Price Targets Raised to $385 and $354 as McDonald’s Q4 Comparable Sales Grow 5.7%
Tigress Financial raised McDonald’s price target to $385 from $360, forecasting 20% total return and citing AI efficiencies and rapid unit expansion. KeyBanc lifted its price target to $354 from $340 and McDonald’s Q4 global comparable sales rose 5.7% with systemwide sales up 7% to $139 billion.
1. Analyst Upgrades
Tigress Financial increased its 12-month price target on McDonald’s to $385 from $360 and maintained a Buy rating, highlighting the company’s AI-driven cost efficiencies, rapid global unit expansion and asset-light franchise model. KeyBanc also raised its target to $354 from $340 with an Overweight rating, citing strong U.S. business momentum.
2. Q4 and Fiscal 2025 Results
McDonald’s fiscal Q4 delivered 5.7% global comparable sales growth alongside positive guest count trends across all operating segments. For full-year 2025, systemwide sales climbed 7% to over $139 billion, adding roughly $9 billion versus the prior year.
3. Growth Catalysts
Analysts point to McDonald’s powerful global brand, AI adoption to streamline operations, and its asset-light franchising as primary drivers for sustained revenue and margin expansion. Rapid unit growth, particularly in emerging markets, is expected to underpin future comparable sales gains and shareholder returns.