Update shared on27 Aug 2025
Fair value Decreased 2.81%Analysts have lowered Darling Ingredients’ price target to $46.17 due to persistent sector-wide headwinds—including sluggish food producer growth, uncertainty around biofuels regulation, and inflation favoring retailers—leading to a more selective and cautious outlook on near-term performance.
Analyst Commentary
- Lowered price target reflects ongoing headwinds in food producer growth, notably slower center-store category performance and market share losses.
- Earnings recovery for agricultural products companies, including Darling Ingredients, remains uncertain and is highly dependent on the finalization of proposed U.S. biofuels regulations.
- There is broad pressure across relevant sectors, with some optimism that the worst may have passed for earnings, but recovery is not assured.
- Inflationary trends are benefiting food retailers more than producers, impacting the sector outlook and relative preference in coverage.
- While maintaining a positive rating, analysts are more selective and cautious in the space, meaning diminished near-term confidence in Darling Ingredients’ outperformance.
What's in the News
- Board approved amendment and restatement of company bylaws to update procedural requirements for stockholder actions without a meeting.
- Darling Ingredients added to multiple Russell Growth Indexes, including Russell 1000, 2500, 3000, Midcap, and Small Cap.
Valuation Changes
Summary of Valuation Changes for Darling Ingredients
- The Consensus Analyst Price Target has fallen slightly from $47.50 to $46.17.
- The Net Profit Margin for Darling Ingredients has fallen slightly from 10.81% to 10.42%.
- The Consensus Revenue Growth forecasts for Darling Ingredients has fallen slightly from 4.4% per annum to 4.3% per annum.
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.