Analyst Price Target News: Darden Restaurants, GMS – June 20th, 2025

By: Matthew Otto

Darden Reports Q4 Beat and Fiscal 2026 Outlook with Growth Targets

Darden Restaurants reported fourth-quarter fiscal 2025 revenue of $3.3 billion, exceeding the consensus estimate of $3.26 billion, with adjusted earnings per share of $2.98, $0.04 above analyst expectations. The company attributed the 10.6% revenue increase to a 4.6% blended same-restaurant sales gain and contributions from 103 acquired Chuy’s restaurants and 25 net new locations.

Olive Garden and LongHorn Steakhouse posted same-restaurant sales growth of 6.9% and 6.7%, respectively, while Fine Dining declined 3.3%. Net income for the quarter was $303.8 million. For the full fiscal year, Darden recorded $12.1 billion in revenue, up 6.0%, and adjusted EPS of $9.55, an annual increase of 7.5%. Segment profits rose across Olive Garden ($1.16 billion) and LongHorn ($582.7 million), while Fine Dining profit slipped slightly to $242.5 million.

For fiscal 2026, Darden projects total sales growth of 7% to 8%, with same-restaurant sales rising 2% to 3.5%. Darden plans to open 60 to 65 new restaurants and expects capital expenditures between $700 million and $750 million. Inflation is estimated at 2.5% to 3.0%, and the effective tax rate is projected at 13%.

Analysts Maintain Cautious Stance Despite Q4 and FY26 Outlook

TD Securities analyst Andrew Charles reiterated a Hold rating and the price target at $215.
Stephens & Co. analyst Jim Salera maintained an Equal-Weight rating and a $200 price target.

Which Analyst has the best track record to show on DRI?

Analyst Andrew Strelzik (BMO) currently has the highest performing score on DRI with 22/23 (95.65%) price target fulfillment ratio. His price targets carry an average of $-9.93 (-4.97%) potential downside. Darden Restaurants stock price reaches these price targets on average within 149 days.

Netflix Plans Las Vegas Venue as Part of Branded Experience Strategy

Netflix disclosed plans to open a third “Netflix House” in Las Vegas in 2027, as part of a broader branded entertainment initiative.. This follows earlier plans to launch similar venues at King of Prussia Mall in Philadelphia and Galleria Dallas in Texas by late 2025.

The venues are designed to host immersive experiences inspired by the company’s top franchises, offering interactive attractions, themed restaurants, and retail spaces with exclusive merchandise.

The Philadelphia location is set to feature installations such as Wednesday: Eve of the Outcasts and ONE PIECE: Quest for the Devil Fruit, while the Dallas site will include Stranger Things: Escape the Dark and Squid Game: Survive the Trials. Netflix stated it had over 270 million global subscribers as of Q1 2025 and continues to explore new forms of audience engagement and monetization.

Analyst Raises Price Target Amid Branded Experience Expansion

Wells Fargo analyst Steven Cahall maintained an Overweight and raised the price target from $1222 to $1500.

Which Analyst has the best track record to show on NFLX?

Analyst David Joyce (SEAPORT) currently has the highest performing score on NFLX with 4/4 (100%) price target fulfillment ratio. His price targets carry an average of $112.63 (13.37%) potential upside. Netflix stock price reaches these price targets on average within 26 days.

GMS Tops Q4 EPS Estimates but Misses on Revenue Amid Market Weakness

GMS reported financial results for the fourth quarter and full fiscal year 2025. Net sales for the quarter declined 5.6% year-over-year to $1.33 billion, falling short of the consensus estimate of $1.43 billion. Organic net sales dropped 9.7%.

However, adjusted earnings per share came in at $1.29, exceeding analyst expectations by $0.18. Net income for the quarter declined 53.7% to $26.1 million, or $0.67 per diluted share. Adjusted EBITDA fell to $109.8 million from $146.6 million in the prior year period, with margin contracting to 8.2% from 10.4%.

For the full fiscal year, net sales rose slightly by 0.2% to $5.51 billion, although organic net sales declined 5.8%. Net income was $115.5 million, down 58.2% from the prior year, impacted by a non-cash goodwill impairment charge of $42.5 million in the third quarter. Adjusted net income for the year was $244 million, while adjusted EBITDA decreased 18.6% to $500.9 million.

Analysts Lift Price Targets Following EPS Beat Despite Revenue Miss

Stephens & Co. analyst Trey Grooms reaffirmed an Overweight rating and lifted the price target from $90 to $95.
RBC Capital analyst Mike Dahl raised the price target to $95.20.
DA Davidson analyst Kurt Yinger raised the target from $80 to $83.
Truist Securities analyst Keith Hughes increased the price target to $105.

Which Analyst has the best track record to show on GMS?

Analyst Matthew Bouley (BARCLAYS) currently has the highest performing score on GMS with 12/13 (92.31%) price target fulfillment ratio. His price targets carry an average of $-1.75 (-2.41%) potential downside. GMS stock price reaches these price targets on average within 156 days.