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Tariff Mitigation And New Reese's Product Will Create Opportunity

Published
06 Aug 24
Updated
17 Sep 25
AnalystConsensusTarget's Fair Value
US$189.18
0.5% overvalued intrinsic discount
17 Sep
US$190.18
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1Y
-2.5%
7D
2.5%

Author's Valuation

US$189.2

0.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on17 Sep 25
Fair value Increased 2.46%

Hershey’s consensus price target was raised to $189.18 as analysts responded positively to strong Q2 results, upward revised EPS outlook, robust category growth, and pricing power, offsetting initial CEO transition uncertainty. Analyst Commentary Q2 earnings and 2025 guidance surpassed expectations, with analysts raising EPS estimates for FY25 and FY26.

Shared on27 Aug 25
Fair value Increased 1.50%

Analysts have raised Hershey’s price target to $184.64, citing strong Q2 results, improved long-term EPS guidance, robust category trends, and positive reaction to pricing and innovation initiatives, though some remain cautious on sector fundamentals and the incoming CEO’s limited public company track record. Analyst Commentary Bullish analysts increased price targets following Hershey's better-than-expected Q2 results, improved FY25 and FY26 adjusted EPS guidance, and the company's implementation of full-year tariffs.

Shared on04 Aug 25
Fair value Increased 9.02%

Despite a notable decline in consensus revenue growth forecasts, Hershey’s higher future P/E ratio indicates elevated market optimism, leading to a significant increase in its analyst price target from $166.87 to $181.91. What's in the News Hershey lowered 2025 earnings guidance, projecting reported EPS of $5.36–$5.69, down ~50% due to full-year tariff expenses, but expects at least 2% net sales growth.

Shared on07 May 25
Fair value Increased 5.17%

Shared on30 Apr 25
Fair value Increased 0.032%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 5.12%

AnalystConsensusTarget has decreased revenue growth from 4.2% to 2.4% and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on16 Apr 25
Fair value Increased 6.57%

Shared on09 Apr 25
Fair value Increased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 4.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 3.50%

AnalystConsensusTarget has decreased revenue growth from 3.2% to 2.4% and decreased profit margin from 16.0% to 13.9%.