By Ryan Peterson

Copyright benzinga

Analysts are saying that Mondelez International could hit $75 by 2030. Bullish on MDLZ? Invest in Mondelez International on SoFi with no commissions. If it’s your first time signing up for SoFi, you’ll receive up to $1,000 in stock when you first fund your account. Plus, get a 1% bonus if you transfer your investments and keep them there until December 31, 2025.

Mondelez International (NASDAQ: MDLZ), the global snacking giant behind Oreo, Cadbury, and Ritz, finds itself navigating a challenging landscape of rising commodity costs and supply chain pressures that have weighed on its stock performance over the past year. Despite a 15% decline over 12 months, the company’s global scale and pricing power have helped it weather inflationary headwinds, particularly around cocoa costs and related tariff impacts.

In this article, we’ll review MDLZ’s current price and valuation, examine price-target forecasts through 2030, analyze Wall Street’s latest sentiment, and break down the bullish and bearish outlooks shaping MDLZ’s risk/reward proposition.

Current MDLZ Stock Overview

Market Cap: $80 billionTrailing P/E: 22.62Forward P/E: 18.731 Year Return: -15%YTD Return: +4%

MDLZ is currently trading around $62 after experiencing some volatility over the past year. Its 52-week high is about 23% above the current share price, while the 52-week low stands roughly 13% below it. Despite a pullback in the past year, the stock’s year-to-date return shows mild recovery, signaling cautious optimism among investors.

Recent developments show Mondelez navigating a complex environment of rising commodity prices and supply chain disruptions. Inflationary pressures have led to increased costs, especially related to cocoa, a key ingredient. Tariffs linked to cocoa imports have impacted costs, but Mondelez’s scale and pricing adjustments have helped mitigate some of these headwinds. The company maintains steady guidance and continues to invest in innovation and operational efficiency.

Wall Street analysts currently have a Hold rating on MDLZ, according to Benzinga, reflecting a balanced view. The consensus price target is around $75, based on 28 analysts ratings. The highest forecast was issued by Bernstein at $88, while Goldman Sachs set the lowest target at $60. Recent ratings from JP Morgan, Barclays, and UBS average about $74, implying close to a 20% potential upside from current levels.

Quick Snapshot Table of Predictions

The forecast range in this table is based on algorithmic projections provided by CoinCodex. These models use historical price trends, volatility patterns, and moving averages to estimate future stock prices over multiple time horizons.

Bull & Bear Case

Mondelez International’s global scale and brand strength underpin steady demand, but headwinds such as input costs and geopolitical developments introduce uncertainty.

Mondelez holds a top position in global categories like biscuits and chocolate. Its portfolio of billion-dollar brands, including Oreo and Cadbury, provides strong pricing power and brand loyalty, which helps the company withstand economic downturns and inflation.The company’s strategy to expand into emerging markets, which account for a significant portion of its revenue, positions it to benefit from rising middle-class incomes and increased consumer spending on snacks. This geographic diversity provides a buffer against slowing growth in more mature markets.Mondelez has been actively managing its portfolio by acquiring high-growth brands and divesting slower-moving businesses, such as its gum segment. This strategic focus aims to improve profitability and streamline operations, leading to stronger financial performance.The company has a history of consistently increasing its quarterly dividend, demonstrating a commitment to returning value to shareholders and signalling financial stability. This makes the stock attractive to income-focused investors.In some scenarios, new tariffs on key commodities like cocoa could provide a competitive advantage to companies with strong European manufacturing bases, like Mondelez, over competitors more heavily reliant on U.S. production.

Persistent high inflation and rising prices could cause consumers to cut back on discretionary snack purchases, impacting sales volume. This is a significant risk, since the company has increased its own prices to offset rising input costs.The snacking industry is fiercely competitive. Mondelez faces constant pressure from major rivals like Nestlé and Hershey, as well as smaller, health-focused and private-label brands. This competition could erode market share and squeeze profit margins.As a global company, Mondelez is vulnerable to supply chain disruptions caused by geopolitical events, climate change, and trade disputes. These disruptions can lead to higher costs for key ingredients like cocoa, sugar, and wheat, impacting profitability.While tariffs could have some upside, they could also raise the cost of imported raw materials and finished goods, which would then be passed on to consumers. This could dampen demand and lead to lower sales volumes, particularly in cost-sensitive markets.Despite its diverse portfolio, Mondelez is heavily reliant on its biscuit and chocolate segments for a large portion of its revenue. Any major shift in consumer tastes away from these categories could significantly impact the company’s financial results.

MDLZ Stock Price Prediction for 2025

Forecast Range: $61 – $69

September 2025 forecasts suggest Mondelez’s stock could rise to around $62, with a trading range between $61 and $63. This indicates a modest positive momentum with a potential return near 3%. The stock’s performance is expected to gradually improve throughout the last quarter, with October forecasts moving the price range higher, between $62 and $65, which would bring a roughly 6% return compared to the current price.

In November and December, the trend is projected to hold steady, with potential prices reaching around $64 in November and closing near $69 in December. This culminates in an approximate 12% gain for investors over the year if predictions hold. The company’s pricing power and strategic cost controls, partly aided by tariff-related shifts in cocoa sourcing, support this outlook.

MDLZ Stock Price Prediction for 2026

Forecast Range: $58 – $72

Over 2026, MDLZ is expected to trade within a wider channel, ranging from about $58 at the low to $72 at the high, averaging around $65. The start of the year, particularly January, might offer the most bullish outlook, with potential gains near 16% from the current stock price. The forecast reflects expectations of continued improvement in demand and further margin recovery, provided inflation and tariff uncertainties remain manageable.

The range indicates some volatility, with downside risks including cost pressures and macroeconomic concerns. Investors should monitor geopolitical developments and commodity market fluctuations, as they could heavily influence profitability and stock performance during the year.

MDLZ Stock Price Prediction for 2030

Forecast Range: $61 – $75

Looking ahead to 2030, the stock is forecasted to experience sustained growth, trading between $61 to $75, with an average near $68. This equates to a potential return of about 22% from current levels. Long-term expectations involve capturing expanding consumer demand in emerging markets, product portfolio diversification toward healthier options, and leveraging scale advantages to maintain profit margins.

This optimistic scenario depends on stable supply chains and favorable trade environments. While risks persist, including tariff adjustments or commodity volatility, investors with a long-term perspective may see value in MDLZ’s ability to innovate and adapt to evolving consumer preferences.

Investment Considerations

Investors contemplating MDLZ stock need to consider the company’s resilience and vulnerabilities in equal measure. First, Mondelez benefits from its expansive global brand presence, which tends to cushion demand in economic downturns. This makes it appealing for those seeking steady exposure in consumer staples amid market fluctuations.

Second, the company is navigating headwinds from inflation and rising costs in key commodities like cocoa. While tariffs related to cocoa imports have introduced additional challenges, the company has managed to offset some impact via pricing power and cost efficiencies. Ongoing geopolitical trade tensions continue to pose risks that investors should watch.

Third, valuation metrics suggest that MDLZ is moderately priced compared to its historical averages, but the stock’s recent performance indicates some investor concern about growth prospects. Analysts mostly maintain a Hold or Moderate Buy recommendation, suggesting potential upside remains but within a balanced risk framework. Monitoring quarterly results for margin trends and tariff impacts will be critical.

Frequently Asked Questions