USFD, US9120081099

Morgan Stanley raises target for US Foods stock from USD 107 to USD 111

Published on 10/18/2026 at 13:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Revenue hit USD 10.53 billion, up 4.50 percent year over year. US Foods stock enters November 5, 2026 results after 21 percent adjusted earnings growth.

Analyst view and operating base

Morgan Stanley lifted its target from USD 107.00 to USD 111.00 on October 15, 2026.
Second-quarter revenue reached USD 10.53 billion, up 4.50 percent year over year.
US Foods will discuss third-quarter results on November 5, 2026.

USFD, US9120081099, Illustration mit AI erstellt.

US Foods Holding Corp. (ISIN US9120081099) generated USD 10.53 billion in revenue in the second quarter of fiscal 2026, up 4.50 percent from the prior-year quarter, according to MarketBeat. The latest market catalyst came from Morgan Stanley, which raised its price target from USD 107.00 to USD 111.00 on October 15, 2026, while keeping an Equal Weight rating, as Markets Insider reported.

Three milestones shape the case

The companys recent operating picture combines stronger sales with a clear earnings comparison. In the second quarter of fiscal 2026, adjusted earnings per share increased 21 percent to USD 1.44, compared with USD 1.36 expected by analysts, while revenue exceeded the USD 10.46 billion consensus cited by MarketBeat.

Chronology puts the October target move into context. On August 6, 2026, US Foods reported USD 10.53 billion of second-quarter revenue and USD 1.44 of adjusted earnings per share. On October 10, 2026, MarketBeat cited a USD 114.54 average target from 15 brokerages, including 11 buy ratings and four holds. On October 15, 2026, Morgan Stanley moved its target from USD 107.00 to USD 111.00 while retaining Equal Weight.

What does the target change mean?

The revised Morgan Stanley target sits above the latest USD 101.96 closing price, but the firms Equal Weight stance keeps the signal measured. The counter-factor in the October 15 note was softer quick-service restaurant trends and lettuce-related pressure during the third-quarter period, even as overall demand remained resilient.

Next reporting date

The next substantiated date is November 5, 2026, when US Foods will discuss third-quarter fiscal 2026 results on a conference call and webcast at 8:00 a.m. CST, according to the companys US Foods release dated October 15, 2026.

USFD closes at USD 101.96

US Foods closed at USD 101.96 on the NYSE on October 16, 2026. The companys market capitalization was USD 22.1 billion on October 18, 2026, while its most recent quarterly operating comparison showed revenue growth of 4.50 percent.

The further course of trading is shown by the continuously updated real-time quote of US Foods stock.