Mizuho Boosts McDonald’s Price Target to $325 After Q4 Comps Rise 5.7%
Mizuho raised its McDonald’s price target to $325 from $300 and maintained a Neutral rating after Q4 global same-store sales climbed 5.7% versus 3.7% forecasts and adjusted EPS reached $3.12 on $7.01 billion revenue. The firm warned that upside to 2026 estimates remains unclear.
1. Mizuho Price Target Raise
On February 6, Mizuho raised McDonald’s price target to $325 from $300 while retaining a Neutral rating, citing stronger-than-expected fourth-quarter results as justification for the upgrade.
2. Q4 Performance Highlights
McDonald’s reported global same-store sales growth of 5.7% for the quarter ended December 31 versus the 3.7% consensus, with U.S. comps up 6.8% and International Operated Markets rising 5.2%. Adjusted EPS climbed 10.2% year-over-year to $3.12 on revenue of $7.01 billion, and net income increased 7% to $2.16 billion.
3. Outlook and 2026 Uncertainty
Despite the strong quarterly metrics, the analyst cautioned that upside to 2026 earnings and sales estimates is not guaranteed, signaling potential challenges in sustaining momentum into the next fiscal year.