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Morgan Stanley's Dara Mohsenian raised their price target on Smithfield Foods (NASDAQ: SFD) by 6.9% from $29 to $31 on 2026/03/25. The analyst maintained their Strong Buy rating on the stock.

Smithfield Foods reported its Q4 and FY 2025 earnings.

Raising their FY 2026 estimates by 14% and their price target, Mohsenian looked ahead and said that the quarter's "strong" results and management's "prudent" FY 2026 guidance leave room for upside.

Earnings Report

Smithfield Foods reported:

For Q4 2025:

• EPS of $0.83, which beat the Zacks Consensus Estimate of $0.66 and Q4 2024's $0.52.
• Revenue of $4.23B, which beat the Zacks Consensus Estimate by 0.96% and Q4 2024's $3.95B.

For FY 2025:

• EPS of $2.55, up from FY 2024's $1.88.
• Revenue of $15.5B, up 9.8% Y/Y.

For FY 2026, management guided:

• Low single-digit Y/Y revenue growth.

President & CEO Shane Smith commented: “Fiscal 2025 was a defining year.

"We delivered on our strategies, drove record profit, expanded margins, generated strong free cash flow, and set the foundation for multi-year growth.

“Given significant market headwinds, our record results are a true testament to the power of our diversified product portfolio, our vertically integrated model, and our relentless focus on operational excellence.

"Our strong performance was broad-based, with solid execution by each segment.

“Looking ahead to 2026, our objective is to again grow sales and profitability, and we see a long runway ahead for future growth led by our flagship Packaged Meats segment and iconic brand portfolio.

"Our culture of continuous improvement enables us to drive efficiencies and continuously unlock value across our business.

"We are investing capital in a disciplined manner to support our growth strategies, generate attractive returns, and build sustainable long-term value for our shareholders.”