Smithfield Foods Market Sentiment

Market sentiment signals for Smithfield Foods (SFD): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus▲ Buy

Short Interest▼ 12.1% short float

Options Flow▲ 0.16 P/C ratio

Insider Activity— N/A

Analyst Consensus

Buy

7 analysts

Options Flow (P/C)

0.16

More calls — Bullish

31 calls · 5 puts

Avg Consensus PT

$29

+52.1%

Highest Price Target

$32

+69.0%

Goldman Sachs

Lowest Price Target

$22

+16.2%

Stephens & Co.

Short Interest

12.1%

Rising — Bearish

Insider Activity (30d)

—

Short Interest — % of Float

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 30, 2026	Stephens & Co.	Pooran Sharma—	+16.2%	$22	Initiate	Equal-Weight
Sep 9, 2026	Barclays	Benjamin Theurer—	+53.2%	$31 → $29	Maintained	Overweight
Aug 12, 2026	Barclays	Benjamin Theurer—	+63.8%	$32 → $31	Maintained	Overweight
Jul 2, 2026	B of A Securities	Peter Galbo—	+69.0%	$33 → $32	Maintained	Buy
Apr 29, 2026	Barclays	Benjamin Theurer—	+69.0%	$30 → $32	Maintained	Overweight
Mar 25, 2026	Morgan Stanley	Dara Mohsenian—	+63.8%	$29 → $31	Maintained	Overweight
Oct 8, 2025	B of A Securities	Peter Galbo—	+47.9%	$30 → $28	Maintained	Buy
Aug 13, 2025	Morgan Stanley	Dara Mohsenian—	+58.5%	$29 → $30	Maintained	Overweight
Aug 13, 2025	Barclays	Benjamin Theurer—	+58.5%	$28 → $30	Maintained	Overweight
Aug 13, 2025	UBS	Manav Gupta—	+50.6%	$25 → $29	Maintained	Buy
Feb 24, 2025	Morgan Stanley	Dara Mohsenian—	+47.9%	$28	Initiate	Overweight
Feb 24, 2025	Goldman Sachs	Leah Jordan—	+69.0%	$32	Initiate	Buy
Feb 24, 2025	B of A Securities	Peter Galbo—	+47.9%	$28	Initiate	Buy
Feb 24, 2025	Citigroup	Thomas Palmer—	+42.6%	$27	Initiate	Buy
Feb 24, 2025	Barclays	Benjamin Theurer—	+47.9%	$28	Initiate	Overweight