Birkenstock (NYSE:BIRK) Given Outperform Rating at Telsey Advisory Group

Telsey Advisory Group reaffirmed their outperform rating on shares of Birkenstock (NYSE:BIRK) in a report issued on Thursday,Benzinga reports. Telsey Advisory Group currently has a $60.00 price objective on the stock.

Several other brokerages also recently commented on BIRK. BTIG Research reaffirmed a “buy” rating and set a $65.00 target price on shares of Birkenstock in a report on Thursday, January 29th. New Street Research set a $47.00 price objective on Birkenstock in a report on Tuesday, January 27th. Robert W. Baird decreased their target price on Birkenstock from $70.00 to $60.00 and set an “outperform” rating on the stock in a research report on Friday, December 19th. Guggenheim reissued a “buy” rating and set a $60.00 price target on shares of Birkenstock in a report on Friday, December 19th. Finally, Morgan Stanley restated a “positive” rating and issued a $47.00 price target on shares of Birkenstock in a research note on Tuesday, January 27th. Sixteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $60.18.

Birkenstock Stock Down 1.5%

BIRK stock opened at $39.39 on Thursday. Birkenstock has a 1-year low of $36.44 and a 1-year high of $59.50. The business’s 50 day simple moving average is $41.24 and its 200 day simple moving average is $43.98. The company has a current ratio of 2.81, a quick ratio of 1.26 and a debt-to-equity ratio of 0.47. The firm has a market capitalization of $7.24 billion, a PE ratio of 18.85, a PEG ratio of 1.53 and a beta of 1.19.

Birkenstock (NYSE:BIRK) last released its quarterly earnings data on Thursday, December 18th. The company reported $0.60 EPS for the quarter, topping analysts’ consensus estimates of $0.40 by $0.20. Birkenstock had a net margin of 16.70% and a return on equity of 13.02%. The firm had revenue of $617.67 million during the quarter, compared to analysts’ expectations of $521.12 million. During the same period in the previous year, the business posted $0.29 earnings per share. The company’s revenue for the quarter was up 15.5% compared to the same quarter last year. Birkenstock has set its FY 2026 guidance at 2.220-2.40 EPS. As a group, research analysts anticipate that Birkenstock will post 1.77 EPS for the current year.

Hedge Funds Weigh In On Birkenstock

A number of hedge funds have recently added to or reduced their stakes in BIRK. Morse Asset Management Inc bought a new stake in shares of Birkenstock during the 3rd quarter valued at $28,000. Activest Wealth Management raised its stake in Birkenstock by 77,500.0% in the third quarter. Activest Wealth Management now owns 776 shares of the company’s stock valued at $35,000 after purchasing an additional 775 shares in the last quarter. Quarry LP lifted its position in Birkenstock by 99.2% during the third quarter. Quarry LP now owns 988 shares of the company’s stock worth $45,000 after purchasing an additional 492 shares during the period. GW&K Investment Management LLC grew its stake in Birkenstock by 77.4% during the fourth quarter. GW&K Investment Management LLC now owns 1,114 shares of the company’s stock worth $46,000 after buying an additional 486 shares in the last quarter. Finally, NewEdge Advisors LLC grew its stake in Birkenstock by 61.0% during the first quarter. NewEdge Advisors LLC now owns 1,288 shares of the company’s stock worth $59,000 after buying an additional 488 shares in the last quarter. Institutional investors own 19.93% of the company’s stock.

More Birkenstock News

Here are the key news stories impacting Birkenstock this week:

• Positive Sentiment: Revenue and demand beat expectations — Holiday strength drove reported revenue growth and the company said constant‑currency revenue rose strongly, outpacing the firm’s own FY target range. This supports the thesis of resilient consumer demand for Birkenstock products. Birkenstock Reports Fiscal First Quarter 2026 Results
• Positive Sentiment: Analyst support remains — Telsey Advisory Group reaffirmed an “outperform” rating and a $60 price target, signaling continued upside potential from some sell‑side desks. Analyst Reaffirmation
• Neutral Sentiment: EPS print viewed as mixed/inline — Headlines vary: some outlets report EPS roughly in line with consensus (Zacks/Seeking Alpha transcripts), while others note slight beats; the variability in reported EPS numbers has produced mixed investor interpretation. Birkenstock Matches Q1 Earnings Estimates
• Neutral Sentiment: Management holding full‑year revenue guidance — CEO reiterated the annual revenue outlook and pointed to strong holiday demand, which reduces near‑term guidance risk but keeps the focus on margins. CEO Sticks to Annual Revenue Forecast
• Negative Sentiment: Margins under pressure from FX and tariffs — Multiple reports and the earnings call highlighted currency headwinds and new tariff costs that compressed gross and operating margins, the primary reason investors are selling despite healthy sales. Currency and Tariffs Weigh on Margins
• Negative Sentiment: Mixed media take on results — Some outlets frame the quarter as “inline” or a revenue miss depending on the dataset, which increases short‑term volatility as traders re‑price expectations. Margin Headline / Market Reaction

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.