BBB Foods Market Sentiment
Market sentiment signals for BBB Foods (TBBB): analyst consensus, short interest, options flow and insider activity.
Key Signals
Analyst Consensus▲ Buy
Short Interest▲ 4.1% short float
Options Flow▼ 2.69 P/C ratio
Insider Activity▼ Net Seller (30d)
Analyst Consensus
Buy
11 analysts
Options Flow (P/C)
2.69
More puts — Bearish
344 calls · 927 puts
Avg Consensus PT
$42
-20.4%
Highest Price Target
$67
+28.4%
JP Morgan
Lowest Price Target
$22
-57.9%
Morgan Stanley
Short Interest
4.1%
Declining — Bullish
Insider Activity (30d)
Net Seller
Short Interest — % of Float
Recent Analyst Actions
| Date | Firm | Analyst & Accuracy | Upside / Downside | PT Change | Action | Rating |
|---|
| Sep 10, 2026 | JP Morgan | Joseph Giordano— | +28.4% | $48 → $67 | Maintained | Overweight |
| Aug 28, 2026 | UBS | Rodrigo Alcantara— | +11.1% | $51 → $58 | Maintained | Buy |
| Aug 4, 2026 | UBS | Rodrigo Alcantara— | -2.3% | $43 → $51 | Upgrade | Neutral→Buy |
| Jul 31, 2026 | Citigroup | Renata Cabral— | -6.1% | $49 | Initiate | Buy |
| Jul 16, 2026 | JP Morgan | Joseph Giordano— | -8.0% | $46 → $48 | Maintained | Overweight |
| May 27, 2026 | HSBC | Daniela Bretthauer— | -10.0% | $38 → $47 | Upgrade | Hold→Buy |
| May 5, 2026 | Scotiabank | Hector Maya— | -8.0% | $37 → $48 | Maintained | Sector Outperform |
| Apr 20, 2026 | JP Morgan | Joseph Giordano— | -11.9% | $44 → $46 | Maintained | Overweight |
| Mar 13, 2026 | Itau BBA | Alejandro Fuchs— | -19.5% | $42 | Upgrade | Market Perform→Outperform |
| Feb 20, 2026 | UBS | Rodrigo Alcantara— | -17.6% | $31 → $43 | Maintained | Neutral |
| Dec 18, 2025 | Goldman Sachs | Irma Sgarz— | -34.9% | $30 → $34 | Maintained | Neutral |
| Oct 20, 2025 | JP Morgan | Joseph Giordano— | -25.3% | $36 → $39 | Maintained | Overweight |
| Jul 9, 2025 | Goldman Sachs | Irma Sgarz— | -44.4% | $29 | Initiate | Neutral |
| Jun 4, 2025 | UBS | Rodrigo Alcantara— | -36.8% | $32 → $33 | Maintained | Neutral |
| Apr 21, 2025 | Itau BBA | Alejandro Fuchs— | -31.0% | $36 | Upgrade | Market Perform→Outperform |
| Dec 2, 2024 | UBS | Rodrigo Alcantara— | -38.7% | $27 → $32 | Maintained | Neutral |
| Sep 9, 2024 | Jefferies | Alex Wright— | -36.8% | $33 | Initiate | Hold |
| Aug 23, 2024 | HSBC | Daniela Bretthauer— | -40.6% | $31 | Upgrade | Reduce→Hold |
| Aug 7, 2024 | JP Morgan | Joseph Giordano— | -34.9% | $30 → $34 | Maintained | Overweight |
| May 31, 2024 | Scotiabank | Hector Maya— | -31.0% | $33 → $36 | Maintained | Sector Outperform |
| May 23, 2024 | B of A Securities | —— | -40.6% | $26 → $31 | Maintained | Buy |
| Apr 9, 2024 | UBS | Rodrigo Alcantara— | -48.3% | $26 → $27 | Downgrade | Buy→Neutral |
| Mar 12, 2024 | Scotiabank | Hector Maya— | -36.8% | $33 | Initiate | Sector Outperform |
| Mar 6, 2024 | JP Morgan | Joseph Giordano— | -42.5% | $30 | Initiate | Overweight |
| Mar 5, 2024 | UBS | Peter Richardson— | -50.2% | $26 | Initiate | Buy |
