The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Keefe Bruyette upgraded Bain Capital Specialty Finance (BCSF) to Outperform from Market Perform with an unchanged price target of $16. The firm says Bain's share performance provides an attractive entry point.JPMorgan upgraded Paccar (PCAR) to Overweight from Neutral with a price target of $133, up from $108. Foll ...

Stifel Nicolaus sets a price target of $58 for Birkenstock Holding plc (NYSE:BIRK), indicating a potential upside of about 41%.BIRK's stock has experienced a decrease of 11.34%, reflecting market reactions or broader conditions.The company's recent Q4 2025 earnings call and strategic initiatives are key factors influencing the stock's future performance.Birkenstock Holding plc, trading under the symbol BIRK on the NYSE, is a well-known footwear company. It is recognized for its iconic sandals and has a stro ...

财务业绩概览 - 2025财年收入增长16%至21亿欧元 超出公司15%至17%的指引区间 [1][2] - 2025财年净利润同比增长82%至3.48亿欧元 上年同期为1.92亿欧元 [3] - 2025财年每股收益同比增长83%至1.87欧元 上年同期为1.02欧元 [3] - 2025财年调整后EBITDA利润率达到31.8% 处于指引区间顶端 尽管面临汇率和关税合计70个基点的负面影响 [2] 收入增长驱动力 - 所有地区、渠道和产品类别均受强劲消费者需求推动 [2] - 所有地区均实现两位数收入增长：美洲增长15%（按固定汇率计算增长18%） EMEA增长14% APAC增长31%（按固定汇率计算增长34%）表现最强 [3] - B2B渠道收入增长20% 直接面向消费者收入增长11% [4] - 闭趾鞋类收入份额提升500个基点至38% 持续跑赢凉鞋 [4] 运营与资本支出 - 2025财年新开30家零售店 全球门店总数达97家 [4] - 资本支出总计约8500万欧元 主要用于扩大产能 [4] 未来业绩指引 - 2026财年预计按固定汇率计算的收入增长13%至15% 对应报告收入为23亿至23.5亿欧元 [5] - 2026财年预计调整后EBITDA至少为7亿欧元 [5] - 2026财年计划在全球新开约40家零售店 [5]

As we exit 2025 with the backdrop of an expensive S&P 500 that looks poised for a correction, one of our top priorities should be positioning our portfolios for a possible market rotation in 2026. To that end, what I'm focusing on isWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contribut ...

公司概况与业务 - 公司为拥有悠久历史的知名鞋履公司 业务涵盖凉鞋 鞋类 护肤品及配饰 全球运营覆盖美国 欧洲及亚太等多个市场[1] 财务表现与预期 - 公司第四季度营收表现强劲 超出华尔街预期 主要受假日季富裕消费者对其凉鞋和木底鞋的强劲需求推动[3] - 公司实现两位数营收增长及利润率扩张 在充满挑战的零售环境中表现优于同行[3] - 公司上调2025财年营收展望至至少20.9亿欧元 按报告基准计算增长15.9% 增强了投资者信心[4][6] 估值与市场观点 - 分析师共识目标价在过去一年呈下降趋势 从去年的71.43美元降至最近一个季度和月份的60美元 显示分析师预期趋于保守[2][6] - BMO Capital的分析师Simeon Siegel维持其60美元的目标价[2] - 公司估值具有吸引力 企业价值倍数（EV/EBITDA）为个位数 为投资者提供了有吸引力的切入点[5] 增长动力与战略 - 公司增长受到款式拓展和亚洲市场需求增长的支撑[5]

Shares in Birkenstock plunged 9% Thursday after the German shoe retailer warned tariffs will likely weigh heavily on its profit margins.The company – known for its chunky cork sandals – said it expects its annual gross margins will drop by a full percentage point due to US tariffs in the new fiscal year, which runs through Sept. 30, 2026.It expects adjusted earnings before interest, taxes, depreciation and amortization of at least 700 million euros, or roughly $821.8 million, with a margin of 30% to 30.5% – ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

LONDON, UK / ACCESS Newswire / December 18, 2025 / Birkenstock Holding plc (together with its subsidiaries, "BIRKENSTOCK", the "Company" or "we") (NYSE:BIRK) today announces financial results for the fourth quarter and fiscal year ended September 30, 2025. The Company reports fiscal 2025 revenue growth of 16% and 18% on a constant currency basis, ahead of the Company's guidance of 15-17%, driven by strong consumer demand across all segments, channels and categories. ...

Birkenstock (NYSE:BIRK) Q4 2025 Earnings Call December 18, 2025 08:00 AM ET Company ParticipantsNico Bouyakhf - President of EMEAPaul Lejuez - Managing DirectorDonna Telsey - CEO and Chief Research OfficerJanine Stichter - Managing DirectorLaurent Vasilescu - Managing DirectorMegan Kulick - Director of Investor RelationsOliver Reichert - Director and CEORandy Konik - Managing DirectorIvica Krolo - CFOLorraine Hutchinson - Managing DirectorConference Call ParticipantsMichael Binetti - Senior Equity AnalystMa ...

Birkenstock (NYSE:BIRK) Q4 2025 Earnings Call December 18, 2025 08:00 AM ET Speaker0Good morning, and thank you for standing by. Welcome to the Birkenstock Quarter and Fiscal 2025 earnings conference call. At this time, all participants are in listen-only mode. Following the presentation, we will conduct a question-and-answer session. If you would like to ask a question, please raise your hand. If you have dialed into today's call, please press star nine to raise your hand and star six to unmute. The compan ...