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BMO Capital Starts Birkenstock Holding plc (BIRK) at Market Perform

Tue, 08 Sep 2026 16:25:26 -0400

(Updated - September 8, 2026 4:25 PM EDT)

BMO Capital analyst Kelly Crago initiates coverage on Birkenstock Holding plc (NYSE: BIRK) with a Market Perform rating, PT $35.00.

The analyst comments "We initiate at Market Perform and a $35 target price, balancing a healthy, premium global brand and differentiated supply chain against a tougher growth setup. We see BIRK as a high-quality brand with a unique supply chain, industry-leading profitability, and strong full-price discipline. However, we believe top-line growth is maturing in BIRK's largest markets, leaving us more cautious relative to management's current growth outlook. With limited visibility into sales/margin upside and

BMO Capital Starts Birkenstock Holding plc (BIRK) at Market Perform

Tue, 08 Sep 2026 16:25:26 -0400

(Updated - September 8, 2026 4:25 PM EDT)

BMO Capital analyst Kelly Crago initiates coverage on Birkenstock Holding plc (NYSE: BIRK) with a Market Perform rating, PT $35.00.

Burry calls Birkenstock a full position at 30% discount to fair value

Thu, 27 Aug 2026 10:05:54 -0400

Investing.com - Michael Burry added to his Birkenstock Holding (NYSE: BIRK) stake in the mid-$30s and declared it a "full position" in a Substack post published August 26, according to reporting by TradingView/Stocktwits. BIRK is currently trading at approximately $35.17, a level that Investing.com analysis puts at a 30.3% discount to a fair value estimate of $45.84 and nearly 47% below the analyst consensus price target.

Birkenstock is the sole direct equity expression of Burry's long thesis here. As a publicly traded consumer brand (NYSE: BIRK) with a concentrated ownership structure and a recently diluted float, every incremental signal from a

Burry calls Birkenstock a full position at 30% discount to fair value

Thu, 27 Aug 2026 10:05:54 -0400

Jefferies sees multiple growth paths for Birkenstock stock

Tue, 25 Aug 2026 09:57:46 -0400

Investing.com -- Jefferies analysts visited a Birkenstock store in New York City and found the company's Arizona sandal remains central to the product lineup, supporting their view that core products continue to drive steady demand.

The Arizona sandal occupied prominent space throughout the store and was available in multiple materials, colors, and price points. The analysts view the Arizona sandal as a key contributor to Birkenstock's ability to generate consistent demand.

The product range extended beyond traditional sandals. Closed-toe styles, including Boston, Naples, and Utti, occupied significant space throughout the store alongside seasonal materials and new colorways. The expanding product range supports

Form SCHEDULE 13D/A Birkenstock Holding plc Filed by: CB Beteiligungs GmbH & Co. KG

Tue, 18 Aug 2026 16:00:00 -0400

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Form SCHEDULE 13D/A Birkenstock Holding plc Filed by: CB Beteiligungs GmbH & Co. KG

Tue, 18 Aug 2026 16:00:00 -0400

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Form 6-K Birkenstock Holding plc For: Aug 17

Mon, 17 Aug 2026 16:15:00 -0400

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Form 6-K Birkenstock Holding plc For: Aug 17

Mon, 17 Aug 2026 16:15:00 -0400

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Form 4 Birkenstock Holding plc For: Aug 17 Filed by: Chu James Michael

Mon, 17 Aug 2026 16:05:00 -0400

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Form 4 Birkenstock Holding plc For: Aug 17 Filed by: Chu James Michael

Mon, 17 Aug 2026 16:05:00 -0400

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Form 424B7 Birkenstock Holding plc

Fri, 14 Aug 2026 16:23:00 -0400

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Form 424B7 Birkenstock Holding plc

Fri, 14 Aug 2026 16:23:00 -0400

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Form SCHEDULE 13G/A Birkenstock Holding plc Filed by: BAMCO INC /NY/

Fri, 14 Aug 2026 10:59:00 -0400

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Form SCHEDULE 13G/A Birkenstock Holding plc Filed by: BAMCO INC /NY/

Fri, 14 Aug 2026 10:59:00 -0400

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Birkenstock (BIRK) PT Raised to $55 at Bernstein SocGen Group

Fri, 14 Aug 2026 09:23:48 -0400

Bernstein SocGen Group analyst Luca Solca raised the price target on (BIRK) to $55.00 (from $50.00) while maintaining a Market Perform rating.

The analyst commented: "We update our financial forecasts to account for 3Q26A's reported figures and management’s updated FY26E guidance. Our 4Q26E forecasts unchanged - our original forecasts had anticipated strong DTC growth in 2H26E, largely driven by easier online volume comps and high physical retail growth. We now see Group cFX growth at +15% in FY26E (vs. +14.9% previously), in-line with updated company guidance. Our margin forecasts are largely unchanged. Higher tax rates for FY26E and higher financing costs

Birkenstock (BIRK) PT Raised to $55 at Bernstein SocGen Group

Fri, 14 Aug 2026 09:23:48 -0400

Bernstein SocGen Group analyst Luca Solca raised the price target on (BIRK) to $55.00 (from $50.00) while maintaining a Market Perform rating.

Birkenstock (BIRK) PT Raised to $55 at Bernstein SocGen Group

Fri, 14 Aug 2026 09:23:48 -0400

Bernstein SocGen Group analyst Luca Solca raised the price target on (BIRK) to $55.00 (from $50.00) while maintaining a Market Perform rating.

L Catterton to sell $1B in Birkenstock shares in secondary offering

Thu, 13 Aug 2026 16:55:23 -0400

Birkenstock Holding plc (NYSE: BIRK) announced the commencement of an underwritten secondary public offering of $1 billion in ordinary shares to be sold by BK LC Lux MidCo S.à r.l., an entity affiliated with private equity firm L Catterton, according to a press release dated August 13, 2026.

Birkenstock will not sell any shares in the offering and will not receive any proceeds from the transaction. The selling shareholder intends to grant the underwriter a 30-day option to purchase up to an additional 15% of the total shares sold in the offering.

Concurrent with the offering, Birkenstock has authorized the repurchase of

L Catterton to sell $1B in Birkenstock shares in secondary offering

Thu, 13 Aug 2026 16:55:23 -0400

Concurrent with the offering, Birkenstock has authorized the repurchase of

Form FWP Birkenstock Holding plc Filed by: Birkenstock Holding plc

Thu, 13 Aug 2026 16:53:00 -0400

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Form FWP Birkenstock Holding plc Filed by: Birkenstock Holding plc

Thu, 13 Aug 2026 16:53:00 -0400

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Birkenstock Holding plc (BIRK) PT Raised to $44 at Morgan Stanley

Thu, 13 Aug 2026 16:14:47 -0400

Morgan Stanley analyst Edouard Aubin raised the price target on Birkenstock Holding plc (NYSE: BIRK) to $44.00 (from $41.00) while maintaining a Equalweight rating.

The analyst comments "We update our model following Birkenstock 3Q26 results. We raise our FY26-28 EBITDA estimates by c.3% on average and consequently increase our price target to $44 from $41, still using a DCF valuation method with a 9% WACC and 2.8% terminal growth rate."

Birkenstock Holding plc (BIRK) PT Raised to $44 at Morgan Stanley

Thu, 13 Aug 2026 16:14:47 -0400

Morgan Stanley analyst Edouard Aubin raised the price target on Birkenstock Holding plc (NYSE: BIRK) to $44.00 (from $41.00) while maintaining a Equalweight rating.

Stifel Reiterates Buy Rating on Birkenstock Holding plc (BIRK)

Thu, 13 Aug 2026 09:00:30 -0400

Stifel analyst Peter McGoldrick reiterated a Buy rating and $51.00 price target on Birkenstock Holding plc (NYSE: BIRK).

The analyst commented: "F3Q26 delivered upside (+€9.1mn revenue, +€5.3mn adj. EBITDA) on +15% cc revenue growth demonstrating share gains against a stiffening global footwear backdrop. Increased underlying cc revenue growth (now +15% cc vs. prior +13-15% cc) for FY26E reflects confidence in the topline near-term, despite FX headwinds (reported revenue guide to the high-end of existing +10-12% y/y range) and adj. EBITDA (outlook increased +€10mn for the year). Compared to our estimates, DTC revenue outperformed our expectations, which suggests Birkenstock could be servicing