Stifel Reiterates Buy Rating on Post Holdings (POST), Says Shares Are Undervalued

Stifel analyst Matthew Smith reiterated a Buy rating and $130.00 price target on Post Holdings (NYSE: POST).

The analyst commented, "Post Holdings reported second quarter EBITDA ahead of expectations supported by stronger Foodservice and PCB contribution relative to our estimates, overall 2Q26 EBITDA of $395 million was $15 million above our estimate. The company reiterated its FY26 outlook inclusive of new cost pressure associated with the conflict in the Middle East. Post maintains significant optionality, the 4.5x net debt leverage is a comfortable level, multiple years remaining until the next bond maturity, and $1.2 billion in untapped revolver position the company well to remain opportunistic. Shares currently trade near 7.5x our FY27 EBITDA estimate and we view the shares as undervalued; Post’s structure and focus on profit generation and free cash flow are unique relative to packaged food peer’s whose valuations have suffered from softer volume recovery and dividend concerns. We continue with our Buy rating and $130 target price."

For an analyst ratings summary and ratings history on Post Holdings click here. For more ratings news on Post Holdings click here.

Shares of Post Holdings closed at $102.05 yesterday.

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