Baird upgrades Starbucks stock rating to Outperform on turnaround confidence

Published 12/08/2025, 08:58
Baird upgrades Starbucks stock rating to Outperform on turnaround confidence

Investing.com - Baird has upgraded Starbucks (NASDAQ:SBUX) stock rating from Neutral to Outperform, while raising its price target to $115.00 from $100.00. The coffee chain giant, currently trading at $91.74 with a market capitalization of $104.28 billion, is currently trading above its InvestingPro Fair Value.

The upgrade reflects Baird’s "high conviction" that turnaround strategies implemented under new leadership will effectively transform Starbucks into a "better company."

Baird expects visibility of this transformation to become "increasingly clear over the next several quarters" as the coffee chain continues to implement its strategic initiatives.

The firm anticipates that "tangible evidence of progress toward better financial performance" will boost investor sentiment toward Starbucks.

This improved sentiment should help "support elevated valuation metrics on the shares as earnings start to rebound," according to Baird’s analysis.

In other recent news, Starbucks has been making several strategic moves and receiving attention from analysts. The company plans to install ordering kiosks at busy U.S. airport locations to reduce long lines, a priority highlighted by Chief Operating Officer Mike Grams for the fourth fiscal quarter. Despite reporting fiscal third-quarter earnings per share of $0.50, which fell short of Guggenheim’s estimate of $0.58, the firm raised its price target for Starbucks to $90, maintaining a Neutral rating. RBC Capital also increased its price target to $110, citing Starbucks’ positive third-quarter performance with improved North American traffic. Piper Sandler adjusted its price target to $105, noting the accelerated rollout of Starbucks’ service model. Additionally, Bernstein reiterated an Outperform rating with a $100 target, pointing to Starbucks’ menu innovation and operational progress. The firm believes new menu offerings could attract new consumers and boost sales. These developments reflect a period of strategic adjustments and analyst interest in Starbucks.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.