Newell Brands Price Targets Lifted to $5 and $4.50 by UBS, Morgan Stanley
UBS upped Newell Brands’ price target from $4.50 to $5, maintaining a Neutral rating and citing ‘concrete building blocks’ for growth despite past underperformance. Morgan Stanley boosted its target from $4.25 to $4.50 with an Equalweight rating, highlighting restructuring progress offset by sales declines and margin volatility.
1. Analyst Price Target Changes
UBS raised its price target from $4.50 to $5 while Morgan Stanley lifted its target from $4.25 to $4.50, maintaining a Neutral rating and an Equalweight rating, respectively. These adjustments reflect updated valuations on Newell's stock based on recent performance and market conditions.
2. UBS Growth Outlook
UBS pointed to concrete building blocks for top-line growth, including strategic brand management and cost reduction initiatives outlined in the latest outlook. However, it noted past struggles with revenue expansion, suggesting investors may remain cautious until growth materializes.
3. Morgan Stanley Assessment
Morgan Stanley highlighted clear restructuring progress but warned of ongoing sales declines and margin volatility following Q4 year-over-year dips. It also flagged the fiscal 2026 guidance midpoint as a potential risk, even as it views the current valuation as depressed.