Conagra Brands, Inc.

Conagra Brands, Inc.

CAGยทNYSE

$12.58

-4.0%
Consumer DefensivePackaged Foods

Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company in North America. The company operates in four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment primarily offers shelf stable food products through various retail channels in the United States. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels in the United States. The International segment offers food products in various temperature states through retail and foodservice channels outside of the United States. The Foodservice segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other foodservice establishments in the United States. The company sells its products under the Birds Eye, Duncan Hines, Healthy Choice, Marie Callender's, Reddi-wip, Slim Jim, Angie's BOOMCHICKAPOP, Duke's, Earth Balance, Gardein, and Frontera brands. The company was formerly known as ConAgra Foods, Inc. and changed its name to Conagra Brands, Inc. in November 2016. Conagra Brands, Inc. was founded in 1861 and is headquartered in Chicago, Illinois.

At a Glance

Live Snapshot
Market Cap$6.02B
EPS2.4100
P/E Ratio5.22
Earnings Date07/09/2026
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Conagra Brands, Inc. Street Expectations Map

CAG ยท NYSE

Wall Street analysts project that CAG stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 16.40, with estimates ranging from a low of 12.00 to a high of 22.00.

Lowest Target
12.00
-4.61%
Consensus Target
16.40
30.37%
Highest Target
22.00
74.88%

The consensus 1-year price target stands at 16.40, with estimates ranging from a low of 12.00 to a high of 22.00.

Analyst Consensus Analysis

Upside Potential

+30.4%

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

Analyst Agreement

61.0% spread

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

Risk-Reward Profile

16.24x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

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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Conagra Brands, Inc. Forward Estimates of Revenue

CAG ยท NYSE
Latest Revenue
11.61B
FY 2025
Avg Estimate
11.29B
FY 2026
Estimate Range
11.13B - 11.34B
Analyst Spread

Forward Growth Analysis

Projected Growth-2.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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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Conagra Brands, Inc. Forward Estimates of Net Income

CAG ยท NYSE
Latest Net Income
1.15B
FY 2025
Avg Estimate
811.90M
FY 2026
Estimate Range
807.13M - 816.68M
Analyst Spread

Forward Growth Analysis

Projected Growth-29.5%

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

Analyst Coverage13 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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Conagra Brands, Inc. Forward Estimates of EPS

CAG ยท NYSE
Latest EPS
2.41
FY 2025
Avg Estimate
$1.70
FY 2026
Estimate Range
$1.69 - $1.71
Analyst Spread

Forward Growth Analysis

Projected Growth-29.6%

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

Analyst Coverage9 Analysts

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

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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Conagra Brands, Inc. Forward Estimates of EBIT

CAG ยท NYSE
Latest EBIT
1.58B
FY 2025
Avg Estimate
1.42B
FY 2026
Estimate Range
1.40B - 1.43B
Analyst Spread

Forward Growth Analysis

Projected Growth-9.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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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Conagra Brands, Inc. Forward Estimates of EBITDA

CAG ยท NYSE
Latest EBITDA
1.97B
FY 2025
Avg Estimate
1.79B
FY 2026
Estimate Range
1.77B - 1.80B
Analyst Spread

Forward Growth Analysis

Projected Growth-8.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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

CAG ยท NYSE
Latest SG&A Expense
1.54B
FY 2025
Avg Estimate
1.42B
FY 2026
Estimate Range
1.40B - 1.42B
Analyst Spread

Forward Growth Analysis

Projected Growth-7.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage13 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

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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Conagra Brands, Inc. Insider Positioning

CAG ยท NYSE

During the last 12 months, insiders have purchased $796K and sold $224K worth of CAG shares, resulting in $572K of net buying activity.

3 Months

Bought

42.5K

608.90K

Sold

0

0.00

Net Activity

+609K

+$609K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

10.0K

187.20K

Sold

13.0K

223.66K

Net Activity

-36K

-$36K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
LRH

Lenny Richard H

Director

25.0K sharesโ€ข1 transactions

$359K

2
MJJ

Mulligan John J

Director

17.5K sharesโ€ข1 transactions

$250K

3
BTK

Brown Thomas K

Director

10.0K sharesโ€ข1 transactions

$187K

Top Sellers

1
NMC

Napier Melissa C.

Officer: Svp, Corporate Controller

13.0K sharesโ€ข1 transactions

$224K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $572K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

3.56:1

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

Recent Trend (3 Months)

$609K

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

Insider Participation

High Buying

3 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

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.