Update shared on 30 Nov 2025
Fair value Increased 1.05%The analyst price target for Barry Callebaut has increased modestly to CHF 1,323.23. Analysts attribute this change to revised valuation models and recent upward adjustments in target prices following ongoing research coverage.
Analyst Commentary
Analyst opinions on Barry Callebaut have been mixed, as recent research updates reflect both optimism and caution. These perspectives focus on changes to price targets and evolving views on the company's outlook.
Bullish Takeaways
- Bullish analysts have raised their price targets, citing improved confidence in Barry Callebaut's mid-term strategy and execution.
- Upward adjustments in target prices indicate anticipation of continued growth and stability, following favorable research coverage.
- Several price target increases highlight expectations for resilient demand in core markets, supporting long-term valuation potential.
- Recent upgrades reflect a belief that Barry Callebaut is positioned to benefit from operational improvements and robust industry trends.
Bearish Takeaways
- Some bearish analysts have shifted to a more cautious stance and downgraded recommendations amid concerns about the stock’s recent rally and stretched valuation.
- Despite increased targets, neutral outlooks remain prevalent. This suggests that execution risks and potential headwinds may hinder near-term upside.
- There is lingering uncertainty about the sustainability of recent gains, particularly given ongoing market volatility and macroeconomic pressures.
- Price targets from some major institutions remain below consensus, indicating a belief that growth could slow relative to industry peers.
What's in the News
- Barry Callebaut and NotCo AI have entered a strategic alliance to use artificial intelligence in chocolate recipe development, aiming to drive faster and more sustainable innovation in the industry (Key Developments).
- The partnership seeks to merge Barry Callebaut's chocolate expertise with NotCo's advanced AI to accelerate product development, improve hit rates, and empower teams to create with greater speed and precision (Key Developments).
- This initiative is part of Barry Callebaut's multi-year digitalization agenda and highlights its commitment to breakthrough innovation amid industry challenges such as climate pressure, ingredient shortages, and rising cocoa costs (Key Developments).
- NotCo's AI platform is designed to streamline and revolutionize food innovation by treating it as a data problem. It integrates chemistry, sensory, and consumer data into a single engine for new product development (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly, increasing from CHF 1,309.50 to CHF 1,323.23.
- Discount Rate has fallen modestly from 3.91% to 3.88%.
- Revenue Growth projection has declined from -3.12% to -3.36%.
- Net Profit Margin estimate has decreased from 4.01% to 3.72%.
- Future P/E ratio has risen from 13.64x to 14.92x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.