BMO Capital raises Starbucks stock price target to $115 on turnaround progress

Published 30/07/2025, 16:38
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Investing.com - BMO Capital raised its price target on Starbucks (NASDAQ:SBUX) to $115.00 from $100.00 on Wednesday, while maintaining an Outperform rating on the coffee chain’s stock. The new target represents potential upside from the current price of $92.73, though InvestingPro analysis suggests the stock is trading slightly above its Fair Value.

The price target increase comes despite Starbucks reporting fiscal third-quarter earnings per share of $0.50, missing consensus estimates by $0.15. BMO Capital noted that $0.11 of the miss was attributable to one-time investments and discrete tax items, with the remainder due to lower equity income and slightly softer comparable sales. The company, currently valued at $105.04 billion, maintains a P/E ratio of 33.44, indicating a premium valuation relative to peers.

The investment firm highlighted signs of progress in Starbucks’ turnaround efforts, specifically pointing to U.S. comparable transaction improvements for a third consecutive quarter and continued momentum into July.

BMO Capital indicated that fourth-quarter labor investments should enable more aggressive sales initiatives as the company moves into fiscal year 2026.

The firm reiterated its Outperform rating, expressing optimism about Starbucks’ earnings potential in coming years as turnaround efforts continue to take effect.

In other recent news, Starbucks Corporation reported its financial results for the third quarter of 2025, revealing a mixed performance. The company missed earnings per share expectations, reporting $0.50 against a forecast of $0.65, which was a 23.08% negative surprise. However, Starbucks’ revenue exceeded expectations, reaching $9.5 billion compared to the forecast of $9.29 billion, marking a 2.26% positive surprise. UBS raised its price target on Starbucks to $100 from $95, maintaining a Neutral rating, following the company’s fiscal third-quarter results that showed challenges in U.S. same-store sales and traffic trends. TD Cowen also adjusted its price target upward to $95 from $90, based on anticipated lower labor investments, while maintaining a Hold rating. Stifel reiterated its Buy rating with a $105 price target, citing progress in Starbucks’ "Back to Starbucks" turnaround initiative. This initiative includes foundational operational changes and a strong innovation pipeline. These developments reflect the ongoing efforts and challenges faced by Starbucks in its operational strategies.

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