Should I Buy LSF? LSF 2026 Analysis

Should You Buy Laird Superfood Inc (LSF) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Sell

Latest Price

2.650

1 Day change

-1.12%

52 Week Range

8.080

Analysis Updated At

2026/02/05

Should I buy Analysis is updated weekly. For real time "Should I Buy" analysis, please sign up to get free answers.

Not a good buy right now for an impatient investor: price is in a clear short-term downtrend and has broken below nearby support levels.
No Intellectia edge today: AI Stock Picker: no signal; SwingMax: no recent signal → no proprietary confirmation for an immediate entry.
Event/news flow is mostly legal/merger-review headlines (uncertainty > upside clarity in the near term).
Fundamentals show improving losses and revenue growth, but gross margin compression is a key negative trend.
Net: avoid fresh buys at this level; risk/reward favors staying out (or reducing exposure) until momentum improves.

Technical Analysis

Trend/Momentum: Bearish. MACD histogram is negative (-0.0469) and expanding lower → downside momentum is strengthening.
RSI: RSI(6) at ~27 suggests oversold conditions, but oversold can persist in downtrends; not a standalone buy signal.
Moving averages: Converging MAs implies consolidation, but current momentum is still negative.
Key levels: Price (2.51) is below S1 (2.801) and below S2 (2.583) → support breakdown; first meaningful resistance is the pivot (3.152), then R1 (3.503).
Pattern-based odds: Similar-pattern stats imply only modest expected gains over 1W/1M and not a strong short-term edge.

Positive Catalysts

- Company positioned as relatively de-risked financially per analyst commentary: breakeven EBITDA, no debt, and ~$15M cash/inventory (supportive if accurate).

Neutral/Negative Catalysts

- Price action is weak: breakdown below support with expanding negative MACD suggests sellers remain in control.
- Gross margin fell to 36.46% (down ~15% YoY) in 2025/Q3 → profitability quality deteriorated despite revenue growth.
- News flow is dominated by law-firm merger-related investigations/reviews (Halper Sadeh LLC) regarding the Navitas transaction → adds uncertainty and can weigh on sentiment near-term.
- Trading sentiment indicators are not supportive: hedge funds neutral; insiders neutral (no confidence signal from positioning).

Financial Performance

Latest quarter: 2025/Q3.
Revenue: $12.90M, +9.5% YoY (growth positive).
Net income: -$0.98M (loss), improved YoY (loss narrowing).
EPS: -0.09, improved YoY.
Gross margin: 36.46%, down materially YoY → margin pressure is the main fundamental concern despite improving bottom line.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Recent change (2025-11-11): Craig-Hallum reiterated Buy but cut price target to $11 from $12 after quarterly results and slightly reduced FY25 guidance (timing/wholesale order issues, e-commerce weakness).
Wall Street pro view (pros): sees valuation as compelling and points to upcoming category expansion (dairy) as a growth catalyst.
Wall Street con view (cons): near-term execution risk (e-commerce softness, timing issues) and guidance trimming; catalyst is more 2026-focused rather than immediate.
Political/congress/influential trading: No recent congress trading data available (no signal).

3 Analyst Rating

Wall Street analysts forecast LSF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LSF is 7.5 USD with a low forecast of 7 USD and a high forecast of 8 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.

3 Buy

0 Hold

0 Sell

Strong Buy

Current: 2.680

Low

Averages

7.5

High

Current: 2.680

Low

Averages

7.5

High

Craig-Hallum

Buy

downgrade

$12 -> $11

AI Analysis

2025-11-11

Reason

Craig-Hallum

Price Target

$12 -> $11

AI Analysis

2025-11-11

downgrade

Buy

Reason

Craig-Hallum lowered the firm's price target on Laird Superfood to $11 from $12 and keeps a Buy rating on the shares following quarterly results. The firm notes topline results came in below estimates, mostly on e-commerce revenues, and FY25 guidance was slightly reduced, primarily due to timing of wholesale orders. Entry into dairy remains a significant growth catalyst in the first half of 2026, Craig-Hallum adds. With breakeven EBITDA, no debt, $15M in cash and inventories and just 0.8x EV/sales, the firm continues to see compelling value in Laird's shares.

Maxim

NULL -> Buy

initiated

$12

2025-06-30

Reason

Maxim

Price Target

$12

2025-06-30

initiated

NULL -> Buy

Reason

Maxim initiated coverage of Laird Superfood with a Buy rating and $12 price target.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for LSF

Unlock Now

LSF Should I Buy

LSF Should I Buy

Should You Buy Laird Superfood Inc (LSF) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

People Also Watch