Market Overview: Jim Cramer highlighted that consumer-oriented companies are driving stock gains, despite losses in Big Tech due to scrutiny over AI spending. The S&P 500 ended a four-day losing streak, with the Nasdaq and Dow also showing gains.
Consumer Sector Resilience: Cramer noted that the consumer sector, which had faced pressure from inflation, is now showing strength with notable performances from companies like Darden Restaurants and Target, suggesting a potential "Santa Claus rally."
Federal Reserve's Role: The Federal Reserve's recent interest rate cuts are seen as justified, with expectations that lower costs will encourage consumer spending, further supporting the market.
Future Outlook: Cramer expressed optimism about a trend of lower prices beginning, particularly in gasoline, which could provide consumers with more disposable income to spend.
Wall Street analysts forecast TXRH stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TXRH is 190.04 USD with a low forecast of 155.00 USD and a high forecast of 228.00 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.
17 Analyst Rating
Wall Street analysts forecast TXRH stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TXRH is 190.04 USD with a low forecast of 155.00 USD and a high forecast of 228.00 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
10 Hold
0 Sell
Moderate Buy
Current: 191.250
Low
155.00
Averages
190.04
High
228.00
Current: 191.250
Low
155.00
Averages
190.04
High
228.00
Wells Fargo
Overweight
maintain
$195 -> $220
2026-01-22
New
Reason
Wells Fargo
Price Target
$195 -> $220
AI Analysis
2026-01-22
New
maintain
Overweight
Reason
Wells Fargo raised the firm's price target on Texas Roadhouse to $220 from $195 and keeps an Overweight rating on the shares. While there's reason to look past mixed Q4 results, the firm believes clear winners/ losers will likely set the 2026 tone. Wells sees Casual Dining outperforming, innovation driving QSR, and Fast Casual inflection pushed out.
Morgan Stanley
Brian Harbour
Overweight
maintain
$205 -> $208
2026-01-20
New
Reason
Morgan Stanley
Brian Harbour
Price Target
$205 -> $208
2026-01-20
New
maintain
Overweight
Reason
Morgan Stanley analyst Brian Harbour raised the firm's price target on Texas Roadhouse to $208 from $205 and keeps an Overweight rating on the shares as part of the firm's 2026 outlook note on its restaurants and foodservice distributors coverage.
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TD Cowen
Andrew Charles
Buy
initiated
$215
2026-01-20
New
Reason
TD Cowen
Andrew Charles
Price Target
$215
2026-01-20
New
initiated
Buy
Reason
TD Cowen analyst Andrew Charles initiated coverage of Texas Roadhouse with a Buy rating and $215 price target. The firm likes the company's track record of same-store-sales outperformance. This should continue as survey data indicates Texas Roadhouse has the strongest value and quality perceptions in full service, the analyst tells investors in a research note.
Truist
Buy
maintain
$195 -> $206
2026-01-08
Reason
Truist
Price Target
$195 -> $206
2026-01-08
maintain
Buy
Reason
Truist raised the firm's price target on Texas Roadhouse to $206 from $195 and keeps a Buy rating on the shares. After a challenging year for restaurants, the outlook for 2026 is mixed, with temporary tailwinds from tax refunds and favorable weather but ongoing headwinds from slowing job growth, consumer confidence, and commodity inflation, the analyst tells investors in a research note.
About TXRH
Texas Roadhouse, Inc. is a restaurant company operating predominantly in the casual dining segment. The Company maintains three restaurant concepts operating as Texas Roadhouse, Bubba’s 33, and Jaggers. Texas Roadhouse is a full-service, casual dining restaurant concept offering an assortment of specially seasoned and aged steaks hand-cut daily on the premises and cooked to order over open grills. Bubba’s 33 is a full-service, casual dining restaurant concept featuring scratch-made food for all with a little rock 'n' roll, ice-cold beer, and signature cocktails. Its menu features burgers, pizza, wings, sandwiches and others. Its Jaggers is a fast-casual restaurant concept offering burgers, hand-breaded chicken sandwiches and chicken tenders, made-to-order fresh salads, and hand-spun milkshakes. Jaggers offer drive-thru, carry-out, and dine-in service options. It operates approximately 780 restaurants system-wide in 49 states, one United States territory, and 10 foreign countries.
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.
