Starbucks price target raised to $100 from $95 at UBS on turnaround potential

Published 30/07/2025, 16:12
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Investing.com - UBS raised its price target on Starbucks (NASDAQ:SBUX) to $100 from $95 on Wednesday, while maintaining a Neutral rating on the coffee chain’s stock. The company, currently trading at $91.99 with a market capitalization of $104.47 billion, shows a relatively high P/E ratio of 32.8x according to InvestingPro data.

The price target adjustment follows Starbucks’ fiscal third-quarter results, which showed continued challenges in U.S. same-store sales and traffic trends. The company reported margins and earnings below expectations, reflecting sales deleverage and increased investments. With annual revenue of $36.35 billion and a current ratio of 0.64, InvestingPro analysis indicates short-term obligations exceed liquid assets.

UBS noted that Starbucks management highlighted progress with its "Back to Starbucks" strategic initiatives aimed at improving transaction growth, including enhanced partner engagement and customer experience improvements.

Despite maintaining its Neutral stance, UBS acknowledged the potential for significant same-store sales growth and a streamlined cost structure in coming years. The firm adjusted its fiscal 2026 EPS forecast downward to $2.65 from $2.76 previously.

UBS expects Starbucks to provide more detailed investment and cost savings targets during its fiscal second-quarter 2026 investor day, including plans to return to fiscal 2019 operating margins of 17.2%, compared to UBS’s estimate of 10.5% for fiscal 2025.

In other recent news, Starbucks reported its financial results for the third quarter of 2025, showing mixed performance. The company’s earnings per share (EPS) fell short of expectations, coming in at $0.50 compared to the forecasted $0.65, a 23.08% negative surprise. However, revenue exceeded predictions, reaching $9.5 billion against the expected $9.29 billion, a 2.26% positive surprise. TD Cowen has adjusted its price target for Starbucks to $95 from $90, maintaining a Hold rating, citing anticipated lower labor costs as a factor for increasing its 2026-2028 earnings per share estimates. Stifel has reiterated its Buy rating with a $105 price target, noting progress in Starbucks’ "Back to Starbucks" turnaround initiative, which focuses on foundational operational changes and innovation. These developments reflect ongoing changes and expectations for Starbucks in the coming years.

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