Dutch Bros Inc.

Dutch Bros Inc.

BROSยทNYSE

$56.60

+1.5%
Consumer CyclicalRestaurants

Dutch Bros Inc., together with its subsidiaries, operates and franchises drive-thru shops in the United States. The company operates through Company-Operated Shops and Franchising and Other segments. It serves through company-operated shops and online channels under Dutch Bros; Dutch Bros Coffee; Dutch Bros Rebel; Dutch Bros; and Blue Rebel brands. Dutch Bros Inc. was founded in 1992 and is headquartered in Grants Pass, Oregon.

At a Glance

Live Snapshot
Market Cap$9.78B
EPS0.6400
P/E Ratio88.44
Earnings Date08/05/2026
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Dutch Bros Inc. Street Expectations Map

BROS ยท NYSE

Wall Street analysts project that BROS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 74.85, with estimates ranging from a low of 61.00 to a high of 87.00.

Lowest Target
61.00
7.77%
Consensus Target
74.85
32.24%
Highest Target
87.00
53.71%

The consensus 1-year price target stands at 74.85, with estimates ranging from a low of 61.00 to a high of 87.00.

Analyst Consensus Analysis

Upside Potential

+32.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

34.7% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Dutch Bros Inc. Forward Estimates of Revenue

BROS ยท NYSE
Latest Revenue
1.64B
FY 2025
Avg Estimate
2.03B
FY 2026
Estimate Range
1.97B - 2.09B
Analyst Spread

Forward Growth Analysis

Projected Growth+24.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Dutch Bros Inc. Forward Estimates of Net Income

BROS ยท NYSE
Latest Net Income
79.84M
FY 2025
Avg Estimate
99.21M
FY 2026
Estimate Range
87.93M - 110.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+24.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread23%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Dutch Bros Inc. Forward Estimates of EPS

BROS ยท NYSE
Latest EPS
0.64
FY 2025
Avg Estimate
$0.89
FY 2026
Estimate Range
$0.77 - $0.96
Analyst Spread

Forward Growth Analysis

Projected Growth+39.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread22%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Dutch Bros Inc. Forward Estimates of EBIT

BROS ยท NYSE
Latest EBIT
161.18M
FY 2025
Avg Estimate
-21.64M
FY 2026
Estimate Range
-22.28M - -20.99M
Analyst Spread

Forward Growth Analysis

Projected Growth-113.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Dutch Bros Inc. Forward Estimates of EBITDA

BROS ยท NYSE
Latest EBITDA
276.31M
FY 2025
Avg Estimate
101.49M
FY 2026
Estimate Range
98.46M - 104.52M
Analyst Spread

Forward Growth Analysis

Projected Growth-63.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Dutch Bros Inc. Forward Estimates of SG&A Expense

BROS ยท NYSE
Latest SG&A Expense
262.77M
FY 2025
Avg Estimate
607.94M
FY 2026
Estimate Range
589.79M - 626.09M
Analyst Spread

Forward Growth Analysis

Projected Growth+131.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Dutch Bros Inc. Insider Positioning

BROS ยท NYSE

During the last 12 months, insiders have purchased $102K and sold $197.71M worth of BROS shares, resulting in $197.61M of net selling activity.

3 Months

Bought

2.0K

102.35K

Sold

977.9K

55.96M

Net Activity

-55.9M

-$55.86M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

156.9K

8.31M

Net Activity

-8.3M

-$8.31M

9-12 Months

Bought

0

0.00

Sold

2.0M

133.44M

Net Activity

-133.4M

-$133.44M

Top Buyers

1
PTA

Penegor Todd Allan

Director

2.0K sharesโ€ข1 transactions

$102K

Top Sellers

1
BT

Boersma Travis

Director, 10 Percent Owner, Officer: Executive Chairman Of Board

1.7M sharesโ€ข8 transactions

$101.44M

2
DTAL

Dm Trust Aggregator, Llc

10 Percent Owner

890.4K sharesโ€ข3 transactions

$59.10M

3
DIAL

Dm Individual Aggregator, Llc

10 Percent Owner

560.0K sharesโ€ข3 transactions

$37.17M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $197.61M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$55.86M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.