01:50 PM EST, 02/23/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We raise our 12-month target to $421, 23x our 2026 EPS estimate (from 21x), a discount to its 25x three-year average, reflecting ongoing competitive and macroeconomic risks despite improved fundamentals. We raise our 2026 EPS to $18.29 from $17.87 and set 2027's at $19.74, reflecting better supply chain and food cost management that supported operating margin expansion to 19.3% (+30 bps Y/Y in Q4) despite company-owned store margin compression. We upgrade to Hold from Sell, as shares have declined approximately 20% since our April 2025 downgrade, creating more balanced risk/reward. Q4 demonstrated DPZ's resilient operating leverage and consistent cash flow generation through its franchise model. However, we remain at Hold, as we see limitations to near-term growth. Management's 2026 retail sales outlook of ~6% falls short of the 7%+ long-term algorithm, suggesting challenges in market share gains.