Papa John's International, Inc.

NasdaqGS:PZZA Aktierapport

Börsvärde: US$1.1b

Papa John's International Framtida tillväxt

Future kriterier kontrolleras 3/6

Papa John's International s intäkter förväntas minska med 2.7% per år medan dess årliga intäkter förväntas växa med 38.7% per år. EPS förväntas tillväxt med 38.8% per år.

Viktig information

38.7%

Tillväxttakt i vinsten

38.75%

Tillväxttakt för EPS

Hospitality vinsttillväxt18.5%
Intäkternas tillväxttakt-2.7%
Framtida avkastning på eget kapitaln/a
Bevakning av analytiker

Good

Senast uppdaterad18 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse May 05

PZZA: Takeover Saga And Traffic Reset Will Shape Balanced Risk Profile

Analysts have adjusted their views on Papa John's International with a mixed pattern of price target changes, including cuts to $34, $35, $40 and $50 and at least one $4 increase. They are weighing recent earnings pressure in North America against ongoing takeover speculation and updated profit expectations.
Uppdatering av berättelse Apr 20

PZZA: Takeover Speculation Will Clash With Softer Margins And Traffic Headwinds

Papa John's International's analyst fair value estimate has been trimmed by $2 to $32 as analysts weigh softer profit margin assumptions and slightly weaker revenue growth against higher assumed future P/E multiples and ongoing takeover speculation that has kept Street price targets clustered in the mid $30s to $50 range. Analyst Commentary Recent research highlights a split view on Papa John's International, with some firms pointing to potential corporate activity supporting the share price, while a series of target cuts signals more cautious expectations on execution and growth.
Seeking Alpha Apr 09

Papa John's: Cheap Enough To Consider Despite Dividend Cut Risks

Summary Papa John’s is rated Buy, driven by attractive valuation, turnaround potential, and takeover interest amid macro headwinds. PZZA targets $60M in supply chain cost savings, portfolio right-sizing, and international expansion to offset North American weakness. The ongoing $47/share takeover offer could spark a bidding war, highlighting latent value despite operational and macro challenges. Risks include high leverage, dividend sustainability, and persistent consumer weakness, but risk-reward skews positive at current levels. Read the full article on Seeking Alpha
Uppdatering av berättelse Apr 06

PZZA: Takeover Bid Will Anchor Sentiment Despite Softer Sales Outlook

The analyst price target for Papa John's has been revised lower to about $49.71 from $67.00, as analysts weigh softer revenue growth assumptions, a slightly higher discount rate, modestly higher profit margins, a reduced future P/E, and ongoing takeover speculation alongside mixed recent earnings commentary. Analyst Commentary Recent Street research on Papa John's has leaned more cautious overall, but there are still some clear areas of optimism that investors are watching closely.
Uppdatering av berättelse Mar 23

PZZA: Takeover Bid And AI Ordering Initiatives Will Shape Traffic Reset

Narrative Update The analyst price target for Papa John's has been reset lower to reflect reduced Street targets in the $34 to $50 range, as well as ongoing concerns around softer North America comps, menu simplification headwinds and recent private equity takeover speculation that has helped support the shares near the reported $47 offer level. Analyst Commentary Recent Street research on Papa John's reflects a mix of interest around potential takeover activity and concern about fundamentals, particularly North America performance and menu changes.
Uppdatering av berättelse Mar 09

PZZA: AI Ordering Initiatives Will Offset Traffic Reset And Menu Challenges

The analyst price target for Papa John's International has been reduced by about $9 per share to roughly $38. This reflects analysts' updated views on softer revenue growth, slimmer profit margins, and a slightly higher discount rate, while long-term P/E expectations remain largely unchanged.
Uppdatering av berättelse Feb 23

PZZA: AI Partnership And Softer Expectations Will Shape Future Share Returns

The analyst price target for Papa John's International has been revised from $40 to $34 as analysts factor in slightly weaker revenue trends, a modestly higher discount rate, and a lower assumed future P/E multiple, partly informed by recent cautious resets across the restaurant group. Analyst Commentary Recent research updates reflect a more cautious stance on Papa John's International, with several bearish analysts trimming valuation assumptions and highlighting execution risks relative to the broader restaurant group.
Uppdatering av berättelse Feb 08

PZZA: Take Private Speculation And AI Rollout Will Drive Future Upside

Narrative Update Analysts have trimmed their Papa John's International price targets by a few dollars, bringing fair value estimates to about $46.73 as they factor in slightly softer near term revenue expectations, a modestly higher discount rate, and a lower future P/E, partly offset by small improvements in projected profit margins. Analyst Commentary Recent research on Papa John's International has focused on valuation resets, competitive pressures in quick service restaurants, and the implications of its technology partnerships for long term execution.
Uppdatering av berättelse Jan 25

PZZA: Take Private Speculation And Tech Partnership Will Shape Future Returns

Narrative Update Analysts have cut their price target on Papa John's International to US$40 from US$44, citing a mixed read on sector pricing pressures and recent tech partnership economics, even as margin and revenue trend assumptions in the model remain broadly unchanged. Analyst Commentary Recent research has leaned cautious on Papa John's International, with price targets reset lower and the stock sitting at a Neutral stance in at least one fresh update.
Uppdatering av berättelse Jan 11

PZZA: Take Private Speculation Will Drive Future Upside Despite Softer Fundamentals

Analysts have trimmed their price targets on Papa John's to around $40 to $50 per share, reflecting higher assumed discount rates, modestly softer revenue and margin expectations, and a higher future P/E, while also acknowledging that ongoing take private speculation means the stock may trade less on fundamentals in the near term. Analyst Commentary Recent research on Papa John's highlights a split between deal driven views and those focused on day to day fundamentals, with several firms adjusting price targets and ratings as they reassess where the shares should trade.
Uppdatering av berättelse Dec 26

PZZA: Take Private Speculation Will Drive Shares As Fundamentals Regain Focus

Analysts have trimmed their fair value estimate for Papa John's International from $42.00 to $40.00 per share, as heightened take private speculation, including reported bids around $64, leads them to emphasize improving profit margins and a lower future P/E, alongside more cautious expectations for top line growth. Analyst Commentary Bearish analysts highlight that recent deal speculation is increasingly driving trading in the shares, reducing the relevance of near term operating results and traditional valuation metrics.
Uppdatering av berättelse Dec 12

PZZA: Take Private Speculation Will Drive Upside From Ongoing Buyout Rumors

Analysts have modestly raised their price target on Papa John's International to about $50 per share from roughly $48, citing sustained strategic interest and heightened take private speculation. They believe these factors now overshadow near term fundamentals.
Uppdatering av berättelse Nov 28

PZZA: Ongoing Buyout Activity Will Drive Share Price Momentum Forward

Analysts have lowered their price target on Papa John's International from $49.30 to $47.80, citing declining growth and earnings outlooks. Recent buyout speculation has shifted the focus away from company fundamentals.
Uppdatering av berättelse Nov 07

PZZA: Ongoing Deal Speculation Will Drive Momentum Despite Withdrawn Take-Private Bid

Analysts have lowered their fair value estimate for Papa John's International to $49.30 from $52.10 per share. This adjustment is due to tempered assumptions for revenue growth, despite improvements in profit margins and ongoing deal speculation impacting the stock's outlook.
Analysartikel Nov 04

Papa John's International (NASDAQ:PZZA) Is Due To Pay A Dividend Of $0.46

Papa John's International, Inc. ( NASDAQ:PZZA ) will pay a dividend of $0.46 on the 28th of November. Based on this...
Uppdatering av berättelse Aug 08

Rising Costs And Shifting Tastes Will Squeeze Margins

Despite lower revenue growth forecasts, the consensus price target for Papa John's International has increased, driven by a notable improvement in net profit margin, raising fair value from $47.10 to $49.90. What's in the News Papa John's added to the Russell 2000 Dynamic Index.
Analysartikel Aug 07

Papa John's International (NASDAQ:PZZA) Has Announced A Dividend Of $0.46

Papa John's International, Inc.'s ( NASDAQ:PZZA ) investors are due to receive a payment of $0.46 per share on 29th of...
Analysartikel Jul 29

Is Now An Opportune Moment To Examine Papa John's International, Inc. (NASDAQ:PZZA)?

While Papa John's International, Inc. ( NASDAQ:PZZA ) might not have the largest market cap around , it led the...
Analysartikel Jun 02

Even With A 27% Surge, Cautious Investors Are Not Rewarding Papa John's International, Inc.'s (NASDAQ:PZZA) Performance Completely

Those holding Papa John's International, Inc. ( NASDAQ:PZZA ) shares would be relieved that the share price has...
Analysartikel Apr 29

Estimating The Intrinsic Value Of Papa John's International, Inc. (NASDAQ:PZZA)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Papa John's International fair value estimate is US$36.21...
Seeking Alpha Apr 23

Papa John's Delivers A Slice Of Stability In An Uncertain Market

Summary Papa John's margin transfer strategy and aggressive growth make it a compelling defensive investment, with a 5.9% dividend yield and strong countercyclical potential. Short-term margin sacrifices aim to boost volumes and market share, enhancing long-term operating margins and loyalty by 2028. Despite economic uncertainty, Papa John's focuses on value offerings and incentivizing franchise expansion, expecting structural improvements and market share gains. Papa John's' strategic investments in technology and marketing, along with a robust dividend yield, make it a solid addition to a defensive income portfolio. Read the full article on Seeking Alpha
Analysartikel Apr 08

Papa John's International, Inc. (NASDAQ:PZZA) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Papa John's International, Inc. ( NASDAQ:PZZA ) shareholders won't be pleased to see that the share price has had a...
Seeking Alpha Mar 22

Papa John's: Another Correction Is Just Too Much

Summary Papa John's International, Inc. remains resilient amid inflationary headwinds due to its strategic focus on franchising and impressive liquidity. PZZA's strategic business portfolio split, with a high concentration on franchisees, supports consistent revenue streams and lowers capital intensity, aiding in market volatility management. Despite a weaker performance in FY24, PZZA's efficient cost management and positive cash inflows position it well for potential market changes in FY25. Technical indicators suggest buying opportunities, with the stock remaining undervalued and potential upside to $53.51, making PZZA a buy recommendation. Read the full article on Seeking Alpha
Seeking Alpha Mar 04

Papa John's: Papa Rewards Overhaul Already Paying Off

Summary Papa John's is undergoing a turnaround with improvements in its loyalty program and a focus on 1P channels, showing positive short-term results. Despite ongoing acquisition talks with Irth Capital, the company's transformation efforts are paying off, with better traffic and increased Papa Rewards redemptions. Papa John's aims to simplify its menu and reduce construction costs to attract more franchisees and compete effectively with other QSR pizza chains. I maintain a 'Buy' rating at $64, with the potential for a 'Strong Buy' if the price drops to the early-$40s, anticipating sequential improvements in FY 2025. Read the full article on Seeking Alpha
Analysartikel Feb 21

Investors Appear Satisfied With Papa John's International, Inc.'s (NASDAQ:PZZA) Prospects As Shares Rocket 30%

Those holding Papa John's International, Inc. ( NASDAQ:PZZA ) shares would be relieved that the share price has...
Seeking Alpha Feb 17

Papa John's: A Tasty Investment, Even Without A Buyout

Summary Papa John's stock surged on buyout rumors, adding a new catalyst to an already promising investment thesis focused on a potential turnaround and consumer spending recovery. The stock remains undervalued despite recent gains, with a possible acquisition price of $70 per share, offering a 42% premium. Previous acquisition attempts and interest from major investors highlight Papa John's attractiveness, but the deal's uncertainty warrants a Buy rating. Upcoming earnings could provide further upside, with expectations of a double-beat driven by loyalty program enhancements and strategic adjustments. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:PZZA - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20281,926N/AN/AN/A3
12/31/20271,881577915015
12/31/20261,916456613215
3/29/20262,0142826102N/A
12/28/20252,0543052126N/A
9/28/20252,0863779157N/A
6/29/20252,0857557132N/A
3/30/20252,0647854126N/A
12/29/20242,0598334107N/A
9/29/20242,1009549122N/A
6/30/20242,1166970141N/A
3/31/20242,1237493164N/A
12/31/20232,13682116193N/A
9/24/20232,0917987168N/A
6/25/20232,0787284166N/A
3/26/20232,0867947133N/A
12/25/20222,1026739118N/A
9/25/20222,10568-868N/A
6/26/20222,1078924102N/A
3/27/20222,099-1675147N/A
12/26/20212,0684116185N/A
9/26/20212,009-11159212N/A
6/27/20211,970-29183227N/A
3/28/20211,91567179216N/A
12/27/20201,81342151186N/A
9/27/20201,76127146180N/A
6/28/20201,6921284117N/A
3/29/20201,63114782N/A
12/29/20191,619-8N/A62N/A
9/29/20191,599-15N/A37N/A
6/30/20191,581-25N/A51N/A
3/31/20191,611-19N/A70N/A
12/30/20181,6632N/A92N/A
9/30/20181,73344N/A125N/A
7/1/20181,77979N/A131N/A
4/1/20181,78492N/A124N/A
12/31/20171,783103N/A135N/A
9/24/20171,755108N/A144N/A
6/25/20171,746107N/A149N/A
3/26/20171,734106N/A164N/A
12/25/20161,714103N/A150N/A
9/25/20161,69195N/A162N/A
6/26/20161,65891N/A162N/A
3/27/20161,63480N/A154N/A
12/27/20151,63775N/A170N/A
9/27/20151,64672N/A158N/A
6/28/20151,64770N/A146N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: PZZA s prognostiserade vinsttillväxt ( 38.7% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: PZZA s intäkter ( 38.7% per år) förväntas växa snabbare än marknaden för US ( 16.8% per år).

Höga tillväxtresultat: PZZA s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: PZZA s intäkter förväntas minska under de kommande 3 åren ( -2.7% per år).

Hög tillväxtintäkter: PZZA s intäkter förväntas minska under de kommande 3 åren ( -2.7% per år).


Tillväxtprognoser för vinst per aktie


Framtida avkastning på eget kapital

Framtida ROE: Otillräcklig data för att avgöra om PZZA s avkastning på eget kapital förväntas bli hög om tre år


Upptäck tillväxtföretag

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/20 13:38
Aktiekurs vid dagens slut2026/05/20 00:00
Intäkter2026/03/29
Årlig intjäning2025/12/28

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Papa John's International, Inc. bevakas av 25 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Todd BrooksBenchmark Company
Andrew StrelzikBMO Capital Markets Equity Research
Sara SenatoreBofA Global Research