Leading Wall Street Analysts Adjust Aramark Projections Before Q4 Earnings Release
Written by Emily J. Thompson, Senior Investment Analyst
Source: Benzinga
Updated: Nov 17 20250mins
Earnings Release: Aramark is set to announce its fourth-quarter earnings on November 17, with analysts predicting earnings of 65 cents per share and revenue of $5.16 billion, an increase from the previous year's $4.42 billion.
Stock Performance: Shares of Aramark fell by 1.3% to close at $38.03 following weaker-than-expected sales reported in the third quarter.
Analyst Ratings: Recent analyst ratings include a Buy rating from UBS with a price target of $45, an upgrade to Outperform from Baird with a target of $47, and a maintained Equal-Weight rating from Morgan Stanley with a target of $44.
Investment Insights: Citigroup reinstated a Buy rating for Aramark with a price target of $48, reflecting a generally positive outlook from analysts despite recent sales challenges.
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Analyst Views on ARMK
Wall Street analysts forecast ARMK stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARMK is 47.00 USD with a low forecast of 45.00 USD and a high forecast of 49.00 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.
4 Analyst Rating
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 37.600
Low
45.00
Averages
47.00
High
49.00
Current: 37.600
Low
45.00
Averages
47.00
High
49.00
Citi
Leo Carrington
Buy
maintain
$49
2025-11-19
Reason
Citi
Leo Carrington
Price Target
$49
2025-11-19
maintain
Buy
Reason
Citi analyst Leo Carrington raised the firm's price target on Aramark to $49 from $46.50 and keeps a Buy rating on the shares.
Baird
Outperform -> NULL
downgrade
$47 -> $46
2025-11-18
Reason
Baird
Price Target
$47 -> $46
2025-11-18
downgrade
Outperform -> NULL
Reason
Baird lowered the firm's price target on Aramark to $46 from $47 and keeps an Outperform rating on the shares. The firm said its results showed good top-line momentum with less margin than expected.
Morgan Stanley
Equal Weight
downgrade
$44 -> $43
2025-11-18
Reason
Morgan Stanley
Price Target
$44 -> $43
2025-11-18
downgrade
Equal Weight
Reason
Morgan Stanley lowered the firm's price target on Aramark to $43 from $44 and keeps an Equal Weight rating on the shares. Organic growth of 13.8% missed estimates by about 200 basis points, while 2026 guidance was roughly in line with expectations, the analyst tells investors in a post-earnings note.
Stifel
Buy
maintain
$49 -> $44
2025-11-17
Reason
Stifel
Price Target
$49 -> $44
2025-11-17
maintain
Buy
Reason
Stifel lowered the firm's price target on Aramark to $44 from $49 and keeps a Buy rating on the shares. The firm says underlying business momentum looks strong, but the quarter's revenue and earnings were impacted by client-driven timing delays in new contract starts across its Corrections, Workplace Experience, and Healthcare divisions, delaying revenue into FY26. Stifel's modeling changes, at a high level, are modeling to the "zig-zag" revenue pattern just described, with the associated impacts to margins.
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About ARMK
Aramark is a global provider of food and facilities services to education, healthcare, business and industry and sports, leisure, and corrections clients. The Company operates through two segments: Food and Support Services United States (FSS United States) and Food and Support Services International (FSS International). The FSS United States segment consists of five sectors, which include business and industry, education, healthcare, sports, leisure and corrections, and facilities and others. Its FSS International segment provides a similar range of services as those provided to its FSS United States segment clients and operates in each of the sectors. The Company provides food and beverage services, including catering and retail services, and facilities services, including plant operations and maintenance, custodial, housekeeping, landscaping and other services. The Company's core market is the United States, which is supplemented by an additional 15-country footprint.
About the author
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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.
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