McDonald’s stock rating reiterated at Overweight by Wells Fargo

Published 17/07/2025, 11:30
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Investing.com - Wells Fargo (NYSE:WFC) has reiterated its Overweight rating on McDonald’s (NYSE:MCD) with a price target of $350.00. Currently trading at $298.90, the stock sits within analyst targets ranging from $260 to $365, with InvestingPro analysis suggesting the stock is fairly valued.

The firm maintains its positive outlook on the fast-food giant despite McDonald’s shares underperforming the S&P 500 index by 19 points since April.

Wells Fargo expects McDonald’s second-quarter comparable sales to accelerate approximately 500 basis points quarter-over-quarter, potentially turning positive after recent challenges.

The bank specifically cited the recent launch of Snack Wraps as a potential catalyst for bullish commentary on quarter-to-date performance.

Beyond the current quarter, Wells Fargo sees additional tailwinds for McDonald’s including easing comparisons, ramping innovation, and international growth combined with favorable foreign exchange impacts that should drive earnings per share higher.

In other recent news, McDonald’s has been the focus of several analyst reports, highlighting both optimism and concerns about the company’s performance and future prospects. KeyBanc has maintained its Overweight rating on McDonald’s, although it lowered its price target to $325, citing competitive pressures in the fast-food industry and a need for better consumer value. The firm noted that McDonald’s likely outperformed its main competitors in the U.S. during the second quarter. Meanwhile, Melius initiated coverage with a Sell rating, expressing concerns about McDonald’s pricing strategy and its impact on consumer traffic and value perception.

Truist Securities, on the other hand, raised its price target to $356, maintaining a Buy rating and expressing confidence in the sales momentum from the reintroduction of the Snack Wrap. The firm projects third-quarter 2025 U.S. same-store sales growth of 3.0%, above the consensus estimate. Citi also increased its price target to $365, highlighting McDonald’s focus on product innovation and marketing scale, which could drive sustained sales outperformance. These developments reflect varying perspectives on McDonald’s ability to navigate a challenging market while leveraging its brand and innovation strategies.

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

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