Telsey Advisory Group Issues Pessimistic Forecast for Birkenstock (NYSE:BIRK) Stock Price

Birkenstock (NYSE:BIRK) had its target price lowered by equities researchers at Telsey Advisory Group from $60.00 to $45.00 in a report issued on Thursday. The firm currently has an “outperform” rating on the stock. Telsey Advisory Group’s price objective indicates a potential upside of 36.17% from the company’s current price.

A number of other research analysts have also recently commented on the company. Deutsche Bank Aktiengesellschaft set a $49.00 price target on Birkenstock in a research report on Friday, February 13th. Stifel Nicolaus set a $51.00 price objective on shares of Birkenstock in a report on Wednesday. BTIG Research reiterated a “buy” rating and set a $65.00 target price on shares of Birkenstock in a research report on Thursday, January 29th. UBS Group reiterated a “buy” rating on shares of Birkenstock in a research note on Monday, February 9th. Finally, Piper Sandler reissued an “overweight” rating and issued a $55.00 price target (down from $60.00) on shares of Birkenstock in a research report on Monday, April 27th. Sixteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $58.53.

Birkenstock Price Performance

Birkenstock stock opened at $33.05 on Thursday. The business’s 50 day simple moving average is $37.60 and its 200 day simple moving average is $39.85. Birkenstock has a 12 month low of $32.44 and a 12 month high of $59.50. The company has a market cap of $6.08 billion, a price-to-earnings ratio of 14.47, a PEG ratio of 1.45 and a beta of 1.15. The company has a current ratio of 3.13, a quick ratio of 1.04 and a debt-to-equity ratio of 0.46.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Bamco Inc. NY lifted its stake in Birkenstock by 41.9% during the third quarter. Bamco Inc. NY now owns 6,353,801 shares of the company’s stock worth $287,509,000 after purchasing an additional 1,876,398 shares during the last quarter. T. Rowe Price Investment Management Inc. increased its position in shares of Birkenstock by 11.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 11,886,454 shares of the company’s stock valued at $486,156,000 after purchasing an additional 1,264,841 shares during the last quarter. Holocene Advisors LP raised its holdings in shares of Birkenstock by 239.3% during the 2nd quarter. Holocene Advisors LP now owns 1,748,348 shares of the company’s stock valued at $85,984,000 after buying an additional 1,233,085 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in Birkenstock by 61.8% in the 4th quarter. Dimensional Fund Advisors LP now owns 3,093,620 shares of the company’s stock worth $126,534,000 after buying an additional 1,181,919 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA bought a new stake in Birkenstock in the 4th quarter worth approximately $41,110,000. Institutional investors own 19.93% of the company’s stock.

Birkenstock News Roundup

Here are the key news stories impacting Birkenstock this week:

• Positive Sentiment: Birkenstock reported revenue of about €716 million, up roughly 8% reported and 14% in constant currency, showing demand for its sandals and footwear remains resilient. Birkenstock Reports Fiscal Second Quarter 2026 Results with Revenue Growth Of 14% In Constant FX Despite War, Tariffs and Inflation; Confirms Full-Year Target Of 13-15%
• Positive Sentiment: The company maintained its full-year revenue target, suggesting management still sees healthy demand despite a tougher operating environment. Birkenstock Reports Fiscal Second Quarter 2026 Results with Revenue Growth Of 14% In Constant FX Despite War, Tariffs and Inflation; Confirms Full-Year Target Of 13-15%
• Neutral Sentiment: Birkenstock also issued FY2026 guidance with revenue above consensus, but EPS guidance below expectations, which leaves investors split between top-line strength and margin pressure. Birkenstock misses sales estimates, flags Middle East hit
• Negative Sentiment: Quarterly EPS of $0.58 missed the consensus estimate of $0.70, and revenue also came in slightly below expectations, signaling weaker profitability than analysts anticipated. Birkenstock (BIRK) Misses Q2 Earnings and Revenue Estimates
• Negative Sentiment: Management warned that tariffs, foreign exchange swings, and Middle East conflict are squeezing margins and raising costs, which is a key reason the stock has been falling. Birkenstock warns of higher costs from tariffs, Middle East conflict
• Negative Sentiment: Reports also noted tighter margins and softer profit growth, reinforcing concerns that cost pressures may outweigh strong sales growth in the near term. EXEC: Birkenstock Maintains Double-Digit Growth in Fiscal Q2 but Margins Tighten and Profits Sink

About Birkenstock

Birkenstock Group AG, listed on the New York Stock Exchange under the symbol BIRK, is a global footwear manufacturer renowned for its anatomically contoured footbeds and iconic sandal designs. The company’s core product lines include classic models such as the Arizona, Boston and Madrid, alongside a range of clogs, shoes and orthotic insoles. In addition to footwear, Birkenstock offers complementary accessories, including socks and leather care products, reinforcing its commitment to foot health and comfort.

Birkenstock reaches consumers through a diversified distribution network that combines direct-to-consumer channels—such as branded retail stores and e-commerce platforms—with wholesale partnerships spanning specialty footwear retailers, department stores and select online marketplaces.