Starbucks (NASDAQ:SBUX) Earns Buy Rating from BTIG Research

Starbucks (NASDAQ:SBUX)‘s stock had its “buy” rating reaffirmed by BTIG Research in a research note issued on Thursday,Benzinga reports. They currently have a $105.00 price objective on the coffee company’s stock. BTIG Research’s price target would suggest a potential upside of 10.34% from the stock’s current price.

A number of other research firms have also weighed in on SBUX. Dbs Bank lowered shares of Starbucks from a “hold” rating to a “strong sell” rating in a research report on Friday, November 7th. Bank of America boosted their price target on Starbucks from $106.00 to $114.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. TD Cowen restated a “hold” rating and set a $84.00 price objective on shares of Starbucks in a report on Monday, December 1st. Citigroup raised Starbucks from a “neutral” rating to a “positive” rating in a research report on Thursday, January 15th. Finally, Morgan Stanley set a $105.00 target price on Starbucks and gave the stock an “overweight” rating in a research report on Monday, October 20th. Eighteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $103.50.

Starbucks Stock Performance

Starbucks stock opened at $95.16 on Thursday. Starbucks has a fifty-two week low of $75.50 and a fifty-two week high of $117.46. The company has a market capitalization of $108.21 billion, a price-to-earnings ratio of 58.02, a PEG ratio of 1.94 and a beta of 0.97. The stock has a fifty day moving average of $87.73 and a two-hundred day moving average of $87.12.

Starbucks (NASDAQ:SBUX) last posted its quarterly earnings data on Wednesday, January 28th. The coffee company reported $0.56 EPS for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.03). Starbucks had a net margin of 4.99% and a negative return on equity of 31.32%. The company had revenue of $9.92 billion for the quarter, compared to analyst estimates of $9.62 billion. During the same period in the previous year, the business earned $0.69 EPS. The firm’s revenue was up 5.5% on a year-over-year basis. Starbucks has set its FY 2026 guidance at 2.150-2.400 EPS. On average, analysts forecast that Starbucks will post 2.99 EPS for the current fiscal year.

Insider Transactions at Starbucks

In related news, Director Jorgen Vig Knudstorp acquired 11,700 shares of the business’s stock in a transaction on Monday, November 10th. The shares were bought at an average cost of $85.00 per share, with a total value of $994,500.00. Following the completion of the transaction, the director directly owned 53,096 shares of the company’s stock, valued at $4,513,160. This trade represents a 28.26% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.09% of the company’s stock.

Institutional Investors Weigh In On Starbucks

Hedge funds have recently modified their holdings of the stock. Cooper Haims Advisors LLC raised its stake in shares of Starbucks by 3.0% during the second quarter. Cooper Haims Advisors LLC now owns 3,749 shares of the coffee company’s stock valued at $344,000 after purchasing an additional 110 shares during the period. River Street Advisors LLC boosted its stake in shares of Starbucks by 0.8% in the fourth quarter. River Street Advisors LLC now owns 13,516 shares of the coffee company’s stock valued at $1,138,000 after purchasing an additional 113 shares during the period. Diligent Investors LLC grew its holdings in Starbucks by 1.9% during the 2nd quarter. Diligent Investors LLC now owns 6,132 shares of the coffee company’s stock valued at $562,000 after purchasing an additional 117 shares in the last quarter. Silver Oak Securities Incorporated lifted its holdings in Starbucks by 2.4% in the 3rd quarter. Silver Oak Securities Incorporated now owns 5,288 shares of the coffee company’s stock worth $447,000 after buying an additional 122 shares in the last quarter. Finally, Wynn Capital LLC lifted its holdings in Starbucks by 1.0% in the 4th quarter. Wynn Capital LLC now owns 11,895 shares of the coffee company’s stock worth $1,002,000 after buying an additional 122 shares in the last quarter. 72.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Starbucks

Here are the key news stories impacting Starbucks this week:

• Positive Sentiment: Q1 top‑line beat and comps rebound — Revenue of $9.92B topped estimates and global comparable‑store sales rose ~4%, including the first U.S. transaction growth in two years, evidence the “Back to Starbucks” initiatives are driving traffic. Starbucks Reports Q1 Fiscal Year 2026 Results
• Positive Sentiment: Digital and operations momentum — Management emphasized digital platforms and technology fixes (mobile order flow, staffing mixes, AI tools) as central to sustaining the turnaround and improving throughput/transactions. This supports revenue durability if execution continues. Starbucks Says Digital Platforms Are Key Piece of Turnaround Strategy
• Positive Sentiment: Investor day as a near‑term catalyst — Starbucks is hosting an investor day to lay out a long‑term outlook and milestones for the turnaround; that presentation could provide fresh guidance or visibility that moves the stock. Starbucks to unveil long-term outlook at investor day, as Niccol says turnaround is just beginning
• Neutral Sentiment: Guidance and valuation nuance — FY‑2026 EPS guide (2.15–2.40) leaves room vs. consensus and analysts are split; some raised targets (e.g., Mizuho), others warn margins could lag while investments run. The range creates more catalyst dependence on execution. Mizuho Boosts Starbucks (NASDAQ:SBUX) Price Target to $95.00
• Negative Sentiment: EPS miss and margin pressure — EPS of $0.56 missed estimates while net margin remains under pressure as the company re‑invests in stores and staffing; investors should watch margin progression vs. revenue gains. Starbucks (SBUX) Misses Q1 Earnings Estimates
• Negative Sentiment: Governance/optics risks — The company removed the $250k cap on CEO Niccol’s personal use of the corporate jet (cited for security) and a shareholder‑law firm launched a probe into director conduct; both create short‑term reputational and potential legal noise. Starbucks removes cap on CEO’s use of company’s private jet, citing security concerns Legal Investigation Launched: Johnson Fistel Scrutinizes Starbucks (SBUX) Directors

About Starbucks

Starbucks Corporation is a global coffeehouse chain and roaster that operates, licenses and franchises coffee shops and related retail businesses. Founded in Seattle, Washington in 1971 by Jerry Baldwin, Zev Siegl and Gordon Bowker, the company grew from a single store focused on whole-bean coffee and equipment into a broad consumer-facing brand. Howard Schultz, who joined the company later and served in senior leadership roles, is widely credited with transforming Starbucks into a mass-market specialty coffee retailer and expanding its footprint internationally.

Starbucks’ core activities center on the retail sale of hot and cold specialty beverages, whole-bean and packaged coffees, teas and ready-to-drink products, along with complementary food items and merchandise such as mugs and brewing equipment.