Stifel analyst Matthew Smith has adjusted his outlook on TreeHouse Foods (THS, Financial), revising the stock's price target downward from $35 to $26 while maintaining a Hold rating. Despite the adjustment, TreeHouse revealed a surprisingly robust first-quarter performance and confirmed its guidance for 2025.
The company also provided updates concerning tariffs, highlighting that only a small fraction, specifically 5%, of its sales occur outside the United States. Furthermore, TreeHouse confirmed that nearly all its finished goods meet United States-Mexico-Canada Agreement (USMCA) compliance standards. This compliance suggests that the company anticipates minimal direct effects from tariff changes.
Investors are closely monitoring these developments to assess the potential impact on TreeHouse's financial health and future profitability.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 8 analysts, the average target price for Treehouse Foods Inc (THS, Financial) is $32.13 with a high estimate of $37.00 and a low estimate of $26.00. The average target implies an upside of 48.38% from the current price of $21.65. More detailed estimate data can be found on the Treehouse Foods Inc (THS) Forecast page.
Based on the consensus recommendation from 9 brokerage firms, Treehouse Foods Inc's (THS, Financial) average brokerage recommendation is currently 2.8, indicating "Hold" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Treehouse Foods Inc (THS, Financial) in one year is $43.81, suggesting a upside of 102.36% from the current price of $21.65. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Treehouse Foods Inc (THS) Summary page.