BellRing Brands, Inc.

BellRing Brands, Inc.

BRBRยทNYSE

$8.86

-2.2%
Consumer DefensivePackaged Foods

BellRing Brands, Inc., together with its subsidiaries, provides various nutrition products in the United States and internationally. It offers ready-to-drink shake and powder protein products primarily under the Premier Protein and Dymatize brands. The company sells its products through club, food, drug, mass, eCommerce, specialty, and convenience channels. BellRing Brands, Inc. was incorporated in 2019 and is headquartered in Saint Louis, Missouri.

At a Glance

Live Snapshot
Market Cap$1.03B
EPS1.7000
P/E Ratio5.21
Earnings Date08/03/2026
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BellRing Brands, Inc. Street Expectations Map

BRBR ยท NYSE

Wall Street analysts project that BRBR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 18.75, with estimates ranging from a low of 11.00 to a high of 32.00.

Lowest Target
11.00
24.15%
Consensus Target
18.75
111.63%
Highest Target
32.00
261.17%

The consensus 1-year price target stands at 18.75, with estimates ranging from a low of 11.00 to a high of 32.00.

Analyst Consensus Analysis

Upside Potential

+111.6%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

112.0% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

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BellRing Brands, Inc. Forward Estimates of Revenue

BRBR ยท NYSE
Latest Revenue
2.32B
FY 2025
Avg Estimate
2.43B
FY 2026
Estimate Range
2.42B - 2.45B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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BellRing Brands, Inc. Forward Estimates of Net Income

BRBR ยท NYSE
Latest Net Income
216.20M
FY 2025
Avg Estimate
245.22M
FY 2026
Estimate Range
232.91M - 283.00M
Analyst Spread

Forward Growth Analysis

Projected Growth+13.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread20%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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BellRing Brands, Inc. Forward Estimates of EPS

BRBR ยท NYSE
Latest EPS
1.70
FY 2025
Avg Estimate
$1.94
FY 2026
Estimate Range
$1.81 - $2.20
Analyst Spread

Forward Growth Analysis

Projected Growth+14.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread20%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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BellRing Brands, Inc. Forward Estimates of EBIT

BRBR ยท NYSE
Latest EBIT
357.40M
FY 2025
Avg Estimate
387.02M
FY 2026
Estimate Range
385.43M - 390.22M
Analyst Spread

Forward Growth Analysis

Projected Growth+8.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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BellRing Brands, Inc. Forward Estimates of EBITDA

BRBR ยท NYSE
Latest EBITDA
376.00M
FY 2025
Avg Estimate
436.54M
FY 2026
Estimate Range
434.74M - 440.15M
Analyst Spread

Forward Growth Analysis

Projected Growth+16.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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BellRing Brands, Inc. Forward Estimates of SG&A Expense

BRBR ยท NYSE
Latest SG&A Expense
396.00M
FY 2025
Avg Estimate
344.08M
FY 2026
Estimate Range
342.66M - 346.92M
Analyst Spread

Forward Growth Analysis

Projected Growth-13.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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BellRing Brands, Inc. Insider Positioning

BRBR ยท NYSE

During the last 12 months, insiders have purchased $66.22M and sold $804K worth of BRBR shares, resulting in $65.41M of net buying activity.

3 Months

Bought

4.0K

36.94K

Sold

0

0.00

Net Activity

+37K

+$37K

3-6 Months

Bought

2.0K

35.50K

Sold

0

0.00

Net Activity

+36K

+$36K

6-9 Months

Bought

0

0.00

Sold

4.3K

131.72K

Net Activity

-132K

-$132K

9-12 Months

Bought

10.6K

66.15M

Sold

12.8K

671.90K

Net Activity

+65.5M

+$65.47M

Top Buyers

1
CS

Conway Shawn

Director

5.3K sharesโ€ข3 transactions

$65.95M

2
SEJ

Stein Elliot Jr

Director

2.7K sharesโ€ข1 transactions

$100K

3
RCL

Rosenthal Craig L

Officer: Clo & Secretary

2.6K sharesโ€ข1 transactions

$97K

4
FDI

Finkelstein David Isaiah

Director

6.0K sharesโ€ข2 transactions

$72K

Top Sellers

1
DDH

Davenport Darcy Horn

Officer: Pres. And Ceo

8.9K sharesโ€ข9 transactions

$505K

2
CDJ

Cornille Douglas J

Officer: Chief Growth Officer

7.9K sharesโ€ข2 transactions

$290K

3
RPA

Rode Paul A

Officer: Cfo & Treasurer

308 sharesโ€ข1 transactions

$9K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $65.41M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

82.40:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$37K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Buying

4 insider buyers vs. 3 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.