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Published
27 Apr 25
Updated
03 Sep 26
Views
38
Not Invested
MiddlebyMIDD
MIDD logo
Fair Value
US$169
Share price03 Sep
US$112.2833.6% undervalued intrinsic discount
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1Y-16.18%
7D5.98%

Automation And Urbanization Will Boost Smart Kitchen Adoption

AN
AnalystHighTarget
AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
27 Apr 25
Updated
03 Sep 26
Views
38
Not Invested
Fair ValueUS$169
Share priceUS$112.28
33.6% undervalued intrinsic discount
Narrative
Updates7

Shared on 03 Sep 26

Fair value Decreased 18%

MIDD: Pure Play Foodservice Focus And Cold Beverage Demand Will Drive Upside

Middleby reshapes into a more focused commercial foodservice business, and analysts increasingly point to strong cold beverage demand as a key tailwind for future sales and profits. But price targets still come down as expectations soften and costs and new facility ramp-ups keep pressure on results.
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1 viewusers have viewed this narrative update

Shared on 18 May 26

Fair value Increased 1.48%

MIDD: CFS Refocus And Residential Spinoff Will Drive Future Upside Potential

Middleby is reshaping itself by moving its residential kitchen unit into a new setup and putting more attention on its commercial foodservice business, and that shift is prompting some analysts to lift their targets. The update also flags signs the foodservice equipment market could be heading into a replacement wave, which could boost demand for Middleby’s labor-saving, waste-reducing products.
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3 viewsusers have viewed this narrative update

Shared on 05 Apr 26

MIDD: CFS Refocus And Residential Spinoff Are Expected To Unlock Upside

Narrative Update on Middleby Middleby's analyst price target holds steady at $203, as analysts point to the planned Residential Kitchen spinoff, renewed focus on the core CFS business, and updated traffic and replacement cycle assumptions as key supports for their valuation framework. Analyst Commentary Recent research shows a cluster of bullish analysts sharpening their views on Middleby, with several price targets moving higher and fresh coverage citing specific company level catalysts rather than broad market themes.
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3 viewsusers have viewed this narrative update

Shared on 22 Mar 26

MIDD: CFS Refocus And Residential Spinoff Will Drive Future Upside

Analysts have lifted Middleby's consensus price target to $203 from $187, highlighting recent price target increases from multiple firms. They argue that the upcoming Residential Kitchen spinoff, a clearer focus on the core CFS business, and expectations for steadier industry trends together support this higher valuation anchor.
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2 viewsusers have viewed this narrative update

Shared on 08 Mar 26

Fair value Decreased 0.98%

MIDD: Crown Jewel CFS Refocus And Buybacks Will Drive Future Upside

Narrative Update on Middleby The analyst price target for Middleby is now set at $203, a $2 adjustment that reflects updated assumptions on growth, profitability and P/E multiples as analysts factor in recent research pointing to renewed focus on the core CFS business following the Residential Kitchen spinoff. Analyst Commentary Recent research shows a series of upward price target revisions on Middleby, with the current $203 target sitting above prior marks of $187, $180 and $175.
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2 viewsusers have viewed this narrative update

Shared on 07 May 25

Fair value Increased 0.37%
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6 viewsusers have viewed this narrative update

Shared on 30 Apr 25

Fair value Decreased 0.37%
AnalystHighTarget made no meaningful changes to valuation assumptions.
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4 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$169
vs US$112.2833.6% undervalued intrinsic discount
PastFuture-221m4b2015201820212024202620272029Revenue US$2.7bEarnings US$350.6m
-7%
Revenue growth
12.8%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Middleby

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Company analysis

Undervalued with mediocre balance sheet.

Market capUS$5.0b
PB2.3x
Estimated Growth-3.4%
Dividend Yield31.2%
Full analysis

CEO & management

Timothy FitzGerald
CEO
4.5yrs
CEO Tenure

Operates in the foodservice industry worldwide.

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