BJ's Restaurants (BJRI) News Today

BJ's Restaurants, Inc. (NASDAQ: BJRI) is benefiting from improved earnings expectations, although insider selling and a relatively demanding valuation may limit further upside. The stock has increased substantially, trading well above its 50-day and 200-day moving averages and near its 52-week high.

• Positive Sentiment: Zacks raised multiple earnings forecasts and maintained a “Strong-Buy” rating. Estimates increased for FY2026 EPS to $2.30 from $2.19, FY2027 EPS to $2.59 from $2.47, FY2028 EPS to $2.80 from $2.68, Q1 2027 EPS to $0.66 from $0.63, Q2 2027 EPS to $1.02 from $0.93, Q3 2027 EPS to $0.22 from $0.20 and Q2 2028 EPS to $1.13 from $1.05. The revisions suggest stronger anticipated profitability and are the clearest positive catalyst for BJRI. Zacks Research earnings estimates
• Positive Sentiment: BJ's Restaurants previously exceeded quarterly expectations, reporting $0.94 in EPS versus the $0.90 consensus estimate and $388.9 million in revenue versus expectations of $377.1 million. Revenue grew 6.4% year over year, supporting the improved outlook. BJ's Restaurants quarterly results
• Neutral Sentiment: A Zacks comparison examines whether BJRI or Texas Roadhouse (NASDAQ: TXRH) offers better value. With BJRI trading at a forward-looking valuation that implies significant growth, investors may use the comparison to assess whether the recent rally is justified. BJRI versus TXRH value comparison
• Negative Sentiment: Director Noah Elbogen sold 7,535 shares for approximately $528,505, reducing his direct ownership by 9.52%. The remaining stake is substantial, but the insider sale could create modest investor concern after BJRI’s strong advance. Noah Elbogen insider sale