Birkenstock (NYSE:BIRK) Updates FY 2026 Earnings Guidance

Birkenstock (NYSE:BIRK) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.220-2.400 for the period, compared to the consensus estimate of 2.390. The company issued revenue guidance of $2.8 billion-$2.8 billion, compared to the consensus revenue estimate of $2.7 billion.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. BTIG Research decreased their target price on Birkenstock from $65.00 to $60.00 and set a “buy” rating on the stock in a research note on Thursday. JPMorgan Chase & Co. dropped their price target on Birkenstock from $66.00 to $52.00 and set an “overweight” rating for the company in a research report on Tuesday, January 20th. UBS Group restated a “buy” rating on shares of Birkenstock in a research report on Monday, February 9th. Seaport Research Partners raised shares of Birkenstock from a “neutral” rating to a “buy” rating and set a $52.00 target price on the stock in a research note on Tuesday, April 14th. Finally, Sanford C. Bernstein cut their price target on shares of Birkenstock from $55.00 to $50.00 and set a “market perform” rating for the company in a research note on Thursday, January 15th. Sixteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $57.41.

Birkenstock Price Performance

Shares of Birkenstock stock opened at $34.12 on Friday. The firm has a market capitalization of $6.28 billion, a PE ratio of 15.41, a price-to-earnings-growth ratio of 1.27 and a beta of 1.15. The company has a current ratio of 3.13, a quick ratio of 1.04 and a debt-to-equity ratio of 0.46. Birkenstock has a 12 month low of $32.44 and a 12 month high of $59.50. The business’s 50-day moving average price is $37.45 and its 200-day moving average price is $39.79.

More Birkenstock News

Here are the key news stories impacting Birkenstock this week:

• Positive Sentiment: Birkenstock said revenue rose in fiscal Q2, with constant-currency growth still in the double digits, and it reaffirmed full-year revenue expectations, signaling that underlying demand for its sandals remains resilient. Birkenstock Reports Fiscal Second Quarter 2026 Results with Revenue Growth Of 14% In Constant FX Despite War, Tariffs and Inflation; Confirms Full-Year Target Of 13-15%
• Positive Sentiment: Two Wall Street firms kept bullish ratings on the stock despite trimming price targets, suggesting analysts still see meaningful upside from current levels. Birkenstock price target updates
• Neutral Sentiment: CEO Oliver Reichert expressed confidence in Birkenstock’s long-term outlook, which may help steady sentiment but does not change the near-term earnings picture. Birkenstock CEO Oliver Reichert Says He’s Confident of the Future
• Neutral Sentiment: Management also emphasized that tariffs, inflation, currency swings, and Middle East-related disruptions are raising costs and complicating the outlook. Birkenstock Q2 net profit falls 22% despite revenue rise
• Negative Sentiment: Quarterly earnings and revenue missed analyst estimates, and net profit fell sharply as margins were squeezed, which is the main reason the stock has faced pressure. Birkenstock shares slide after tariffs and currency swings squeeze margins
• Negative Sentiment: Several reports flagged slowing sales momentum, inventory buildup, and softer guidance concerns, reinforcing worries that profit growth may lag revenue growth. Birkenstock: Concerning Sales Slowdown And Inventory Buildup (Downgrade)

Institutional Investors Weigh In On Birkenstock

Institutional investors have recently made changes to their positions in the business. Invesco Ltd. grew its holdings in shares of Birkenstock by 28.5% during the 4th quarter. Invesco Ltd. now owns 74,169 shares of the company’s stock valued at $3,034,000 after purchasing an additional 16,460 shares during the last quarter. Alpine Woods Capital Investors LLC bought a new stake in Birkenstock in the fourth quarter worth $397,000. XTX Topco Ltd purchased a new stake in Birkenstock during the fourth quarter valued at about $305,000. SummitTX Capital L.P. purchased a new position in shares of Birkenstock in the fourth quarter worth about $261,000. Finally, Balyasny Asset Management L.P. increased its holdings in shares of Birkenstock by 8.5% in the fourth quarter. Balyasny Asset Management L.P. now owns 525,012 shares of the company’s stock worth $21,473,000 after buying an additional 40,975 shares during the period. Hedge funds and other institutional investors own 19.93% of the company’s stock.

About Birkenstock

Birkenstock Group AG, listed on the New York Stock Exchange under the symbol BIRK, is a global footwear manufacturer renowned for its anatomically contoured footbeds and iconic sandal designs. The company’s core product lines include classic models such as the Arizona, Boston and Madrid, alongside a range of clogs, shoes and orthotic insoles. In addition to footwear, Birkenstock offers complementary accessories, including socks and leather care products, reinforcing its commitment to foot health and comfort.

Birkenstock reaches consumers through a diversified distribution network that combines direct-to-consumer channels—such as branded retail stores and e-commerce platforms—with wholesale partnerships spanning specialty footwear retailers, department stores and select online marketplaces.