BJ’s Restaurants (NASDAQ:BJRI) Stock Price Expected to Rise, Barclays Analyst Says

BJ’s Restaurants (NASDAQ:BJRI) had its price target boosted by equities research analysts at Barclays from $39.00 to $42.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “underweight” rating on the restaurant operator’s stock. Barclays‘s price objective would indicate a potential upside of 10.56% from the company’s previous close.

Other analysts also recently issued research reports about the company. Jefferies Financial Group reiterated a “buy” rating and issued a $50.00 price objective on shares of BJ’s Restaurants in a research report on Friday, October 31st. Wall Street Zen lowered BJ’s Restaurants from a “buy” rating to a “hold” rating in a research note on Sunday, November 9th. Sanford C. Bernstein reaffirmed an “underweight” rating and issued a $30.00 target price on shares of BJ’s Restaurants in a research report on Friday, October 31st. Weiss Ratings restated a “hold (c-)” rating on shares of BJ’s Restaurants in a research note on Monday, December 29th. Finally, Mizuho raised their price objective on shares of BJ’s Restaurants from $39.00 to $42.00 and gave the stock a “neutral” rating in a report on Friday, February 20th. Two equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, BJ’s Restaurants currently has a consensus rating of “Hold” and a consensus price target of $43.00.

BJ’s Restaurants Stock Performance

NASDAQ BJRI opened at $37.99 on Thursday. The company has a debt-to-equity ratio of 0.25, a current ratio of 0.36 and a quick ratio of 0.30. The firm has a market capitalization of $803.11 million, a price-to-earnings ratio of 17.67, a P/E/G ratio of 1.26 and a beta of 1.33. The company’s fifty day moving average is $42.21 and its two-hundred day moving average is $36.92. BJ’s Restaurants has a 52-week low of $28.46 and a 52-week high of $47.02.

BJ’s Restaurants (NASDAQ:BJRI) last announced its quarterly earnings data on Wednesday, February 25th. The restaurant operator reported $0.66 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.06. BJ’s Restaurants had a net margin of 3.49% and a return on equity of 13.77%. The business had revenue of $355.40 million during the quarter, compared to analyst estimates of $353.71 million. During the same quarter in the prior year, the business earned $0.47 earnings per share. The firm’s revenue for the quarter was up 3.2% on a year-over-year basis. Equities research analysts forecast that BJ’s Restaurants will post 1.5 EPS for the current year.

Insider Buying and Selling

In other BJ’s Restaurants news, EVP Brian S. Krakower sold 8,017 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $39.61, for a total value of $317,553.37. Following the completion of the sale, the executive vice president owned 4,409 shares in the company, valued at approximately $174,640.49. This trade represents a 64.52% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 4.30% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On BJ’s Restaurants

Large investors have recently modified their holdings of the stock. CWM LLC grew its stake in shares of BJ’s Restaurants by 187.7% during the fourth quarter. CWM LLC now owns 699 shares of the restaurant operator’s stock valued at $28,000 after purchasing an additional 456 shares during the last quarter. Quarry LP raised its position in BJ’s Restaurants by 1,618.3% in the 3rd quarter. Quarry LP now owns 1,031 shares of the restaurant operator’s stock worth $31,000 after purchasing an additional 971 shares during the last quarter. GAMMA Investing LLC lifted its holdings in BJ’s Restaurants by 39.3% during the 4th quarter. GAMMA Investing LLC now owns 939 shares of the restaurant operator’s stock worth $37,000 after buying an additional 265 shares in the last quarter. Kemnay Advisory Services Inc. bought a new position in BJ’s Restaurants in the 4th quarter valued at $63,000. Finally, Ameritas Investment Partners Inc. boosted its position in BJ’s Restaurants by 18.0% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 2,189 shares of the restaurant operator’s stock valued at $98,000 after buying an additional 334 shares during the last quarter. 99.95% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting BJ’s Restaurants

Here are the key news stories impacting BJ’s Restaurants this week:

• Positive Sentiment: BJ’s reported a Q4 beat on both EPS and revenue, beating consensus (EPS $0.66 vs. $0.60; revenue $355.4M vs. $353.7M), showing year‑over‑year revenue growth and improving operational fundamentals. Article Title
• Positive Sentiment: Several analysts raised price targets after the print (Benchmark to $48, Citigroup to $49), reflecting confidence in the recovery and giving upside vs. the current price. Article Title
• Neutral Sentiment: Management outlined modest comp‑sales guidance of 1–3% for 2026 while highlighting menu innovation and unit expansion — positive for long‑term growth but conservative in the near term. Article Title
• Neutral Sentiment: Multiple news wires and earnings recaps emphasize that revenue and EPS beat estimates; investors will be listening for margin trends and FY guidance detail from the call transcript. Article Title
• Negative Sentiment: Underlying fundamentals that may concern investors: slim net margin (≈3.5%), low liquidity ratios (quick ratio ~0.30, current ratio ~0.36) and modest YoY revenue growth, which can make the name sensitive to cost pressure or traffic weakness. Article Title
• Negative Sentiment: Not all brokers are uniformly bullish: Barclays raised its target but kept an underweight rating, a reminder of split analyst sentiment that can fuel volatility after earnings. Article Title
• Neutral Sentiment: Market action shows modestly lower volume vs. average and noisy/invalid short‑interest data in the feed — technical/dealer flows and profit taking after a recent run toward the 52‑week high may be amplifying the move. Article Title

BJ’s Restaurants Company Profile

BJ’s Restaurants, Inc is a publicly traded casual dining chain known for its deep‐dish pizzas, California‐style thin crust offerings and in‐house craft beer selections. Operating under the BJ’s Restaurant & Brewhouse brand, the company combines a microbrewery concept with full‐service dining, offering an extensive menu that includes appetizers, salads, pasta dishes, sandwiches and the signature Pizookie dessert.

Founded in 1978 in Orange County, California, BJ’s Restaurants began as BJ’s Chicago Pizzeria, bringing a Chicago‐style pizza experience to the West Coast.