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Citi Cuts The Campbell’s Company (CPB)’s Price Target by $1

Citi maintained its Sell rating on The Campbell’s Company (NASDAQ:CPB)’s shares and reduced its price objective from $33 to $32.

A woman preparing a meal using packaged foods with V8 juices and the other products of the company in the background.

The analyst says investors left the company’s management follow-up call with a clearer understanding of the incremental difficulties The Campbell’s Company (NASDAQ:CPB) is facing a 7c EPS beat but more cautious commentary on Q4, even before taking tariff headwinds into account.

According to the analyst, the company’s FY25 EPS projection drops from $2.95 to $2.92 to reflect somewhat higher inflation and tariffs, while its FY26 EPS forecast drops from $2.89 to $2.85.

As consumers become more discerning about their food expenditures, the firm’s snack business faces challenges. According to The Campbell’s Company (NASDAQ:CPB)’s Chief Executive Mick Beekhuizen, consumers are becoming pickier, reducing their purchases of discretionary snacks, and preparing more meals at home.

During a call with analysts on Monday, Beekhuizen stated that these developments are harming the company’s snacking business, which is seeing increasing competition and is continuing to recover more slowly than expected.

At the same time, its meal and beverage segment has benefited from consumers’ growing attention to components that can stretch limited food budgets, he added.

While we acknowledge the potential of CPB 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 CPB and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy in 2025.

Disclosure. None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

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
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • 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.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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