BROSConsumer Cyclical · RestaurantsThe 26 Wall Street analysts covering Dutch Bros, Inc. hold a median 12-month price target of $71 — +70.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 35 of 100 as at 22 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Dutch Bros, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (87): Analysts have, on balance, been raising their forecasts.
Issuance (13): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on BROS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +70.1% from it.
Of the 20 most recent actions, 0 moved their price target up and 11 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | RBC Capital | Downgrade | Sector Perform | $70 → $46 |
| 21 Oct 2026 | Citigroup | Maintains | Buy | $86 → $69 |
| 21 Oct 2026 | TD Cowen | Maintains | Buy | $59 → $55 |
| 21 Oct 2026 | Wells Fargo | Maintains | Overweight | $70 → $55 |
| 15 Oct 2026 | Morgan Stanley | Maintains | Overweight | $88 → $71 |
| 15 Oct 2026 | Stephens & Co. | Maintains | Overweight | $80 → $65 |
| 2 Oct 2026 | Baird | Maintains | Outperform | $82 → $60 |
| 2 Oct 2026 | Baird | Maintains | Outperform | — |
| 30 Sept 2026 | Oppenheimer | Maintains | Outperform | $82 → $66 |
| 30 Sept 2026 | Oppenheimer | Maintains | Outperform | — |
| 29 Sept 2026 | JP Morgan | Maintains | Overweight | $75 → $60 |
| 29 Sept 2026 | JP Morgan | Maintains | Overweight | — |
| 28 Sept 2026 | DA Davidson | Maintains | Buy | $85 → $60 |
| 28 Sept 2026 | DA Davidson | Maintains | Buy | — |
| 18 Sept 2026 | Melius Research | Maintains | Buy | — |
| 18 Sept 2026 | Melius Research | Maintains | Buy | $95 → $70 |
| 18 Sept 2026 | TD Cowen | Reiterates | Buy | $59 |
| 18 Sept 2026 | TD Cowen | Reiterates | Buy | — |
| 16 Sept 2026 | Seaport Global | Initiates | Buy | $50 |
| 16 Sept 2026 | Seaport Global | Initiates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
BROS appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 22 Oct 2026, Dutch Bros, Inc. returned −26.9% against +15.6% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 12% of US stocks
Cheaper than 30% of US stocks
Cheaper than 13% of US stocks
Cheaper than 13% of US stocks
Higher than 79% of US stocks
Higher than 73% of US stocks
Higher than 30% of US stocks
Higher than 69% of US stocks
Higher than 60% of US stocks
Higher than 73% of US stocks
Higher than 70% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Dutch Bros, Inc. has a market value of $7.3B and an enterprise value of $6.9B.
Revenue in the twelve months to 30 June 2026: $1.9B. The latest quarter grew 32.5% year on year.
Net income over the same four quarters: $131.7M, a 7.0% net margin.
Diluted earnings per share, trailing twelve months: $0.72.
Free cash flow in the twelve months to 30 June 2026: $95.0M.
Trailing P/E: 58.0×; forward P/E: 31.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Dutch Bros, Inc. employs 27,000 people — $70K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Dutch Bros, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Motley Fool compares Dutch Bros’ rapid growth from high-volume drive-thru coffee shops and customizable energy drinks with Chipotle’s scale and industry-leading profitability.
Why it matters — The comparison highlights Dutch Bros’ growth model alongside a larger restaurant chain’s profitability and scale for readers following BROS.
The Motley Fool compares Dutch Bros and e.l.f. Beauty, noting Dutch Bros’ brand culture and rapid drive-thru expansion alongside double-digit revenue growth. It also describes e.l.f.’s digital-first marketing and portfolio of affordable cosmetics.
Why it matters — The item highlights Dutch Bros’ expansion and revenue growth as key points for investors following BROS.
The Motley Fool reports that Dutch Bros’ share price has fallen recently, improving its valuation. The headline notes the stock trades at 58 times earnings.
Why it matters — BROS watchers may consider how the recent price decline and stated earnings multiple affect the company’s valuation.
Dutch Bros closed the most recent trading session at $43.82, up 2.24% from the previous trading day.
Why it matters — BROS watchers may note the stock’s positive movement in the latest session.
The Motley Fool compares Dutch Bros’ rapid U.S. drive-thru expansion, centered on speed and customer service, with Celsius’ growth and distribution strength in functional energy drinks.
Why it matters — The comparison highlights Dutch Bros’ expansion strategy and the distinct competitive strengths discussed alongside it.
The 26 Wall Street analysts covering Dutch Bros, Inc. have a median 12-month price target of $71, with estimates ranging from $29 to $95. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 26 analysts covering Dutch Bros, Inc., 24 rate it a Buy, 1 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Dutch Bros, Inc. 35 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, Dutch Bros, Inc. ranks 35 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (87 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +70.1% from the last close, and Ticker Nerd's factor model ranks Dutch Bros, Inc. 35 out of 100 as at 22 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Dutch Bros, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for BROS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $29 to $95 over the next 12 months.
Dutch Bros, Inc. returned -26.9% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Dutch Bros Inc. Class A Common Stock represents ownership in Dutch Bros Inc., an operator and franchisor of drive-thru beverage shops in the United States.
The most recent item we track (The Motley Fool, 22 Oct 2026): "Dutch Bros vs. Chipotle Mexican Grill: Which Consumer Stock Is a Better Buy in 2026?". The Motley Fool compares Dutch Bros’ rapid growth from high-volume drive-thru coffee shops and customizable energy drinks with Chipotle’s scale and industry-leading profitability.
Dutch Bros Inc. Class A Common Stock represents ownership in Dutch Bros Inc., an operator and franchisor of drive-thru beverage shops in the United States. Dutch Bros focuses on handcrafted drinks served through a fast, service-oriented model that emphasizes convenience and a distinctive customer experience. Its menu includes espresso-based coffee beverages, cold brew, proprietary energy drinks, tea, lemonade, smoothies, and related products. The company operates through company-run locations and franchising, allowing it to serve consumers across multiple markets while maintaining a consistent brand identity. Dutch Bros Inc. is headquartered in Tempe, Arizona, and its business is centered on the quick-service beverage segment, where drive-thru formats and beverage customization play a central role. The Class A Common Stock provides public equity exposure to this consumer-facing restaurant and beverage platform.
CEO Ms. Christine Barone · 27,000 employees · United States · https://www.dutchbros.com
