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J.M. Smucker initiated with bullish view at Wells Fargo, here’s why

Wells Fargo analyst Chris Carey initiated coverage of J.M. Smucker with an Overweight rating and $140 price target. The firm notes that the company fits into its search criteria of a stock with sound underlying fundamentals, a disconnected valuation, and upcoming catalysts. Wells points to the company’s “unique fundamentals” around volume recovery, where J.M. Smucker is “already delivering” and also notes that while the stock gapped down on the news of acquiring Hostess Brands (TWNK), that business is still running a 3% multi-year volume CAGR. On valuation, the $140 price target assumes 13-times expected forward earnings multiple, which is below J.M. Smucker’s 14.5- to 15.5-times range, the firm added.

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