Robert W. Baird Lowers Birkenstock (NYSE:BIRK) Price Target to $60.00

Birkenstock (NYSE:BIRK) had its price target dropped by analysts at Robert W. Baird from $70.00 to $60.00 in a report released on Friday, Marketbeat reports. The brokerage currently has an “outperform” rating on the stock. Robert W. Baird’s price target would indicate a potential upside of 41.08% from the stock’s previous close.

A number of other equities research analysts have also recently weighed in on the company. Stifel Nicolaus cut their price target on Birkenstock from $66.00 to $58.00 and set a “buy” rating on the stock in a report on Thursday. Guggenheim reaffirmed a “buy” rating and set a $60.00 target price on shares of Birkenstock in a research note on Friday. JPMorgan Chase & Co. reduced their price target on Birkenstock from $81.00 to $66.00 and set an “overweight” rating for the company in a research report on Friday, September 19th. Weiss Ratings reissued a “hold (c-)” rating on shares of Birkenstock in a report on Monday, December 15th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $65.00 price objective (down previously from $72.00) on shares of Birkenstock in a report on Monday, December 15th. Fourteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Birkenstock has an average rating of “Moderate Buy” and a consensus price target of $64.79.

Birkenstock Stock Performance

Shares of BIRK opened at $42.53 on Friday. The firm has a fifty day moving average of $42.02 and a 200-day moving average of $46.80. The company has a market cap of $7.99 billion, a price-to-earnings ratio of 20.35, a price-to-earnings-growth ratio of 0.82 and a beta of 1.14. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.29 and a current ratio of 2.78. Birkenstock has a 1 year low of $38.16 and a 1 year high of $62.66.

Birkenstock (NYSE:BIRK) last released its quarterly earnings data on Thursday, December 18th. The company reported $0.51 earnings per share for the quarter, topping analysts’ consensus estimates of $0.40 by $0.11. The business had revenue of $617.67 million for the quarter, compared to analysts’ expectations of $521.12 million. Birkenstock had a net margin of 16.70% and a return on equity of 13.08%. The company’s revenue for the quarter was up 15.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.29 EPS. Birkenstock has set its FY 2026 guidance at 2.220-2.40 EPS. As a group, equities analysts anticipate that Birkenstock will post 1.77 earnings per share for the current year.

Institutional Investors Weigh In On Birkenstock

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Armistice Capital LLC bought a new position in shares of Birkenstock during the 3rd quarter valued at about $679,000. PharVision Advisers LLC acquired a new stake in Birkenstock during the third quarter valued at approximately $268,000. Unisphere Establishment boosted its holdings in Birkenstock by 86.8% during the third quarter. Unisphere Establishment now owns 238,200 shares of the company’s stock worth $10,779,000 after buying an additional 110,700 shares in the last quarter. Scientech Research LLC acquired a new position in Birkenstock in the third quarter worth approximately $235,000. Finally, Quarry LP grew its position in Birkenstock by 99.2% in the third quarter. Quarry LP now owns 988 shares of the company’s stock worth $45,000 after buying an additional 492 shares during the last quarter. 19.93% of the stock is currently owned by institutional investors.

Birkenstock News Roundup

Here are the key news stories impacting Birkenstock this week:

• Positive Sentiment: Q4 / FY25 beats — Revenue and EPS topped Street estimates and full‑year revenue grew ~16–18% (constant currency), driven by strong consumer demand across channels. This supports near‑term top‑line momentum. Read More.
• Positive Sentiment: Analysts still show conviction — Several firms reaffirmed buy/outperform stances and price targets in the $60–$70 range, indicating continued upside potential from longer‑term growth assumptions. Read More.
• Neutral Sentiment: Unusual options activity — Elevated options volume suggests traders are positioning for volatility around guidance and tariff news; this can amplify intraday moves but is not a fundamental change. Read More.
• Negative Sentiment: Tariff headwind to margins — Management warned that new tariffs (and FX) will materially hurt gross margins in FY26, a primary reason for the weaker outlook. That warning drove immediate investor concern. Read More.
• Negative Sentiment: Slower FY26 guidance / production limits — Birkenstock issued revenue and EPS guidance below some analysts’ expectations and cited temporary production constraints that should slow growth next year. Those factors prompted sharp selloffs in earlier sessions. Read More.
• Negative Sentiment: Operational hiccups — Management said there is no demand problem, but temporary production issues may constrain fulfillment and near‑term revenue progression until resolved. Read More.

About Birkenstock

Birkenstock Group AG, listed on the New York Stock Exchange under the symbol BIRK, is a global footwear manufacturer renowned for its anatomically contoured footbeds and iconic sandal designs. The company’s core product lines include classic models such as the Arizona, Boston and Madrid, alongside a range of clogs, shoes and orthotic insoles. In addition to footwear, Birkenstock offers complementary accessories, including socks and leather care products, reinforcing its commitment to foot health and comfort.

Birkenstock reaches consumers through a diversified distribution network that combines direct-to-consumer channels—such as branded retail stores and e-commerce platforms—with wholesale partnerships spanning specialty footwear retailers, department stores and select online marketplaces.