January 13, 2026
Finance

Calavo Growers Prepares to Report Q4 Earnings Amid Mixed Analyst Revisions

Wall Street’s Leading Analysts Adjust Forecasts as Calavo's Quarterly Results Approach

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Summary

Calavo Growers Inc, based in Santa Paula, California, is set to announce its fourth-quarter earnings on January 14 after market close. Analysts anticipate an EPS of 37 cents, marking significant growth from 5 cents in the same quarter last year, while revenue estimates predict a decline to $147.95 million compared to last year’s $169.96 million. Several prominent analysts have recently updated their ratings and price targets, reflecting varying outlooks on the company’s stock performance as the earnings release nears.

Key Points

Calavo Growers anticipates a significant increase in Q4 earnings per share to 37 cents, compared to 5 cents in the prior year period.
Quarterly revenue is expected to decrease to approximately $147.95 million from $169.96 million reported last year.
Notable upgrades to Buy ratings and higher price targets have been issued by prominent Wall Street analysts recently.
Calavo’s stock price reflects cautious optimism ahead of the Q4 earnings announcement, trading modestly despite EPS growth projections.

Calavo Growers Inc (NASDAQ: CVGW), an agribusiness company headquartered in Santa Paula, California, is preparing to release its fourth-quarter earnings report on Wednesday, January 14, following the close of trading. Market analysts currently project earnings per share (EPS) of 37 cents for the quarter, a significant improvement from the 5 cents per share recorded in the comparable period last year. Despite this expected increase in profitability, consensus estimates indicate a decline in quarterly revenue to $147.95 million, down from $169.96 million reported in the previous year.

Earlier in the fiscal year, specifically on September 9, Calavo Growers reported disappointing quarterly financial results, which may have influenced investor and analyst sentiment in the following months. On the back of mixed financial signals, the company’s shares experienced a modest increase of 1.1%, trading at $22.21 as of Tuesday.

Within the financial analyst community, there have been noteworthy changes in recommendations and price outlooks for Calavo Growers stock. Analysts tracked by Benzinga, famed for their forecasting accuracy, have recently revised their ratings.

Patrick Cunningham of Citigroup upgraded Calavo Growers from a Neutral to a Buy rating on October 22, 2025. Alongside this upgraded stance, Cunningham raised his target share price to $70 from $62. This analyst maintains a historical accuracy rate of 58% in his projections.

Michael Harrison at Seaport Global also elevated his recommendation from Neutral to Buy on September 26, 2025, setting a price target of $80. Harrison holds a forecast accuracy of 61%.

Meanwhile, Ghamsham Panjabi of Baird maintained an Outperform rating on June 27, 2025, but increased his price target from $60 to $75. Panjabi’s accuracy rate is notably higher at 77%.

Conversely, Jeffrey Zekauskas from JP Morgan maintained an Underweight rating but adjusted his price target upwards slightly from $50 to $54 on June 27, 2025. Zekauskas’s analyst accuracy stands at 64%.

This spectrum of analyst assessments highlights varied perspectives within the market about Calavo Growers’ near-term growth potential and valuation given the expected earnings and revenue performance.

Investors interested in monitoring live updates and evolving analyst recommendations can consult Benzinga’s Analyst Stock Ratings page, which aggregates consensus data along with rating changes and firm-level insights.

Current market data further illustrates that Calavo Growers’ stock, trading at around $22.21, reflects cautious optimism ahead of earnings, as traders balance the anticipated earnings growth against revenue contraction and historical quarterly volatility.

While the Q4 report is imminent, stakeholders should consider analyst accuracy rates when evaluating these guidance updates. The noted analysts’ forecast accuracy ranges from 58% to 77%, indicating moderate reliability but room for market surprises.


Key Points:

  • Calavo Growers is expected to report strong EPS growth for Q4, rising from 5 cents to 37 cents per share year-over-year.
  • Revenue is forecasted to decline to approximately $147.95 million, down from nearly $170 million last year.
  • Several leading analysts have revised their ratings recently, with two upgrading the stock to Buy and raising price targets significantly.
  • Despite positive EPS projections, the stock price is relatively modest, suggesting mixed market sentiment.

Risks and Uncertainties:

  • The decline in projected revenue compared to last year raises questions about sustainability and demand environment.
  • Past downbeat quarterly results may influence investor confidence heading into the earnings release.
  • Analyst opinions vary, including at least one maintaining an Underweight rating, signaling potential valuation or operational concerns.
  • Accuracy rates of analysts, though generally strong, still leave room for unexpected outcomes.

Disclosure: This article does not provide investment advice. Readers should perform their own due diligence or consult a financial advisor when considering investment decisions related to Calavo Growers Inc.

Risks
  • Projected quarterly revenue decline introduces uncertainty about underlying business momentum.
  • Previous quarterly results were below expectations, which may dampen investor enthusiasm.
  • Divergent analyst ratings, including an Underweight stance, highlight differing views on stock value and risks.
  • Analyst forecast accuracy, while relatively high, does not eliminate the risk of unexpected earnings or market reactions.
Disclosure
Education only / not financial advice
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