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Stock impact report

DA Davidson: Vital Farms (VITL) Positioned for 2026 Growth as Operational Recovery Outshines Temporary Q4 Guidance Miss [Yahoo! Finance]

Vital Farms, Inc. (VITL) 
Company Research Source: Yahoo! Finance
firm's price target on Vital Farms to $47 from $52 but kept a Buy rating on the shares. The firm suggested that investor frustration over lowered Q4 2025 projections is overshadowing signs that the company is successfully moving past a period of temporary instability. DA Davidson's optimistic view is based on the expectation that current momentum will continue and that the company will have the operational capacity to finally satisfy a backlog of consumer and customer demand. On the same day, TD Cowen analyst Robert Moskow trimmed the firm's price target on Vital Farms to $44 from $59 with a Buy rating on the shares. The firm noted that management set an ambitious $2B revenue goal for 2030. This growth strategy relies on increasing household penetration, boosting brand recognition, securing more retail shelf space, and resolving existing production bottlenecks. Despite this long-term optimism, the company's decision to lower its 2025 guidance has intensified investor anxiety. Furt Show less Read more
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