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McDonald's (MCD) PT Lowered to $297 at Morgan Stanley

Mon, 28 Sep 2026 06:45:54 -0400

Morgan Stanley analyst Brian Harbour lowered the price target on McDonald's (NYSE: MCD) to $297.00 (from $308.00) while maintaining a Equalweight rating.

The analyst comments "We update our model in full to reflect financial targets and incremental details provided during MCD's recent Investor Day which focused on the NEXT strategy. Our estimates come down through 2030 given the investment. Top line reflects improvement, though probably not as much as MCD targets."

McDonald's (MCD) PT Lowered to $297 at Morgan Stanley

Mon, 28 Sep 2026 06:45:54 -0400

Morgan Stanley analyst Brian Harbour lowered the price target on McDonald's (NYSE: MCD) to $297.00 (from $308.00) while maintaining a Equalweight rating.

Bernstein SocGen's Thoughts on McDonald's (MCD) Following Investor Day

Fri, 25 Sep 2026 08:05:52 -0400

Bernstein SocGen Group analyst Danilo Gargiulo reiterated a Market Perform rating and $295.00 price target on McDonald's (NYSE: MCD).

The analyst commented: "McDonald’s 2026 Investor Day offered an ambitious vision for translating the capabilities built over the past several years into stronger growth and productivity. However, the scale of investment required to deliver McDonald’s Next was above our expectations and introduces additional pressure on near-term earnings. We came out of the investor day with greater confidence on the power of MCD’s scale (from technology to marketing and category innovation) and its long-term benefits, but with no more visibility on how the

McDonald's (MCD) PT Lowered to $250 at Baird

Fri, 25 Sep 2026 07:03:46 -0400

(Updated - September 25, 2026 7:03 AM EDT)

Baird analyst David E. Tarantino lowered the price target on McDonald's (NYSE: MCD) to $250.00 (from $285.00) while maintaining a Neutral rating.

The analyst commented: "Maintaining Neutral, with new $250 price target. Investor day left us optimistic on MCD's plan and investment commitment, but much of McDonald's>Next strategy is early-stages, with unclear deployment timing. That keeps top- and bottom-line visibility low against a tough environment for low-income consumers. Valuation isn't overly demanding, but with U.S. improvement gradual (3Q negative, albeit Sept expected to be positive), we remain patient with our rating."

McDonald's (MCD) PT Lowered to $250 at Baird

Fri, 25 Sep 2026 07:03:46 -0400

(Updated - September 25, 2026 7:03 AM EDT)

Baird analyst David E. Tarantino lowered the price target on McDonald's (NYSE: MCD) to $250.00 (from $285.00) while maintaining a Neutral rating.

McDonald's (MCD) PT Lowered to $295 at BTIG

Fri, 25 Sep 2026 05:18:42 -0400

BTIG analyst Peter Saleh lowered the price target on McDonald's (NYSE: MCD) to $295.00 (from $350.00) while maintaining a Buy rating.

The analyst comments "McDonald's much-anticipated investor day focused on menu innovation, long-term sales opportunities, the NEXT remodel cycle, significant investments behind it, and AI-driven tech upgrades. We came away cautiously optimistic that McDonald's can align with franchisees on the significant upgrades needed for this next-gen restaurant, but the cautious industry commentary offered at the start (elevated inflation, flat industry traffic, share gains paramount) set a reluctant tone that was hard to overcome. Key positives for us include the slower pace

McDonald's (MCD) PT Lowered to $295 at BTIG

Fri, 25 Sep 2026 05:18:42 -0400

BTIG analyst Peter Saleh lowered the price target on McDonald's (NYSE: MCD) to $295.00 (from $350.00) while maintaining a Buy rating.

McDonald's (MCD) PT Lowered to $285 at RBC Capital

Thu, 24 Sep 2026 09:24:19 -0400

RBC Capital analyst Logan Reich lowered the price target on McDonald's (NYSE: MCD) to $285.00 (from $290.00) while maintaining a Sector Perform rating.

The analyst commented: "We attended MCD’s investor day yesterday at the company’s global HQ in Chicago, with presentations from senior management including in-depth overviews of the company’s growth and margin drivers, a tour of the new restaurant model, and a fresh set of long-term financial targets. We came away from yesterday's event with a better understanding of MCD’s strategy to drive growth over the next several years. However, the company’s unit growth outlook through 2030 was below consensus

McDonald's (MCD) PT Lowered to $285 at RBC Capital

Thu, 24 Sep 2026 09:24:19 -0400

RBC Capital analyst Logan Reich lowered the price target on McDonald's (NYSE: MCD) to $285.00 (from $290.00) while maintaining a Sector Perform rating.

UBS Reiterates Buy Rating on McDonald's (MCD) on 'Favorable Risk/Reward'

Thu, 24 Sep 2026 09:17:39 -0400

UBS analyst Dennis Geiger reiterated a Buy rating and $320.00 price target on McDonald's (NYSE: MCD).

The analyst commented, "MCD's Investor Day highlighted McDonald’s NEXT growth strategy which focuses on driving durable sss & guest count growth despite flat industry traffic growth, with better restaurant productivity and profitability. Amidst a more challenging backdrop, MCD is striving to be the first choice for more customers more often through an emphasis on the four pillars of the NEXT growth strategy: menu (product quality & taste), consumer (loyalty & personalization), restaurant (simplification, modernization), and people (better hospitality & guest experience). MCD provided select financial targets through 2030, several of which were

KeyBanc Reiterates Overweight Rating on McDonald's (MCD)

Thu, 24 Sep 2026 08:56:50 -0400

KeyBanc analyst Christopher Carril reiterated an Overweight rating and $305.00 price target on McDonald's (NYSE: MCD).

The analyst commented: "MCD introduced new LT targets at its Investor Day (see our initial thoughts here ), though shares traded lower as the market assesses the achievability of certain goals (e.g., operating margin). While we remain optimistic that strategic-focus in areas such as menu, technology, and hospitality—all supported by MCD's scale —can yield shares gains and sustainable growth over the medium-to-long-term, we acknowledge that uncertainty looms in the very near term. As such, we'll continue to look for signs of underlying sales improvement while

McDonald's (MCD) PT Lowered to $260 at JPMorgan Following Analyst Day

Thu, 24 Sep 2026 08:53:08 -0400

(Updated - September 24, 2026 8:53 AM EDT)

JPMorgan analyst John Ivankoe lowered the price target on McDonald's (NYSE: MCD) to $260.00 (from $280.00) while maintaining an Overweight rating.

The analyst commented, "McDonald’s Analyst Day delivered the 4-year (2027-2030) reinvestment roadmap we had flagged coming out of our August 5 dinner with CEO Chris Kempczinski and CFO Ian Borden, and contained few surprises relative to the "structurally better chicken & beverage destination" thesis. What "McDonald's Next" added was the: ~250 bps of gross restaurant-level efficiency, +1.5 share points each in chicken and beverages by 2030, low-to-mid 50% operating margins vs the 47.5%

McDonald's (MCD) PT Lowered to $260 at JPMorgan Following Analyst Day

Thu, 24 Sep 2026 08:53:08 -0400

(Updated - September 24, 2026 8:53 AM EDT)

JPMorgan analyst John Ivankoe lowered the price target on McDonald's (NYSE: MCD) to $260.00 (from $280.00) while maintaining an Overweight rating.

Jefferies Reiterates Buy Rating on McDonald's (MCD)

Thu, 24 Sep 2026 07:12:25 -0400

Jefferies analyst Andy Barish reiterated a Buy rating and $325.00 price target on McDonald's (NYSE: MCD).

The analyst comments "While reaccel. SSS to positive territory (like Sept expected to be) remains the near-term focus for investors, the new LT growth algo beat expectations for op margin expansion through 2030, supported by a return to LSD%+ SSS, even with unit growth moderating in '28+ and capex/rent relief the next 10 yrs to support a "NEXT"-infused remodel cycle, larger than expected. With the stock pullback, current valuation offers a more attractive buying oppty, in our view."

For an analyst ratings summary and ratings history

McDonald's (MCD) PT Lowered to $270 at TD Cowen

Thu, 24 Sep 2026 05:43:46 -0400

TD Cowen analyst Andrew Charles lowered the price target on McDonald's (NYSE: MCD) to $270.00 (from $282.00) while maintaining a Hold rating.

The analyst comments "We hosted senior management (Yuling Luo, Founder and CEO and Justin McAnear, CFO) for a series of investor meetings in NYC. Management delivered a bullish view on their business outlook & NULISA's competitive positioning ~5 months into being a public company. Growth opportunities abound (new panels, new indications, Dx opportunity), and management is focused on investing for growth."

McDonald's (MCD) PT Lowered to $270 at TD Cowen

Thu, 24 Sep 2026 05:43:46 -0400

TD Cowen analyst Andrew Charles lowered the price target on McDonald's (NYSE: MCD) to $270.00 (from $282.00) while maintaining a Hold rating.

Citi lowers McDonald's price target to $305, keeps Buy rating

Thu, 24 Sep 2026 05:09:07 -0400

Citi analyst Jon Tower lowered his price target on McDonald's (NYSE: MCD) to $305 from $310, while maintaining a Buy rating on the stock.

Tower cited what he described as a market misunderstanding of franchisee partnering flowing through the company's profit and loss statement as a driver of what he called an "outsized negative reaction" in shares.

The analyst noted that rent relief will be amortized over remaining franchise agreement terms, estimating a 25 basis point and 18 basis point drag on U.S. and international royalty rates, respectively, by 2030. He added that after accounting for U.S. franchisees rolling from a 4%

McDonald's (MCD) PT Lowered to $310 at BMO Capital

Thu, 24 Sep 2026 05:05:18 -0400

BMO Capital analyst Andrew Strelzik lowered the price target on McDonald's (NYSE: MCD) to $310.00 while maintaining a Outperform rating.

The analyst comments "Management outlined NEXT strategy and 2030 targets. Strategy leverages faster growing categories and competitive advantages to gain share, and included company investment lower than we expected with front-loaded productivity. Visibility to initiatives/spend cadence was missing piece, so updated 2027 EPS is best guess based on limited details, but we estimate only ~1% drag on 2027/2028 EPS building to 2-3% by 2030. Shares likely limited near-term with still pressured trends and timeline for initiatives to accrue, so we temper

McDonald's (MCD) PT Lowered to $310 at BMO Capital

Thu, 24 Sep 2026 05:05:18 -0400

BMO Capital analyst Andrew Strelzik lowered the price target on McDonald's (NYSE: MCD) to $310.00 while maintaining a Outperform rating.

McDonald's (MCD) PT Lowered to $300 at Evercore ISI

Thu, 24 Sep 2026 05:02:08 -0400

Evercore ISI analyst David Palmer lowered the price target on McDonald's (NYSE: MCD) to $300.00 (from $320.00) while maintaining a Outperform rating.

The analyst comments "Our view: MCD has underperformed largely due to the 6x P/E multiple contraction that has accompanied disappointing US SSS trends. In this note, we discuss a) the lessons of the last 12 months and the potential path for improving US SSS ahead, b) the mechanics of McDonald's upcoming NEXT investments and the payoff of technology across G&A, restaurant margin, and marketing. We are trimming our 2027-2030e EPS by roughly 3% with refranchising, rent relief and slightly

McDonald's (MCD) PT Lowered to $300 at Evercore ISI

Thu, 24 Sep 2026 05:02:08 -0400

Evercore ISI analyst David Palmer lowered the price target on McDonald's (NYSE: MCD) to $300.00 (from $320.00) while maintaining a Outperform rating.

McDonald’s CEO says low traffic and high inflation are here to stay

Wed, 23 Sep 2026 13:47:28 -0400

Investing.com -- McDonald's Corp expects flat customer traffic and higher inflation to remain a permanent feature of the restaurant industry, Chief Executive Chris Kempczinski said on Wednesday.

"One of the things I've talked to our team about is we need to stop talking about that being a difficult environment, and just say that is the environment," Kempczinski said on CNBC's "Squawk on the Street." "Because I think, as we look out forward, we're not expecting things to change."

The burger chain reported U.S. same-store sales growth of just 0.8% in its most recent quarter as traffic to its domestic restaurants fell. Kempczinski

McDonald's (MCD) Said August In Us Business Was 'slightly Negative' - Bloomberg

Wed, 23 Sep 2026 11:36:27 -0400

McDonald's (NYSE: MCD) Said August In Us Business Was 'slightly Negative' - Bloomberg

s Expects Us Business To Be 'slightly Negative' In 3Q

McDonald's (MCD) Said August In Us Business Was 'slightly Negative' - Bloomberg

Wed, 23 Sep 2026 11:36:27 -0400

McDonald's (NYSE: MCD) Said August In Us Business Was 'slightly Negative' - Bloomberg

s Expects Us Business To Be 'slightly Negative' In 3Q

Form 8-K MCDONALDS CORP For: Sep 23

Wed, 23 Sep 2026 08:01:00 -0400

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