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General Mills price target lowered to $65 from $72 at Stifel

Stifel analyst Matthew Smith lowered the firm’s price target on General Mills (GIS) to $65 from $72 and keeps a Buy rating on the shares after the company kicked off the annual CAGNY conference by highlighting the progress it has made renovating its portfolio and the investments it is making in its business. The company did not address its FY25 guidance, but provided some puts and takes to FY25, including dilution from the yogurt divestitures and reinvestment of the benefit from an extra shipping week. Following the industry event, the firm is lowering its FY25 and FY26 estimates following a softer revenue performance in Q3, the analyst noted.

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