Stifel lowered the firm’s price target on Aramark (ARMK) to $44 from $49 and keeps a Buy rating on the shares. The firm says underlying business momentum looks strong, but the quarter’s revenue and earnings were impacted by client-driven timing delays in new contract starts across its Corrections, Workplace Experience, and Healthcare divisions, delaying revenue into FY26. Stifel’s modeling changes, at a high level, are modeling to the “zig-zag” revenue pattern just described, with the associated impacts to margins.
Claim 70% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on ARMK:
- Morning Movers: E.W. Scripps surges after report of Sinclair takeover interest
- Options Volatility and Implied Earnings Moves Today, November 17, 2025
- Aramark sees FY26 leverage ratio under 3x
- Aramark says ‘new business pipeline across the organization is significant’
- Aramark sees FY26 adjusted EPS $2.18 -$2.28, consensus $2.29