B+
Bull case
25%
Probability
Target price
$90.00
Analysis reference price unavailable
Analysis 2026-10-11 · RankAlpha Sentiment Codex
POST
PostBNYSE / Food Beverage & Tobacco
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$77.00
Analysis reference price unavailable
Analysis 2026-10-11 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$62.00
Analysis reference price unavailable
Analysis 2026-10-11 · 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 2026-10-11
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+54.9
Score
AI commentary
Cautious. Secondary coverage reported fiscal Q3 revenue 3.7% below consensus and a roughly 7% post-result share decline to $83.91 by September 8. The packet's October 9 anchor is $74.82, but the available evidence does not establish why shares fell further. Verified post-print analyst revisions are unavailable. The zero-valued social, options, short-interest and employee fields denote missing measurements, not neutral readings.
RankAlpha Sentiment Codex - 2026-10-11
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-11-30eventFiscal 2026 results test narrowed EBITDA outlookMedium impact
Post narrowed fiscal 2026 adjusted EBITDA guidance to $1.560–$1.570 billion. Year-end results will test delivery after fiscal Q3 sales fell 1.8% and operating profit fell 19.3%. The expected date is an estimate, not a company-announced reporting date. [#SEC-8K-2026-08-06] SEC earnings exhibit
2027-09-30catalystFiscal 2027 pricing and productivity offset testHigh impact
Management's preliminary fiscal 2027 adjusted EBITDA view is generally flat against an approximately $1.48 billion comparable fiscal 2026 base. Foodservice growth, pricing and productivity must offset inflation and continued softness in some categories; the budget was still in development. [#SEC-8K-2026-08-06] SEC earnings exhibit
2027-09-30catalystPet-food and value-cereal volume stabilizationHigh impact
Excluding acquired 8th Avenue sales, fiscal Q3 Post Consumer Brands volume fell 7.1%. Post cited pet-food distribution losses and category declines, plus value-cereal distribution losses. Stabilization would support a recovery case, but the reported trend does not yet establish one. [#SEC-8K-2026-08-06] SEC earnings exhibit
Recommendation
N/A
No formal recommendation provided.
As of 2026-10-11 • Updated nightlySource: Internal modelMethodology