Zurich, Feb 8, 2026, 21:05 CET — Market’s done for the day.
- Nestle closed out Friday with shares at 78.89 Swiss francs, ticking up 0.6% for the session.
- UBS stuck with its Neutral rating and set a price target of 78 francs, just about where the shares are trading now.
- Nestle’s full-year numbers and its guidance through 2026 are up next for investors on Feb. 19.
Nestle (NESN) ticked up 0.6% Friday in Zurich, ending the session at 78.89 Swiss francs. Shares moved in a band from 77.72 to 79.33 francs, with roughly 2.56 million changing hands. (Yahoo Finance)
The market’s been shut through the weekend, so focus now turns to what might drive action as trading picks up Monday—namely, how investors are positioning ahead of earnings and how much exposure they’re willing to take on in consumer staples.
All eyes now turn to Feb. 19, when Nestle is slated to release its 2025 full-year results—a moment drawing considerable interest after months of pressure around its strategy, execution, and brand trust concerns. (Nestlé Global)
The stock has gained around 7.4% over the last five sessions, but is still basically unchanged on the year, according to MarketScreener data. Analyst targets are averaging 86.93 francs, compared to where shares finished on Friday. The stock continues to trade under its 52-week high of 91.72 francs. (MarketScreener)
UBS stayed cautious in its Feb. 6 note. Analyst Guillaume Delmas stuck with a Neutral rating and left the target at 78 francs, MarketScreener reported. (MarketScreener)
Organic sales growth stands out as the key metric for investors, since it excludes both acquisitions and currency effects. Nestle’s ability to grow volumes without over-reliance on price hikes also comes under scrutiny. Margins and cash flow? Those are on the radar, too.
This week, a source familiar with the discussions told Reuters that CEO Philipp Navratil is zeroing in on four main businesses: coffee, pet care, nutrition and health, and food and snacking. The plan is to funnel savings straight into developing new products and ramping up marketing. (Reuters)
The pressure arrives as unsettling headlines mount. Reuters said Nestle expanded its infant formula recall after regulators requested additional tests related to cereulide, a toxin linked to nausea and vomiting. Danone and Lactalis were among other manufacturers caught up by a tainted ingredient. (Reuters)
Navratil stepped in last September, following Laurent Freixe’s dismissal from Nestle over a conduct breach. At the time, Chairman Paul Bulcke stated, “We are not changing course on strategy and we will not lose pace on performance.” (Nestlé Global)
There’s risk on either side of the results. If recalls widen, regulators turn up the heat, or guidance on volumes and margins weakens, shares could easily slip toward their recent lows. A stronger Swiss franc isn’t helping reported earnings for a global group, either.
The stock’s direction hinges on the broader European risk tone this Monday. Next up: Feb. 19. That’s when Nestle reports its numbers and lays out guidance for 2026. Investors will be watching to see if talk of “volume growth” actually shows up in the results.
