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Analyst Reiterates Buy on Brinker, Citing Chili’s Outperformance, Strong Long-Term Guidance, and Attractive FY27 Valuation

Analyst Reiterates Buy on Brinker, Citing Chili’s Outperformance, Strong Long-Term Guidance, and Attractive FY27 Valuation

UBS analyst Dennis Geiger has maintained their bullish stance on EAT stock, giving a Buy rating today.

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Dennis Geiger has given his Buy rating due to a combination of factors tied to Brinker’s recent performance and forward outlook. He views Chili’s same-store sales strength, which has exceeded broader casual dining trends, as proof that the brand’s value positioning, menu upgrades, marketing, and operational improvements are resonating with guests even amid a challenging macro environment.

He also considers the company’s updated longer-term guidance and the early success of the new chicken sandwich platform as supportive of continued sales momentum and market share gains. At roughly 12x FY27 consensus EPS, he sees the current valuation as attractive relative to growth prospects, with further upside potential from accelerating unit expansion, a gradual Maggiano’s recovery, balance sheet flexibility, and ongoing share repurchases.

Based on the recent corporate insider activity of 114 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of EAT in relation to earlier this year.

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