Morgan Stanley Maintains Overweight Rating On Dutch Bros (BROS) Following 2026 Sector Outlook Note

Dutch Bros Inc. (NYSE:BROS) is one of the stocks that should double by 2030. On January 20, Morgan Stanley lowered the firm’s price target on Dutch Bros to $82 from $84 while keeping an Overweight rating. This decision was made as part of the firm’s 2026 outlook note on its restaurants and foodservice distributors coverage.

On January 14, TD Cowen approved of Dutch Bros’ acquisition of Clutch Coffee. The transaction allowed Dutch Bros to increase its Southeast presence and speed up regional expansion. The firm noted that as drive-thru coffee shops expand across the US, planting the first flag in the market is becoming increasingly important. TD Cowen maintained a Buy rating on Dutch Bros with a $73 price target.

Morgan Stanley Maintains Overweight Rating On Dutch Bros (BROS) Following 2026 Sector Outlook Note

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Furthermore, on January 7, Barclays increased the price target for Dutch Bros Inc. (NYSE:BROS) to $76 from $72 with an Overweight rating. The firm modified targets within the restaurant group for its 2026 outlook. Sales difficulties continue for the industry. Barclays anticipates that quick service will recover market share from fast casual and casual dining, while remaining positive on foodservice distribution.

Dutch Bros Inc. (NYSE:BROS), together with its subsidiaries, operates and franchises drive-thru shops in the US. It operates through Company-Operated Shops, Franchising, and Other segments.

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Disclosure: None. This article is originally published at Insider Monkey.