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Herbalife’s updated fair value estimate has shifted to US$17.50 from US$16.50, putting fresh attention on how analysts are framing the stock today. Recent research includes targets in the single digits on the cautious side and in the low US$20s on the bullish side, reflecting very different reads on Q4 results and the new 2026 guidance. As you read on, you will see how these changing targets fit into the evolving story around execution, risk and potential opportunity in Herbalife stock.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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Citi raised its Herbalife price target to US$21 from US$17 after Q4, calling the report strong and saying the company has momentum heading into 2026, which supports a more optimistic view on execution and growth potential.
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Mizuho has lifted its target twice in 2026, signaling a view that recent results and the 2026 outlook support a higher valuation range than earlier in the year.
🐻 Bearish Takeaways
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BofA increased its target only slightly, to US$9 from US$8, and kept an Underperform rating, pointing to a more cautious stance on how Herbalife can deliver against the new 2026 guidance.
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The gap between Citi in the low US$20s and BofA in the single digits highlights differing views on execution risk and how much investors should pay for Herbalife’s growth plans.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives!
We’ve flagged 2 risks for Herbalife. See which could impact your investment.
What’s in the News
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Herbalife issued earnings guidance for Q1 2026, with reported net sales expected to be in a range of +3.0% to +7.0% year over year.
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For full year 2026, Herbalife guided to reported net sales growth of +1.0% to +6.0% year over year, giving a defined range for potential revenue outcomes.
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The company’s guidance sets out specific percentage ranges for both the upcoming quarter and the full year, providing a clearer framework for how management currently views near term demand trends.
How This Changes the Fair Value For Herbalife
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The fair value estimate has changed to US$17.50 from US$16.50.
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The long term revenue growth assumption has increased to 3.85% from 3.42%.
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The assumed net profit margin has adjusted to 5.69% from 5.44%.
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The future P/E multiple assumption is now 7.78x, compared with 7.82x previously.
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The assumed discount rate now stands at 9.69%, versus 9.98% before.