Traeger (COOK) Aperçu de l'action
Traeger, Inc. et ses filiales conçoivent, se procurent, vendent et assurent la maintenance des barbecues à granulés de bois et des barbecues Flatrock à dessus plat destinés aux détaillants, aux distributeurs et directement aux consommateurs aux États-Unis et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 3/6 |
| Dividendes | 0/6 |
COOK Community Fair Values
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Analyst Price Targets
Traeger, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$50.82 |
| Plus haut sur 52 semaines | US$86.59 |
| Plus bas sur 52 semaines | US$20.91 |
| Bêta | 1.93 |
| Variation sur 1 mois | -17.08% |
| Variation sur 3 mois | -20.64% |
| Variation sur 1 an | -22.41% |
| Variation sur 3 ans | -74.65% |
| Variation sur 5 ans | -95.54% |
| Évolution depuis l'introduction en bourse | -95.38% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Sep 04
COOK: Mixed Q2 Revenue And Margin Execution Will Likely Pressure Future Returns
Analysts have lifted the fair value estimate for Traeger to $43 from $37, citing recently raised Street price targets that reflect mixed Q2 results with weaker sales, stronger margins, and ongoing cost efficiencies. Analyst Commentary Recent Street commentary on Traeger points to a mixed setup.
Mise à jour du récit • Aug 21
COOK: Margin Gains And Cost Efficiencies Will Likely Drive Future Upside
Analysts have lifted their average fair value estimate for Traeger to about $62 from about $54, citing higher price targets that reflect mixed Q2 results, stronger than expected gross margins, and cost efficiencies, even as they look for clearer signs of an earnings inflection and a return to growth. Analyst Commentary Analysts are taking a more balanced view on Traeger after the latest Q2 update.Article d’analyse • Aug 11
Traeger, Inc. (NYSE:COOK) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
Traeger, Inc. ( NYSE:COOK ) shareholders are probably feeling a little disappointed, since its shares fell 8.3% to...Mise à jour du récit • Aug 07
COOK: Future Earnings Setup Will Likely Disappoint Despite Margin Progress
Analysts have raised the Traeger fair value estimate from $45.75 to about $53.58 after lifting price targets, citing mixed Q2 results with softer grill and MEATER sales but stronger gross margins and profitability efforts that they believe improve the earnings setup over time. Analyst Commentary Recent research on Traeger points to a split view.Recent updates
Mise à jour du récit • Sep 04
COOK: Mixed Q2 Revenue And Margin Execution Will Likely Pressure Future Returns
Analysts have lifted the fair value estimate for Traeger to $43 from $37, citing recently raised Street price targets that reflect mixed Q2 results with weaker sales, stronger margins, and ongoing cost efficiencies. Analyst Commentary Recent Street commentary on Traeger points to a mixed setup.Mise à jour du récit • Aug 21
COOK: Margin Gains And Cost Efficiencies Will Likely Drive Future Upside
Analysts have lifted their average fair value estimate for Traeger to about $62 from about $54, citing higher price targets that reflect mixed Q2 results, stronger than expected gross margins, and cost efficiencies, even as they look for clearer signs of an earnings inflection and a return to growth. Analyst Commentary Analysts are taking a more balanced view on Traeger after the latest Q2 update.Article d’analyse • Aug 11
Traeger, Inc. (NYSE:COOK) Consensus Forecasts Have Become A Little Darker Since Its Latest Report
Traeger, Inc. ( NYSE:COOK ) shareholders are probably feeling a little disappointed, since its shares fell 8.3% to...Mise à jour du récit • Aug 07
COOK: Future Earnings Setup Will Likely Disappoint Despite Margin Progress
Analysts have raised the Traeger fair value estimate from $45.75 to about $53.58 after lifting price targets, citing mixed Q2 results with softer grill and MEATER sales but stronger gross margins and profitability efforts that they believe improve the earnings setup over time. Analyst Commentary Recent research on Traeger points to a split view.Seeking Alpha • Jul 31
It's Premature For Traeger To Heat Up This Much
Summary Traeger remains a 'hold' as revenue weakness overshadows recent cost savings and improved profitability guidance. COOK's Q1 2026 revenue dropped sharply to $94.1M, with Grills sales down 45.4% and Accessories and Consumables also declining. Profitability improvements were largely driven by one-time legal and tariff-related gains, not sustainable operating performance. Management raised 2026 EBITDA guidance to $57–67M, but revenue is still expected to fall significantly year over year. Read the full article on Seeking Alpha
Mise à jour du récit • Jul 24
COOK: Future Execution And New Griddle Line Will Shape Fair Value
Traeger’s analyst price target has moved higher, with the latest models reflecting a fair value estimate of $72.42 as analysts incorporate updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent Street research on Traeger shows a cluster of higher price targets, which points to growing confidence among bullish analysts in the company’s ability to execute on its plans and support the current valuation framework.Mise à jour du récit • Jul 10
COOK: Execution Risks Around Profit Margins Will Likely Pressure Future Returns
Analysts have raised their Traeger price targets, with the central fair value estimate moving to $37, citing updated assumptions around revenue growth, profit margins, discount rates, and future P/E multiples. Analyst Commentary Recent research around Traeger shows a cluster of higher price targets, but the tone is not uniformly upbeat.Mise à jour du récit • Jun 26
COOK: Future Profit Margins Will Likely Fall Short Of Current Expectations
The analyst price target for Traeger has shifted from $1.49 to $45.75, with analysts citing updated assumptions on revenue growth, profit margins, and a lower future P/E as key drivers of their revised view. Analyst Commentary Recent research on Traeger points to a mix of optimism about the company’s ability to execute against its targets and caution around the assumptions that now underpin the higher price targets.Article d’analyse • May 14
Traeger, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Traeger, Inc. ( NYSE:COOK ) shareholders are probably feeling a little disappointed, since its shares fell 2.7% to...Article d’analyse • Jan 08
Is Traeger (NYSE:COOK) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Article d’analyse • Dec 18
There's Reason For Concern Over Traeger, Inc.'s (NYSE:COOK) Massive 26% Price Jump
Traeger, Inc. ( NYSE:COOK ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...Article d’analyse • Nov 09
Traeger, Inc. (NYSE:COOK) Just Reported Earnings, And Analysts Cut Their Target Price
It's been a mediocre week for Traeger, Inc. ( NYSE:COOK ) shareholders, with the stock dropping 12% to US$0.81 in the...Article d’analyse • Oct 08
Traeger (NYSE:COOK) Has Debt But No Earnings; Should You Worry?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Article d’analyse • Oct 08
Traeger, Inc. (NYSE:COOK) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
To the annoyance of some shareholders, Traeger, Inc. ( NYSE:COOK ) shares are down a considerable 27% in the last...Article d’analyse • Sep 05
An Intrinsic Calculation For Traeger, Inc. (NYSE:COOK) Suggests It's 46% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Traeger fair value estimate is US$2.58 Traeger is estimated to...Article d’analyse • Aug 01
Traeger (NYSE:COOK) Has Some Difficulty Using Its Capital Effectively
To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...Article d’analyse • Jul 09
Traeger (NYSE:COOK) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Article d’analyse • Jun 19
Optimistic Investors Push Traeger, Inc. (NYSE:COOK) Shares Up 31% But Growth Is Lacking
Traeger, Inc. ( NYSE:COOK ) shares have had a really impressive month, gaining 31% after a shaky period beforehand. Not...Article d’analyse • Mar 14
What You Can Learn From Traeger, Inc.'s (NYSE:COOK) P/S After Its 29% Share Price Crash
To the annoyance of some shareholders, Traeger, Inc. ( NYSE:COOK ) shares are down a considerable 29% in the last...Article d’analyse • Mar 11
Does Traeger (NYSE:COOK) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Mar 06
Traeger: IoT Boom, FCF, And Cheap
Summary Traeger, Inc. is expected to see revenue and FCF growth due to IoT integration and restructuring efforts, enhancing operational efficiency and market position. The company's strong patent portfolio and unique wood-fired flavor offerings provide a competitive edge in the growing U.S. BBQ grill market. Investments in IoT and app technologies are likely to boost user engagement and revenue, with the IoT kitchen system market projected to grow at 15% CAGR. Despite potential risks from operations in China and changing consumer trends, the upside potential outweighs the downside, making COOK a buy at current prices. Read the full article on Seeking AlphaArticle d’analyse • Jan 08
Traeger, Inc. (NYSE:COOK) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
The Traeger, Inc. ( NYSE:COOK ) share price has fared very poorly over the last month, falling by a substantial 25%. To...Seeking Alpha • Nov 25
Despite Improvements, Traeger Isn't Ready For An Upgrade Just Yet
Summary Traeger, Inc. has shown revenue and cash flow improvements despite price cuts, making shares cheaper and suggesting potential for future gains if trends continue. The company reported a 3.7% revenue increase in the latest quarter, driven by a significant rise in grill sales, offset by declines in consumables and accessories. Profitability metrics mostly improved, with EBITDA nearly tripling and adjusted net losses narrowing, although operating cash flow saw a slight decline. Despite improvements, uncertainty, and ongoing net losses, I maintain a 'hold' rating, with potential for an upgrade if positive trends persist. Read the full article on Seeking AlphaArticle d’analyse • Aug 18
Investors Appear Satisfied With Traeger, Inc.'s (NYSE:COOK) Prospects As Shares Rocket 26%
Traeger, Inc. ( NYSE:COOK ) shares have continued their recent momentum with a 26% gain in the last month alone...Seeking Alpha • Aug 11
Traeger: Improving Margins Give It Some Hope
Summary Traeger, Inc. stock has plummeted since its IPO, but showed signs of life with a 24% increase after beating analyst expectations for Q2. Margins have significantly improved for Traeger, leading to an operating profit and reduced debt to EBITDA ratio. Despite improving margins and EBITDA, Traeger's valuation metrics are on the higher side, making it a compelling turnaround story with risks. Risks that I'm not yet willing to take. Read the full article on Seeking AlphaSeeking Alpha • Jul 12
Traeger: Poor Earnings Outlook Due To Weak Consumer Spending Environment
Summary Traeger, Inc. faces a poor earnings outlook due to weak consumer spending, demand-pulled-forward impacts, and the need for price reductions and promotions. Company sells wood pellet-fueled grills and accessories, with operations primarily in North America. Valuation suggests COOK is worth 10% less than the current trading price, with revenue decline expected in FY24 and FY25. Read the full article on Seeking AlphaArticle d’analyse • May 31
Traeger, Inc.'s (NYSE:COOK) 25% Jump Shows Its Popularity With Investors
Traeger, Inc. ( NYSE:COOK ) shareholders would be excited to see that the share price has had a great month, posting a...Rendement pour les actionnaires
| COOK | US Consumer Durables | US Marché | |
|---|---|---|---|
| 7D | -1.1% | -2.7% | -0.2% |
| 1Y | -22.4% | -11.3% | 14.8% |
Rendement vs Industrie: COOK a sous-performé le secteur US Consumer Durables qui a rapporté -11.3 % au cours de l'année écoulée.
Rendement vs marché: COOK a sous-performé le marché US qui a rapporté 14.8 % au cours de l'année écoulée.
Volatilité des prix
| COOK volatility | |
|---|---|
| COOK Average Weekly Movement | 9.7% |
| Consumer Durables Industry Average Movement | 6.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: COOK n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de COOK ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1987 | 433 | Jeremy Andrus | www.traeger.com |
Traeger, Inc. et ses filiales conçoivent, s'approvisionnent, vendent et prennent en charge les grils de barbecue à granulés de bois et les grils Flatrock à dessus plat pour les détaillants, les distributeurs et directement les consommateurs aux États-Unis et à l'international. Les barbecues à granulés de bois de l'entreprise sont des dispositifs de l'internet des objets qui permettent aux propriétaires de programmer, de surveiller et de contrôler leur barbecue par le biais de l'application Traeger. L'entreprise produit également une bibliothèque de contenu numérique, notamment des recettes et des vidéos pédagogiques qui présentent des conseils, des astuces et des techniques de cuisson permettant aux propriétaires de Traeger d'améliorer leurs compétences culinaires, ainsi que du contenu de marque court et long format mettant en avant des histoires, des membres de la communauté et du contenu sur le style de vie de Traegerhood.
Traeger, Inc. Résumé des fondamentaux
| COOK statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$141.28m |
| Bénéfices(TTM) | -US$112.65m |
| Recettes(TTM) | US$484.98m |
0.3x
Ratio P/S-1.3x
Ratio P/ELe site COOK est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| COOK compte de résultat (TTM) | |
|---|---|
| Recettes | US$484.98m |
| Coût des recettes | US$288.56m |
| Marge brute | US$196.42m |
| Autres dépenses | US$309.08m |
| Les revenus | -US$112.65m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -40.26 |
| Marge brute | 40.50% |
| Marge bénéficiaire nette | -23.23% |
| Ratio dettes/capitaux propres | 239.4% |
Quelles ont été les performances à long terme de COOK?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/09 13:28 |
| Cours de l'action en fin de journée | 2026/09/09 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Traeger, Inc. est couverte par 9 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Peter Benedict | Baird |
| Simeon Siegel | BMO Capital Markets Equity Research |
| Anna Glaessgen | B. Riley Securities, Inc. |