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:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美东时间10月26日，多家华尔街大行更新了$德州公路酒吧 (TXRH.US)$的评级，目标价介于185美元至205美元。
摩根士丹利分析师Brian Harbour维持持有评级，并将目标价从200美元上调至205美元。
美银证券分析师Sara Senatore维持买入评级。
Evercore分析师David Palmer维持买入评级，维持目标价200美元。
奥本海默控股分析师Brian Bittner维持持有评级。
加皇资本市场分析师Logan Reich维持持有评级，并将目标价从175美元上调至185美元。
此外，综合报道，$德州公路酒吧 (TXRH.US)$近期主要分析师观点如下：
德州公路酒吧本季度表现强劲，与预期一致，但仍脱颖而出。这导致预测略微增加，预计将超过当前市场共识。
尽管没有达到盈利预期，但公司第三季度表现强劲，受劳动力和税收问题的影响。
德州公路酒吧第三季度的业绩展示了持续强劲的同店销售动力和餐厅利润增长。 2025年商品前景比预期更有利，这是令人充满希望的。尽管经济形势严峻，对比变得更加困难，公司仍然经历了强劲的客流增长，并迄今为止已经看到加速的趋势。对于持续领先的客流动力、未来多年盈利增长潜力以及回到17%-18%的可持续利润率充满乐观。
德州公路酒吧表现强劲，季度内同店销售的势头加快，客流量在十月增加了约100个基点。公司还在劳动生产率方面见证了改善，第三季度劳动小时增长和客流增长仍然低于30%，促进了运营杠杆。
由于折旧和摊销、税收和保险调整增加，公司第三季度盈利未达预期。尽管存在这些挑战，公司展示了值得称赞的可比销售增长。然而，人们对股票的高估值以及对2025年共识每股盈利预测可能过于乐观的建议持谨慎态度。
以下为今日5位分析师对$德州公路酒吧 (TXRH.US)$的最新投资评级及目标价：
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
