Starbucks (NASDAQ:SBUX) Price Target Raised to $125.00

Starbucks (NASDAQ:SBUX) had its price target increased by analysts at Wells Fargo & Company from $120.00 to $125.00 in a research note issued to investors on Thursday. The brokerage currently has an “overweight” rating on the coffee company’s stock. Wells Fargo & Company‘s target price would indicate a potential upside of 20.03% from the stock’s current price.

A number of other equities research analysts also recently weighed in on the stock. Piper Sandler reissued an “overweight” rating and set a $110.00 price target on shares of Starbucks in a research note on Wednesday, April 29th. Citigroup upped their target price on shares of Starbucks from $108.00 to $112.00 and gave the company a “neutral” rating in a research report on Thursday. BMO Capital Markets restated an “outperform” rating and issued a $130.00 price target on shares of Starbucks in a research report on Thursday. The Goldman Sachs Group cut Starbucks from a “neutral” rating to a “neutral” rating in a research note on Thursday, May 14th. Finally, Scotiabank lowered Starbucks from a “market perform” rating to an “underperform” rating in a research note on Thursday, May 14th. Nineteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $110.58.

Starbucks Stock Up 1.0%

Shares of SBUX opened at $104.14 on Thursday. The stock’s fifty day simple moving average is $102.15 and its 200-day simple moving average is $98.92. The firm has a market capitalization of $118.69 billion, a PE ratio of 78.89, a price-to-earnings-growth ratio of 2.05 and a beta of 0.98. Starbucks has a 12-month low of $77.99 and a 12-month high of $109.23.

Starbucks (NASDAQ:SBUX) last announced its quarterly earnings data on Wednesday, July 29th. The coffee company reported $0.85 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.19. Starbucks had a negative return on equity of 29.24% and a net margin of 3.89%.The firm had revenue of $9.32 billion during the quarter, compared to analysts’ expectations of $9.17 billion. During the same period in the previous year, the business posted $0.50 EPS. The company’s quarterly revenue was down 1.4% compared to the same quarter last year. Starbucks has set its FY 2026 guidance at 2.550-2.650 EPS. Analysts anticipate that Starbucks will post 2.41 EPS for the current year.

Insider Activity

In related news, CEO Brady Brewer sold 2,229 shares of the stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $104.00, for a total transaction of $231,816.00. Following the completion of the sale, the chief executive officer directly owned 77,364 shares of the company’s stock, valued at approximately $8,045,856. This represents a 2.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 6,687 shares of company stock valued at $679,033. 0.03% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Starbucks

Large investors have recently made changes to their positions in the stock. Oak Thistle LLC bought a new stake in Starbucks during the fourth quarter worth $1,149,000. Wealth Enhancement Trust Services Inc. acquired a new position in shares of Starbucks during the 4th quarter worth about $875,000. Third View Private Wealth LLC bought a new stake in shares of Starbucks in the 4th quarter valued at about $3,135,000. B. Metzler seel. Sohn & Co. AG raised its stake in Starbucks by 36.4% in the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 88,374 shares of the coffee company’s stock valued at $7,442,000 after buying an additional 23,589 shares during the period. Finally, Jefferies Financial Group Inc. lifted its holdings in Starbucks by 94.5% during the 4th quarter. Jefferies Financial Group Inc. now owns 94,260 shares of the coffee company’s stock valued at $7,938,000 after purchasing an additional 45,794 shares during the last quarter. Institutional investors own 72.29% of the company’s stock.

Key Stories Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Strong customer demand: Global comparable-store sales rose 7.9%, exceeding the 5.7% consensus estimate, as comparable transactions increased 4.2%. North American revenue climbed 7% to approximately $7.4 billion. Faster service, new products and expanded food offerings appear to be bringing customers back. Starbucks Reports Q3 Fiscal Year 2026 Results
• Positive Sentiment: Earnings beat and raised guidance: Adjusted earnings were $0.85 per share versus the $0.66 analyst consensus, while revenue of $9.32 billion exceeded expectations of roughly $9.17 billion. Starbucks raised fiscal 2026 adjusted EPS guidance to $2.55–$2.65 from $2.25–$2.45 and now expects full-year global comparable sales growth of 6%. The guidance increase relies primarily on higher customer traffic rather than price increases. Starbucks raises full-year forecasts again
• Positive Sentiment: China operations less risky: The conversion of Starbucks’ China business into a licensed joint venture reduced reported revenue, which declined 1.4% year over year, but the transaction may reduce execution and capital risks in the market. International margins also improved. Starbucks: Upgrading to Hold
• Neutral Sentiment: Analyst views remain generally favorable: Analysts’ consensus rating is “Moderate Buy,” although at least one research report upgraded the stock only to “Hold,” reflecting a more balanced risk-reward view after its strong run.
• Negative Sentiment: Valuation and execution risks: With shares near their 52-week high and trading at an elevated earnings multiple, investors may demand continued improvement. Starbucks is still working to ensure food availability and maintain faster service, while weaker dividend coverage and recent insider selling add cautionary signals.

Starbucks Company Profile

Starbucks Corporation is a global coffeehouse chain and roaster that operates, licenses and franchises coffee shops and related retail businesses. Founded in Seattle, Washington in 1971 by Jerry Baldwin, Zev Siegl and Gordon Bowker, the company grew from a single store focused on whole-bean coffee and equipment into a broad consumer-facing brand. Howard Schultz, who joined the company later and served in senior leadership roles, is widely credited with transforming Starbucks into a mass-market specialty coffee retailer and expanding its footprint internationally.

Starbucks’ core activities center on the retail sale of hot and cold specialty beverages, whole-bean and packaged coffees, teas and ready-to-drink products, along with complementary food items and merchandise such as mugs and brewing equipment.