Bernstein raises target for US Foods stock to USD 112.00
Published on 10/15/2026 at 12:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTarget and guidance
- Bernstein raised its US Foods target from USD 106.00 to USD 112.00 on October 14, 2026.
- Second-quarter net sales rose 4.50 percent to USD 10.53 billion, while fiscal 2026 adjusted EPS growth guidance stayed at 18 to 24 percent.
- US Foods stock traded at EUR 88.00 at 12:19 p.m. CEST at Lang & Schwarz on October 15, 2026.
US Foods Holding Corp. (ISIN US9120081099) drew a higher valuation call after Bernstein raised its price target from USD 106.00 to USD 112.00 on October 14, 2026, according to Futu News. The company had reported second-quarter fiscal 2026 adjusted diluted earnings per share of USD 1.44 and net sales of USD 10.53 billion.
Three dated milestones
On August 6, 2026, US Foods reported second-quarter revenue of USD 10.53 billion, up 4.50 percent from the prior-year quarter, while adjusted earnings per share exceeded the USD 1.36 consensus estimate, according to MarketBeat. On October 7, 2026, management reaffirmed fiscal 2026 guidance for net sales growth of 4 to 6 percent, adjusted EBITDA growth of 9 to 13 percent and adjusted EPS growth of 18 to 24 percent, as reported by Benzinga. On October 14, 2026, Bernstein maintained its Buy rating and lifted the target from USD 106.00 to USD 112.00.
What supports the guidance?
The second-quarter operating picture gives the forecast a measurable base. Adjusted EBITDA rose 10.20 percent to a record USD 604.00 million, while adjusted EBITDA margin expanded by 29 basis points to 5.70 percent, according to Benzinga. Independent restaurant case volume increased 5.10 percent, and the Pronto delivery service was active in 52 markets. Management also said Pronto sales could reach USD 1.30 billion in fiscal 2026.
Next reporting date
The next earnings release is expected on November 5, 2026, according to Zacks. That date gives investors the next scheduled checkpoint for the reaffirmed outlook.
US Foods stock trades intraday
US Foods stock was trading at EUR 88.00 at Lang & Schwarz on October 15, 2026 at 12:19 p.m. CEST. The quotation is an intraday euro indication for investors in Germany.
The further course of trading is shown by the continuously updated real-time quote of US Foods stock.
US Foods stock key data
- Company: US Foods Holding Corp.
- ISIN: US9120081099
- Ticker: USFD
- Primary exchange: NYSE
- Price Lang & Schwarz (as of October 15, 2026, 12:19 p.m. CEST): EUR 88.00
- Market capitalization: USD 21.3 billion (as of October 14, 2026)
- Sector / Industry: Consumer Defensive / Food Distribution
- Next earnings date: November 5, 2026
Market context: Market report S&P 500.
