International Flavors & Fragrances Stock Outlook: Is Wall Street Bullish or Bearish?

International Flavors & Fragrances Inc. (IFF) holds a $20.9 billion market capitalization, solidifying its position as a global leader in flavors, fragrances, and health and biosciences. With a focus on sustainable solutions that enhance everyday products, IFF has outperformed the broader market over the past 52 weeks, with a 25.9% gain compared to the S&P 500 Index's 20.1% increase.

Additionally, IFF's stock has risen nearly 22% year-to-date (YTD), outpacing the S&P 500's 13.1% return. Notably, IFF's shares have exceeded the State Street Materials Select Sector SPDR ETF's 16.5% rise over the same period. Following its Q2 2026 results on August 4, 2025, shares surged by 8.9%, reaching a 52-week high of 8.9%.

This performance was driven by portfolio transformation, capital-return plans, and a $2.5 billion share-repurchase authorization authorized in H2 2026. The company's guidance for the fiscal year 2026 anticipates sales growth of 2%-4% and EBITDA growth of 4%-8%, signaling a higher-growth, higher-margin business. Analysts expect IFF's adjusted EPS to decrease 27.1% year-over-year to $3.06.

Among 21 analysts covering IFF, the consensus rating is Moderate Buy, based on 13 Strong Buys, 5 Holds, and 1 Strong Sell. This rating has remained unchanged over the past three months. Barclays analyst Lauren Lieberman recently upgraded IFF's price target to $90, citing a 15.4% premium to IFF's current price levels. The mean price target stands at $94.44, representing a 15.4% upside potential. The Street-high price target of $105 implies a 28.3% potential upside.