Conagra Brands, Inc. (CAG) earnings on September 30, 2026
More Conagra Brands, Inc. earnings
Prior outlook: Pessimistic Outcome: Accurate
The company's earnings were better than expected, but the stock still fell because management warned about rising transportation costs. The price dropped 4.67% on the inflation concerns.
CAG price around the earnings
13.44
Change: -4.9%
2026-09-30, 20:00 UTC
Start of the measured window
End of the measured window
13.28
13.72
14.17
14.61
14.13
September 30, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Accurate
- Thesis published
- Results released
Analysts have set price targets below the current stock price, and the stock has fallen significantly from its yearly high while underperforming the broader market index.
Context analyzed before publication
- Reasoning
- Analysts expect slight revenue growth, though the price target suggests downside from current levels.
- Trend
- First evaluation, no trend yet.
Analysts
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 3.29
- Analysts covering the stock
- 16
- Average price target
- 14.44
- Lowest price target
- 12
- Highest price target
- 23
- Upside to price target
- 2.2%
- Revenue growth
- 3.6%
- Forward EPS
- 1.56
- Trailing EPS
- -4
- Analyst moves in the last 60 days
- 3
- Strong buy: 1
- Buy: 1
- Hold: 10
- Sell: 3
- Strong sell: 2
- Strong buy
- 1
- Buy
- 1
- Hold
- 10
- Sell
- 3
- Strong sell
- 2
- September 29, 2026 · Evercore ISI Group: Maintains rating (In-Line → In-Line)
- September 18, 2026 · Deutsche Bank: Maintains rating (Hold → Hold)
- September 14, 2026 · Evercore ISI Group: Maintains rating (In-Line → In-Line)
News and sentiment
Evidence
Sentiment
- Sentiment
- Neutral
- Mention volume
- High
- Normalized volume
- 99%
- Messages
- 30
News
Sources (6)
- Jabil, Micron and 3 Stocks to Watch Heading Into Wednesday (opens in a new tab) — Benzinga
- Evercore ISI Group Maintains In-Line on Conagra Brands, Raises Price Target to $13 (opens in a new tab) — Benzinga
- How To Earn $500 A Month From ConAgra Stock Ahead Of Q1 Earnings (opens in a new tab) — Benzinga
- Conagra Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts (opens in a new tab) — Benzinga
- Deutsche Bank Maintains Hold on Conagra Brands, Raises Price Target to $13 (opens in a new tab) — Benzinga
- Evercore ISI Group Maintains In-Line on Conagra Brands, Lowers Price Target to $12.5 (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 14.12
- Average true range (ATR)
- 2.6%
- Distance to 52-week high
- -26.8%
- 14-day change (14d)
- -6.0%
- 30-day change (32d)
- -12.2%
- 30-day relative strength
- -11.6%
- SPY change (32d)
- -0.6%
- Nearest support
- 14.02
- Distance to nearest support
- 0.7%
- Nearest resistance
- 14.22
- Distance to nearest resistance
- 0.7%
- Volume accumulation ratio (14d / 46d)
- 0.87
- Mid: 14.02 (0.7% away, 0.27 ATR, 18 touches)
- Minor: 13.88 (1.7% away, 0.64 ATR, 9 touches)
- Minor: 13.71 (2.9% away, 1.13 ATR, 7 touches)
- Mid: 14.22 (0.7% away, 0.27 ATR, 18 touches)
- Mid: 14.31 (1.3% away, 0.52 ATR, 16 touches)
- Mid: 14.43 (2.2% away, 0.85 ATR, 19 touches)
Trends
Evidence
- Average earnings surprise
- +5.2%
- July 15, 2026: actual EPS 0.47 vs estimate 0.46 (surprise +2.8%)
- April 1, 2026: actual EPS 0.39 vs estimate 0.4 (surprise -2.6%)
- December 19, 2025: actual EPS 0.45 vs estimate 0.44 (surprise +3.2%)
- October 1, 2025: actual EPS 0.39 vs estimate 0.33 (surprise +17.4%)
Expected move
- Implied move
- +4.5%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 1.9%
- 75th percentile move
- 3.9%
- 90th percentile move
- 5.8%
- Up / down moves
- 7 / 13
- Average up move
- +2.7%
- Average down move
- -2.9%
Monitoring and close
What Conagra Brands, Inc. reported
- Status
- Finished
| Actual EPS | 0.41 |
|---|---|
| EPS estimate | 0.28 |
| EPS surprise | +46.4% |
| Revenue | $2,596 million |
| Revenue estimate | $2,589 million |
| Revenue surprise | +0.3% |
Conagra reported Q1 profit rose to $174.3 million, or 36 cents a share, up from $164.5 million year earlier. The company raised its full-year inflation outlook to the higher end of its 5% to 6% range.
Sources (26)
- Crude Oil Rises Over 1%; Conagra Brands Earnings Top Views (opens in a new tab) — Benzinga
- Conagra Sounds Inflation Alarm: Transportation Costs Are Rising at Twice the Rate It Expected (opens in a new tab) — Benzinga
- Conagra Increases Prices to Cope With Soaring Transportation Costs (opens in a new tab) — The Wall Street Journal
- Conagra Sees Inflation Rising Due to High Transportation Costs (opens in a new tab) — The Wall Street Journal
- Conagra Brands Q1 Earnings Call Highlights (opens in a new tab) — MarketBeat
- Conagra Q1 Earnings & Revenues Beat Estimates on Lower SG&A (opens in a new tab) — Zacks
- Conagra Brands CFO Says Freight Costs Rising Significantly, But Animal Protein Price Pressure Has Eased (opens in a new tab) — Benzinga
- Conagra Brands CEO Says Consumer Is 'Definitely Pressured,' Productivity Is Best Way To Limit Price Increases (opens in a new tab) — Benzinga
- What Conagra Brands (CAG) Said on Its Q1 Earnings Call (opens in a new tab) — MarketBeat
- Conagra shares fall as sales decline, overshadowing first-quarter profit beat (opens in a new tab) — Proactive
- Conagra Brands, Inc. (CAG) Q1 2027 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Full Transcript: Conagra Brands Q1 2027 Earnings Call (opens in a new tab) — Benzinga
- Conagra Brands Q1 FY2027 earnings beat Wall Street estimates (opens in a new tab) — Quartz
- Conagra Reaffirms 2027 Outlook, Earnings Surpass Estimates – But CAG Stock Continues Its Decline (opens in a new tab) — Stocktwits
- Conagra Brands, Inc. 2027 Q1 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
- Conagra Brands Shares Rise 3.2% After First-Quarter Earnings Beat (opens in a new tab) — InvestorsHub
- Compared to Estimates, Conagra Brands (CAG) Q1 Earnings: A Look at Key Metrics (opens in a new tab) — Zacks
- Conagra Profit Grows Despite Lower Sales (opens in a new tab) — The Wall Street Journal
- Conagra Brands stock rises 3% on earnings beat, reaffirmed guidance (opens in a new tab) — Yahoo
- Conagra (NYSE:CAG) Reports Q3 CY2026 In Line With Expectations (opens in a new tab) — Yahoo
- Conagra Brands (CAG) Surpasses Q1 Earnings and Revenue Estimates (opens in a new tab) — Yahoo
- Conagra Brands Affirms FY2027 Adj EPS Guidance of $1.40-$1.50 vs $1.45 Est (opens in a new tab) — Benzinga
- Conagra Brands reported adjusted earnings of $0.41 per share in Q1, beating the $0.28 estimate. Sales were $2.596 billion, exceeding the $2.589 billion estimate. — Benzinga
- Conagra Brands Q1 Adj. EPS $0.41 Beats $0.28 Estimate, Sales $2.596B Beat $2.589B Estimate (opens in a new tab) — Benzinga
- Conagra Brands Reports First Quarter Results (opens in a new tab) — Yahoo
- Micron Earnings, Jobs Report: What to Watch This Week (opens in a new tab) — The Wall Street Journal
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, Results beat expectations on both earnings and revenue and the price is indicating -1.6% pre-market, a move in line with the stock's usual reaction (about 2%). The figures don't confirm the prior scenario: the price move doesn't follow the direction the results point to.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -4.7%
- Max favorable move (MFE)
- 6.1%
- Max adverse move (MAE)
- 3.4%