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    Mondelez International (MDLZ) Following Strong Q3 Beats The Question Is Whether Shares Are Still Cheap

    Simply Wall St·11/02/2026 14:19:45
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    Mondelez International (MDLZ) stock moved after third quarter results showed revenue of US$9.97b and net income of US$1.31b, with adjusted profit beating Wall Street expectations on solid organic growth and volume gains.

    The upbeat quarter has fed into stronger trading momentum for Mondelez International, with a 1-day share price return of 3.85% to US$64.94 and a 30-day share price return of 11.60%, while the 1-year total shareholder return of 18.71% points to gains that have built gradually over time.

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    The recent jump in Mondelez International raises a simple tension. Are investors finally catching up to the earnings power on display, or has sentiment sprinted ahead of what the cash flows support?

    Most Popular Narrative: 6% Undervalued

    Against the last close of $64.94, the most followed narrative pegs fair value for Mondelez International at about $69.13. This frames today’s bounce as only a partial catch up to its implied worth based on cash flow expectations and discounting at 7.24%.

    The main factor that has to go right is that Mondelez International successfully executes its reinvestment in emerging markets, brand building, and supply chain productivity so that higher advertising and conflict related costs translate into durable volume and margin gains.

    The current valuation, alongside recent analyst price target increases to around $70, suggests the market is starting to price Mondelez International as capable of delivering strong 2027 EPS growth and partially insulating earnings from commodity volatility, while still leaving room if this bullish narrative of the stock being undervalued proves correct.

    See why 103 investors see Mondelez International as 6% undervalued.

    Result: Fair Value of $69.13 (UNDERVALUED)

    Still, the Mondelez International story can break if cocoa costs spike again or if North American shoppers pull back just as reinvestment spending remains elevated.

    Find out about the key risks to this Mondelez International narrative.

    Next Steps

    If the Mondelez International story so far feels balanced between promise and pressure, treat that as your cue to dig into the data yourself and move quickly from headline to numbers. To weigh those cross currents in a structured way, start with the 4 key rewards and 1 important warning sign.

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