📅 2 days ago Analyzed on Jan 16, 2026

AMCR

Amcor plc
2026-01-16 06:37 PM
-6.48%
Amcor drops sharply as RBC warns of low-quality Q2 earnings amid CPG demand slump
RBC Capital Markets issued a cautionary note suggesting Amcor's upcoming Q2 earnings will likely be 'low quality' due to weak Consumer Packaged Goods demand. This bearish analyst commentary overshadowed a separate Macquarie reiteration of its Buy rating with an A$87.10 price target.

Analysis

The timing aligns well—RBC's warning came yesterday afternoon, and today's selloff appears to be the market's reaction. The modest volume (1.1x normal) suggests this is more of a sentiment shift than institutional capitulation. This follows a similar pattern from earlier today when AMCR dropped on the same RBC concerns, indicating the market is still digesting the earnings quality warning ahead of results.

Date: 2026-01-16
Price: $41.32
Type: Stock Specific
Confidence: medium

This is a permanent link to this specific analysis (ID: 2398)

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