Stephens Maintains Portillo's Price Target at $6
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 12 2026
0mins
Stephens notes that Portillo's reported preliminary Q4 results at the end of its ICR presentation deck with beats across all major line items on the top and bottom line and an initial FY26 outlook that calls for eight new restaurants and adjusted EBITDA to be flat with FY25. Momentum "remains modestly muted" with same-store sales showing a sequential deceleration, driven by mix and traffic, says the analyst, who maintains an Equal Weight rating and $6 price target on Portillo's shares.
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Analyst Views on PTLO
Wall Street analysts forecast PTLO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PTLO is 6.58 USD with a low forecast of 5.00 USD and a high forecast of 9.00 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 Analyst Rating
2 Buy
5 Hold
0 Sell
Moderate Buy
Current: 5.630
Low
5.00
Averages
6.58
High
9.00
Current: 5.630
Low
5.00
Averages
6.58
High
9.00
About PTLO
Portillo's Inc. owns and operates fast-casual restaurants in the United States, along with two food production commissaries in Illinois. The Company serves Chicago Street food in multichannel restaurants. The Company's diverse menu features all-American favorites such as Chicago-style hot dogs and sausages, Italian beef sandwiches, char-grilled burgers, chopped salads, crinkle-cut fries, homemade chocolate cake and signature chocolate cake shake. The Company accommodates a variety of access modes including dine-in, carryout, delivery and catering to quickly and efficiently serve its guests. It owns and operates 94 restaurants across 10 states, including a restaurant owned by C&O Chicago, L.L.C. The Company also operates in non-traditional locations, which includes a food truck and a ghost kitchen in Chicago (small kitchen with no store-front presence, used to fill online orders).
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.
Portillo's Announces Q4 & FY 2025 Earnings Webcast Details
- Earnings Release Schedule: Portillo's will host a webcast for its Q4 and FY 2025 earnings on February 24, 2026, at 10 a.m. EST, with the earnings report expected to be released before market open, aiming to provide investors with insights into its financial performance and future outlook.
- Investor Relations Contact: Investors can join the webcast via Portillo's investor relations website, with Vice President Chris Brandon available for inquiries, reflecting the company's commitment to transparency and effective communication with its investors.
- Brand Development Journey: Portillo's has grown from a hot dog trailer in Chicago to over 100 restaurants across 11 states, gaining a loyal customer base with its unique offerings like Italian beef sandwiches and Chicago-style hot dogs, showcasing the brand's strong appeal.
- Innovative Operating Model: Portillo's operates a company-owned model that not only provides dining services but also creates experience-focused destinations that integrate dine-in, drive-thru, takeout, and delivery, aiming to enhance customer dining experiences and expand market share.
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