Traeger, Inc.

Traeger, Inc.

COOKยทNYSE

$61.89

-3.2%
Consumer CyclicalFurnishings, Fixtures & Appliances

Traeger, Inc., together with its subsidiaries, designs, sources, sells, and supports wood pellet fueled barbeque grills for retailers, distributors, and direct to consumers in the United States. Its wood pellet grills are internet of things devices that allow owners to program, monitor, and control their grill through its Traeger app. The company also produces a library of digital content, including instructional recipes and videos that demonstrate tips, tricks, and cooking techniques that empower Traeger owners to progress their cooking skills; and short- and long-form branded content highlighting stories, community members, and lifestyle content from the Traegerhood. In addition, it provides wood pellets that are used to fire the grills; rubs and sauces, seasonings, and marinades; covers, drip trays, bucket liners, and shelves; tools to aid in meal prep, cooking, and cleanup, including pellet storage systems, cleaning solutions, barbecue tools, and MEATER smart thermometer; replacement parts; and apparel and merchandise. The company was incorporated in 2017 and is headquartered in Salt Lake City, Utah.

At a Glance

Live Snapshot
Market Cap$172.17M
EPS-43.5000
P/E Ratio-1.42
Earnings Date08/05/2026
cook

Traeger, Inc. Street Expectations Map

COOK ยท NYSE

Wall Street analysts project that COOK stock may decline over the coming 12 months. The consensus 1-year price target stands at 41.00, with estimates ranging from a low of 38.00 to a high of 45.00.

Lowest Target
38.00
-38.60%
Consensus Target
41.00
-33.75%
Highest Target
45.00
-27.29%

The consensus 1-year price target stands at 41.00, with estimates ranging from a low of 38.00 to a high of 45.00.

Analyst Consensus Analysis

Upside Potential

-33.8%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

17.1% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

0.71x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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Traeger, Inc. Forward Estimates of Revenue

COOK ยท NYSE
Latest Revenue
559.52M
FY 2025
Avg Estimate
471.32M
FY 2026
Estimate Range
470.59M - 472.79M
Analyst Spread

Forward Growth Analysis

Projected Growth-15.8%

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

Analyst Coverage5 Analysts

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

Estimate Spread0%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Traeger, Inc. Forward Estimates of Net Income

COOK ยท NYSE
Latest Net Income
-115.18M
FY 2025
Avg Estimate
-18.50M
FY 2026
Estimate Range
-18.92M - 7.81M
Analyst Spread

Forward Growth Analysis

Projected Growth+83.9%

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

Analyst Coverage5 Analysts

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

Estimate Spread145%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Traeger, Inc. Forward Estimates of EPS

COOK ยท NYSE
Latest EPS
-43.50
FY 2025
Avg Estimate
$-2.06
FY 2026
Estimate Range
$-7.11 - $2.94
Analyst Spread

Forward Growth Analysis

Projected Growth+95.3%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread488%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Traeger, Inc. Forward Estimates of EBIT

COOK ยท NYSE
Latest EBIT
-1.16M
FY 2025
Avg Estimate
-66.91M
FY 2026
Estimate Range
-67.12M - -66.81M
Analyst Spread

Forward Growth Analysis

Projected Growth-5658.6%

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

Analyst Coverage5 Analysts

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

Estimate Spread0%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Traeger, Inc. Forward Estimates of EBITDA

COOK ยท NYSE
Latest EBITDA
52.97M
FY 2025
Avg Estimate
-26.19M
FY 2026
Estimate Range
-26.27M - -26.15M
Analyst Spread

Forward Growth Analysis

Projected Growth-149.4%

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

Analyst Coverage5 Analysts

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

Estimate Spread0%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Traeger, Inc. Forward Estimates of SG&A Expense

COOK ยท NYSE
Latest SG&A Expense
185.25M
FY 2025
Avg Estimate
184.75M
FY 2026
Estimate Range
184.46M - 185.32M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

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

Estimate Spread0%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Traeger, Inc. Insider Positioning

COOK ยท NYSE

During the last 12 months, insiders have purchased $257K worth of COOK shares, with no selling activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

176.4K

256.86K

Sold

0

0.00

Net Activity

+257K

+$257K

Top Buyers

1
AJ

Andrus Jeremy

Director, Officer: Chief Executive Officer

176.4K sharesโ€ข1 transactions

$257K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $257K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Insider Participation

High Buying

1 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.