Tyson Foods’ Market Performance and Earnings Review

Tyson Foods, Inc. (TSN) is based in Springdale, Arkansas, and is a major player in the farm products industry. With a market capitalization of $19.7 billion, Tyson is recognized as the largest chicken producer in the United States, focusing on the production, distribution, and marketing of chicken, beef, pork, and prepared foods.

Recent Stock Performance

Over the past year, Tyson Foods has lagged behind the broader market. While the company showed slight improvement in 2025, its stock prices have decreased by 4.7% over the previous 52 weeks, as well as by 1.9% year-to-date (YTD). In contrast, the S&P 500 Index ($SPX) has seen gains of 9.2% over the past year, alongside a 3.7% decline in 2025.

Zooming in on industry performance, TSN’s stock closely tracked the VanEck Agribusiness ETF’s (MOO) decrease of 4.7% over the last year but significantly lagged behind MOO’s growth of 8.5% on a YTD basis.

Earnings Insights

Following its mixed Q2 earnings report on May 5, Tyson’s stock faced a sharp decline of 7.8%. The company’s revenue remained flat from the previous year at $13 billion, which was below market expectations. However, TSN reported significant margin expansion, resulting in a 26.8% rise in adjusted operating income to $515 million, along with an impressive 48.4% growth in adjusted earnings per share (EPS) to $0.92, exceeding consensus estimates by 8.2%.

Outlook for Fiscal Year 2025

Analysts predict a solid outlook for Tyson Foods in fiscal year 2025, which ends in September. They anticipate an impressive 24.8% growth in adjusted earnings, projecting earnings of $3.87 per share. Notably, TSN has a strong history of beating earnings estimates, having done so for the past four quarters.

The consensus rating for TSN is currently a “Moderate Buy,” based on nine analysts covering the stock. This includes two “Strong Buy” recommendations and seven “Holds.”

Analyst Ratings and Price Targets

Analyst sentiment has stabilized in recent months. JP Morgan’s Kenneth Goldman maintained a “Neutral” rating on May 6 while adjusting the target price down from $63 to $61.

As of now, TSN’s average price target stands at $63.80, suggesting a potential upside of 13.2% from current levels. The highest estimate reaches $75, indicating a significant upside potential of 33.1%.

On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data are solely for informational purposes. For more details, view the Barchart Disclosure Policy here.

The views expressed here are solely those of the author and do not necessarily reflect those of Nasdaq, Inc.