JBSS
John B Sanfilippo SonCNasdaq / Food Beverage & Tobacco
Last Price
At close
2026-06-02
Current thesis
Primary-source evidence still leans constructive: fiscal Q2 delivered record sales, higher gross margin, and 31.9% diluted EPS growth, while the March special dividend signals continued cash-return capacity [#10-Q-2026-01-29] [#8-K-2026-03-30]. If the pending Q3 follow-up confirms volume stabilization alongside pricing and efficiency, the stock could continue closing part of the gap to the sparse $109 target snapshot.
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +7.5.
What can break
Baseline food-company risks remain relevant, including customer concentration, inability to pass through input inflation, product recall/food-safety issues, and disruptions at production facilities [#10-K-2025-08-20].
Momentum
46
Value
53
Sentiment
60
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $84.00 · Bull $92.00 · Bear $68.00
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-05-29 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $109.00
Why
Momentum46 · Δ7d -1.5
Value53 · Δ7d +0.8
Sentiment60 · Δ7d +7.5
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
46
34% active weight
Current posture
7d trendFlat
Δ7d
-1.5
Δ21d
-7.3
Value
53
32% active weight
Current posture
7d trendFlat
Δ7d
+0.8
Δ21d
+1.0
Sentiment
60
33% active weight
Current posture
7d trendImproving
Δ7d
+7.5
Δ21d
+10.8
Why this grade
Composite grade C. Momentum 45.6 / Value 52.8 / Sentiment 59.6
Fundamentals (TTM)As of 2026-05-29
Fundamentals (TTM)
As of 2026-05-29
Market Cap
$875.46M
Beta
0.36
Shares Out
11.64M
P/E (TTM)
12.4
P/S (TTM)
0.72
P/FCF (TTM) · Derived
-32.15
Rev YoY
+8.1%
EPS YoY
+60.2%
Gross Margin
+18.7%
Op Margin
+8.4%
Net Debt
$72.8M
Current Ratio
2.44
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology