On Oct 26, major Wall Street analysts update their ratings for $Texas Roadhouse (TXRH.US)$, with price targets ranging from $185 to $205.
Morgan Stanley analyst Brian Harbour maintains with a hold rating, and adjusts the target price from $200 to $205.
BofA Securities analyst Sara Senatore maintains with a buy rating.
Evercore analyst David Palmer maintains with a buy rating, and maintains the target price at $200.
Oppenheimer analyst Brian Bittner maintains with a hold rating.
RBC Capital analyst Logan Reich maintains with a hold rating, and adjusts the target price from $175 to $185.
Furthermore, according to the comprehensive report, the opinions of $Texas Roadhouse (TXRH.US)$'s main analysts recently are as follows:
Texas Roadhouse delivered a robust financial performance this quarter, which, while in line with forecasts, still stands out. This leads to a modest increase in projections, with the expectation that they will surpass the prevailing market consensus.
The company's Q3 performance was robust despite not meeting earnings expectations due to headwinds from labor and taxes.
Texas Roadhouse's Q3 results showcased continued robust same-store sales momentum and restaurant margin growth. The outlook for 2025 commodities was more favorable than expected, which is promising. The company is experiencing strong traffic gains and has seen accelerating trends to date, despite challenging economic conditions and tougher comparisons. There is optimism for sustained leading traffic momentum, potential for earnings growth over multiple years, and a return to sustainable margins in the 17%-18% range.
Texas Roadhouse demonstrated robust momentum with comps that quickened throughout the quarter, and customer traffic that saw an approximate 100 bps increase into October. The company is also witnessing improvements in labor productivity, with labor hour growth and traffic growth remaining below 30% in the third quarter, fostering operational leverage.
The company's third-quarter earnings did not meet expectations due to increased depreciation and amortization, taxes, and insurance adjustments. Despite these challenges, the company has demonstrated commendable comparable sales growth. However, there is caution regarding the stock's high multiple and the suggestion that the consensus earnings per share forecast for 2025 may be overly optimistic.
Here are the latest investment ratings and price targets for $Texas Roadhouse (TXRH.US)$ from 5 analysts:
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美東時間10月26日,多家華爾街大行更新了$德州公路酒吧 (TXRH.US)$的評級,目標價介於185美元至205美元。
摩根士丹利分析師Brian Harbour維持持有評級,並將目標價從200美元上調至205美元。
美銀證券分析師Sara Senatore維持買入評級。
Evercore分析師David Palmer維持買入評級,維持目標價200美元。
奧本海默控股分析師Brian Bittner維持持有評級。
加皇資本市場分析師Logan Reich維持持有評級,並將目標價從175美元上調至185美元。
此外,綜合報道,$德州公路酒吧 (TXRH.US)$近期主要分析師觀點如下:
德州公路酒吧在本季度取得了強勁的財務表現,儘管與預測一致,但仍然脫穎而出。這導致了對預測的適度增加,預計他們將超過當前市場共識。
公司的第三季度表現強勁,儘管未達到盈利預期,受勞動力和稅收不利影響。
德州公路酒吧的第三季度業績展現出持續強勁的同店銷售動能和餐廳利潤增長。2025年商品前景比預期更有利,這是令人鼓舞的。儘管經濟狀況困難,比較更爲艱難,公司正在經歷強勁的客流增長,並迄今爲止看到加速趨勢。對維持領先的客流動能、多年盈利增長潛力以及恢復到17%-18%區間的可持續利潤率充滿樂觀。
德州公路酒吧展示出動力強勁的勢頭,同店銷售在整個季度加快,客流量到10月增加了約100個點子。公司還正在見證勞動力生產率的改善,在第三季度,勞動小時增長和客流增長仍保持在30%以下,促進運營槓桿。
由於折舊和攤銷、稅收以及保險調整的增加,公司第三季度的盈利未達到預期。儘管存在這些挑戰,公司展示了值得稱讚的可比銷售增長。然而,對股票的高倍數存在謹慎,並有建議認爲2025年每股收益的共識預測可能過於樂觀。
以下爲今日5位分析師對$德州公路酒吧 (TXRH.US)$的最新投資評級及目標價:
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