The sandal maker loved by podiatrists and fashion influencers alike is about to show Wall Street its numbers. Birkenstock Holding plc (BIRK) reports fourth quarter earnings Thursday morning before the opening bell, and analysts have been busy adjusting their expectations.
The consensus view calls for earnings of 36 cents per share, a healthy jump from the 29 cents the UK-based company posted in the same quarter last year. Revenue expectations sit at $521.1 million, up from $455.76 million a year ago. Those numbers suggest the company's growth trajectory remains intact.
Context matters here: Back in September, Birkenstock issued an upbeat outlook for 2025, which presumably gave analysts something concrete to work with. The stock closed Wednesday at $46.40, down 1.8% for the session, which means it's trading well below even the most conservative analyst price targets.
What the Smart Money Is Saying
Let's look at how Wall Street's most accurate analysts have positioned themselves heading into the print. These aren't just any analysts—these are the ones with proven track records.
BTIG analyst Janine Stichter leads the optimism parade with a Buy rating and $72 price target issued December 15. Her accuracy rate clocks in at 69%. Close behind is Telsey Advisory Group's Dana Telsey, who maintained an Outperform rating with a $70 target on December 12 (64% accuracy rate).
Guggenheim's Simeon Siegel recently initiated coverage with a Buy rating and $60 price target on December 10. His accuracy rate of 70% makes him one of the most reliable voices in this group. Meanwhile, JP Morgan's Matthew Boss kept his Overweight rating but trimmed his target from $81 to $66 back in September (69% accuracy). UBS analyst Jay Sole similarly maintained his Buy rating while cutting his target from $77 to $76 in August. Sole boasts a 71% accuracy rate, the highest of the bunch.
The pattern is clear: Everyone's still bullish, but some have tempered their enthusiasm with lower price targets. That's Wall Street's way of saying "we still like it, but let's be realistic about the near term." With shares trading in the mid-$40s and price targets ranging from $60 to $72, analysts see meaningful upside potential if the company can deliver on its promises.




