John B Sanfilippo & Son

JBSS · NASDAQ

$65.73+$0.00 (+0.00%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $65.73

JBSS analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy2
Hold0
Underperform0
Sell0

12-month price target · 4 analysts

Average $102.00 (+55.2% upside)

Low: $91.91
Now: $65.73
High: $114.45

Upgrades and downgrades

The latest rating actions, newest first

JBSS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
BWS Financial	Sep 30, 2026	Maintains	Buy	$109.00	56%
BWS Financial	Aug 21, 2026	Maintains	Buy	$109.00	56%
Freedom Broker	Aug 20, 2026	Upgrade	Hold → Buy	$95.00 → $91.00	50%
Freedom Broker	Jun 30, 2026	Initiates	Hold	$95.00	50%
BWS Financial	Feb 2, 2026	Maintains	Buy	$109.00	56%
BWS Financial	Nov 3, 2025	Maintains	Buy	$109.00	56%

The case for and against

Updated Oct 16, 2026

Bull case

John B Sanfilippo & Son is well positioned to benefit from rising consumer demand for protein snacks, with its nut portfolio already helping it capture that shift even as pricing has increased. The company also has near-term operational catalysts, including more equipment coming online to support protein bar production, which should lift snack bar volume and drive higher sales and earnings this year and more so in fiscal 2028. In addition, a large contract manufacturing customer helped offset the impact of a product recall in the fiscal fourth quarter (June), while flattish March quarter volume still allowed the business to operate at a higher than expected level.

Bear case

John B Sanfilippo & Son is facing a negative fundamental setup because a product recall tied to dry milk powder used in some products hurt operations and pressured profitability. The recall caused gross margin to decline in the period, with an estimated impact of approximately $2.5 million, signaling meaningful near-term cost and execution risk. This kind of quality-control disruption can weigh on earnings resilience, especially for a company that relies on broad snack and nut product distribution across multiple brands and private-label channels.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.