BJ's Restaurants, Inc. (BJRI) AI Stock Analysis

BJ's Restaurants, Inc. is a prominent operator of casual dining establishments across the United States, founded in 1978 and headquartered in Huntington Beach, California. The company employs 22,230 people and provides a diverse menu including pizzas, craft beers, appetizers, entrees, pastas, sandwiches, specialty salads, and desserts. Emphasizing freshness, culinary innovation, and hospitality, the restaurant brand serves both local patrons and visitors seeking quality dining experiences. Beyond its restaurant operations, the company participates in community outreach programs and charitable initiatives in the regions it serves.

BJ's Restaurants increased annual revenue from $1.09B in FY2021 to $1.40B in FY2025, achieving a 5-year revenue CAGR of 12.4% from FY2020 to FY2025. Gross margin expanded from 11.9% in FY2021 to 15.5% in FY2025, while operating margin turned from -1.5% to 3.4% over the same timeframe. Net income improved to $48.8M in FY2025, delivering diluted EPS of $2.26 compared to -$0.21 in FY2021. For the trailing twelve months ended June 30, 2026, revenue stood at $1.43B with an operating margin of 5.0%. For the latest quarter ended June 30, 2026, quarterly revenue grew 6.4% year-over-year, while quarterly earnings fell 11.3%.

As of June 30, 2026, BJ's Restaurants held $14.4M in cash and short-term investments against $434.7M in total debt, resulting in net debt of $420.2M. Shareholders' equity was $397.4M, producing a debt-to-equity ratio of 1.09 and a current ratio of 0.29. Total assets stood at $991.8M. In FY2025, operating cash flow generated $110.5M and free cash flow was $40.9M. Capital allocation in FY2025 included $69.6M in capital expenditures and $67.8M spent on share buybacks, contributing to a 6.0% reduction in share count over 5 years.

BJ's Restaurants trades at a trailing P/E of 31.8x and a forward P/E of 23.8x, both above the median of its US-listed Consumer Cyclical peers of 18.0x and 14.1x, respectively. The company carries an enterprise value of $1.73B with an EV/EBITDA multiple of 13.7x, compared to the peer median of 11.1x, and a price-to-sales ratio of 0.9x versus the peer median of 0.7x. Over the past year, the stock returned 90.4%, outperforming the S&P 500 (SPY) return of 16.8%. However, its 5-year return of 58.4% trails the S&P 500 gain of 83.0%.

Wall Street coverage consists of 5 Strong Buy and 4 Hold ratings, with zero Buy, Sell, or Strong Sell recommendations. The mean price target is $75.43, representing upside of 27.0% from the last close of $59.38 on October 16, 2026. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.46B and EPS of $2.37, representing 5.0% earnings growth. For the next fiscal year, 9 analysts project revenue of $1.52B and EPS of $2.72. The company beat EPS estimates in 3 of the last 4 quarters, with the next earnings date set for October 29, 2026.

This page is an AI-written research summary of BJ's Restaurants, Inc. (BJRI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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