Profitability (snapshot): Net income -$37M and EPS -$0.05 (down ~105% YoY), while gross margin 60.15% was slightly lower YoY (-0.25pp).
Context from news: company reported adjusted EPS of $0.95 and beat expectations, implying GAAP weakness likely reflects non-recurring items; topline demand (oral care, pet nutrition) looked strong.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Recent trend: Clear wave of post-Q4 upgrades/price-target raises across the Street.
Bulls: Citi to $105 (Buy), BofA to $100 (Buy/top pick), Morgan Stanley to $100 (Overweight), JPMorgan to $97 (Overweight), TD Cowen to $96 (Buy), Piper to $96 (Overweight), Goldman to $94 (Buy).
More cautious: Barclays kept Equal Weight with PT $88 (below current price); Wells Fargo Equal Weight PT $94 (around current).
Wall Street pro view: momentum exiting Q4, improving organic sales trend, and flexible 2026 outlook.
Wall Street con view: less inflationary pricing tailwind (noted by Barclays) and valuation/entry-point risk after the rally.
Wall Street analysts forecast CL stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CL is 87.79 USD with a low forecast of 77 USD and a high forecast of 95 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast CL stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CL is 87.79 USD with a low forecast of 77 USD and a high forecast of 95 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Buy
4 Hold
1 Sell
Moderate Buy
Current: 94.880
Low
77
Averages
87.79
High
95
Current: 94.880
Low
77
Averages
87.79
High
95
Barclays
Lauren Lieberman
Equal Weight
maintain
$83 -> $88
AI Analysis
2026-02-03
New
Reason
Barclays
Lauren Lieberman
Price Target
$83 -> $88
AI Analysis
2026-02-03
New
maintain
Equal Weight
Reason
Barclays analyst Lauren Lieberman raised the firm's price target on Colgate-Palmolive to $88 from $83 and keeps an Equal Weight rating on the shares. The company's 2026 growth should be stronger than 2025, but it t likely won't realize as much inflationary pricing in emerging markets as has been the case over the past decade, the analyst tells investors in a research note.
JPMorgan
NULL -> Overweight
maintain
$93 -> $97
2026-02-02
Reason
JPMorgan
Price Target
$93 -> $97
2026-02-02
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Colgate-Palmolive to $97 from $93 and keeps an Overweight rating on the shares. The firm tweaked the company's estimates post the Q4 report.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for CL
