Piper Sandler lowers Denny’s stock price target to $4 from $6

Published 05/08/2025, 18:08
Piper Sandler lowers Denny’s stock price target to $4 from $6

Investing.com - Piper Sandler has lowered its price target on Denny’s Corporation (NASDAQ:DENN) to $4.00 from $6.00 while maintaining a Neutral rating on the restaurant chain’s stock. The stock, currently trading at $3.43, has declined over 40% in the past year, according to InvestingPro data.

The adjustment follows Denny’s second-quarter 2025 financial results, which revealed a 1.3% decline in domestic systemwide same-store sales at the core Denny’s brand, reflecting challenging conditions in the Family Dining segment. Despite these headwinds, InvestingPro analysis shows the company maintains a Fair financial health rating and remains profitable with a 38.4% gross margin.

Despite the disappointing performance, Denny’s management reaffirmed its full-year 2025 same-store sales guidance range of down 2.0% to up 1%, though it indicated expectations toward the lower end of this range.

The research firm noted that Denny’s experienced choppy sales in July, similar to trends reported by BJ’s Restaurants (NASDAQ:BJRI) last week, though Denny’s has seen some improvement in very recent performance.

Piper Sandler highlighted that same-store sales at Denny’s Keke’s brand were a bright spot in the results, though this concept remains significantly smaller than the flagship Denny’s brand in the company’s overall portfolio.

In other recent news, Denny’s Corporation reported its earnings for the second quarter of 2025, which showed a slight miss on both earnings per share and revenue compared to analyst forecasts. The company reported an EPS of $0.09, which fell short of the anticipated $0.11, and revenue of $117.7 million, slightly below the expected $118.18 million. Despite this, Truist Securities maintained a Buy rating on Denny’s, although it lowered the stock’s price target from $7.00 to $6.00. Truist Securities noted that the new price target still represents a significant upside from current levels. The earnings report also revealed that Denny’s second-quarter same-store sales were in line with consensus estimates, but the company missed adjusted EBITDA expectations. These developments reflect the recent performance and analyst outlook for Denny’s.

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