Tariff Mitigation And New Reese's Product Will Create Opportunity

AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Published
06 Aug 24
Updated
04 Aug 25
AnalystConsensusTarget's Fair Value
US$181.91
3.7% overvalued intrinsic discount
04 Aug
US$188.59
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1Y
-5.6%
7D
-0.1%

Author's Valuation

US$181.9

3.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

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%.