, with EBITDA reaching $73.9 million, marking a 3% increase from the previous year. Organic sales growth was recorded at 3.8%, surpassing consensus expectations of 2.25%. However, the company has adjusted its fiscal year 2025 guidance to the lower end of its previous range, citing challenges such as cost inflation and tariff headwinds [3].

Analysts have mixed views on the company’s outlook. Bernstein reiterated an Outperform rating, highlighting better-than-expected organic sales growth, while UBS maintained a Neutral rating, emphasizing weaker consumer demand and ongoing challenges. DA Davidson also reiterated a Neutral rating, noting a slight miss in net sales for the OWYN brand and potential challenges ahead. TD (TSX:TD) Cowen lowered its price target to $34 from $36, attributing this to anticipated sales declines for the Atkins brand. Stifel maintained a Buy rating, recognizing strong growth in the Quest and OWYN brands but also acknowledging ongoing difficulties with the Atkins brand [2].

Simply Good Foods has been the topic of several other research reports. Sanford C. Bernstein set a $45.00 target price on shares of Simply Good Foods and gave the stock an "outperform" rating in a research report on July 11th. UBS Group set a $36.00 target price on shares of Simply Good Foods and gave the company a "neutral" rating in a research note on July 1st. Citigroup decreased their target price on shares of Simply Good Foods from $43.00 to $40.00 and set a "buy" rating for the company in a research note on June 18th. Morgan Stanley upped their price objective on shares of Simply Good Foods from $36.00 to $37.00 and gave the stock an "equal weight" rating in a research report on April 10th. Finally, DA Davidson reduced their price objective on shares of Simply Good Foods from $42.00 to $38.00 and set a "neutral" rating for the company in a research report on June 9th [1].

Four equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $39.88 [1].

References:
[1] https://www.marketbeat.com/instant-alerts/mizuho-lowers-simply-good-foods-nasdaqsmpl-price-target-to-4300-2025-07-15/
[2] https://ca.investing.com/news/analyst-ratings/simply-goods-group-stock-price-target-lowered-to-43-at-mizuho-93CH-4102051
[3] https://za.investing.com/news/company-news/simply-good-foods-q3-2025-slides-sales-up-138-margins-compress-stock-falls-93CH-3784990