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The Campbell's Company (CPB) stock analysis
SKIP 5% confidence · analysed Sep 30, 2026
This analysis is from Sep 30, 2026 and may be out of date.
On Sep 30, 2026, our model rated The Campbell's Company (CPB) SKIP with 5% confidence at a price of $20.23. That means the signals cancel out; the model sees no clear edge either way.
Technical picture
The 14-day RSI is 34. Momentum is soft: below the neutral 50 line, but not yet oversold.
MACD is below its signal line, so short-term momentum is pointing down.
The price is below both its 50-day and 200-day moving averages, the classic picture of a downtrend.
Volume is about normal (1.0x the 20-day average).
Fundamentals
The PEG ratio is 0.52, which looks cheap relative to its expected growth.
The company reports a profit margin of 4.1% and revenue growth of -7.9%.
In its latest quarter it earned $0.39 per share, which matched the $0.39 analysts expected.
The next earnings report is expected around Dec 9, 2026; prices often move sharply around earnings.
Research notes
Bull case: Campbell’s bull story is that the company is using a painful reset to rebuild earnings power, with a 36% dividend cut, 13% salaried job reduction, and a $500 million savings plan through FY2030 aimed at improving margins and balance-sheet flexibility. Bulls also point to a strong brand portfolio, especially Rao’s and Goldfish**, plus cash flow and cost actions that could support reinvestment and eventual margin recovery.
Bear case: The near-term picture is weak: FY2027 guidance calls for organic net sales down 2% to 4% and adjusted EBIT down 7% to 12%, signaling continued earnings pressure rather than an immediate rebound. Recent reporting also shows lower revenue, earnings, and dividend reset, while analyst sentiment remains cautious with some sources describing the stock as near a 1-year low and consensus ratings around Reduce/Hold**.
Recent catalyst: The main catalyst was Campbell’s latest earnings/update, which triggered a sharp selloff and then a partial rebound as investors weighed the dividend cut, cost-savings plan, and balance-sheet steps, including an extension of its $1.85 billion credit facility to 2031. Shares rose about 3.5%** on September 28 as the market reassessed the reset and liquidity actions.
The model's one-paragraph read
No clear edge (SKIP) — composite score -0.05 (SKIP). Technicals: RSI 33.79, MACD bearish, price below SMA50. Fundamentals: PEG 0.52, margin 4.1%, revenue growth -7.9%. Financial results: last EPS surprise +0.0%, next earnings 2026-12-09. FinGPT news read: positive. Internet research: **Bull case:** Campbell’s bull story is that the company is using a painful reset to rebuild earnings power, with a **36% dividend cut**, **13% salaried job reduction**, and a **$500 million savings plan through FY2030** aimed at improving margins and balance-sheet flexibility. Bulls also point to a strong brand portfolio, especially **Rao’s** and **Goldfish**, plus cash flow and cost actions that could support reinvestment and eventual margin recovery. **Bear case:** The near-term picture is weak: FY2027 guidance calls for **organic net sales down 2% to 4%** and **adjusted EBIT down 7% to 12%**, signaling continued earnings pressure rather than an immediate rebound. Recent reporting also shows lower revenue, earnings, and dividend reset, while analyst sentiment remains cautious with some sources describing the stock as near a 1-year low and consensus ratings around **Reduce/Hold**. **Recent catalyst:** The main catalyst was Campbell’s latest earnings/update, which triggered a sharp selloff and then a partial rebound as investors weighed the dividend cut, cost-savings plan, and balance-sheet steps, including an extension of its **$1.85 billion credit facility** to 2031. Shares rose about **3.5%** on September 28 as the market reassessed the reset and liquidity actions. Reference price $20.1; no trade levels (SKIP).
Past ratings for CPB
| Date | Verdict | Confidence | Price | Move since | |
|---|---|---|---|---|---|
| Sep 30, 2026 | SKIP | 5% | $20.23 | — |
"Move since" compares each call's price with the latest analysed price.
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Frequently asked questions
Is CPB a buy right now?
As of Sep 30, 2026, our automated model rates The Campbell's Company (CPB) SKIP with 5% confidence: the signals cancel out; the model sees no clear edge either way. This is a model output for education, not personal investment advice.
When does The Campbell's Company report earnings next?
The next earnings report is expected around Dec 9, 2026.
What does a SKIP rating mean?
A SKIP rating means the signals cancel out; the model sees no clear edge either way.
For information and education only. Not investment advice. Ratings are produced by an automated model, can be wrong, and may be out of date. Do your own research; you can lose money investing. The site's author may hold positions in stocks discussed here.