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Jefferies says buy Vital Farms on control deficiency ‘misunderstanding’

Jefferies says buy Vital Farms on control deficiency ‘misunderstanding’

Jefferies analyst Rob Dickerson says that Vital Farms (VITL) “easily topped” Q4 and FY25 expectations, but notes the stock was down after “control deficiencies” headlines hit earlier today. However, after a conversation with management, the firm sees limited risk to such 10-K disclosure and says that restatements shouldn’t be required. The firm reiterates a Buy rating and $46 price target on Vital shares, “especially given today’s pullback,” the analyst added.

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