Starbucks (SBUX) News Today

Starbucks Corporation (NASDAQ: SBUX) stock is up today following bullish analyst coverage and renewed talks around its China business, though some valuation and strategic concerns persist.

• Positive Sentiment: Starbucks is exploring a major partnership in China that could value its business at around $10 billion, highlighting growth potential in the world’s largest coffee market. Starbucks (SBUX) Explores Major China Partnership Amid $10 Billion Valuation Talks
• Positive Sentiment: Stifel Nicolaus raised its price target for SBUX shares to $105 and maintained a “buy” rating, implying double-digit upside from current levels. Stifel raises Starbucks stock price target to $105 on China partnership talks
• Positive Sentiment: Bernstein’s Danilo Gargiulo reiterated a Buy rating on SBUX, arguing that a strategic divestment in China could unlock significant shareholder value. Strategic Divestment in China: Unlocking Value and Growth Potential for Starbucks
• Positive Sentiment: Zacks Research highlighted Starbucks’ disciplined test-and-scale approach to reduce wait times and improve service speed, which could drive margin expansion. Starbucks Ramps Up Test-and-Scale Strategy: Can It Fuel a Turnaround?
• Neutral Sentiment: MarketBeat’s weekly review noted broad market volatility from tariff worries and the start of earnings season, with limited immediate impact on Starbucks beyond general macro trends. MarketBeat Week in Review – 07/07 - 07/11 (SBUX)
• Neutral Sentiment: Citi’s Jon Tower maintained a Hold rating on SBUX with a $95 price target, citing uncertainty around both the China strategy and U.S. business revitalization. Starbucks: Hold Rating Amid Uncertainty in China and U.S. Revitalization Needs
• Neutral Sentiment: Analysts remind investors to monitor Starbucks’ upcoming earnings release for key same-store sales and margin guidance ahead of next week’s report. What You Need to Know Ahead of Starbucks’ Earnings Release
• Neutral Sentiment: Short interest in SBUX ticked up modestly in early July but remains negligible, suggesting limited bearish betting pressure.
• Negative Sentiment: Some analysts argue that the rumored $10 billion valuation for Starbucks China is too rich relative to prevailing growth and margin assumptions. Is Starbucks China Really Worth $10B? Why Analysts Feel Rumored Valuation Is A Bit Too Rich
• Negative Sentiment: Reports suggest Starbucks may consider selling its China unit after a major bid from a new rival, creating strategic uncertainty about long-term market control. Starbucks may sell China business after major bid from huge new rival