Tyson Foods (TSN)
NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-04
$51.42-0.66%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesAgricultural Farm ProductsSnapshot 2026-09-04
Research Workspace
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Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Packaged Foods & Meats: fringe margins under pressure (0q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 3% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMostly healthy — no soft spokes
Tyson Foods must improve its beef segment margins to justify its current price. The company recently cut its fiscal 2026 revenue growth guidance to 1.5%-2.0% and reported a miss in its latest quarter. It trades at 12.9× P/E versus a peer median of 12.5×, indicating modest expectations compared to our view. The market is pricing in less growth than previously forecasted, reflecting a cautious outlook. A significant risk is the potential for further guidance cuts, which could pressure sales growth and profitability. Peer multiples imply a price about 13% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. TSN is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering TSN (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for TSN in the last 4 months.
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|---|---|---|---|---|---|
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Packaged Foods & Meats — fair value, gap to price, and forward P/E.
Compare the value case
Put TSN next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Increase sales by 2% to 4% in fiscal 2026
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $51.42
The last 12 months of price, then the range of analyst 12-month targets from today’s $51.42.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Trump's plan may pressure beef prices and sales growth.
Threatens: Increase sales by 2% to 4% in fiscal 2026
Revised outlook indicates potential sales growth challenges.
Trump's beef order may impact Tyson's competitive position.
Pending investigation may create legal and financial uncertainties.
Threatens: Increase sales by 2% to 4% in fiscal 2026
Tyson's outlook cut may hinder sales growth objectives.
Threatens: Improve profitability in Chicken and Prepared Foods segments
Profit forecast cut threatens profitability in Chicken and Prepared Foods.
Threatens: Improve profitability in Chicken and Prepared Foods segments
Profit forecast cut threatens profitability in Chicken and Prepared Foods.
Threatens: Increase sales by 2% to 4% in fiscal 2026
Revenue guidance cut impacts sales growth objective.