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ConAgra Brands, Inc. (CAG) Stock Analysis

Recovery setup

SellVALUE-TRAP 1/5Moderate Confidence

Consumer Defensive · Packaged Foods

Sell if holding. Engine safety override at $14.22: Quality below floor (2.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 11%; Below-average business quality; Negative price momentum.

Conagra Brands is a leading North American consumer packaged food company operating across Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice segments, with brands including Birds Eye, Duncan Hines, Healthy Choice, and Slim Jim. Revenue comes from selling... Read more

$14.22+2.6% A.UpsideScore 4.9/10#20 of 26 Packaged Foods
Stop $13.45Target $14.60(analyst − 10%)A.R:R 0.5:1
Analyst target$16.22+14.1%17 analysts
$14.60our TP
$14.22price
$16.22mean
$23

Sell if holding. Engine safety override at $14.22: Quality below floor (2.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 11%; Below-average business quality; Negative price momentum. Chart setup: Death cross but MACD improving, RSI 40. Score 4.9/10, moderate confidence.

Passes 5/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 70d clear, semi cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: moderate.

Thesis

Rewards
No bull case signals
Risks
Target reached (2.6% upside)
Quality below floor (2.6 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)8.4
Mkt Cap$6.8B
EV/EBITDA8.1
Profit Mgn-0.4%
ROE-0.5%
Rev Growth-1.9%
Beta0.03
Dividend9.84%
Rating analysts25

Quality Signals

Piotroski F4/9

Options Flow

P/C0.23bullish
IV45%normal
Max Pain$9-36.7% vs spot

Material Events(8-K, last 90d)

  • 2026-04-13Item 5.02MEDIUM
    John Brase appointed as President and CEO effective June 1, 2026; previously President and COO of J.M. Smucker. Successor named; no disagreement with Company practices cited.
    SEC filing →
  • 2026-02-18Item 5.02LOW
    Board increased from 11 to 12 directors; John Mulligan and Pietro Satriano appointed as independent directors effective immediately. Routine board expansion with two independent appointees.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers

Unprofitable operations — net margin -0.4%. Quality floor flags this regardless of sector context.static

Roe
0.0
Net Margin
0.0
Gross Margin
0.9
Roa
2.8
Current Ratio
3.6
Operating Margin
4.2
Piotroski F
4.4
Moat
5.0
No competitive moatQuality concerns

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Volume
0.2
Obv
1.0
Ma Position
1.0
Rsi
4.5
Macd
7.2
Volume distribution (falling OBV)Below 200-MA, MA slope -4.2%/30d — confirmed downtrend

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.2
Growth Rank
3.5
Value Rank
6.5
GatesMomentum 2.8<4.5A.R:R 0.5 < 1.5@spotDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 70d clearSEMI CYCLE PEAK CLEARRecoverySuitability: Moderate
RSI
40 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $13.69Resistance $15.55

Price Targets

$13
$15
A.Upside+2.7%
A.R:R0.5:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (2.6% upside)
! Quality below floor (2.6 < 4.0)
! Momentum score 2.8/10 — below 4.5 minimum

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-09 (70d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CAG stock a buy right now?

Sell if holding. Engine safety override at $14.22: Quality below floor (2.6 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 11%; Below-average business quality; Negative price momentum. Chart setup: Death cross but MACD improving, RSI 40. Prior stop was $13.45. Score 4.9/10, moderate confidence.

What is the CAG stock price target?

Take-profit target: $14.60 (+2.6% upside). Prior stop was $13.45. Stop-loss: $13.45.

What are the risks of investing in CAG?

Target reached (2.6% upside); Quality below floor (2.6 < 4.0).

Is CAG overvalued or undervalued?

ConAgra Brands, Inc. trades at a P/E of N/A (forward 8.4). TrendMatrix value score: 7.7/10. Verdict: Sell.

What do analysts say about CAG?

25 analysts cover CAG with a consensus score of 2.7/5. Average price target: $16.

What does ConAgra Brands, Inc. do?Conagra Brands is a leading North American consumer packaged food company operating across Grocery & Snacks,...

Conagra Brands is a leading North American consumer packaged food company operating across Grocery & Snacks, Refrigerated & Frozen, International, and Foodservice segments, with brands including Birds Eye, Duncan Hines, Healthy Choice, and Slim Jim. Revenue comes from selling branded shelf-stable and temperature-controlled food products through retail and foodservice channels.

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