11:07 AM EDT, 08/28/2025 (MT Newswires) -- Dutch Bros' ( BROS ) store growth and sales momentum through 2026, as well as a "compelling" catalyst path, support stock upside, UBS Securities said in a Thursday note.

The coffee chain company could maintain market share gains in a high-growth category, supported by solid customer brand affinity and momentum drivers like new products, mobile order penetration, and a food launch in 2026, according to the note.

Furthermore, robust new shop productivity and lucrative unit economics should result in mid-teens store expansion growth and support long-term shop count targets, the brokerage said.

"While we expect competition will remain significant given the strength of returns and overall desirability of the category, we believe Dutch Bros ( BROS ) remains well-positioned to continue to grow [same-store sales] and units while further expanding market share," UBS analysts wrote.

UBS reiterated its buy rating on the stock and increased its price target to $85 per share from $80.

Price: 72.25, Change: -0.96, Percent Change: -1.31