Company Performance - Hershey's stock increased by 2.34% to $189.07, outperforming the S&P 500's daily gain of 0.65% [1] - Over the past month, Hershey's shares gained 1.75%, while the Consumer Staples sector gained 0.07% and the S&P 500 gained 1.15% [1] Upcoming Earnings - Hershey's earnings report is scheduled for February 5, 2026, with expected earnings of $1.4 per share, reflecting a year-over-year decline of 47.96% [2] - The consensus estimate for revenue is $2.98 billion, indicating a 3.34% increase compared to the same quarter of the previous year [2] Annual Forecast - Zacks Consensus Estimates forecast earnings of $6 per share and revenue of $11.59 billion for the year, showing changes of -35.97% and 0% respectively compared to the previous year [3] - Recent changes in analyst estimates suggest a shifting business landscape, with positive alterations indicating analyst optimism [3] Stock Performance and Valuation - The Zacks Rank system, which assesses estimate changes, indicates that investors can leverage this for stock performance [4] - Hershey currently holds a Zacks Rank of 3 (Hold), with a Forward P/E ratio of 26.63, which is a premium compared to the industry average Forward P/E of 18.75 [5] Industry Overview - The Food - Confectionery industry, part of the Consumer Staples sector, ranks in the top 45% of all industries according to the Zacks Industry Rank [6] - The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Core Viewpoint - Piper Sandler upgraded The Hershey Company to Overweight from Neutral and raised its price target to $213.00 from $193.00, with shares rising more than 1% in pre-market trading [1] Group 1: Cocoa Costs and Growth Initiatives - Easing cocoa costs are no longer expected to be inflationary in 2026, and the removal of cocoa tariffs provides Hershey with increased flexibility to reinvest in growth while expanding earnings [2] - Early cocoa cost benefits have been allocated toward growth initiatives such as better-for-you offerings, salty snacks, international expansion, sweets, and premium products, allowing tariff relief to positively impact the bottom line [2] Group 2: Long-term Growth Projections - Growth from these investments is expected to support a more compelling long-term growth narrative, with Piper Sandler maintaining conservative projections of $7.23 EPS for 2026 and $7.73 EPS for 2027 [3] - The firm modeled increasing cash generation and raised its valuation multiple to 27.5x 2027 EPS, up from 25.0x previously [3]

华尔街最受关注、且足以影响市场走势的分析师评级报告现已汇总呈现。以下是由 The Fly 整理的、投 资者需重点关注的当日评级动态。 五大评级上调 五大评级下调 五大首次覆盖评级 1. 巴克莱 将惠而浦（W） 的评级从 "中性" 上调至 "增持"，目标股价从 104 美元上调至 123 美元。 该机构在研报中指出，惠而浦的市场份额在 2025 年实现加速增长，这一趋势有望在 2026 年延 续。 2. 奥本海默 将麦当劳（MCD） 的评级从 "与大盘持平" 上调至 "跑赢大盘"，目标股价定为 355 美 元。鉴于 2025 年餐饮板块表现欠佳，该机构对 2026 年餐饮行业的走势持更加乐观的态度。 3. 巴克莱 将劳氏（LOW） 的评级从 "中性" 上调至 "增持"，目标股价从 259 美元上调至 285 美元。 本次评级上调是巴克莱发布 2026 年综合零售、硬品零售及食品零售行业展望的配套动作。巴克莱 预计，非必需品需求将出现改善，尤其是即将落地的税收政策调整，将利好中高收入消费群体。 4. 派珀・桑德勒 将好时公司（HSY） 的评级从 "中性" 上调至 "增持"，目标股价从 193 美元上调至 213 ...

派珀・桑德勒上调评级后，好时股价上涨1.3%。 来源：滚动播报 ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Barclays upgraded Wayfair (W) to Overweight from Equal Weight with a price target of $123, up from $104. The company's market share accelerated in 2025 and should continue in 2026, the firm tells investors in a research note. Oppenheimer upgraded McDonald's (MCD) to Outperform from Perform with a $355 price ta ...

Hershey Company (NYSE:HSY) Price Target and Market Performance AnalysisHershey Company (NYSE:HSY) is a leading name in the confectionery industry, known for its iconic chocolate products. As of January 6, 2026, Piper Sandler set a price target of $213 for HSY, suggesting a potential upside of 18.81% from its current trading price of $179.28. This projection reflects confidence in Hershey's market position and future growth.Hershey has a strong history of surpassing earnings estimates, which bodes well for i ...

派珀·桑德勒将好时公司的评级从"中性"上调至"增持"，将目标价从193美元上调至213美元。 ...

Group 1 - The Hershey Company's (HSY) third-quarter 2025 results indicate that pricing is the main driver of performance, with organic, constant-currency net sales growing by 6.2%, primarily due to net price realization of approximately six points [1][8] - Management noted that the pricing announced in 2025 had a modest contribution, with current sales growth mainly linked to earlier pricing actions rather than new increases [2] - Volume performance was mixed, with slight positive growth at the consolidated level supported by Salty Snacks, while some areas experienced modest volume declines due to price elasticity and changes in product mix [3][4] Group 2 - Strong net price realization helped offset ongoing cost pressures from commodities and tariffs, although recent pricing actions have only partially covered inflation absorbed over the past two years, particularly with elevated cocoa prices [4][5] - With most pricing actions in place, the focus is shifting towards volume stabilization, and while there are early signs of resilience, a clear volume recovery has not yet been established [5] - HSY shares have gained 3.1% over the past six months, outperforming the industry's growth of 0.2% [6]

每经AI快讯，12月23日，好时公司股价下跌3.4%。 （文章来源：每日经济新闻） ...

Analysts at Morgan Stanley recently gave a bullish outlook on confectionery giant Hershey Foods (HSY), raising HSY stock’s rating from “Equal Weight” to “Overweight.” Morgan Stanley noted that the company could be facing a comeback after one of the most significant periods of negative revisions in Hershey’s history. Analysts see early-stage positive inflection in the company’s fundamentals, which could drive faster EPS growth. They also raised the stock price target from $195 to $211, implying 13% upside ...