Tigress Financial Lifts PT on McDonald’s Corporation (MCD) to $385 From $360

Core Viewpoint - McDonald's Corporation (NYSE:MCD) is recognized as a strong investment opportunity with consistent growth potential, supported by positive financial performance and strategic initiatives [1]. Group 1: Price Target Updates - Tigress Financial raised the price target for McDonald's to $385 from $360, maintaining a Buy rating, citing the company's strong global brand, AI-driven efficiencies, rapid unit expansion, and asset-light franchise model, indicating a potential total return of 20% from current levels [2]. - KeyBanc also updated its price target for McDonald's to $354 from $340 while maintaining an Overweight rating, expressing confidence in the current momentum of the U.S. business based on industry conversations and proprietary card data [3]. Group 2: Financial Performance - In fiscal Q4 and full year 2025 results, McDonald's reported a 5.7% growth in global comparable sales for the quarter, with positive guest counts and strong sales growth across all segments [4]. - Global Systemwide sales for the full year increased by 7% to over $139 billion, reflecting a growth of $9 billion [4]. Group 3: Company Overview - McDonald's operates as a food service retailer, managing and franchising restaurants, with operations segmented into the United States, International Operated Markets, and International Developmental Licensed Markets & Corporate [5].