What Happened?
Shares of packaged foods company Post (NYSE: POST) jumped 3.8% in the afternoon session after the stock continued to rally as the company reported strong second-quarter results that surpassed analyst expectations, and Stifel reiterated its Buy rating on the stock.
The food company's second-quarter EBITDA, a measure of profitability, came in at $395 million, which was $15 million higher than Stifel's forecast. This outperformance was primarily driven by strong results in its Foodservice and PCB segments.
Following the earnings beat, Post Holdings confirmed its financial outlook for the 2026 fiscal year. In their note, Stifel analysts maintained their $130 price target and mentioned that they view the company's shares as undervalued compared to other packaged food companies.
After the initial pop the shares cooled down to $104.02, up 3.5% from previous close.
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What Is The Market Telling Us
Post’s shares are not very volatile and have only had 2 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 3 months ago when the stock gained 9.5% on the news that the company reported strong fourth-quarter 2025 results that surpassed analyst expectations and raised its full-year financial outlook.
The consumer packaged goods company posted adjusted quarterly earnings of $2.13 per share, beating the $1.67 consensus estimate. Revenue for the quarter came in at $2.17 billion, an increase of 10.1% year-on-year, which was in line with expectations.
Furthermore, the company boosted its adjusted EBITDA forecast for the full year to a midpoint of $1.57 billion, above analysts' projections of $1.54 billion.
Post is up 4.4% since the beginning of the year, but at $104.02 per share, it is still trading 9.2% below its 52-week high of $114.61 from February 2026. Despite the year-to-date gain, investors who bought $1,000 worth of Post’s shares 5 years ago would now be looking at only $903.33.
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