B+
Bull case
20%
Probability
Target price
$107.10
+32.7% vs current
USFD
US FoodsDNYSE / Consumer Staples Distribution & Retail
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment AIMost likely
B
Base case
50%
Probability
Target price
$92.00
+14.0% vs current
B-
Bear case
30%
Probability
Target price
$79.06
-2.1% vs current
AI sentiment snapshot
Latest data as of 2026-02-14
Recent news sentiment (30D)
+7.0
Positive
Company
-34.0
Negative
Macro
+7.3
Positive
Pulse
-
Unavailable
Sentiment proxy
+61.9
Score
AI commentary
Sell-side median targets sit below the current anchor, implying limited upside; coverage shows a wide range (low ~79, high ~107), reflecting split views on margin recovery and execution.
RankAlpha Sentiment AI - 2026-02-14
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-15eventAnalyst consensus revisions (12-month window)High impact
Post-quarter analyst upgrades/downgrades could shift the consensus target distribution and reprice the stock versus the current median.
2026-05-15catalystQ1 2026 earnings / guidance updateMedium impact
Quarterly results and forward guidance that will confirm or challenge margin recovery; distributors often reprice on EPS/guidance beats or misses.
2027-02-14catalystOperational / margin improvement realizationHigh impact
Multi-quarter cost and pricing initiatives that materially improve gross and operating margins if sustained; judged over 12+ months.
Recommendation
N/A
No formal recommendation provided.
As of 2026-02-14 • Updated nightlySource: Internal modelMethodology