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Conagra Brands, Inc. Stock Price

NYSE:CAG Community·US$6.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 93 Fair Values set on narratives written by author

CAG Share Price Performance

US$13.77
-6.61 (-32.43%)
US$14.59
Fair Value
US$13.77
-6.61 (-32.43%)
5.6% undervalued intrinsic discount
US$14.59
Fair Value
Price US$13.77
AnalystConsensusTarget US$14.59
AnalystHighTarget US$19.60
AnalystLowTarget US$14.00

CAG Community Narratives

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Fair Value US$14.59 5.6% undervalued intrinsic discount

Stable Supply Chains And Productivity Will Deliver Future Success

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Fair Value US$19.6 29.7% undervalued intrinsic discount

Urban Lifestyles And Wellness Trends Will Redefine Ready Meals

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Fair Value US$14 1.6% undervalued intrinsic discount

Changing Consumer Habits Will Weaken Frozen And Packaged Sales

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5users have followed this narrative
US$14.59
5.6% undervalued intrinsic discount
Profit Margin
7.35%
Future PE
10.39x
Price in 2029
US$18.01
US$14
1.6% undervalued intrinsic discount
Profit Margin
9.92%
Future PE
7.48x
Price in 2029
US$17.27

Trending Discussion

Updated Narratives

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CAG: CEO Earnings Rebase And Dividend Reset Will Support Future Re Rating

Fair Value: US$19.6 29.7% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
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CAG: Inflation Pressures And Dividend Risk Will Test Future Margin Discipline

Fair Value: US$14.59 5.6% undervalued intrinsic discount
38 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CAG: Higher Leverage And Tight Dividends Will Shape Cautious Future Returns

Fair Value: US$14 1.6% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Undervalued average dividend payer.

2 Risks
3 Rewards

Conagra Brands, Inc. Key Details

US$11.2b

Revenue

US$8.5b

Cost of Revenue

US$2.7b

Gross Profit

US$2.8b

Other Expenses

-US$43.3m

Earnings

Last Reported Earnings
Feb 22, 2026
Next Reporting Earnings
Jul 15, 2026
-0.091
24.28%
-0.39%
89.8%
View Full Analysis

About CAG

Founded
1919
Employees
18300
CEO
John Brase
WebsiteView website
www.conagrabrands.com

Conagra Brands, Inc., together with its subsidiaries, operates as a consumer packaged goods food company primarily in the United States. The company operates in four segments: Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice. The Grocery & Snacks segment primarily offers shelf stable food products through various retail channels. The Refrigerated & Frozen segment provides temperature-controlled food products through various retail channels. The International segment offers food products in various temperature states through retail and foodservice channels outside of the United States. The Foodservice segment offers branded and customized food products, including meals, entrees, sauces, and various custom-manufactured culinary products packaged for restaurants and other foodservice establishments. The company sells its products under the Birds Eye, Marie Callender's, Duncan Hines, Healthy Choice, Slim Jim, Reddi-wip, Angie's, BOOMCHICKAPOP brands. Conagra Brands, Inc. was incorporated in 1919 and is headquartered in Chicago, Illinois.

Recent CAG News & Updates

Narrative Update Jul 01

CAG: CEO Earnings Rebase And Dividend Reset Will Support Future Re Rating

Conagra Brands’ analyst price target has been revised lower, with the fair value estimate moving from about $20.52 to $19.60 as analysts factor in weaker profit margins, ongoing cost inflation, limited pricing power, dividend reset risk, and uncertainty around the new CEO’s earnings rebase and FY27 outlook. Analyst Commentary Across recent research, coverage of Conagra Brands has leaned cautious, but there are still a few constructive signals that matter if you are weighing the stock’s risk and reward.

Recent updates

No updates