Birkenstock (BIRK) Soars 19% on $250M Share Buyback
Birkenstock (BIRK) shares surged 19.45% after the company announced a $250 million accelerated share buyback agreement with Goldman Sachs. The shoemaker plans to repurchase over 7.5 million shares at $33.21 each, funded by cash on hand and a credit facility. CEO Oliver Reichert stated the buyback reflects a strong belief in the company's fundamentals and an attractive use of capital given what he views as a temporary market disconnect in share price.
Birkenstock jumps 18% as investors digest Q2 results and steady FY2026 outlook
Birkenstock's stock (BIRK) climbed 18.2% after the company reported strong fiscal Q2 2026 results, showing double-digit constant-currency growth and reaffirming its full-year targets. Despite currency and tariff pressures, investors seem to be focusing on the brand's demand resilience, capacity expansion, and growth in the APAC region. The company reported €618 million in Q2 revenue and expects 13-15% constant-currency revenue growth for fiscal 2026.
BIRK Stock Slides As Q2 Miss Triggers Volatile Trading
Birkenstock Holding plc (BIRK) experienced volatile trading after its Q2 FY2026 earnings, where revenue reached €618m but EPS slipped to €0.50, missing analyst estimates. This led to an initial stock drop of about 12% intraday, though it later rebounded significantly. Analysts cut price targets but maintained positive ratings, citing strong demand and growth prospects despite short-term macro and FX headwinds.
Birkenstock shares jump after $250 million buyback plan
Birkenstock shares surged nearly 17% after the German sandal maker announced a $250 million stock buyback plan through an accelerated share repurchase agreement. The move aims to address a "disconnect" between the company's stock price and its fundamentals following a recent decline triggered by slower quarterly growth and an unchanged full-year outlook. Despite the jump, shares remain below their August 2024 record high, with the company reiterating its 13-15% annual revenue growth forecast.
Birkenstock Holding plc announces an Equity Buyback for $250 million worth of its shares.
Birkenstock Holding plc announced a share repurchase program, agreeing to buy back up to $250 million of its American Depositary Shares through Goldman Sachs International. The company expects an initial delivery of 6,000,000 ADSs by May 20, 2026, funding the repurchase with cash on hand and its revolving credit facility, with settlement anticipated before June 30, 2026.
Why Birkenstock Holding Shares Are Sliding Now
Birkenstock Holdings (BIRK) shares are under pressure after the company announced a $250 million accelerated share repurchase agreement with Goldman Sachs. This move, funded by cash on hand and a credit facility, is seen by management as a sign of confidence but has raised market debate about the company's aggressive approach to returning cash to shareholders and its potential impact on liquidity and leverage. The stock's year-to-date performance is down 18.80%, with a current market cap of $6.11 billion.
Birkenstock stock rises on $250M share buyback program
Birkenstock Holding plc has announced a $250 million accelerated share repurchase agreement with Goldman Sachs International, causing its shares to rise by 2.2% in premarket trading. The company views its current share price as disconnected from its fundamental business performance and believes this buyback is the most attractive use of capital. Birkenstock expects to receive an initial delivery of approximately 6.0 million shares and remains confident in achieving annual revenue growth of 13-15% while maintaining strong margins and cash flow.
Birkenstock To Execute $250 Million Accelerated Share Repurchase to Take Advantage of Disconnect Between Share Price and Fundamental Performance
Birkenstock Holding plc announced a $250 million accelerated share repurchase (ASR) agreement with Goldman Sachs International. The company believes there is a significant disconnect between its share price and fundamental performance, and views the share repurchase as the most attractive use of capital. Birkenstock expects to complete the transaction by June 30, 2026, and anticipates receiving an initial delivery of approximately 6.0 million shares.
Bear of the Day: BIRKENSTOCK (BIRK)
BIRKENSTOCK (BIRK) has been designated as a "Strong Sell" by Zacks due to challenges including tariffs, inflation, and impacts from the Middle East War, leading to the stock hitting all-time lows. Despite revenue growth in Q2 2026, the company missed earnings estimates, and analysts have cut future earnings projections. Investors are advised to remain cautious until uncertainties are resolved, even though the stock appears to be trading at a low forward P/E.
BIRKENSTOCK TO EXECUTE $250 MILLION ACCELERATED SHARE REPURCHASE TO TAKE ADVANTAGE OF DISCONNECT BETWEEN SHARE PRICE AND FUNDAMENTAL PERFORMANCE
Birkenstock Holding plc (NYSE: BIRK) announced a $250 million accelerated share repurchase (ASR) agreement with Goldman Sachs International. The company believes its current share price reflects a disconnect from its strong underlying fundamentals. CEO Oliver Reichert stated that using their cash position for share repurchases is the most attractive use of capital, reaffirming confidence in achieving 13-15% annual revenue growth and strong free cash flow generation.
Birkenstock (NYSE: BIRK) starts $250M accelerated share repurchase program
Birkenstock Holding plc has initiated a $250 million accelerated share repurchase (ASR) program with Goldman Sachs International. The company expects to receive an initial delivery of approximately 6.0 million shares and aims to fund the buyback using cash on hand and its revolving credit facility. Management believes there's a disconnect between the share price and the company's fundamentals, reiterating a target of 13-15% annual revenue growth in constant currency and strong margins.
Birkenstock pops after unveiling accelerated buybacks, backing prior revenue guidance (BIRK:NYSE)
Birkenstock Holding plc saw its stock soar after announcing a $250 million accelerated share repurchase with Goldman Sachs. CEO Oliver Reicher indicated that short-term market dynamics led the company to believe its shares were undervalued. The company also reaffirmed its previous revenue guidance.
Analysts’ Top Consumer Cyclical Picks: Birkenstock Holding plc (BIRK), AutoZone (AZO)
This article highlights bullish analyst sentiments for Birkenstock Holding plc (BIRK) and AutoZone (AZO) in the Consumer Cyclical sector. Dana Telsey of Telsey Advisory maintained a Buy rating on Birkenstock with a $45.00 price target, while analysts like Rakhlenko also cover AutoZone with an average price target of $4233.00, indicating significant upside. The consensus for both stocks is a Strong Buy, according to TipRanks.
Analysts’ Top Consumer Cyclical Picks: Birkenstock Holding plc (BIRK), AutoZone (AZO)
Two analysts have issued bullish sentiments on Birkenstock Holding plc (BIRK) and AutoZone (AZO) within the Consumer Cyclical sector. Dana Telsey of Telsey Advisory maintained a Buy rating on Birkenstock with a $45.00 price target, while AutoZone holds a Strong Buy consensus with an average price target of $4233.00. These ratings suggest significant upside potential for both companies based on analyst consensus.
BIRK SEC Filings - Birkenstock Holding PLC 10-K, 10-Q, 8-K Forms
This article provides access to Birkenstock Holding PLC's (BIRK) SEC filings, including 10-K, 10-Q, and 8-K forms, with AI-generated summaries and sentiment analysis. Recent filings indicate a significant beneficial ownership by a group of entities and individuals, the release of fiscal Q3 2025 results, and an announcement for the upcoming Q3 2025 earnings call. StockTitan tracks 43 SEC filings for BIRK.
(BIRK) Movement as an Input in Quant Signal Sets
This article from Stock Traders Daily analyzes Birkenstock Holding Plc (BIRK) using AI models, identifying weak sentiment across all horizons that supports a short bias. It details three trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis highlights an exceptional 47.1:1 risk-reward setup targeting a 13.6% gain versus 0.3% risk.
Can Birkenstock (BIRK) Turn Strong Sales Into Sustainable Profitability Amid Margin Pressures?
Birkenstock (BIRK) reported strong fiscal second-quarter 2026 revenue but saw a decline in EPS due to margin pressures from tariffs, foreign exchange, and geopolitical disruptions. Despite maintaining full-year revenue targets, the company's profitability missed expectations, leading to a sharp share price drop. Investors are now focused on margin recovery and the successful execution of its APAC rollout and direct-to-consumer strategy amid execution and cost risks.
Can Birkenstock (BIRK) Turn Strong Sales Into Sustainable Profitability Amid Margin Pressures?
Birkenstock reported strong fiscal second-quarter 2026 revenue but saw net income and earnings per share decline due to margin pressures from tariffs, foreign exchange, and geopolitical disruptions. Despite maintaining full-year revenue targets and expanding its retail footprint, the company's profitability challenges are under investor scrutiny. The stock dropped sharply after earnings, highlighting the tension between robust sales growth and weaker margins, with fair value estimates showing a wide range of investor sentiment.
Williams Trading Keeps Their Buy Rating on Birkenstock Holding plc (BIRK)
Williams Trading maintained a Buy rating on Birkenstock Holding plc (BIRK) with a price target of $46.00, according to an analyst report. This recommendation follows Birkenstock's recent quarterly revenue of $401.9 million and a net profit of $50.56 million, showing significant growth from the previous year. Other analysts have also issued ratings, with Telsey Advisory giving a Buy and Morgan Stanley maintaining a Hold on BIRK.
Baron Capital group holds 5.09% of Birkenstock (NYSE: BIRK)
Baron Capital Group and its affiliates have reported a beneficial ownership of 5.09% in Birkenstock Holding plc, amounting to 9,366,068 shares, through a Schedule 13G filing. This filing indicates a passive investment with shared voting and dispositive power shared among affiliated entities BAMCO and BCM, with Ronald Baron as Chairman and CEO. The disclosure does not imply active control or intent to influence governance but serves to inform the public about the significant ownership stake.
Telsey Advisory Reaffirms Their Buy Rating on Birkenstock Holding plc (BIRK)
Telsey Advisory has reaffirmed its Buy rating on Birkenstock Holding plc (BIRK), setting a price target of $60.00. This comes as Birkenstock reported strong quarterly revenues of $401.9 million and a net profit of $50.56 million, exhibiting significant growth compared to the previous year. Another analyst, William Blair's Sharon Zackfia, also issued a Buy rating, though Bernstein maintained a Hold rating on the stock.
Williams Trading Keeps Their Buy Rating on Birkenstock Holding plc (BIRK)
Williams Trading maintained a Buy rating on Birkenstock Holding plc (BIRK) with a price target of $46.00, following an analysis by Sam Poser. Poser has a strong track record in the Consumer Cyclical sector. Despite other analysts holding differing views (Telsey Advisory also issued a Buy, while Morgan Stanley maintained a Hold), Birkenstock recently reported significant revenue and net profit growth in its latest quarter.
Birkenstock shares pinned down by profit miss, soft FY26 guidance
Birkenstock (BIRK) shares are facing downward pressure following a profit miss and conservative financial year 2026 guidance. The market reacted negatively to the company's latest earnings report, reflecting concerns about its future performance.
Birkenstock Holding plc Stock 12‑Month Price Target Cut to $52.75, Implies 60% Upside
Birkenstock Holding plc's average 12-month price target has been adjusted to $52.75, down slightly from $53.05, according to estimates from 19 analysts. This new target suggests a potential upside of approximately 60% from the May 13 closing price. The consensus rating among 23 analysts remains a "Buy," with 20 recommending Buy, 3 Hold, and 0 Sell.
Birkenstock Q2 2026 Earnings: €618M Revenue, EPS Weighed Down by FX and Tariffs
Birkenstock reported Q2 FY2026 revenue of €618M, an 8% increase year-over-year on a reported basis and 14% in constant currency, despite significant foreign exchange headwinds. Adjusted EPS decreased by 9% to €0.50, largely due to FX translation and a noncash revaluation. The company reiterated its full-year revenue and adjusted EPS guidance, with constant-currency momentum remaining strong even as reported figures are impacted by FX and tariff pressures.
Telsey Advisory Group reiterated coverage on Birkenstock Holding Plc with a new price target
Telsey Advisory Group has reiterated its coverage on Birkenstock Holding Plc (BIRK) and provided a new price target. The update was delivered via Quantisnow, a real-time market data platform that alerts its Plus members to such analyst ratings and other market-moving news. The company also recently reported strong fiscal second-quarter 2026 results with significant revenue growth.
William Blair cuts Birkenstock stock price target on consumer trends
William Blair has lowered its price target for Birkenstock Holding plc (BIRK) to $46 from $50, maintaining an Outperform rating, following a slight miss in the second fiscal quarter of 2026 and tempered expectations for European markets. Other firms like Evercore ISI and BTIG also reduced price targets due to margin pressures and Middle East conflicts. Despite this, Birkenstock's trends in the Americas and Asia-Pacific remain strong, supported by impressive gross profit margins.
Telsey Advisory Reaffirms Their Buy Rating on Birkenstock Holding plc (BIRK)
Telsey Advisory maintained a Buy rating on Birkenstock Holding plc (BIRK) with a price target of $60.00. This comes after Birkenstock reported a quarterly revenue of $401.9 million and a net profit of $50.56 million, showing significant growth from the previous year. While William Blair also issued a Buy rating, Bernstein maintained a Hold rating for the company.
Evercore ISI cuts Birkenstock stock price target on margin pressure
Evercore ISI has lowered its price target for Birkenstock Holding plc (NYSE:BIRK) to $48 from $54, while maintaining an Outperform rating due to expected near-term pressure on the stock and slight downward revisions to earnings estimates. This adjustment follows small revenue and EBITDA misses in the recent quarter, coupled with incremental tariff and Middle East headwinds affecting the company's profit and loss statement. Despite these challenges, demand remains strong, and InvestingPro data indicates Birkenstock has an impressive gross profit margin and is undervalued relative to its Fair Value.
Birkenstock slides 12.9% after Q2 results show margin pressure from FX and tariffs
Birkenstock (BIRK) stock dropped 12.9% following its fiscal Q2 results, which reported revenue of €618 million and significant gross margin pressure. The decline in gross margin to 53.9% was mainly due to unfavorable FX translation, incremental U.S. tariffs, and channel mix, despite growth across regions. Investors reacted to the near-term profitability hit, even though the company reaffirmed its full-year targets.
Birkenstock Holding plc Stock 12‑Month Price Target Cut to $56.83, Implies 50% Upside
Analysts have revised Birkenstock Holding plc's stock 12-month average price target down slightly from $57.8 to $56.83, with estimates ranging from $46.77 to $78.09 per share. This updated target indicates a potential upside of approximately 50% based on the May 12 closing price. The consensus rating from 23 analysts remains a "Buy," with 19 recommending Buy and 4 recommending Hold.
Birkenstock stock price target lowered to $60 by BTIG on Middle East impact
BTIG has lowered its price target for Birkenstock Holding plc (NYSE:BIRK) to $60 from $65, while maintaining a Buy rating. This adjustment follows Birkenstock's second fiscal quarter missing expectations, partly due to a €6 million revenue headwind in EMEA from the Middle East conflict. Despite near-term challenges and a stock decline, the company reported strong gross profit margins and is implementing strategies to reallocate product and secure alternative delivery routes.
Birkenstock Holding plc Stock 12‑Month Price Target Cut to $57.27, Implies 51% Upside
Birkenstock Holding plc's average 12-month price target has been reduced from $57.8 to $56.83 by 19 analysts, implying a 50% potential upside from its May 12 closing price. Despite the target cut, the consensus rating remains a "Buy" among 23 analysts, with 19 recommending Buy, 4 recommending Hold, and no Sell recommendations. This indicates continued confidence in the stock's future performance.
Tariffs, Forex And Middle East Turmoil Bite Birkenstock, Leave Footprint On Margins
Birkenstock reported second-quarter adjusted earnings per share below analyst estimates, with margins impacted by unfavorable currency translation, new U.S. tariffs, and Middle East instability. Despite these challenges, the company achieved double-digit constant-currency revenue growth across all regions and reaffirmed its full-year 2026 sales and adjusted EPS guidance. Shares of Birkenstock Holding (BIRK) fell following the announcement.
Birkenstock Holding PLC (BIRK) Q2 2026 Earnings Call Highlights: Navigating Growth Amid ...
Birkenstock (BIRK) reported strong Q2 2026 revenue growth of 14% in constant currency, reaching EUR680 million, alongside a robust adjusted EBITDA margin of 32.1%. However, the company faced headwinds from currency depreciation, tariff increases, and geopolitical conflicts in the Middle East, leading to a 10% decrease in adjusted net profit and a 9% decline in adjusted EPS year-over-year. Despite these challenges, Birkenstock remains confident in achieving its full-year growth targets, driven by rapid D2C expansion, particularly in APAC, and strategic pricing adjustments.
Birkenstock Holding Reports Weak Q2 2026 as EPS Misses by 16.7%
Birkenstock Holding plc reported Q2 2026 adjusted EPS of €0.50, missing analyst estimates of €0.60 by 16.7%. The company's stock fell 12.4% following the announcement, despite an 8.0% increase in revenue to €618.3M, driven by strong B2B growth. Analyst sentiment remains largely positive, with 13 buy ratings, suggesting the setback may be perceived as temporary.
Birkenstock Holding Q2 2026 earnings preview
This article provides a preview of Birkenstock Holding's Q2 2026 earnings. However, the provided content is empty, preventing a detailed summary of the earnings preview or any specific financial expectations.
Birkenstock shares slide after tariffs and currency swings squeeze margins
Birkenstock's shares dropped over 13% after the company's second-quarter profit missed analyst estimates, largely due to US tariffs and unfavorable foreign exchange rates that squeezed margins. Despite strong revenue growth and reaffirmed full-year targets, operating profit and gross margins were negatively impacted by these factors, along with acquisition costs and geopolitical tensions. The company announced a new $200 million share repurchase program and noted resilient demand for its core products, especially in the Asia-Pacific region.
Will S&P 500 Open Up Or Down On Wednesday?
Polymarket traders are betting the S&P 500 will open higher on Wednesday despite a Tuesday slip from record levels. Investor focus remains on inflation and geopolitical tensions, with April's producer price index data keenly awaited. Companies like Cisco, Birkenstock, and Alibaba are set to report earnings, while strong earnings momentum and AI spending are seen as potential supports for equities.
Birkenstock: Fiscal Q2 Earnings Snapshot
Birkenstock Holding PLC reported fiscal second-quarter net income of $95.8 million, or 52 cents per share, which adjusted to 59 cents per share. These results missed Wall Street expectations, as analysts anticipated earnings of 70 cents per share and revenues of $723.9 million, compared to the reported $723.6 million. The company's shares have seen a 7% decrease year-to-date and a 29% decrease over the last 12 months.
Birkenstock: Fiscal Q2 Earnings Snapshot
Birkenstock Holding PLC reported fiscal second-quarter net income of $95.8 million, with adjusted earnings of 59 cents per share, which missed Wall Street estimates of 70 cents per share. The company also posted revenue of $723.6 million, falling short of the $723.9 million expected by analysts. Birkenstock's shares have decreased by 7% year-to-date and 29% over the last 12 months.
Birkenstock Holding Q2 2026 earnings preview
This article is a Q2 2026 earnings preview for Birkenstock Holding. However, the provided content is empty beyond the title and publication information.
Analysts Are Bullish on These Consumer Cyclical Stocks: Choice Hotels (CHH), Birkenstock Holding plc (BIRK)
Analysts from Robert W. Baird and Piper Sandler have issued bullish ratings for several consumer cyclical stocks. Michael Bellisario maintained a Buy rating on Choice Hotels (CHH), while Anna Andreeva kept a Buy rating on Birkenstock Holding plc (BIRK), and Peter Keith maintained a Buy rating on Yeti Holdings (YETI). These ratings suggest potential upside for investors in these companies.
Summerhill Capital Management lnc. Invests $3.90 Million in Birkenstock Holding PLC $BIRK
Summerhill Capital Management Inc. has invested $3.90 million in Birkenstock Holding PLC, acquiring 95,436 shares in Q4, making it 3.6% of their portfolio. Other institutional investors like Swedbank AB and Principal Financial Group Inc. also increased their stakes. Analysts maintain a largely positive outlook on Birkenstock, with a "Moderate Buy" rating and an average price target of $59.71.
Analysts Offer Insights on Consumer Cyclical Companies: Marriott Vacations Worldwide Corporation (VAC), Amazon (AMZN) and Birkenstock Holding plc (BIRK)
Analysts have provided bullish outlooks for several consumer cyclical companies. Marriott Vacations Worldwide Corporation (VAC) received a reiterated Buy rating from Jefferies with a $105 price target. Amazon (AMZN) was given a maintained Buy rating by DBS with a $297 price target, and Birkenstock Holding plc (BIRK) also saw a maintained Buy rating from Telsey Advisory with a $60 price target.
Analysts Offer Insights on Consumer Cyclical Companies: Marriott Vacations Worldwide Corporation (VAC), Amazon (AMZN) and Birkenstock Holding plc (BIRK)
Three analysts recently provided bullish insights on consumer cyclical companies: Marriott Vacations Worldwide Corporation (VAC), Amazon (AMZN), and Birkenstock Holding plc (BIRK). David Katz reiterated a Buy rating for Marriott Vacations with a $105 price target. Sachin Mittal maintained a Buy rating for Amazon with a $297 price target, and Dana Telsey kept a Buy rating for Birkenstock with a $60 price target, all indicating significant upside potential from current levels.
Birkenstock Holding (NYSE:BIRK) Stock Forecast & Analyst Predictions
Birkenstock Holding (NYSE:BIRK) is forecast to grow earnings by 13.2% and revenue by 11.1% per annum. The company has recently provided and updated earnings guidance for fiscal years 2025 and 2026, with revenue growth expectations for 2025 revised upward. Despite strong performance and growth in Asia and closed-toe shoes, some analyses suggest the stock may be overvalued or trading at a demanding valuation, while others point to undervaluation based on DCF analysis.
Analysts Offer Insights on Consumer Cyclical Companies: Marriott Vacations Worldwide Corporation (VAC), Amazon (AMZN) and Birkenstock Holding plc (BIRK)
Analysts have issued bullish sentiments for three consumer cyclical companies: Marriott Vacations Worldwide Corporation (VAC), Amazon (AMZN), and Birkenstock Holding plc (BIRK). David Katz reiterated a Buy rating for Marriott Vacations with a $105 price target, Sachin Mittal maintained a Buy rating for Amazon with a $297 price target, and Dana Telsey kept a Buy rating for Birkenstock with a $60 price target. The article highlights analyst consensus ratings and price targets for each company, indicating potential upsides.
Williams Trading raises Birkenstock stock price target on sandal sales
Williams Trading has increased its price target for Birkenstock Holding plc (NYSE:BIRK) to $50 from $49, maintaining a Buy rating, due to a significant acceleration in sandal sales. The firm highlighted that April was the best month ever for Arizona sandal sales and noted that sandal margins are higher than those for clogs, which strengthens the company's profitability. This positive outlook comes as Birkenstock prepares to report its second-quarter fiscal 2026 earnings, with strong sandal sales expected to support its planned annual revenue growth.
Analysts Offer Insights on Consumer Cyclical Companies: Marriott Vacations Worldwide Corporation (VAC), Amazon (AMZN) and Birkenstock Holding plc (BIRK)
Analysts have provided optimistic insights on three consumer cyclical companies: Marriott Vacations Worldwide Corporation (VAC), Amazon (AMZN), and Birkenstock Holding plc (BIRK). David Katz reiterated a Buy rating for Marriott Vacations with a $105 price target, Sachin Mittal maintained a Buy rating for Amazon with a $297 price target, and Dana Telsey kept a Buy rating for Birkenstock with a $60 price target, all indicating potential upside for investors.
