Estimate momentum remains flat. Wall Street’s Q4 EPS consensus of $0.31 has held steady over the past seven days, with no upward or downward revisions recorded. The estimate range spans $0.23 to $0.36, reflecting a 57% spread between the most bearish and most bullish analyst projections. Ten analysts cover the quarter, with revenue estimates clustered tightly between $646.8 million and $654.6 million.
Wall Street leans bullish. The analyst consensus shows 10 Buy-equivalent ratings (4 Strong Buy, 6 Buy) against just 2 Hold ratings, with no Sell or Strong Sell recommendations. This 83% Buy-side tilt suggests the Street views the current $15.40 share price as an attractive entry point relative to the company’s growth trajectory.
Fresh coverage drives recent activity. Five major firms initiated coverage on March 2, establishing a bullish baseline. JP Morgan led with an Overweight rating and $29 price target, implying 88% upside from current levels. Bank of America Securities and UBS both assigned Buy ratings with $28 and $27 targets, respectively. RBC Capital’s Outperform rating carries a $26 target, while Goldman Sachs took a more cautious stance with a Neutral rating and $25 target.
What to Watch: Guidance for fiscal 2026 will matter more than the backward quarter. With analysts projecting 7.7% EPS growth to $0.97 for the full year 2026, management’s commentary on same-store sales trends and margin outlook will determine whether the bullish Street consensus holds through the spring selling season.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.
