PZZA Earnings
Thursday, May 07 2026
EPS Estimate
$0.37
$0.22 – $0.52
Revenue Estimate
$485M
Current Price
$37.57
Our Position
bearishMizuho cuts target to $34 amid sector caution
structured data
est. revisions rising
(+17.2pp / 30d)
The target cut signals analyst skepticism about the sector's near-term momentum, though Papa John's technology investment suggests management is betting on AI-driven ordering to drive traffic and loyalty. The disconnect between innovation progress and valuation pressure indicates the market is pricing in execution risk across casual dining.
Watch: Watch for Q1 2026 earnings in late April to see if the AI ordering agent drives same-store sales or traffic. That data will show whether the tech investment can offset broader sector headwinds.
Data Signal Summary
2 bullish
1 bearish
Insider buying cluster
Put/call 0.7 (bullish skew)
Price downtrend
Key Context
Insider Activity
mixed
Price Trend
downtrend
From 52w High
-0.9%
P/E Ratio
41.6
Est. Revisions (30d)
+1.6% 1up/0dn
Analyst Target (mean)
$38 $32–$50 +1%
Options P/C Ratio
0.67
Est. Dispersion
81% 15 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
moderate Citadel, Soros
Recent Activity
insider trades
92 transactions
Award
·
VASCONI JOHN KEVIN (Chief Technology Officer)
·19,568 shares
Award
·
COLLINS CHRISTOPHER K (Officer)
·11,155 shares
Award
·
THANAWALA RAVI (Officer)
·39,136 shares
Award
·
PENEGOR TODD ALLAN (Chief Executive Officer)
·100,188 shares
Award
·
OYLER CAROLINE MILLER (Officer)
·19,568 shares
87 more
Award
·
COLEMAN CHRISTOPHER L
·304 shr
·$9,603
Award
·
KOELLNER LAURETTE T
·288 shr
·$9,110
Award
·
GARRATT JOHN W
·103 shr
·$3,254
Award
·
MEDINA SONYA E.
·230 shr
·$7,266
Award
·
MANGAN JOCELYN C
·226 shr
·$7,139
Award
·
GIBBS STEPHEN L
·103 shr
·$3,254
Award
·
MILLER JOHN CHRIS
·106 shr
·$3,349
Award
·
COLEMAN CHRISTOPHER L
·223 shr
·$9,382
Award
·
KOELLNER LAURETTE T
·212 shr
·$8,934
Award
·
GARRATT JOHN W
·75 shr
·$3,155
Award
·
MEDINA SONYA E.
·169 shr
·$7,110
Award
·
MANGAN JOCELYN C
·166 shr
·$6,984
Award
·
GIBBS STEPHEN L
·75 shr
·$3,155
Award
·
MILLER JOHN CHRIS
·78 shr
·$3,281
Award
·
COLEMAN CHRISTOPHER L
·192 shr
·$9,352
Award
·
KOELLNER LAURETTE T
·182 shr
·$8,870
Award
·
GARRATT JOHN W
·65 shr
·$3,166
Award
·
MEDINA SONYA E.
·145 shr
·$7,063
Award
·
MANGAN JOCELYN C
·143 shr
·$6,966
Award
·
GIBBS STEPHEN L
·65 shr
·$3,166
Award
·
MILLER JOHN CHRIS
·67 shr
·$3,264
Award
·
OYLER CAROLINE MILLER
·2,421 shr
Award
·
COLEMAN CHRISTOPHER L
·205 shr
·$9,276
Award
·
KOELLNER LAURETTE T
·194 shr
·$8,802
Award
·
GARRATT JOHN W
·69 shr
·$3,122
Award
·
MEDINA SONYA E.
·155 shr
·$7,014
Award
·
MANGAN JOCELYN C
·153 shr
·$6,923
Award
·
GIBBS STEPHEN L
·69 shr
·$3,122
Award
·
MILLER JOHN CHRIS
·72 shr
·$3,258
Award
·
COLEMAN CHRISTOPHER L
·5,360 shr
Award
·
KOELLNER LAURETTE T
·3,289 shr
Award
·
GARRATT JOHN W
·3,289 shr
Award
·
MEDINA SONYA E.
·3,289 shr
Award
·
MANGAN JOCELYN C
·3,289 shr
Award
·
GIBBS STEPHEN L
·3,289 shr
Award
·
MILLER JOHN CHRIS
·3,289 shr
Award
·
VASCONI JOHN KEVIN
·8,975 shr
Award
·
THANAWALA RAVI
·17,950 shr
Award
·
SIEVE JOSEPH
·8,134 shr
Award
·
PENEGOR TODD ALLAN
·59,458 shr
Award
·
OYLER CAROLINE MILLER
·6,731 shr
Award
·
COLEMAN CHRISTOPHER L
·141 shr
·$6,729
Award
·
KOELLNER LAURETTE T
·151 shr
·$7,212
Award
·
GARRATT JOHN W
·34 shr
·$1,622
Award
·
MEDINA SONYA E.
·114 shr
·$5,440
Award
·
MANGAN JOCELYN C
·112 shr
·$5,345
Award
·
GIBBS STEPHEN L
·34 shr
·$1,622
Award
·
MILLER JOHN CHRIS
·36 shr
·$1,718
Award
·
COLEMAN CHRISTOPHER L
·132 shr
·$6,578
Award
·
KOELLNER LAURETTE T
·142 shr
·$7,087
Award
·
GARRATT JOHN W
·32 shr
·$1,595
Award
·
MEDINA SONYA E.
·107 shr
·$5,332
Award
·
MANGAN JOCELYN C
·105 shr
·$5,232
Award
·
SANFILIPPO ANTHONY MICHAEL
·193 shr
·$9,620
Award
·
GIBBS STEPHEN L
·32 shr
·$1,595
Award
·
MILLER JOHN CHRIS
·34 shr
·$1,694
Award
·
SANFILIPPO ANTHONY MICHAEL
·567 shr
·$29,750
Award
·
THANAWALA RAVI
·1,266 shr
Award
·
SIEVE JOSEPH
·475 shr
Award
·
COLEMAN CHRISTOPHER L
·141 shr
·$6,679
Award
·
KOELLNER LAURETTE T
·150 shr
·$7,139
Award
·
GARRATT JOHN W
·34 shr
·$1,611
Award
·
MEDINA SONYA E.
·114 shr
·$5,400
Award
·
MANGAN JOCELYN C
·111 shr
·$5,258
Award
·
SANFILIPPO ANTHONY MICHAEL
·198 shr
·$9,385
Award
·
GIBBS STEPHEN L
·34 shr
·$1,611
Award
·
MILLER JOHN CHRIS
·36 shr
·$1,705
Buy
·
COLEMAN CHRISTOPHER L
·2,250 shr
·$100,680
Award
·
PENEGOR TODD ALLAN
·56,524 shr
Award
·
SANFILIPPO ANTHONY MICHAEL
·672 shr
·$29,750
Award
·
COLEMAN CHRISTOPHER L
·141 shr
·$6,551
Award
·
KOELLNER LAURETTE T
·151 shr
·$7,018
Award
·
GARRATT JOHN W
·34 shr
·$1,580
Award
·
MEDINA SONYA E.
·114 shr
·$5,296
Award
·
MANGAN JOCELYN C
·112 shr
·$5,204
Award
·
SANFILIPPO ANTHONY MICHAEL
·799 shr
·$37,155
Award
·
GIBBS STEPHEN L
·34 shr
·$1,580
Award
·
MILLER JOHN CHRIS
·36 shr
·$1,673
Buy
·
THANAWALA RAVI
·1,900 shr
·$99,579
Award
·
COLEMAN CHRISTOPHER L
·4,209 shr
Award
·
KOELLNER LAURETTE T
·2,583 shr
Award
·
GARRATT JOHN W
·2,583 shr
Award
·
MEDINA SONYA E.
·2,583 shr
Award
·
MANGAN JOCELYN C
·2,583 shr
Award
·
SANFILIPPO ANTHONY MICHAEL
·2,583 shr
Award
·
GIBBS STEPHEN L
·2,583 shr
Award
·
MILLER JOHN CHRIS
·2,583 shr
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