Atour Lifestyle (NASDAQ:ATAT) Posts Quarterly Earnings Results, Beats Estimates By $0.11 EPS

Atour Lifestyle (NASDAQ:ATAT) posted its earnings results on Wednesday. The company reported $0.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.37 by $0.11, Zacks reports. The company had revenue of $407.74 million during the quarter, compared to the consensus estimate of $379.74 million. Atour Lifestyle had a net margin of 17.22% and a return on equity of 52.71%.

Here are the key takeaways from Atour Lifestyle’s conference call:

• Q1 revenue rose 47.5% year over year to RMB 2.81 billion, driven by strong growth in both managed hotels and the retail business. Adjusted EBITDA margin also improved to 25.5%, showing solid operating leverage.
• Hotel RevPAR returned to growth, with overall RevPAR at 102.4% of last year’s level, supported mainly by higher ADR. Management said Q2 RevPAR remains “cautiously optimistic” but still expects some market volatility.
• The company opened 110 new hotels in the quarter and ended with 2,088 hotels in operation, while the development pipeline remained healthy at 751 hotels. Management kept its full-year opening target unchanged and said hotel closure plans also remain unchanged.
• Retail revenue surged 54.4% to RMB 1.07 billion, and management raised its full-year retail revenue guidance to 30%–35% growth from the prior target. New product iterations, especially in bedding, were cited as a key driver of demand.
• The company highlighted strong shareholder returns, including its first 2026 cash dividend of about US$72 million and more than US$100 million of buybacks since last year. Management reiterated a goal of returning roughly 100% of prior-year GAAP net profit through dividends and repurchases.

Atour Lifestyle Price Performance

Atour Lifestyle stock opened at $36.97 on Friday. The stock has a market capitalization of $5.11 billion, a PE ratio of 19.88, a price-to-earnings-growth ratio of 0.91 and a beta of 0.72. The business has a 50 day simple moving average of $37.02 and a 200-day simple moving average of $38.51. Atour Lifestyle has a 12 month low of $28.97 and a 12 month high of $43.17.

Analyst Ratings Changes

Several research firms recently commented on ATAT. UBS Group reaffirmed a “buy” rating on shares of Atour Lifestyle in a report on Tuesday, March 17th. Weiss Ratings restated a “buy (b-)” rating on shares of Atour Lifestyle in a research report on Wednesday, January 21st. Morgan Stanley reaffirmed an “overweight” rating and set a $45.00 price objective on shares of Atour Lifestyle in a research note on Tuesday, March 17th. Finally, Wall Street Zen upgraded shares of Atour Lifestyle from a “hold” rating to a “buy” rating in a research note on Sunday, March 29th. Eight equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat, Atour Lifestyle presently has an average rating of “Moderate Buy” and a consensus target price of $48.00.

Institutional Investors Weigh In On Atour Lifestyle

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Mcguire Capital Advisors Inc. purchased a new position in Atour Lifestyle during the fourth quarter valued at $49,000. Invesco Ltd. lifted its stake in Atour Lifestyle by 74.3% in the 4th quarter. Invesco Ltd. now owns 130,850 shares of the company’s stock valued at $5,155,000 after buying an additional 55,790 shares in the last quarter. NewEdge Advisors LLC acquired a new stake in Atour Lifestyle in the 4th quarter worth about $84,000. Susquehanna Portfolio Strategies LLC purchased a new stake in Atour Lifestyle during the 4th quarter worth approximately $6,960,000. Finally, Numerai GP LLC raised its holdings in shares of Atour Lifestyle by 56.0% during the fourth quarter. Numerai GP LLC now owns 55,655 shares of the company’s stock valued at $2,193,000 after acquiring an additional 19,968 shares during the last quarter. Hedge funds and other institutional investors own 17.79% of the company’s stock.

About Atour Lifestyle

Atour Lifestyle Holdings Co, Ltd. operates as a hospitality and lifestyle company offering a range of lodging and accommodation services in China. The company’s core business includes the development, operation and management of boutique hotels and serviced apartments under its Atour Hotel and Ankora brands. These properties cater primarily to the mid- to upscale segment, delivering a blend of comfort, design-focused interiors and localized services tailored to both business and leisure travelers.

In addition to room offerings, Atour Lifestyle provides a suite of ancillary services designed to enhance guest experiences.