On Oct 23, major Wall Street analysts update their ratings for $McDonald's (MCD.US)$, with price targets ranging from $321 to $350.
Morgan Stanley analyst Brian Harbour maintains with a buy rating, and maintains the target price at $340.
BofA Securities analyst Sara Senatore maintains with a hold rating, and sets the target price at $321.
Barclays analyst Jeff Bernstein maintains with a buy rating, and maintains the target price at $325.
UBS analyst Dennis Geiger maintains with a buy rating, and maintains the target price at $345.
Wells Fargo analyst Zachary Fadem maintains with a buy rating, and maintains the target price at $350.
Furthermore, according to the comprehensive report, the opinions of $McDonald's (MCD.US)$'s main analysts recently are as follows:
The firm is modifying its valuation benchmarks for the restaurant industry, taking into account revisions in estimates and an escalation in market multiples, as it anticipates third-quarter disclosures from the sector.
The firm suggests that McDonald's preliminary third-quarter comparable sales began softening before finding stability at subdued levels. It was noted that, despite susceptibility to shifts in lower-income consumer behavior, the effectiveness of quick service sector's emphasis on value has been noteworthy. Furthermore, there is an indication that inflationary pressures and pricing are showing signs of moderation.
The recent reports of an E. coli outbreak associated with McDonald's restaurants across several U.S. states are raising concerns about potential impacts on consumer perceptions and U.S. comparable sales, a crucial factor for investor confidence. Additionally, there is growing risk for McDonald's in international markets due to the challenging global economic environment. Given these uncertainties affecting all segments, forecasting short-term growth for the stock is becoming challenging.
Expectations for McDonald's U.S. comparable sales are set higher than the consensus, bolstered by evidence suggesting a regain in market share during Q3 through a strategic shift towards value and effective limited-time offers. There's potential for further momentum in Q4 as comparative periods soften and continued product innovation. Despite a subdued overall environment, McDonald's is perceived to be leading in the burger segment, with its unit expansion being underestimated. There is optimism for earnings growth in the latter half of the year and looking into FY25, with valuation multiples remaining attractive.
Here are the latest investment ratings and price targets for $McDonald's (MCD.US)$ from 7 analysts:
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美東時間10月23日，多家華爾街大行更新了$麥當勞 (MCD.US)$的評級，目標價介於321美元至350美元。
摩根士丹利分析師Brian Harbour維持買入評級，維持目標價340美元。
美銀證券分析師Sara Senatore維持持有評級，目標價321美元。
巴克萊銀行分析師Jeff Bernstein維持買入評級，維持目標價325美元。
瑞士銀行分析師Dennis Geiger維持買入評級，維持目標價345美元。
富國集團分析師Zachary Fadem維持買入評級，維持目標價350美元。
此外，綜合報道，$麥當勞 (MCD.US)$近期主要分析師觀點如下：
該公司正在調整餐飲行業的估值基準，考慮到估計的修訂和市場倍數的上升，因爲它預計第三季從該板塊披露。
公司表示，麥當勞第三季初步可比銷售在變軟後在低水平穩定，儘管容易受低收入消費者行爲變化影響，但速食行業對價值的強調效果顯著。此外，通脹壓力和定價正在顯示出緩解跡象。
最近有關麥當勞餐廳在美國幾個州爆發大腸桿菌疫情的報告引起對消費者觀念和美國可比銷售潛在影響的擔憂，這是投資者信心的關鍵因素。此外，由於全球經濟環境的挑戰，麥當勞在國際市場面臨着日益增加的風險。鑑於這些影響所有板塊的不確定性，預測股票的短期增長變得困難。
麥當勞在美國可比銷售的預期高於共識，證據表明通過向價值和有效的限時優惠轉變在Q3重新獲得市場份額。在Q4有進一步增長的潛力，因爲比較期變軟以及持續的產品創新。儘管總體環境有所恢復，但麥當勞被認爲在漢堡市場領先，其單位擴張被低估。在今年下半年和展望FY25的收益增長有樂觀態度，同時估值倍數仍然具有吸引力。
以下爲今日7位分析師對$麥當勞 (MCD.US)$的最新投資評級及目標價：
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