Brunswick Corp's stock rose by 7.03% as it crossed above the 5-day SMA, reflecting positive market conditions with the Nasdaq-100 up 0.40% and the S&P 500 up 0.21%.
This surge is attributed to Jefferies upgrading Brunswick from hold to buy, raising the price target from $65 to $115, suggesting a 52% upside. The upgrade reflects optimism about future consumer spending, particularly if the Fed cuts rates further, which could stimulate interest in big-ticket items like boats. Analysts also project Brunswick's 2027 earnings per share to exceed Wall Street consensus by over 50%, indicating a structurally improved business model.
The upgrade from Jefferies highlights a positive outlook for Brunswick, suggesting that the company is well-positioned to benefit from a recovery in consumer spending and favorable market conditions.
Wall Street analysts forecast BC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BC is 81.36 USD with a low forecast of 70.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast BC stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BC is 81.36 USD with a low forecast of 70.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
6 Hold
0 Sell
Moderate Buy
Current: 85.770
Low
70.00
Averages
81.36
High
115.00
Current: 85.770
Low
70.00
Averages
81.36
High
115.00
Morgan Stanley
Stephen Grambling
Equal Weight
maintain
$72 -> $81
2026-01-16
Reason
Morgan Stanley
Stephen Grambling
Price Target
$72 -> $81
AI Analysis
2026-01-16
maintain
Equal Weight
Reason
Morgan Stanley analyst Stephen Grambling raised the firm's price target on Brunswick to $81 from $72 and keeps an Equal Weight rating on the shares. Gaming, lodging and leisure fundamentals were "muted" in 2025, with select areas of acceleration skewed to companies serving older, wealthier consumers, the analyst tells investors in a 2026 look ahead note on the group. For 2026, the firm expects "more of the same fundamentally," with the added wrinkle of rates boosting goods over services, the analyst added.
Jefferies
Hold
to
Buy
upgrade
$65 -> $115
2026-01-06
Reason
Jefferies
Price Target
$65 -> $115
2026-01-06
upgrade
Hold
to
Buy
Reason
Jefferies upgraded Brunswick to Buy from Hold with a price target of $115, up from $65. The company enters 2026 with a "structurally improved" business model, "lean" channel inventories, and improving demand tailwinds, the analyst tells investors in a research note. The firm believes accelerating revenue trends, higher margins and operational leverage set the stage for earnings outperformance for Brunswick.
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Loop Capital
Hold
initiated
$74
2025-12-23
Reason
Loop Capital
Price Target
$74
2025-12-23
initiated
Hold
Reason
Loop Capital last night initiated coverage of Brunswick with a Hold rating and $74 price target. The marine industry has undergone a "significant inventory rationalization" period over the past 12-18 months that appears to be in the late stages entering 2026, the analyst tells investors in a research note. Loop sees reasons for optimism in 2026 despite the unfavorable macro backdrop and elevated interest rate environment. It says that while Brunswick has a portfolio of "elite" marine engine and boat brands, the shares are up more than 36% over the last six months amid an uncertain macro backdrop. Loop prefers to wait for a pullback in the stock.
Loop Capital
initiated
$74
2025-12-22
Reason
Loop Capital
Price Target
$74
2025-12-22
initiated
Reason
Loop Capital initiated coverage of Brunswick with a Hold rating and $74 price target.
About BC
Brunswick Corporation designs, manufactures and markets recreational marine products, including marine propulsion products and boats, as well as parts and accessories for the marine and RV markets. Its segments include Propulsion, Engine Parts and Accessories (Engine P&A), Navico Group, and Boat. The Propulsion segment designs, manufactures, and sells engines, controls, rigging, and propellers globally. The Engine P&A segment sells products such as engine parts and consumables, including oils and lubricants, electrical products, boat parts and systems, and also includes its marine parts and accessories distribution businesses. The Navico Group segment designs, develops, manufactures, and markets products and systems for the marine, RV, specialty vehicle, mobile and industrial markets, as well as aftermarket channels. The Boat segment consists of the Brunswick Boat Group (Boat Group), which manufactures and distributes recreational boats, and business acceleration.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
