Gold buyers from last week have finally learnt what these Golden Arches represent. @McDonalds about to have an influx of applications. https://t.co/O2VVwAMO11 ...

格隆汇10月21日｜花旗集团将麦当劳目标股价从381美元下调至375美元。 ...

Investment Rating - The report maintains a "Weaker than the market" investment rating for the U.S. stock market [1] Core Insights - The U.S. stock market shows initial signs of recovery, with the S&P 500 rising by 1.6% and the Nasdaq by 2.1% [3] - Among 22 sectors, 20 experienced capital inflows, with significant inflows into semiconductor products and equipment (+$46.6 billion) and automotive and automotive parts (+$22.5 billion) [4] - Earnings expectations for the S&P 500 constituents have been adjusted upward by 0.4%, with notable increases in banking (+1.7%) and semiconductor products and equipment (+1.0%) [5] Summary by Sections Price Trends - The S&P 500 increased by 1.6%, while the Nasdaq rose by 2.1% [3] - The automotive and automotive parts sector saw the highest increase at +6.1%, followed by media and entertainment (+4.0%) and food and staples retailing (+3.6%) [3] Capital Flows - Estimated capital inflow for S&P 500 constituents was +$91.7 billion this week, up from +$12.5 billion the previous week [4] - The semiconductor products and equipment sector led with a capital inflow of +$46.6 billion [4] Earnings Forecast - The earnings per share (EPS) forecast for the S&P 500 has been raised by 0.4% this week [5] - The banking sector saw the largest upward revision in earnings expectations at +1.7% [5]

Core Insights - McDonald's Corporation (MCD) has a market capitalization of $217.9 billion and operates globally, serving a variety of food and beverages across different market segments [1] Financial Performance - McDonald's is expected to announce Q3 2025 results on November 5, with analysts predicting an adjusted EPS of $3.37, a 4.3% increase from $3.23 in the same quarter last year [2] - For fiscal 2025, the adjusted EPS is anticipated to be $12.34, reflecting a 5.3% rise from $11.72 in fiscal 2024, with further growth expected to $13.37 in fiscal 2026, an 8.4% year-over-year increase [3] Stock Performance - Over the past 52 weeks, McDonald's shares have declined by 2.3%, underperforming the S&P 500 Index, which gained 13.6%, and the Consumer Discretionary Select Sector SPDR Fund, which increased by 17.5% [4] - Following the Q2 2025 results, which exceeded expectations with an adjusted EPS of $3.19 and revenue of $6.8 billion, shares rose nearly 3% [5] Analyst Ratings - The consensus view on McDonald's stock is cautiously optimistic, with a "Moderate Buy" rating from analysts. Among 35 analysts, 14 recommend "Strong Buy," 1 suggests "Moderate Buy," 19 indicate "Hold," and 1 advises "Strong Sell" [6] - The average analyst price target for McDonald's is $337.45, suggesting a potential upside of 9.6% from current levels [6]

Whenever I think of a fast-food or quick-service restaurant, McDonald's Corporation (NYSE: MCD ) often comes first to my mind. Of course, that is not always the case for everyone else since we have different preferences and tastes. In my defense, I thinkI have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Sinc ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Group 1 - Wells Fargo raised Intel's target price from $22 to $30 [1] - Wells Fargo lowered McDonald's target price from $350 to $340 [1] - Wells Fargo lowered Starbucks' target price from $105 to $100 [1]

If you are like me and want to have something bubble- as well as AI-disruption-proof in your portfolio, you are probably betting on good old restaurant chains. I can hardly imagine AI replacing your Big MacExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is rarely an ...

Core Insights - The article suggests that traditional restaurant chains, such as McDonald's, are seen as stable investments that are less likely to be disrupted by AI technology [1]. Group 1: Investment Perspective - The author emphasizes a value-oriented approach to investment, indicating that valuation is more relevant for long-term opportunities rather than short- to mid-term timing [1]. - The article highlights that rating systems may not adequately reflect different time horizons or investment strategies, suggesting a preference for a more nuanced analysis over simple ratings [1]. Group 2: Analyst's Position - The analyst has a beneficial long position in McDonald's shares, indicating confidence in the company's future performance [2]. - The article is presented as an independent opinion, with no external compensation influencing the analysis [2].

Core Viewpoint - Truist has lowered the target price for McDonald's from $360 to $350 while maintaining a "Buy" rating [1] Group 1 - The target price adjustment reflects a strategic reassessment of McDonald's market position [1] - The "Buy" rating indicates continued confidence in McDonald's long-term growth potential despite the price adjustment [1]