Constellation Brands

STZ

Market cap $28.5B

Constellation Brands (NYSE:STZ) stock is trading lower by about 1% in early Monday trading, but the bigger story is an analyst upgrade that landed this morning.

Diane King Hall looks at the biggest analyst updates causing stocks to move at the start of Monday's trading session. Best Buy's (BBY) double downgrade from Goldman Sachs gave a black eye to the retail space as the firm sees risks in the company's sales.

Constellation Brands stock rose considerably after reporting slow Q4 results. STZ has gained market share in the beer category, but consumption weakness and slow wine & spirits brands weigh on growth. Unutilized capacity weighs on margins. A slow industry outlook expectedly led STZ to withdraw its previous FY2028 financial targets.

Constellation Brands NYSE: STZ, one of the just 42 stocks in Berkshire Hathaway's NYSE: BRK.B portfolio, has experienced a strong recovery from its recent lows. Shares dropped as low as $127 in November 2025, a level that seemed overly pessimistic despite headwinds in the alcohol industry.

Constellation Brands beats Q4 estimates; shares jump 8.5%. Beer stays strong, but weak demand drags sales.

STZ beats Q4 estimates, but declining sales and earnings highlight weak demand as beer growth offsets steep wine & spirits slump.

Constellation Brands Inc (NYSE:STZ) shares jumped 5.8% in early Thursday trading after the company reported fourth-quarter sales and earnings that exceeded analysts' forecasts, even as it issued a cautious outlook for fiscal 2027. For the quarter ended February 28, net sales fell 11% to $1.92 billion, but beat the $1.84 billion expected by analysts, supported by steady demand for its beer portfolio, including the Corona brand.

Constellation Brands, Inc. (STZ) Q4 2026 Earnings Call Transcript

Stocks opened Thursday's trading day on shaky footing, though a Barclays upgrade for Marvell (MRVL) helped continue 52-week highs for the AI-tied company. Diane King Hall explains what the firm sees as strengths ahead, including Marvell's ties to Nvidia (NVDA).

While the top- and bottom-line numbers for Constellation Brands (STZ) give a sense of how the business performed in the quarter ended February 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.