Darden Restaurants, Inc. (NYSE: DRI) is a prominent player in the restaurant industry, known for its popular brands like Olive Garden and LongHorn Steakhouse. The company is set to release its quarterly earnings on December 18, 2025. Analysts expect earnings per share (EPS) of $2.10 and revenue of approximately $3.07 billion.Darden's performance is anticipated to be driven by strong revenue growth from its Olive Garden and LongHorn brands. Despite facing cost pressures from increased beef and labor expenses ...

Key Takeaways DRI reports Q2 FY26 results Dec. 18, with EPS consensus at $2.10 and revenues projected at $3.08B.Darden's Q2 likely benefited from menu innovation, digital and off-premise growth, including Uber Direct.DRI faced margin pressure from higher beef and labor costs, even as Olive Garden and LongHorn supported sales.Darden Restaurants, Inc. (DRI) is scheduled to report second-quarter fiscal 2026 results on Dec. 18, 2025, before the opening bell.In the last reported quarter, the company’s earnings m ...

Micron Technology - Micron is set to report earnings on Wednesday, following Broadcom and Oracle, amidst ongoing discussions about the AI bubble and its impact on tech stocks [1][2] - The stock has shown a significant upward trajectory, with a year-to-date increase of over 188% [11] - Despite recent dips, Micron's chart has held up better than many peers, with key support levels identified around 238 and 210.41 [6][10] - Technical indicators suggest a potential trend change, with moving averages diverging and RSI showing mixed signals of bearish divergence and overbought conditions [7][8][9] Darden Restaurants - Darden will report earnings on Thursday, with its stock showing choppy performance and notable gaps in its chart [12][13] - Key resistance levels are identified around 190 and 195, with a significant support level at 180 [16][19] - Analyst coverage is mixed, with bullish calls from several firms and bearish calls citing higher food costs and smaller portion offerings [22] - The average price target for Darden is approximately $220, indicating potential upside from current trading levels [22] Nike - Nike is expected to report earnings with analysts anticipating a decline in EPS of over 50% and a revenue drop of about 1.5% [23][24] - The stock has faced challenges due to tariff news affecting the apparel sector, with significant support levels identified around 59 to 60 [25][26] - Technical analysis shows a falling wedge pattern, with potential resistance around 69 and 70 [27][30] - Year-to-date, Nike is down nearly 11%, although it has seen a recovery of 7.5% over the last six months [33]

Darden Restaurants, Inc. (DRI), headquartered in Orlando, Florida, stands as a prominent operator of multi-brand casual and upscale dining establishments throughout North America. The company oversees well-known chains such as Olive Garden, LongHorn Steakhouse, and The Capital Grille, delivering diverse Italian, steakhouse, and fine-dining options to millions of patrons each year. The company has a market capitalization of $20.83 billion, which classifies it as a “large-cap” stock. Darden’s stock had rea ...

Core Insights - Darden Restaurants, Inc. plans to release its fiscal 2026 second quarter financial results on December 18, 2025, before the market opens [1] - A conference call will follow at 8:30 am ET, where CEO Rick Cardenas and senior management will discuss the results and answer questions [1] Company Overview - Darden Restaurants operates a diverse portfolio of restaurant brands, including Olive Garden, LongHorn Steakhouse, and Ruth's Chris Steak House, among others [1]

Core Insights - Darden Restaurants and Yum! Brands are key players in the restaurant industry, with significant market presence and diverse brand portfolios [1] Company Overview - Darden Restaurants reported a revenue increase of 8% year-over-year, reaching $2.4 billion in the latest quarter [1] - Yum! Brands experienced a 5% growth in same-store sales, driven by strong performance in its Taco Bell and Pizza Hut segments [1] Financial Performance - Darden's net income rose to $200 million, reflecting a 10% increase compared to the previous year [1] - Yum! Brands reported a net income of $150 million, which is a 3% increase year-over-year [1] Market Trends - The restaurant industry is witnessing a shift towards digital ordering and delivery services, which is impacting sales strategies for both Darden and Yum! [1] - Consumer preferences are evolving, with a growing demand for healthier menu options and sustainability practices [1] Strategic Initiatives - Darden is focusing on expanding its footprint through new restaurant openings and enhancing its digital capabilities [1] - Yum! Brands is investing in technology to improve customer experience and streamline operations across its brands [1]

Company Overview - Darden Restaurants, Inc. (DRI) has a market cap of approximately $20 billion and operates over 1,700 restaurants across multiple brands in the U.S. and Canada, including Olive Garden, LongHorn Steakhouse, The Capital Grille, and Cheddar's Scratch Kitchen [1] Stock Performance - DRI shares have underperformed the broader market over the past 52 weeks, rising only 5.1% compared to a 14.5% increase in the S&P 500 Index [2] - Year-to-date, DRI shares are down 5.9%, while the S&P 500 has gained 16.5% [2] - The company has also lagged behind the Consumer Discretionary Select Sector SPDR Fund's 9.9% return over the same period [3] Recent Financial Results - On September 18, DRI shares fell 7.7% after reporting Q1 2026 adjusted EPS of $1.97, which missed Wall Street estimates [4] - Quarterly sales reached $3.04 billion, meeting forecasts, but operating costs surged 8.8% to $2.71 billion due to increased ingredient and marketing expenses [4] - Management raised its annual sales growth outlook to 7.5% - 8.5%, but the midpoint fell slightly below analysts' average expectations, negatively impacting investor sentiment [4] Earnings Expectations - For the fiscal year ending in May 2026, analysts project DRI's adjusted EPS to grow 11.1% year-over-year to $10.61 [5] - The company's earnings surprise history is mixed, with one beat and three misses in the last four quarters [5] - Among 30 analysts covering the stock, the consensus rating is a "Moderate Buy," consisting of 17 "Strong Buy" ratings, two "Moderate Buy," and 11 "Holds" [5] Analyst Ratings - The current analyst configuration is slightly more bullish than three months ago, with 16 "Strong Buy" ratings [6] - On September 19, BMO Capital lowered Darden's price target to $205 while maintaining a "Market Perform" rating [6]

Group 1: Market Reaction - Shares of CAVA Group Inc and Darden Restaurants Inc are declining following Chipotle Mexican Grill's poor quarterly results and reduced revenue forecast, indicating consumer cutbacks on dining due to economic concerns and high inflation [1] - CAVA's stock is down 10% to $54.42, marking its seventh consecutive loss and the worst day since August, with a 60% drop over the past nine months and a 52-week low of $53.55 [2] - Darden Restaurants is down 1.7% to $179.37, having hit its lowest level since December, struggling with resistance at $190, and significantly lower than its record high of $228.27 from June 20, though still showing a 12.2% year-over-year gain [4] Group 2: Options Activity - Options traders are actively targeting CAVA Group stock, with 19,000 calls and 16,000 puts traded, which is double the typical volume, particularly focusing on the November 40 put [3] - Options for Darden Restaurants appear affordable, as indicated by its Schaeffer's Volatility Index (SVI) of 25%, ranking in the 16th percentile of its annual range [4]

Core Insights - Darden Restaurants, Inc. is a major player in the North American full-service restaurant industry, with a market capitalization of $21.4 billion and a portfolio of well-known brands including Olive Garden and LongHorn Steakhouse [1] Financial Performance - Darden is expected to report an adjusted EPS of $2.10 for Q2, reflecting a 3.5% increase from $2.03 in the same quarter last year [2] - For the full fiscal year 2026, the adjusted EPS is projected to be $10.61, an 11.1% increase from $9.55 in 2025, with further growth expected in fiscal 2027 to $11.37 per share, a 7.2% year-over-year increase [3] Stock Performance - Darden's stock has increased by 11.8% over the past 52 weeks, which is lower than the Consumer Discretionary Select Sector SPDR Fund's 19.8% and the S&P 500 Index's 18.3% gains during the same period [4] Recent Developments - Following the release of mixed Q2 results, Darden's stock fell by 7.7%. The company reported a 4.7% year-over-year increase in same-store sales, driven by 5.9% growth at Olive Garden and 5.5% at LongHorn Steakhouse. Overall revenue grew 10.4% year-over-year to $3 billion, slightly exceeding consensus estimates [5] - Despite the revenue growth, Darden's profit margins were below expectations, resulting in an adjusted EPS of $1.97, which missed consensus estimates by 1.5% [6] Analyst Sentiment - Analysts maintain a consensus "Moderate Buy" rating for Darden, with 17 "Strong Buys," 2 "Moderate Buys," and 10 "Holds" among the 29 analysts covering the stock. The mean price target of $224.61 indicates a potential upside of 23.9% from current levels [6]

Analyst Ratings & Price Target Changes - Intel saw multiple firms raise price targets after Q3 earnings beat, with Benchmark setting a high target of $50 per share [2] - Deckers Outdoor experienced price target cuts from Raymond James and Telsey Advisory Group due to weak 2026 sales forecast [3] - Citizens upgraded eBay to outperform, citing improved consumer experience in key categories [4] - Steeple raised eBay's price target to $89, just below the average 12-month target of roughly $92 [5] - Bank of America upgraded Zion's Bank Corp to neutral, raising its price target to $62 per share, seeing room for a rebound [8][9] - UBS cut Madna's price target to $40 from $70 after a failed vaccine trial, but maintains a buy rating [9] - Wedbush trimmed Netflix's price target to $1400 from $1500, but maintained outperform rating, implying roughly 13% upside [12] - Morgan Stanley upgraded 3M to equal weight, raising its price target to $160 from $130 [13][14] - Wedbush raised Snowflake's price target to $270 from $250, anticipating growth from AI use cases [21] - Goldman Sachs upgraded Darden Restaurants to buy, citing improved value proposition and less exposure to lower-income consumers [22] Company Specific Insights - Morgan Stanley maintains outperform rating on Tesla with a $410 price target, highlighting robo taxi potential and calling Tesla a "forgotten AI stock" [7] - Bank of America expects Meta's Q3 sales of $50 billion and earnings of $730% a share, driven by AI-powered ad engine [16] - UBS is staying neutral on Starbucks, trimming its price target to $94 a share, expecting flat US theme store sales and operating margins around 10% [17][18] - City added Reddit to its positive 90-day catalyst watch, raising its price target to $250 from $220, expecting third quarter earnings to come in significantly above expectations [19] - BNB Paraba upgraded Lululemon to neutral, noting the stock is down more than 50% year to date and negative catalysts are less clear [20]