
Kimberly-Clark (KMB) Stock Forecast & Price Target
Kimberly-Clark (KMB) Analyst Ratings
Bulls say
Kimberly-Clark is facing cost pressures in the second quarter of 2026 due to higher input costs from factors such as increased oil prices and a recent warehouse fire. Although the company has strategies in place to mitigate these costs, they may impact the company's EBIT margin. Additionally, category momentum in North America has softened in May, leading to a decrease in organic sales estimates for the second quarter of 2026. However, with a strong track record of productivity and new product innovation, the company is expected to see a rebound in top-line momentum in the second half of the year.
Bears say
Kimberly-Clark is facing numerous challenges in the near term, including soft category momentum in the US, rising resin and oil-derived input costs, and risks from higher domestic freight costs. These challenges are expected to impact earnings in 2027, with potential downside of $0.70-0.80 to EPS. While the company's acquisition of KVUE is still on track, the potential synergy savings from the deal may not materialize until 2028, and there is some uncertainty around whether these savings will be achieved. This uncertainty, coupled with the near-term challenges, leads to a negative outlook on Kimberly-Clark's stock.
This aggregate rating is based on analysts' research of Kimberly-Clark and is not a guaranteed prediction by Public.com or investment advice.
Kimberly-Clark (KMB) Analyst Forecast & Price Prediction
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