
BUZZ-BofA downgrades BellRing's rating, lowers near-term profit forecast

BofA has downgraded BellRing Brands' rating from "buy" to "neutral" due to soft Q4 2025 results and a contentious FY 2026 outlook. The price target is cut to $28 from $50, still a 6.6% upside from the last close. BofA also lowers FY26/27 EPS forecasts. Despite this, 14 out of 17 brokerages rate the stock as "buy" or higher.
BofA downgrades rating on protein-based food and beverages co BellRing Brands (BRBR.N) to “neutral” from “buy” Brokerage cites company’s “soft Q4 2025 results, a contentious FY 2026 outlook & long-term sales algorithm cut”
Cuts price target to $28 from $50, still representing an upside of 6.6% from stock’s last close On Tuesday, BRBR forecast a 5% decline in Q1 2026 net sales, reflecting tough prior-year comparisons in its club distribution channel and one-time factors including promotions for its beverages
BofA lowers FY26/27 forecast for adj. EPS to $1.93/$2.15 from $2.23/$2.54
Fourteen of 17 brokerages rate the stock “buy” or higher and three “hold”; their median PT is $39, according to data compiled by LSEG
Including session’s moves, shares down 62.3% YTD

