McDonald’s stock has seen its consensus analyst price target edge slightly lower, from $331.14 to $330.87. This reflects a slight shift in the market’s outlook as analysts weigh both optimism for the company’s value-focused strategies and caution regarding changing consumer dynamics. Stay tuned to learn how you can follow shifts in analyst sentiment and stay ahead of developments shaping the McDonald’s investment narrative.
Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value McDonald’s.
🐂 Bullish Takeaways
Citi raised its price target for McDonald’s to $381 from $373, now the highest among Wall Street analysts. The firm cited ongoing value pricing strategies, potential for multiple expansion, and the prospect of accelerating growth and store remodels as factors that improve the long-term investment case.
BMO Capital increased its price target to $360 from $350 and maintains an Outperform rating. Following discussions with McDonald’s leadership, BMO expressed greater confidence in the company’s ability to capture additional U.S. market share through its value initiatives, new beverage offerings, and technology investments.
Goldman Sachs added McDonald’s to its US Conviction List with a Buy rating and a $355 price target. The analysts believe the firm’s scale and expertise in marketing and digital operations position it well to navigate uncertain consumer environments.
Stifel raised its price target to $315 from $300, noting a “more constructive” outlook thanks to promotional efforts and heightened visibility. The firm maintains a wait-and-see approach for further clarity on pricing strategies.
🐻 Bearish Takeaways
RBC Capital initiated coverage on McDonald’s with a Sector Perform (neutral) rating and a $320 price target. The firm expressed caution regarding the company’s focus on value, questioning whether lower prices can sufficiently drive traffic given persistent pressures on lower-income consumer spending.
TD Cowen, holding a Hold rating and a $315 price target, warned that McDonald’s value initiatives might be “less of a benefit” for the company compared to its competitors. The firm is surprised by the magnitude of recent price reductions and sees ongoing subsidy support for franchisees as a potential concern.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
NYSE:MCD Community Fair Values as at Nov 2025
McDonald’s is withdrawing from the National Restaurant Association as it opposes wage policies that allow restaurants to pay tipped workers less than minimum wage. The company has publicly supported higher standards for tipped worker pay.
The company will reduce combo meal prices and, in agreement with U.S. franchisees, is keeping eight popular meal deals priced 15% below the total of their individual items. Additional special combo promotions are planned for later this year to enhance value for customers.
McDonald’s announced the launch of McDonaldland VR, an interactive digital experience where fans can meet classic characters, play mini-games, and unlock virtual wearables. The VR universe will be available starting August 12 on Meta Quest and web VR platforms.
The Board of Directors approved a 5% increase in the quarterly cash dividend, raising it to $1.86 per share. This change reflects continued confidence in McDonald’s growth outlook.
Consensus Analyst Price Target edged slightly lower, decreasing from $331.14 to $330.87.
Discount Rate has declined modestly, falling from 8.99% to 8.89%.
Revenue Growth forecast has increased, rising from 5.43% to 5.61%.
Net Profit Margin has softened very slightly, moving from 33.50% to 33.44%.
Future P/E ratio has fallen, decreasing from 29.50x to 28.83x.
Narratives offer a powerful new way to invest by connecting a company’s story, financial forecasts, and fair value. Instead of just looking at numbers, Narratives let you see the thinking behind assumptions about future revenue, earnings, and margins. Available to all Simply Wall St users in the Community page, Narratives help investors make smart buy or sell decisions by showing when there is a difference between Fair Value and the current Price. They stay up-to-date as fresh news or earnings are reported.
Get the full story and see what’s driving McDonald’s future in the original Narrative for McDonald’s. Stay in the loop on:
How McDonald’s international expansion and menu innovation are expected to boost long-term growth.
The impact of digital investments and tech initiatives on operational efficiency, margins, and cash flow.
Risks posed by inflation, fierce competition, and changing consumer trends that could move the stock.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include MCD.
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