Digital Ordering And Menu Updates Will Spur Traffic Recovery Despite Margin Risks

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

13 Apr 25

Updated

19 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-3.7%

7D

1.5%

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1Y

-3.7%

7D

1.5%

You can edit this narrative until Nov 20 6:05 AM. Then, changes will post as Updates.

Author's Valuation

US$1.7558.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 19 Nov 25

Fair value Decreased 13%

NDLS: Robust 2025 Revenue Outlook Will Drive Renewed Shareholder Value

Analysts have revised their price target for Noodles downward from $2.00 to $1.75 per share, citing slightly weaker expected revenue growth as well as modest changes in projected profitability and discount rates. What's in the News Noodles & Company revised its earnings guidance for 2025, expecting total revenue to reach between $492 million and $495 million and comparable restaurant sales growth of 3.6% to 4.2% (Company Guidance).

Shared on 15 Aug 25

Fair value Decreased 20%

Noodles' net profit margin has improved modestly while its future P/E multiple has edged lower, suggesting a stronger earnings outlook, but these enhancements have not impacted the consensus price target, which remains unchanged at $2.50. What's in the News Noodles & Company maintains revised 2025 earnings guidance, projecting total revenue of $487–$495 million and comparable restaurant sales growth of 2.5%–4.0%.

Shared on 01 May 25

Fair value Decreased 14%

Shared on 24 Apr 25

Fair value Increased 2.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.94%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$1.75

58.9% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-4.63%

Hospitality revenue growth rate

0.48%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.50%

Calculation

US$35.27m

Earnings '28

x

3.53x

PE Ratio '28

=

US$124.58m

Market Cap '28

US$124.58m

Market Cap '28

/

50.03m

No. shares '28

=

US$2.49

Share Price '28

US$2.49 Share Price '28

Discounted to 2025 @ 12.50% p.a.

=

US$1.75

Fair Value '25