Laird Superfood Inc (LSF)
AMEXConsumer StaplesPackaged FoodsSnapshot 2026-09-09
$3.95+0.25%
Close 2026-09-09 · 1-day change
AMEXConsumer StaplesPackaged FoodsSnapshot 2026-09-09
Intact: The reason to own it still holds.
Laird Superfood aims for $138-$148M revenue in 2026. Adjusted EBITDA target is $8-$12M. Recent acquisitions expand its market reach. Earnings beat shows early progress.
The company lost money last year and profit is still weak. Growth depends on new acquisitions working well. Management changes add uncertainty.
The price is about 21% above our fair value near $3.8. Analysts expect 10% revenue growth. We see risk in profit and execution.
Breaks if: Adjusted EBITDA falls below $8 million in FY26
Breaks if: Revenue falls below $138 million in FY26
Breaks if: Acquisitions fail or integration delays beyond 2026
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a cautious view on a company that is currently navigating through a challenging environment. LSF is in a phase of integrating recent acquisitions while facing volatility in management and market conditions.
The market currently prices LSF as being cheap compared to its peers, with a notable expectations gap. This suggests that investors are not fully accounting for the company's fragile earnings quality and recent weak performance.
Management is focused on achieving revenue and EBITDA targets for 2026, with some progress noted in recent quarters. However, the overall financial performance remains weak, and there is a medium probability of missing guidance, which adds to the uncertainty.
The future of LSF depends on its ability to maintain revenue guidance and improve profitability while navigating sector headwinds. Key factors include the performance of sector leaders and any shifts in inflation that could impact consumer spending.
The most important moves since the prior daily snapshot.
Mixed, the news cuts both ways. The company reaffirmed its full-year 2026 revenue guidance of $138-$148 million, which supports its outlook. However, it also reported a miss in its latest earnings, which raises concerns about performance.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In the next 1 to 3 years, LSF's outlook is mixed, with significant challenges ahead. Not investment advice.