Robert Moskow, an analyst from TD Cowen, maintained the Buy rating on Unilever (ULVR – Research Report). The associated price target remains the same with p5,600.00.
Discover the Best Stocks and Maximize Your Portfolio:
- See what stocks are receiving strong buy ratings from top-rated analysts.
- Filter, analyze, and streamline your search for investment opportunities with TipRanks’ Stock Screener.
Robert Moskow has given his Buy rating due to a combination of factors that position Unilever favorably against external challenges like tariffs, currency fluctuations, and rising commodity prices. The company is well-insulated from U.S. tariffs since most of its products sold in key markets such as the U.S., Europe, and India are produced locally, minimizing the impact of tariffs. Additionally, Unilever can quickly adjust its production locations if necessary, further mitigating potential tariff effects.
Moreover, Unilever is expected to benefit from favorable foreign exchange conditions in FY25, with a notable sales tailwind due to a strengthening USD and Indian rupee against the Euro. Despite challenges in the Indian market, management anticipates improved growth in 2025, supported by stronger execution. The company is also adept at passing through price increases in response to commodity inflation, which should enhance its financial performance. These strategic advantages underpin Moskow’s positive outlook on Unilever’s stock.
Moskow covers the Consumer Defensive sector, focusing on stocks such as JM Smucker, Campbell Soup, and The Hershey Company. According to TipRanks, Moskow has an average return of 3.5% and a 49.29% success rate on recommended stocks.
In another report released on February 5, Bernstein also maintained a Buy rating on the stock with a £52.00 price target.