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BRBR · NYSE · STOCK

BellRing Brands (BRBR) Stock Analysis

Consumer Defensive Updated September 17, 2026
$9.11
52W $7.82 – $37.27
56/100
$1.06B
6.4
0.50
AI Committee Verdict
Buy
56/100
Conviction: Moderate · 67% agreement · 6 analysts
+56.2%
-14.5%
3.86:1
Moderate

Is BRBR Bullish or Bearish?

Bullish. Innellis AI committee rates BellRing Brands, Inc. (BRBR) Buy with a composite score of 56/100 , based on 6 analysts with 67% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +18.75 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -1.25 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

Positive signals support the current rating — p/e of 6.2 is inexpensive for the broad market. The committee sees sufficient evidence to maintain the constructive view.

Bull & Bear Case

Bull Case
  • P/E of 6.2 is inexpensive for the broad market — Value
  • ROE of 23.7% shows genuine earnings power backing the valuation — Value
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
Bear Case
  • EPS declining -18.6% YoY despite any revenue growth — Growth
  • 2 consecutive earnings misses -- execution concerns — Growth
  • Price structure making lower highs and lower lows — Technical
  • RSI at 26 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
  • MACD histogram negative -- bearish momentum — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
56/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 45%
of 72 Consumer Defensive peers
Value Analyst bullish
75 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 6.2 is inexpensive for the broad market
Growth Analyst neutral
41 / 100 · High confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− EPS declining -18.6% YoY despite any revenue growth
Technical Analyst neutral
41 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 24.2% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score moved marginally from 56.2 to 56.2.

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
25.5
Oversold
MACD Histogram
-0.093
Bearish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Lh Ll
Support
$7.82
Resistance
$14.29
Bollinger %B
0.08
Inside Bands
Price vs Moving Averages
EMA 9
$9.60 Below
EMA 21
$10.18 Below
EMA 50
$10.93 Below
EMA 200
$18.46 Below

Fundamental Analysis

Valuation
100
Growth
49
Profitability
39
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 6.4×
P/B Ratio -2.28×
PEG Ratio 0.01
Dividend Yield 0.00%
52W High $37.27
52W Low $7.82
Quality & Growth
ROE -4763.2%
ROA 2297.6%
Gross Margin 2730.4%
Operating Margin 1232.9%
Revenue Growth YoY
Debt / Equity -2.43
AI Fundamental Assessment
P/E ratio of 6.4 (inexpensive relative to a 15-40x range); Price-to-book of -2.3x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -47.6%; Return on assets of 23.0%; Net margin of 7.3%; Gross margin of 27.3%; Current ratio of 2.25 (healthy short-term liquidity); Debt-to-equity of -2.43; Free cash flow per share is positive (1.93); Most recent quarter missed estimates by 20.1%; 2 consecutive earnings misses; EPS growth accelerating (-62.2% -> +114.3% QoQ); Analyst estimates rising over recent quarters
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