Smithfield Foods, Inc. (NASDAQ:SFD) is among the consumer defensive stocks to buy according to analysts. As of December 12, Smithfield Foods, Inc. (NASDAQ:SFD) is a consensus buy from over 80% of the analysts covering the stock. With a price target range of $25 to $33, the median target of $29 implies 28.72% upside. On December 9, Benjamin Theurer, an analyst at Barclays, reaffirmed the ‘Buy’ rating on Smithfield Foods, Inc. (NASDAQ:SFD), while setting a price target of $30, which suggests an upside poten ...

Performance Food Group Company (NYSE:PFGC) is among the consumer defensive stocks to buy according to analysts. On December 12, Brian Mullan, an analyst at Piper Sandler, reduced the price target on Performance Food Group Company (NYSE:PFGC) to $111 from $116, while keeping an ‘Overweight’ rating. According to TheFly, the firm believes that the restaurant group has pulled back recently, mainly due to the “fears over the underlying demand trends across the Restaurant industry,” which is the largest client o ...

JBS N.V. (NYSE:JBS) is among the consumer defensive stocks to buy according to analysts. On December 11, Guilherme Palhares from Grupo Santander upgraded JBS N.V. (NYSE:JBS) to ‘Outperform’ from ‘Neutral,’ with a price target of $17, according to TheFly. This reflects potential upside of nearly 18% from the current price. Later on December 12, Reuters reported the permanent closure of JBS N.V. (NYSE:JBS)’s facility outside Los Angeles. The facility, which prepares beef to sell at U.S. grocery stores, wil ...

Celsius Holdings, Inc. (NASDAQ:CELH) is among the consumer defensive stocks to buy according to analysts. On December 12, Matthew Smith, an analyst at Stifel Nicolaus, reaffirmed the ‘Buy’ rating on Celsius Holdings, Inc. (NASDAQ:CELH), while setting a price target of $60, which suggests an upside potential of about 37%. Just two days earlier, Morgan Stanley analyst Eric Serotta also reiterated the ‘Buy’ rating on Celsius Holdings, Inc. (NASDAQ:CELH) and a $64 price target. This reflects an upside potenti ...

Primo Brands Corporation (NYSE:PRMB) is among the consumer defensive stocks to buy according to analysts. As of December 12, Primo Brands Corporation (NYSE:PRMB) is rated a ‘Buy’ by 80% of the analysts covering the stock. While the target price ranges from $18 to $42, the median price target of $27 implies an upside potential of around 68%. On December 5, Nik Modi, an analyst at RBC Capital, reaffirmed the ‘Buy’ rating on Primo Brands Corporation (NYSE:PRMB). The price target of $30 suggests an upside pot ...

Core Viewpoint - CRH plc is considered a strong investment opportunity with significant upside potential, as indicated by various analysts and investment firms [1][2][3]. Group 1: Investment Potential - Seth Klarman holds a $405.6 million stake in CRH, suggesting confidence in the company's future performance [1]. - The average price target for CRH suggests a 10% upside, while the highest target indicates a potential upside of 30% [1]. - Jefferies maintains a Buy rating for CRH with a price target of $140, anticipating passive capital inflows and potential inclusion in the S&P 500 [2]. Group 2: Market Dynamics - Jefferies predicts that CRH's entry into the S&P 500 could lead to an additional purchase of 114.24 million shares, equivalent to an average trading volume of 27 days [2]. - The company has made significant investments in U.S. infrastructure, which may enhance its growth prospects [3]. - There is an expectation of a rebound in European demand, along with higher pricing and margins in the U.S. market [3]. Group 3: Company Overview - CRH plc, founded in 1936 and headquartered in Dublin, specializes in building materials and construction solutions, including aggregates, cement, concrete, and asphalt [4].

Core Insights - Restaurant Brands International Inc. (NYSE:QSR) is highlighted as a strong investment opportunity, with a significant position in Seth Klarman's portfolio valued at $529.3 million, indicating confidence in the stock's potential [1] - Analysts project an average price target suggesting a 10% upside, with the highest target indicating a potential upside of 36% [1][3] - RBC Capital maintains an Outperform rating with a revised price target of $82, citing improving momentum at Burger King US and strategic growth investments as key factors [2] Financial Performance and Analyst Ratings - Argus Research upgraded Restaurant Brands to Buy from Hold with a price target of $85, emphasizing the company's strong brand portfolio and competitive pricing strategies in an inflationary environment [3] - RBC Capital's analyst views Restaurant Brands as a top idea among international fast food franchises, highlighting its growth-focused investments and lower leverage as supportive of stock momentum [2] Strategic Initiatives - The company has entered a joint venture with CPE, a Chinese asset manager, to enhance Burger King's growth in China, aiming to expand its presence to over 4,000 outlets by 2035 from approximately 1,250 [4] - This strategic move is part of a broader effort to capitalize on market opportunities and strengthen the brand's footprint in international markets [4] Company Overview - Restaurant Brands International Inc. operates several well-known food and coffee chains, including Tim Hortons, Burger King, Popeyes, and Firehouse Subs, positioning itself as a significant player in the global fast food industry [5]

Liberty Global Ltd. (NASDAQ:LBTYK) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for LBTYK suggests an upside of 22%; however, the Street high indicates an upside of 216%. According to the Q3 13F filings, Seth Klarman’s hedge fund owns 21.65 million Class C common shares of Liberty Global, valued at approximately $254.5 million and accounting for 5.31% of the total portfolio. On December 4, analyst David Wright from BofA Securities assigned a Sell ...

Dollar General Corporation (NYSE:DG) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for DG suggests a downside of a meager 0.11%; however, the Street high indicates an upside of 21%. As of the third quarter of 2025, Klarman owns 2.6 million shares of Dollar General valued at $275.6 million. On December 5, Truist Financial analyst Scot Ciccarelli maintained a Hold rating on Dollar General Corporation (NYSE:DG) and raised the price target to $129 fro ...

Elevance Health, Inc. (NYSE:ELV) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for ELV suggests an upside of 10%; however, the Street high indicates an upside of 18%. According to Klarman’s 13F portfolio, the billionaire holds a $426 million stake in Elevance Health as of Q3 2025. On November 26, TD Cowen analyst Ryan Langston reiterated a Buy recommendation on Elevance Health and raised the target price from $380 to $400. The firm named the compan ...