SJM
J.M SmuckerANYSE / Food Beverage & Tobacco
Last Price
At close
2026-06-02
Current thesis
Bull case: SJM sustains pricing power, executes cost and margin initiatives, and benefits from stable retail demand; base_target (115.0) is essentially aligned with the reported analyst median (114.935) while bull_target (130.0) sits above the median but below the consensus high (158), and bear_target (100.0) is below the reported analyst low (104.86). This path assumes gradual margin recovery and modest multiple expansion within 12 months.
Posture
Constructive
Lead driver
Momentum
What changed
Next scheduled catalyst: earnings 2026-06-09 · BMO.
What can break
Commodity input-cost inflation squeezing margins
Momentum
66
Value
56
Sentiment
64
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $115.00 · Bull $130.00 · Bear $100.00
Earnings
2026-06-09 · BMO
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-02-06 • Model: RankAlpha Sentiment AI
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Neutral
Target $126.36
Why
Momentum66 · Δ7d -16.5
Value56 · Δ7d -0.2
Sentiment64 · Δ7d +6.8
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
66
34% active weight
Current posture
7d trendFlat
Δ7d
-16.5
Δ21d
+8.0
Value
56
32% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-0.3
Sentiment
64
33% active weight
Current posture
7d trendImproving
Δ7d
+6.8
Δ21d
+7.1
Why this grade
Composite grade A. Momentum 66.5 / Value 56.2 / Sentiment 64.3
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$10.73B
Beta
0.22
Shares Out
106.69M
P/E (TTM) · Derived
9.9
P/S (TTM)
1.15
P/FCF (TTM)
57.52
Rev YoY
+2.6%
EPS YoY
+1082.1%
Gross Margin
+35.1%
Op Margin
-8.0%
Net Debt
$7.62B
Current Ratio
0.89
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

