First Watch stock price target raised to $21 from $19 at TD Cowen

Published 29/07/2025, 17:28
First Watch stock price target raised to $21 from $19 at TD Cowen

Investing.com - TD Cowen has raised its price target on First Watch Restaurant Group (LON:RTN) (NASDAQ:FWRG) to $21.00 from $19.00 while maintaining a Buy rating on the stock. The new target sits within the broader analyst range of $17-$25, with the stock currently trading at $16.79.

The firm cited improving same-store sales data in recent months as a positive indicator for the breakfast-focused restaurant chain, according to information from Bloomberg Second Measure. The company has demonstrated strong revenue growth of 14.43% over the last twelve months, according to InvestingPro data.

TD Cowen acknowledged potential downside risk to second-quarter adjusted EBITDA and noted the possibility that First Watch might lower its 2025 adjusted EBITDA guidance.

However, the firm indicated that any potential guidance reduction would likely not be significant enough to materially impact consensus estimates among analysts.

TD Cowen continues to view First Watch as a "mispriced, high-quality growth concept," suggesting the restaurant chain’s stock may be undervalued relative to its growth potential.

In other recent news, First Watch Restaurant Group reported its first-quarter 2025 earnings, which fell short of forecasts. The company experienced a net loss with earnings per share at -$0.01, missing the expected $0.04, despite a 16.4% increase in revenue to $282.2 million. Following these results, Raymond (NSE:RYMD) James adjusted its outlook on First Watch, reducing the price target from $25.00 to $21.00 but maintained a Strong Buy rating. Stifel also revised its price target from $18.00 to $17.00, maintaining a Hold rating, due to weaker-than-expected first-quarter comparable sales. Despite the softer performance, First Watch has kept its revenue forecast for the full year, citing improved traffic trends in March and April. However, the company lowered its EBITDA projections significantly due to rising costs. Stifel analysts noted the sharp decline in stock price following the substantial cut in EBITDA guidance. Meanwhile, Raymond James analysts felt the approximately 18% drop in stock price was excessive given the results.

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