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Nestlé’s fair value estimate has shifted only slightly, from CHF 87.50 to CHF 87.73. This highlights how finely balanced the current analyst models are around the stock. Recent price target moves in both directions, typically in small CHF 1 to CHF 3 steps, reflect that analysts are weighing cautious views on valuation against more constructive reactions to the latest CEO update and earnings revisions. As you read on, you will see how these incremental target tweaks shape the evolving Nestlé story and what to watch as the narrative develops.
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Jefferies has adjusted its view several times, most recently lifting the price target to CHF 77 from CHF 76 after updating estimates following results, suggesting the firm still sees support for the shares even while it maintains a Hold rating.
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Earlier in the year, Jefferies described the shares as underpinned for a sector wide price and margin reset, indicating that, in the firm’s base case, Nestlé could be positioned to handle broader industry adjustments.
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Morgan Stanley keeps an Underweight rating, with its price target at CHF 75 after a modest increase in February and a later reduction by CHF 3, signaling ongoing caution around valuation and upside potential.
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Recent small target cuts from Deutsche Bank and Morgan Stanley, by CHF 1 and CHF 3 respectively, point to lingering questions around execution and earnings power, even as the new CEO’s update did not trigger any major shift in analyst positioning.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
We’ve flagged 1 risk for Nestlé. See which could impact your investment.
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Nestlé is reviewing its ice cream footprint, including options for its stake in joint venture Froneri and potential sales of remaining fully owned operations into the JV under CEO Philipp Navratil.
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The company is in advanced talks to sell its remaining ice cream business to Froneri and has begun a process to sell its waters and drinks division, which includes San Pellegrino and Perrier. The unit is expected to be deconsolidated from 2027.
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Nestlé has launched a formal sale process for its water and premium beverages business, valued at around €5b, with several private equity firms interested and banks preparing €2b to €3b of debt financing.
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At the April 16, 2026 AGM, the Board plans to propose a CHF 3.10 per share dividend for 2025, which is 5 centimes higher than the prior year and maintains its long running dividend practice in Swiss francs.