B+
Bull case
0%
Probability
Target price
$112.00
Analysis reference price unavailable
Analysis 2026-05-04 · RankAlpha Sentiment Codex
CHD
Church DwightBNYSE / Household & Personal Products
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
1%
Probability
Target price
$105.00
Analysis reference price unavailable
Analysis 2026-05-04 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$88.00
Analysis reference price unavailable
Analysis 2026-05-04 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-05-04
Recent news sentiment (30D)
+0.3
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+73.0
Score
AI commentary
Post-earnings tone is mildly positive but not euphoric. Primary and major-news coverage centered on a Q1 beat, margin expansion, and a maintained FY outlook, yet the immediate market reaction appears mixed: Benzinga reported shares down 1.31% intraday on May 1, 2026 even as earnings topped expectations, and the anchor close on May 1 was $96.02. That suggests investors balanced the Q1 beat against a more constrained Q2 EPS outlook and ongoing tariff/transport commentary. Delayed analyst revision evidence is still thin by May 4, 2026, which keeps this in a moderate-conviction monitoring bucket rather than a strong post-earnings upgrade.
RankAlpha Sentiment Codex - 2026-05-04
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-01eventQ1 beat versus company outlook with FY outlook maintainedMedium impact
Church & Dwight reported Q1 2026 net sales of $1.469 billion, organic sales growth of 5.0%, adjusted gross margin of 46.4%, and adjusted EPS of $0.95, beating its own Q1 outlook for a 1% sales decline, 3% organic growth, and $0.92 adjusted EPS, while maintaining full-year organic growth of 3% to 4% and adjusted EPS growth of 5% to 8% [#8-K-2026-05-01].
2026-08-01catalystQ2 guide tempers the post-earnings setupMedium impact
Management guided Q2 organic sales growth of about 3%, a reported sales decline of about 1% from prior portfolio actions, roughly 50 bps of gross-margin expansion, and adjusted EPS of $0.88 as higher marketing, SG&A, and Touchland amortization more than offset margin gains; this leaves little room for execution slippage in the next quarter [#8-K-2026-05-01].
2026-12-31catalystVolume-led brand momentum and portfolio reshaping support the medium-term caseMedium impact
Q1 growth was volume-led across all three divisions, with cited strength in THERABREATH, ARM & HAMMER cat litter, HERO, OXICLEAN, and Touchland contribution, while 2025 business exits and the vitamin divestiture simplify the portfolio; sustained share gains and innovation are needed to keep FY organic growth within the 3% to 4% target range [#8-K-2026-05-01] [#10-Q-2026-05-01].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-04 • Updated nightlySource: Internal modelMethodology