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Campbell Soup Company ($CPB) Stock Forecast: Down 6.3% Today

Morpher AI identified a bearish signal. The stock price may continue to fall based on the momentum of the negative news.

What is Campbell Soup Company?

Campbell's Company (CPB) is a well-known American food company recognized for its soups and other food products. The company has a long-standing history in the food industry and is known for its iconic red and white label.

Why is Campbell Soup Company going down?

CPB stock is down 6.3% on Feb 17, 2026 19:05

  • The bearish movement in CPB's stock today could be linked to investors reacting negatively to Berkshire Asset Management LLC PA acquiring a significant position in the company. Despite the positive earnings report in Q3 and a healthy dividend yield, the increase in institutional holdings and insider selling might have raised concerns among investors about the company's future performance.
  • The acquisition of Bachan's by Marzetti, a competitor in the dressings and sauces industry, could have also impacted CPB's stock as investors may view this move as a potential threat to Campbell's market share and competitiveness in the industry.
  • The restructuring at J.M. Smucker Co., a move aimed at aligning brand strategy and operations more closely, might have highlighted the need for similar strategic changes at CPB, leading to uncertainty among investors about the company's future direction and growth prospects.
  • With Fresh Del Monte Produce set to release its Q4 earnings, investors might be shifting their focus towards other companies in the food industry, potentially causing a temporary dip in CPB's stock as attention is diverted to upcoming earnings reports and market expectations.

CPB Price Chart

CPB Technical Analysis

CPB News

Sauce Company Marzetti to Acquire Japanese Barbecue Sauce Brand for $400M

Marzetti, a dressings and sauces company, announced an agreement to acquire Bachan’s, a Japanese-style barbecue sauce brand, for $400 million. Bachan's, founded in 2019, reported approximately $87 million in sales for 2025. This acquisition aims to expand Marzetti's retail and foodservice networks and introduce Bachan's products to new markets and categories.

https://www.foodmanufacturing.com/capital-investment/news/22960839/sauce-company-marzetti-to-acquire-japanese-barbecue-sauce-brand-for-400m

0 Missing News Article Image Sauce Company Marzetti to Acquire Japanese Barbecue Sauce Brand for $400M

Smithfield Foods to Construct Packaged Meats, Fresh Pork Processing Site in South Dakota

Smithfield Foods announced plans to construct a new packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. This expansion aims to enhance the company's production capabilities for various pork products, including bacon, sausage, and hams. The new facility will support Smithfield's three key segments: Packaged Meats, Fresh Pork, and Hog Production.

https://www.marketscreener.com/news/smithfield-foods-to-construct-packaged-meats-fresh-pork-processing-site-in-south-dakota-ce7e5dd8de80f721

1 News Article Image Smithfield Foods to Construct Packaged Meats, Fresh Pork Processing Site in South Dakota

Did Smucker’s New Centralized Leadership Structure Quietly Recast Its Long‑Term Strategy (SJM)?

The J.M. Smucker Co. has restructured its leadership, consolidating operational and category oversight under a smaller executive team. This move, which eliminated the COO role and expanded responsibilities for senior executives, aims to align brand, operations, and corporate strategy more closely. While the immediate investment narrative for the mature packaged-foods business remains focused on margin improvements and cost control, investors will observe how the centralized structure supports profitability and addresses earnings volatility.

https://simplywall.st/stocks/us/food-beverage-tobacco/nyse-sjm/j-m-smucker/news/did-smuckers-new-centralized-leadership-structure-quietly-re

2 News Article Image Did Smucker’s New Centralized Leadership Structure Quietly Recast Its Long‑Term Strategy (SJM)?

Fresh Del Monte Produce (FDP) Q4 Earnings Report Preview: What To Look For

Fresh Del Monte Produce (FDP) is set to release its Q4 earnings this Wednesday. Analysts expect revenue to be flat year-on-year at $1.01 billion and adjusted earnings at $0.28 per share. Despite missing revenue estimates in five of the last eight quarters, investor sentiment in the perishable food segment has been positive, with FDP's stock up 9.5% recently.

https://finviz.com/news/312122/fresh-del-monte-produce-fdp-q4-earnings-report-preview-what-to-look-for

3 News Article Image Fresh Del Monte Produce (FDP) Q4 Earnings Report Preview: What To Look For

Berkshire Asset Management LLC PA Invests $1.27 Million in The Campbell's Company $CPB

Berkshire Asset Management LLC PA has acquired a new position of 40,223 shares, valued at approximately $1.27 million, in The Campbell's Company during the third quarter. Other institutional investors also significantly increased their holdings, with 52.35% of the stock now owned by hedge funds and institutions. Despite recent insider selling, Campbell's reported better-than-expected Q3 earnings and offers a 5.3% dividend yield, though analysts generally recommend a "Reduce" rating with a target price of $32.29.

https://www.marketbeat.com/instant-alerts/filing-berkshire-asset-management-llc-pa-invests-127-million-in-the-campbells-company-cpb-2026-02-16/

4 News Article Image Berkshire Asset Management LLC PA Invests $1.27 Million in The Campbell's Company $CPB

Campbell Soup Company Price History

07.00.2026 - CPB Stock was down 0.6%

  • An invitation extended to rapper 50 Cent to tour their facilities raised questions about Campbell's soup ingredients, potentially affecting investor confidence in the company's products and reputation.
  • Investors may have anticipated a drop in Campbell's stock price due to an upcoming quarterly dividend after receiving an ex-dividend reminder.
  • The sale of company stock by Campbell's EVP during a notable stock price decrease and varied analyst opinions could have indicated internal worries or a lack of faith in the company's future performance, leading to diminished investor trust.
  • Negative market sentiment, evidenced by Kimberly-Clark reaching a 52-week low and Campbell's stock experiencing a year-to-date decline of 41.45%, likely exacerbated the downward trend in Campbell's stock value.

11.08.2024 - CPB Stock was down 5.1%

  • The disclosure of Campbell Soup's long-term growth plan and rebranding initiatives failed to excite investors, resulting in a bearish trend in the stock.
  • Although the company set ambitious targets for organic sales growth, adjusted EBIT, and EPS growth, investors possibly expected more immediate positive outcomes.
  • The market response indicates investor caution regarding the company's implementation of plans and the competitive environment in the food industry.

03.08.2024 - CPB Stock was up 2.3%

  • CPB exceeded Q4 earnings projections, reporting earnings per share of $0.63, which surpassed the Zacks Consensus Estimate. This positive earnings outcome likely influenced the bullish movement in CPB stock.
  • The company's acquisition of Sovos Brands and enhancements in supply-chain efficiency were evident in its Q4 performance, indicating promising growth prospects.
  • An analysis from Wells Fargo that highlighted Campbell Soup's potential for recovery by adjusting the shares target also bolstered investor confidence in the company's future performance.
  • Despite a slight decline in organic sales due to unfavorable net price realization, Campbell Soup's projection of annual sales exceeding Wall Street's expectations based on consistent demand further strengthened the positive sentiment surrounding the stock.

21.09.2024 - CPB Stock was down 1.5%

  • The bearish movement in CPB stock today could be attributed to the slight drop in its P/E ratio, indicating a potential decrease in investor confidence.
  • The recent 5.33% decrease in the stock price over the past month might have also contributed to today's bearish trend.
  • Despite the bearish movement today, the overall 22.70% increase in CPB stock over the past year shows long-term growth potential, suggesting today's dip could be a temporary correction rather than a long-term trend.

07.11.2023 - CPB Stock was up 5.4%

  • Campbell Soup reported better-than-expected first-quarter earnings and reaffirmed FY24 guidance, indicating positive financial performance.
  • The company's upbeat quarterly profit can be attributed to higher prices, which has been a consistent strategy for global staple food makers.
  • Despite the overall decline in market sentiment, Campbell Soup's stock had a strong bullish movement, possibly driven by investors' positive response to the company's financial performance and strategic approach.
  • The impact of labor market reports on Fed decision making may have influenced the broader market movement, but it does not seem to have directly affected Campbell Soup's bullish trend.

04.01.2026 - CPB Stock was up 5.2%

  • The launch of Hershey Co.'s new spicy gummies may have sparked excitement in the food industry, potentially drawing attention away from Campbell Soup's challenges.
  • Despite facing slow growth and integration issues from a recent snacks acquisition, CPB's stock saw a bullish trend, possibly indicating investor confidence in the company's long-term prospects.
  • The decision by Campbell's to consolidate potato chip production, although impacting employees, could be viewed positively by investors as a strategic move towards efficiency and long-term growth.
  • The controversy surrounding Campbell Soup Company executive, Martin Bally, may have momentarily overshadowed the company's challenges, allowing the stock to rise as investors focus on other aspects of the business.

06.02.2024 - CPB Stock was down 1.1%

  • Despite surpassing analyst estimates in revenue, Campbell Soup's stock encountered a bearish movement.
  • The company's profit for the second quarter declined compared to the previous year, potentially influencing the negative market sentiment.
  • A caution regarding sales tracking towards the lower end of the estimate could have sparked investor concerns, resulting in the stock decrease.
  • The market's response to the overall company performance, notwithstanding the favorable earnings beat, indicates a restrained outlook on Campbell Soup's future growth potential.

17.01.2026 - CPB Stock was down 5.1%

  • The bearish movement in CPB stock today could be attributed to profit-taking by investors after a recent surge in stock price.
  • The restructuring of leadership at J.M. Smucker Co. to align strategy more closely might have raised concerns about potential competition for Campbell's in the packaged-food industry.
  • Despite Campbell's strong Q3 earnings and dividend yield, the market sentiment might have been influenced by the mixed analyst recommendations and reduction in stakes by institutional investors like Principal Financial Group Inc.
  • The ongoing reinvention of Campbell's brand to appeal to modern consumers and stay relevant in the grocery market could be a long-term positive strategy, but short-term market fluctuations may still impact the stock price.

17.01.2026 - CPB Stock was down 6.3%

  • The bearish movement in CPB's stock today could be linked to investors reacting negatively to Berkshire Asset Management LLC PA acquiring a significant position in the company. Despite the positive earnings report in Q3 and a healthy dividend yield, the increase in institutional holdings and insider selling might have raised concerns among investors about the company's future performance.
  • The acquisition of Bachan's by Marzetti, a competitor in the dressings and sauces industry, could have also impacted CPB's stock as investors may view this move as a potential threat to Campbell's market share and competitiveness in the industry.
  • The restructuring at J.M. Smucker Co., a move aimed at aligning brand strategy and operations more closely, might have highlighted the need for similar strategic changes at CPB, leading to uncertainty among investors about the company's future direction and growth prospects.
  • With Fresh Del Monte Produce set to release its Q4 earnings, investors might be shifting their focus towards other companies in the food industry, potentially causing a temporary dip in CPB's stock as attention is diverted to upcoming earnings reports and market expectations.

10.11.2025 - CPB Stock was down 5.2%

  • The decline in CPB stock today can be attributed to multiple factors:
  • Controversy surrounding a Campbell's executive's disparaging comments about their products may have harmed the brand's reputation and consumer trust, potentially leading to decreased sales.
  • Price hikes on Campbell's ready-to-serve soups, influenced by inflation and tariffs, have dissuaded consumers from purchasing these products, impacting the company's revenue and market share.
  • Tariffs impacting the company's soup sales have resulted in reduced profits, contributing to the negative market movement.
  • Despite maintaining a stable stock price, the overall sentiment surrounding CPB appears to be influenced by these challenges, resulting in the observed bearish trend today.

09.11.2025 - CPB Stock was down 2.9%

  • The decline in CPB stock today is linked to the effects of tariffs and price hikes on its ready-to-serve soup division, resulting in decreased sales and revenue.
  • Despite attempts to adapt to changing consumer preferences through acquisitions of premium brands and a focus on healthier options, persistent obstacles with tariffs and pricing have affected the company's performance.
  • Market response reflects reduced demand for Campbell's soups as consumers seek more affordable alternatives amidst rising prices, underlining the significance of offering value during key sales periods.
  • While Campbell's ability to uphold its dividend yield and engage in strategic acquisitions may offer some stability, challenges in its core soup business appear to dominate sentiment, despite positive sales results in other product categories.

09.11.2025 - CPB Stock was down 3.1%

  • The bearish movement in CPB stock today could be attributed to the struggles in its snacking division, potentially leading to concerns among investors.
  • The firing of a Vice President over disparaging remarks about the company's products could have negatively impacted CPB's public image and investor confidence, resulting in a sell-off of the stock.
  • Despite reporting better-than-expected sales and adapting its strategy, overall investor nervousness due to leadership changes and challenges in the snacking division might have overshadowed the positive sales performance in the soup segment.
  • The broader industry trend towards healthier and premium products, as seen in Campbell's acquisition of the Rao's pasta sauce brand, indicates a shift in consumer preferences that could impact CPB's future growth potential.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.