Albertsons Companies

ACI · NYSE

$13.47+$0.33 (+2.51%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $13.14

ACI analyst rating

HoldConsensus of 14 analysts over the last 12 months. 29% rate it a buy.

Strong buy0
Buy4
Hold7
Underperform3
Sell0

12-month price target · 20 analysts

Average $14.67 (+8.9% upside)

Low: $10.10
Now: $13.47
High: $30.45

Upgrades and downgrades

The latest rating actions, newest first

ACI analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 15, 2026	Downgrade	Overweight → Neutral	$14.00	40%
Wells Fargo	Oct 14, 2026	Maintains	Equal-Weight	$11.00 → $12.00	60%
RBC Capital	Oct 14, 2026	Maintains	Outperform	$13.00 → $16.00	54%
B of A Securities	Oct 14, 2026	Downgrade	Neutral → Underperform	$16.00 → $12.00	75%
RBC Capital	Oct 7, 2026	Maintains	Outperform	$13.00	54%
UBS	Jul 28, 2026	Downgrade	Buy → Neutral	$20.00 → $12.00	64%
Citigroup	Jul 27, 2026	Downgrade	Buy → Neutral	$17.00 → $11.00	53%
JP Morgan	Jul 24, 2026	Maintains	Overweight	$20.00 → $14.00	40%
Goldman Sachs	Jul 24, 2026	Maintains	Buy	$24.00 → $16.00	70%
RBC Capital	Jul 24, 2026	Maintains	Outperform	$20.00 → $13.00	54%

The case for and against

Updated Oct 16, 2026

Bull case

Albertsons Companies is positioned attractively because it is pairing defensive grocery demand with concrete operational improvements, including a restructuring expected to generate $200M in incremental annual run-rate benefits that can be reinvested into price, personalization, digital, and fresh. The company’s digital business turned profitable in 1Q and grew 13%, reaching 10.5% penetration, while management’s willingness to make only surgical price investments should help preserve margins even amid tougher competition and pharmacy mix headwinds. Its sustainability and community leadership—such as weekly food donations from more than 97% of stores in 2023, a goal of donating 1 billion meals by 2030, and a 47% carbon reduction target by 2030—also reinforce brand loyalty and long-term relevance.

Bear case

Albertsons Companies is facing a worsening fundamental setup as management withdrew FY'26 guidance, signaling low visibility on top-line recovery and no clear near-term catalyst beyond the 2Q exit rate. The company is still grappling with soft grocery unit trends, ongoing price investment, and intensifying digital and competitive pressures that are already weighing on margins, with gross margin down about 50 bps in 1Q and adjusted EBITDA down about 9% year over year. Even with ACI Edge promising $200 million in annual run-rate benefits, the timing appears back-end loaded, while the FY'26 midpoint was cut sharply, including comp guidance down 150 bps, EBITDA down about 8%, and EPS down 21%.

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