US Foods Holding Corp. (USFD) Stock Forecast and Price Target (2026)
Last updated July 2026
Short answer
15 analysts covering US Foods Holding Corp. (USFD) carry an average price target of $116.00 as of October 2026, +19.7% against the $96.88 price at the time of the pull. The published targets run from $65.00 to $130.00, a spread of 56% of the average, so the disagreement is moderate. The rating split is 12 buy, 2 hold, 1 sell. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market. Walnut is not an investment adviser.
USFD analyst price targets
USFD analyst data as of October 2026, sourced from Yahoo Finance and may be delayed. A price target is what an analyst published on a date, not a forecast Walnut endorses, and targets are typically set on a 12-month view. Verify current figures before deciding.
The average target of $116.00 sits above the $96.88 price, +19.7%. The median is $120.00, and where the two differ the median is the steadier read, because one unusually high or low target cannot drag it.
What the USFD target range actually tells you
The published targets span $65.00 to $130.00. That gap is 56% of the average target, which counts as moderate disagreement. That is a fairly typical spread: enough agreement that the average means something, enough disagreement that it should not be treated as precise.
The useful move is to read the high target as one bull scenario and the low target as one bear scenario, then ask which set of assumptions you find more plausible. Both cases are worked through on the USFD is it a buy page.
Recent analyst actions on USFD
| Firm | Action | Target | Prior | Date |
|---|---|---|---|---|
| JP Morgan | Lowered (Neutral) | $98.00 | $108.00 | September 29, 2026 |
| Piper Sandler | Raised (Neutral) | $108.00 | $88.00 | August 12, 2026 |
| UBS | Raised (Buy) | $127.00 | $117.00 | August 7, 2026 |
| Citigroup | Raised (Buy) | $124.00 | $110.00 | August 7, 2026 |
| Guggenheim | Raised (Buy) | $120.00 | $115.00 | August 7, 2026 |
| Wells Fargo | Raised (Overweight) | $125.00 | $110.00 | August 7, 2026 |
| BTIG | Raised (Buy) | $120.00 | $105.00 | August 7, 2026 |
| TD Cowen | Raised (Buy) | $119.00 | $116.00 | August 7, 2026 |
| Morgan Stanley | Raised (Equal-Weight) | $103.00 | $94.00 | July 16, 2026 |
| TD Cowen | Initiated (Buy) | $116.00 | - | July 7, 2026 |
| Piper Sandler | Lowered (Neutral) | $88.00 | $103.00 | June 1, 2026 |
| JP Morgan | Lowered (Neutral) | $90.00 | $98.00 | May 14, 2026 |
The most recent published rating actions on USFD within the last six months, from Yahoo Finance. Each row is dated because a target only means something alongside the date it was set. Walnut is not an investment adviser and does not endorse any of these views.
In the last six months there have been 8 raises and 3 cuts among these actions. The direction of revisions is often more telling than the level, because it shows which way informed opinion is moving.
How analysts rate USFD
Of the analysts with a published rating, 12 say buy, 2 say hold, and 1 says sell, so 80% carry a buy. That buy share has risen over the last three months, so sentiment is drifting more positive.
Read the distribution rather than the label. Sell ratings are rare across the entire market for structural reasons, so a stock with no sell ratings is unremarkable, while even a handful of them is worth understanding.
Why a USFD price target is not a prediction
- It is a 12-month model output. An analyst picks assumptions for revenue, margin, and a multiple, and the target falls out of the arithmetic. Change one assumption and the target moves a lot.
- The distribution is skewed. Sell-side coverage carries far more buy ratings than sell ratings across the whole market, so the average is not a balanced vote.
- Targets follow price as often as they lead it. Revisions frequently arrive after a move, not before, which is why a rising target is weak evidence on its own.
- Nobody is scored on it. There is no cost to a target that never gets close, so treat accuracy as unverified unless you check the firm's record yourself.
Is there a 2030 forecast for USFD?
Not a published one. Analyst price targets run to about twelve months, occasionally two years, and the firms covering USFD do not put out a 2030 number. Anything presenting one is extrapolating a growth rate rather than reporting research, and a figure produced that way tells you about the assumption chosen, not about the company.
On the figures we hold as of October 2026, USFD trades at about 30.3 times trailing earnings and 17.5 times forward earnings. A forward multiple below the trailing one means the market expects earnings to grow, and the size of that gap is roughly how much growth is already in the price.
That is the more useful frame for a ten-year question. A share price is the market’s estimate of future cash flows discounted to today, so the multiple is already a statement about growth. The long-horizon question is whether US Foods Holding Corp. can deliver what is priced in, and what would have to change for that to break. Both are answerable from the drivers and risks below. A number for 2030 is not.
What could move USFD from here
In short: the drivers cited most often are Independent restaurant case mix, Margin expansion from cost productivity, Buyback-led capital allocation. The risk cited most often against it is foodservice distribution tracks restaurant traffic, and management itself called the environment challenging but stable, with chain case volume down ~1.5% in the second quarter.
Both sides are worked through properly, with the high and low targets used as the bull and bear anchors, on the USFD is it a buy page. This page deliberately stops at the numbers.
Investing in US Foods Holding Corp. with AI
Connect the broker you already use and ask Walnut's AI how USFD fits what you actually hold: whether you own it already through a fund, what it would do to your concentration, and how it has tracked the S&P 500. Read-only by default, and you approve anything before it reaches your broker.
FAQ
What is the price target for US Foods Holding Corp. (USFD)?
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The average analyst price target for USFD is $116.00 as of October 2026, across 15 analysts. That is +19.7% against the $96.88 price at the time of the data pull, so the consensus sits above where the stock trades. The median target, which is less distorted by one extreme view, is $120.00. Targets move constantly; verify the current figure before relying on it.
How high could USFD go?
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The highest published target is $130.00, which is +34.2% against the $96.88 price. That is one analyst's most optimistic case, not a ceiling and not a forecast. The lowest is $65.00. The gap between them is the honest answer to this question: analysts who all follow US Foods Holding Corp. closely disagree by 56% of the average target, so treat any single number as one scenario.
How many analysts cover USFD?
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15 analysts publish estimates on USFD as of October 2026. Of those with a published rating, 12 say buy, 2 hold, and 1 sell, so 80% carry a buy rating. More coverage usually means the consensus is better informed, though it also means the obvious points are already in the price.
Are analyst price targets for USFD accurate?
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Treat them as informed opinion, not measurement. Two things are worth knowing. Sell-side ratings skew positive across the market, and USFD is no exception at 80% buy ratings, so the distribution is not a balanced vote. And targets tend to follow the share price at least as often as they lead it, getting raised after a stock has already run. They are most useful as a read on what the informed consensus expects, and least useful as a prediction of where the price lands.
Has the USFD price target been raised or cut recently?
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In the last six months there have been 8 raises and 3 cuts among the published actions on USFD. The most recent was JP Morgan, which lowered its target to $98.00 from $108.00 on September 29, 2026. The direction of revisions often tells you more than the level, because it shows which way the informed view is moving.
Is analyst sentiment on USFD improving?
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Over the last three months the share of analysts rating USFD a buy has been rising. That is a shift in opinion, not in the business, and it often lags the news that caused it. It is worth watching alongside the target revisions rather than on its own.
What is the USFD stock price prediction for 2030?
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There is no published one. Analyst targets run to about twelve months and no firm covering USFD publishes a 2030 figure, so any site showing one has extrapolated a growth rate rather than reported research. The answerable version of the question is what the current price already assumes about US Foods Holding Corp.'s earnings, which the forward multiple on this page sets out, and what would have to change for that to break.
Will USFD go up in 2026?
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Nobody knows, including the analysts publishing targets. What the numbers on this page tell you is where informed opinion currently sits and how much it disagrees with itself, which is genuinely useful and completely different from a prediction. The risk most often cited against US Foods Holding Corp.: Foodservice distribution tracks restaurant traffic, and management itself called the environment challenging but stable, with chain case volume down ~1.5% in the second quarter. Walnut is not an investment adviser.
Walnut is informational, not investment advice, and does not publish price targets of its own. The analyst figures on this page come from a October 2026 data pull of published third-party research, are approximate, and change constantly. Verify current figures with your broker before acting on them.