McDonald’s Price Target Hits $341—But Cracks Are Starting to Show

3 hours ago 3

Vandita Jadeja

Thu, April 23, 2026 astatine 8:39 AM CDT 3 min read

McDonald’s (MCD) posted Q4 EPS of $3.12 beating statement by $0.08, with planetary comparable income surging 5.7% driven by loyalty programme momentum astatine 210 cardinal 90-day progressive users, up 19%, and planetary gross increasing 13%.
McDonald’s worth enactment strategy is reversing user postulation weakness aft a beardown Q4, positioning the concatenation to prolong comp income supra 4% done 2026 if low-income lawsuit request remains stable.
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Few bluish chips person been arsenic whipsawed by user anxiousness arsenic the Golden Arches implicit the past year. But aft a blowout Q4 that reignited postulation growth, the communicative astatine McDonald's (NYSE:MCD) is shifting backmost toward offense. Here is wherever our proprietary exemplary lands.

Our 24/7 Wall St. terms people for McDonald's is $341.79, implying 13.9% upside from the existent $300.07 stock price. We complaint shares a bargain with precocious assurance fixed the accelerating comp income story, antiaircraft beta, and supportive expert consensus.

Metric

Value

Current Price	$300.07
24/7 Wall St. Price Target	$341.79
Upside	13.9%
Recommendation	BUY
Confidence Level	90%

Shares person drifted little adjacent arsenic fundamentals improved. MCD is down 2.72% implicit the past month, 1.27% YTD, and 3.78% implicit the past year, trading astir 1% beneath the 52-week precocious of $339.85.

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The pullback followed a beardown Q4 2025: EPS of $3.12 bushed the $3.04 consensus, gross of $7 cardinal roseate 9.7% YoY, and planetary comparable income jumped 5.7%, a crisp reversal from the Q1 2025 postulation slump erstwhile U.S. comps fell 3.6%.

The bull lawsuit rests connected sustained postulation momentum. Loyalty income are approaching $37 cardinal annually with 210 cardinal 90-day progressive users, up 19%. International Operated Markets gross grew 13% successful Q4, and absorption guided to 2,100 nett caller restaurants successful 2026 with an operating borderline successful the mid-to-high 40% range.

CEO Chris Kempczinski told investors, "McDonald's worth enactment is working." If comps enactment supra 5% and franchised gross keeps expanding, our bull lawsuit points to $359.11 wrong a year, a 19.68% full return.

The carnivore lawsuit centers connected user fatigue and equilibrium expanse optics. McDonald's carries antagonistic shareholders' equity of $1.791 billion, and involvement disbursal is guided up 4% to 6%. SG&A surged 21% successful Q3 2025, pressuring margins.

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