BROSConsumer Cyclical · RestaurantsThe 25 Wall Street analysts covering Dutch Bros, Inc. hold a median 12-month price target of $80 — +52.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 36 of 100 as at 15 Aug 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 (84): 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.
The green dot is the last close — the median target sits +52.8% from it.
Of the 20 most recent actions, 2 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 6 Aug 2026 | DA Davidson | Maintains | Buy | $90 → $85 |
| 6 Aug 2026 | RBC Capital | Maintains | Outperform | $75 → $70 |
| 6 Aug 2026 | Stephens & Co. | Reiterates | Overweight | $80 |
| 31 July 2026 | Telsey Advisory Group | Maintains | Outperform | $66 → $74 |
| 17 July 2026 | Stephens & Co. | Initiates | Overweight | $80 |
| 17 July 2026 | Stephens & Co. | Initiates | Overweight | — |
| 16 July 2026 | Morgan Stanley | Maintains | Overweight | $87 → $88 |
| 16 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 1 July 2026 | Freedom Capital Markets | Initiates | Buy | — |
| 30 June 2026 | Oppenheimer | Maintains | Outperform | — |
| 22 June 2026 | DA Davidson | Maintains | Buy | — |
| 22 June 2026 | Piper Sandler | Maintains | Neutral | — |
| 10 June 2026 | TD Cowen | Reiterates | Buy | — |
| 1 June 2026 | DA Davidson | Maintains | Buy | — |
| 21 May 2026 | DA Davidson | Maintains | Buy | — |
| 20 May 2026 | TD Cowen | Reiterates | Buy | — |
| 7 May 2026 | Barclays | Maintains | Overweight | — |
| 7 May 2026 | Citigroup | Maintains | Buy | — |
| 7 May 2026 | Keybanc | Maintains | Overweight | — |
| 7 May 2026 | Piper Sandler | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. BROS appears on the weeks it earns a place.
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 10% of US stocks
Cheaper than 26% of US stocks
Cheaper than 12% of US stocks
Cheaper than 11% of US stocks
Higher than 80% of US stocks
Higher than 74% of US stocks
Higher than 31% 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
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 →
Zacks Investment Research highlights Dutch Bros (BROS) as a strong growth stock, referencing its Zacks Style Scores feature that helps investors identify strong stocks. The piece presents BROS through this research framework.
Why it matters — A BROS watcher would note that the company is being positively flagged by a widely used investment research service's style-scoring system.
Dutch Bros delivered strong Q2 results that beat revenue and earnings estimates, but its shares sold off sharply on forward same-store sales growth projections and rising costs. The article views the current pricing as attractive given rapid expansion and high revenue growth.
Why it matters — BROS watchers would care because it highlights that a post-earnings decline in the stock occurred despite solid Q2 results and ongoing aggressive store expansion.
Dutch Bros beat expectations on both revenue and earnings in Q2 and raised its guidance, yet its shares declined sharply. Despite solid same-store sales growth, the valuation remains high relative to restaurant industry norms, and investors have concerns about growth trajectory and margin sustainability.
Why it matters — A Dutch Bros watcher would care because the report highlights that even a strong earnings beat and raised guidance may not outweigh persistent valuation and margin concerns affecting the stock.
Investors sold off Dutch Bros shares because same-store sales growth is expected to decelerate in the second half as the company laps tough comparisons. The article notes the stock is cheap and that its expansion story remains intact.
Why it matters — A BROS watcher would care because the report frames the recent sell-off as an opportunity while the company's growth trajectory continues.
The article discusses Dutch Bros after its stock fell 19% in one day, noting the company reported 40% diluted earnings-per-share growth in the second quarter. It highlights the potential for further upside if the coffee chain continues expanding its store base rapidly.
Why it matters — The item is relevant to BROS watchers because it places a sharp one-day share-price decline alongside the company's reported second-quarter earnings growth and store-expansion outlook.
The 25 Wall Street analysts covering Dutch Bros, Inc. have a median 12-month price target of $80, with estimates ranging from $68 to $95. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Dutch Bros, Inc., 24 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Dutch Bros, Inc. 36 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Dutch Bros, Inc. ranks 36 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 (84 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +52.8% from the last close, and Ticker Nerd's factor model ranks Dutch Bros, Inc. 36 out of 100 as at 15 Aug 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: $68 to $95 over the next 12 months.
Dutch Bros, Inc. returned -17.8% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Dutch Bros Inc. is a beverage-focused restaurant company that operates and franchises drive-thru coffee shops across the United States.
The most recent item we track (Zacks Investment Research, 14 Aug 2026): "Here's Why Dutch Bros (BROS) is a Strong Growth Stock". Zacks Investment Research highlights Dutch Bros (BROS) as a strong growth stock, referencing its Zacks Style Scores feature that helps investors identify strong stocks. The piece presents BROS through this research framework.
Dutch Bros Inc. is a beverage-focused restaurant company that operates and franchises drive-thru coffee shops across the United States. The company specializes in handcrafted drinks, with a menu centered on hot and cold espresso-based beverages, cold brew coffee, proprietary energy drinks under the Rebel and Blue Rebel brands, as well as tea, lemonade, smoothies, and other customized beverages. Dutch Bros Inc. generates most of its revenue from company-operated shops, complemented by a franchising and other segment that supports brand expansion and systemwide consistency. Its drive-thru format emphasizes speed of service and convenience, targeting high-frequency, on-the-go beverage consumers. Headquartered in Tempe, Arizona and founded in 1992, Dutch Bros Inc. operates within the consumer discretionary and restaurant sectors, playing a notable role in the growing market for specialty beverages and quick-service, beverage-led concepts.
CEO Ms. Christine Barone · 27,000 employees · United States · https://www.dutchbros.com