BGS
B&G FoodsCNYSE / Food Beverage & Tobacco
Last Price
At close
2026-07-18
Current thesis
The constructive read is that B&G has already started reshaping the portfolio, closed an acquisition management says is immediately accretive, and entered 2026 saying first-quarter core trends were improving with full-year adjusted EBITDA guidance still centered around the mid-$270 million area [#8-K-2026-03-20] [#10-K-2026-03-03].
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +3.5.
What can break
B&G expects to remain subject to the interest expense deduction limitation in fiscal 2026 and future years, which can keep cash taxes elevated [#10-K-2026-03-03].
Momentum
17
Value
48
Sentiment
87
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $5.30 · Bull $6.50 · Bear $4.20
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-20 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-04 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $5.20
Why
Momentum17 · Δ7d +0.2
Value48 · Δ7d -0.3
Sentiment87 · Δ7d +3.5
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
17
26% active weight
Current posture
7d trendSoftening
Δ7d
+0.2
Δ21d
+0.5
Value
48
39% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
-0.1
Sentiment
87
34% active weight
Current posture
7d trendImproving
Δ7d
+3.5
Δ21d
+13.6
Why this grade
Composite grade C. Momentum 16.8 / Value 48.0 / Sentiment 87.2
Fundamentals (TTM)As of 2026-07-20
Fundamentals (TTM)
As of 2026-07-20
Market Cap
$293.01M
Beta
0.51
Shares Out
81.17M
P/E (TTM) · Derived
-6.7
P/S (TTM)
0.18
P/FCF (TTM)
4.79
Rev YoY
-3.9%
EPS YoY
-3964.8%
Gross Margin
+20.8%
Op Margin
-10.2%
Net Debt
$1.95B
Current Ratio
2.99
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology

