Key Highlights

● Constellation Brands closed at $122.42 on 9 October 2026.

● The second data set consensus target is $151.74, implying about 24.0% upside.

● Targets range from $99 to $209.

● JPMorgan raised its target from $133 to $136.

Shares of Constellation Brands (NYSE:STZ), a member of the S&P 500, closed at $122.42 on Friday 9 October 2026. Analyst targets sit well above that level, with the consensus implying upside of about 24.0%. Recent broker revisions have mostly been downward.

What Is the Latest Analyst Price Target?

The second data set shows a mean price target of $151.74 from 24 analysts, with a median of $150, a high of $209 and a low of $99. Against the $122.42 close, the mean implies upside of about 24.0%. Market data reports a slightly higher consensus of $153.09, also from 24 analysts, with a high of $209.00 and a low of $110.00, or about 25.1% upside.

Of the 17 or so targets market data lists since mid-September, most fall between $110 and $185 and average roughly $144, so both data sets' means look slightly lifted by older high targets such as $209 from Roth Capital in July.

What Are Wall Street Analysts Saying?

Opinion is mixed. Market data records 12 Buy, seven Hold and five Sell ratings, a Hold consensus, while the second data set shows 14 Buy or Strong Buy, eight Hold and two Sell.

Nearly all recent named actions on market data were target reductions. On 8 October, Deutsche Bank cut from $136 to $127, UBS from $145 to $144, RBC from $185 to $182 and Needham from $185 to $150, while Piper Sandler set $125 and Morgan Stanley reiterated a Negative rating with a $145 target. JPMorgan raised its target from $133 to $136. Goldman Sachs set $155 on 7 October and Wells Fargo cut from $170 to $140 on 5 October. In September, Bernstein cut from $197 to $180, Barclays from $132 to $122, TD Cowen from $174 to $150 and Jefferies from $147 to $135, while BNP Paribas Exane lowered to $110 with an Underperform rating. Freedom Broker upgraded to Buy with a $158 target.

What Could Help the Stock Reach the Price Target?

Market data says fiscal second-quarter 2027 earnings per share of $3.74 and revenue of $2.63 billion, up 6.1%, beat consensus. A stabilisation in beer volumes, particularly for Modelo Especial and Corona Extra, would be the clearest route to higher estimates. Cost savings and buybacks could also help.

What Could Prevent the Stock Reaching the Target?

The same summary says full-year fiscal 2027 earnings per share guidance of $11.20 to $11.90 was below the $11.74 consensus and drew a negative market reaction, and it reports volume declines of about 2% for Modelo Especial and 5% for Corona Extra. Tariffs on aluminium and imported goods, weaker consumer spending and competition could add pressure. With five Sell ratings on market data and a run of target cuts, further downgrades could pull the consensus lower.

What Should Investors Watch Next?

Investors may watch beer depletion trends, margins, cost inflation and any revision to guidance, together with further broker changes.

Constellation Brands Versus Its Analyst Targets

Constellation Brands closed at $122.42 on 9 October 2026, against a second data set consensus target of $151.74. JPMorgan raised its target from $133 to $136.