KeyBanc analyst Eric Gonzalez raised the firm’s price target on McDonald’s (MCD) to $340 from $335 and keeps an Overweight rating on the shares. The firm believes Q4 2025 was a strong period for McDonald’s U.S. as it executed its value strategy and leaned on its marketing capabilities to drive outperformance during an otherwise choppy period for the industry. Based on its proprietary data/recent industry conversations, KeyBanc believes McDonald’s U.S. likely generated above consensus same-store sales growth. In addition, the firm thinks Extra Value Meal subsidies are proving to be lower than expected, which may represent EPS upside.
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