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Barclays Reduces PT on BellRing Brands (BRBR) to $27, Reiterates An ‘Overweight’ Rating

BellRing Brands, Inc. (NYSE:BRBR) is one of the 14 oversold value stocks to invest in right now.

On February 5, 2026, Barclays analyst Andrew Lazar revisited BellRing Brands, Inc. (NYSE:BRBR), reducing the firm’s price target from $30 to $27 while reiterating an ‘Overweight’ rating. The analyst update came as the company’s management narrowed the upper end of its fiscal 2026 net sales and adjusted EBITDA guidance amid elevated promotional activity from insurgent protein shake brands.

On February 3, 2026, BellRing Brands, Inc. (NYSE:BRBR) announced its fiscal Q1 results, which featured net sales of $537.30 million, up 1% YoY. Meanwhile, adjusted EBITDA was down to $90.30 million from $125.30 million. Accordingly, net income also marked a decline from $76.90 million to $43.70 million. Top-line growth was driven by Dymatize sales growth of 7.50%, which was partially offset by an RTD sales decline of 2.20%. Heightened whey costs and input inflation kept margins tight, with gross margins contracting to 29.90%. During the quarter, the company repurchased $97 million worth of shares.

Moving on to full-year guidance, BellRing Brands, Inc. (NYSE:BRBR) projects net sales of $2.41-$2.46 billion, growth of 4-6%, adjusted EBITDA of $425-$440 million, and capital expenditures of $8 million amid expectations for second-half accelerations.

BellRing Brands, Inc. (NYSE:BRBR) focuses on providing protein shakes, powders, RTD beverages, and nutrition bars under the Premier Protein and Dymatize brands.

While we acknowledge the potential of BRBR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BRBR and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode.

Disclosure: None.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
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  • 140 Metas
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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
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