Tyson Foods

TSN · NYSE

$55.38+$1.38 (+2.56%)TodayMarket closed · Oct 20, 7:55 PM ET

Prev close $54.00

TSN analyst rating

BuyConsensus of 8 analysts over the last 12 months. 63% rate it a buy.

Strong buy0
Buy5
Hold3
Underperform0
Sell0

12-month price target · 16 analysts

Average $65.62 (+18.5% upside)

Low: $56.56
Now: $55.38
High: $78.75

Upgrades and downgrades

The latest rating actions, newest first

TSN analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Piper Sandler	Oct 7, 2026	Maintains	Overweight	$66.00 → $56.00	47%
JP Morgan	Sep 18, 2026	Upgrade	Neutral → Overweight	$65.00 → $63.00	40%
Piper Sandler	Sep 10, 2026	Maintains	Overweight	$78.00 → $66.00	47%
BMO Capital	Sep 4, 2026	Maintains	Outperform	$75.00 → $65.00	51%
Barclays	Sep 4, 2026	Maintains	Overweight	$78.00 → $75.00	48%
JP Morgan	Jul 14, 2026	Maintains	Neutral	$71.00 → $65.00	40%
B of A Securities	Jul 2, 2026	Maintains	Neutral	$70.00 → $68.00	54%
Bernstein	Jul 2, 2026	Maintains	Market Perform	$72.00 → $63.00	47%
Piper Sandler	Jun 18, 2026	Maintains	Overweight	$80.00 → $78.00	47%
Stephens & Co.	May 5, 2026	Maintains	Equal-Weight	$65.00 → $70.00	76%

The case for and against

Updated Oct 17, 2026

Bull case

Tyson Foods is benefiting from stronger-than-expected execution in Chicken, where 2Q26 sales rose 3.5% to $4.3 billion, EBIT jumped to $523 million, and margins expanded to 12.2% on higher volume, better mix, and genetics-driven gains that management described as structural. Its outlook is also supported by Prepared Foods, which posted $2.5 billion of sales, 7.0% EBIT growth to $352 million, and a 14.0% margin despite commodity inflation, showing pricing and productivity can offset costs in branded categories. Although Beef remains pressured by tight cattle supply and a -$202 million EBIT loss, capacity cuts, lower competitor utilization, and manageable New World Screwworm risk suggest the margin backdrop can improve as the company optimizes its footprint.

Bear case

Tyson Foods is facing a deteriorating fundamental backdrop as elevated feed costs and weak chicken breast pricing squeeze margins, with corn up 21.8% in F4Q26 and soybean up 21.2%, while Chicken EBIT is now seen near the low end of its $1.85-1.95B F26 guidance. Lower-for-longer chicken prices also pressure foodservice contracts as they reset with a lag, and Prepared Foods faces added margin strain from warehouse transition disruption and elevated pork trim and beef trim costs in F3Q26. Even though pork belly cost declines may help F4Q26, the company’s reliance on commodity-heavy, highly competitive categories limits pricing power and keeps earnings momentum under pressure.

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