Get emailed when PZZA changes direction
Insider buying: $200,259 bought by 14 insiders (30d)
Est. revisions:
+1.6%
(1 up, 0 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +1.5)
Factor Model
net +1.5 4.0 / 10
Est. Revisions
+0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0
Mizuho cuts target to $34 amid sector caution
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.
Mizuho analyst Nick Setyan reduced Papa John's price target by 15% from $40 to $34 on February 20, 2026, while keeping a Neutral rating as part of a broader restaurant sector earnings review. The downgrade reflects cautious sector sentiment despite the company's January launch of an AI-powered food ordering agent built with Google Cloud — a system serving 150+ million customers with unified voice and text capabilities.
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.
Evidence
9d ago
Insider buy by THANAWALA RAVI (PZZA): $99,579
9d ago
Insider buy by COLEMAN CHRISTOPHER L (PZZA): $100,680
12d ago
What Does Stifel Say About Papa John’s International Inc (PZZA) Buyout Offer Price?
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Fundamentals & Data ▾
Papa John's International, Inc.
Consumer Cyclical · Restaurants
Mkt Cap
$1B
P/E
41.6 fwd 20.4
Beta
1.17
Div Yield
491.00%
52w Range
$29.55 - $55.74
Short Interest
4.1M 16.81%
Days to Cover
2.7 +2%
Technicals
downtrend
from 52w Hi
-0.9%
1w return
+7.4%
Insiders
mixed
0B / 0S
EPS Estimate
$0.37
+1.6% 30d
1up / 0dn
Est. Dispersion
81%
15 analysts
Analyst Target
$38
$32 - $50
Options P/C
0.67
Insider Cluster
strong buy
2B / 0S (officer)
Fund Convergence
moderate
Citadel, Soros
Financials
Revenue
$498M -6% YoY
FCF
$-3M
Gross Margin
-4%
Op Margin
3%
Momentum:
accelerating
Top Holders
Citadel
$27M
Soros
$2M
Recent Filings & Data
insider trade
92
net buying
· $200,259 bought
14 insiders · 92 transactions (30d)
Recent transactions
VASCONI JOHN KEVIN · award
COLLINS CHRISTOPHER K · award
THANAWALA RAVI · award
PENEGOR TODD ALLAN · award
OYLER CAROLINE MILLER · award
COLEMAN CHRISTOPHER L · award · $9,603
KOELLNER LAURETTE T · award · $9,110
GARRATT JOHN W · award · $3,254
MEDINA SONYA E. · award · $7,266
MANGAN JOCELYN C · award · $7,139
GIBBS STEPHEN L · award · $3,254
MILLER JOHN CHRIS · award · $3,349
COLEMAN CHRISTOPHER L · award · $9,382
KOELLNER LAURETTE T · award · $8,934
GARRATT JOHN W · award · $3,155
MEDINA SONYA E. · award · $7,110
MANGAN JOCELYN C · award · $6,984
GIBBS STEPHEN L · award · $3,155
MILLER JOHN CHRIS · award · $3,281
COLEMAN CHRISTOPHER L · award · $9,352
KOELLNER LAURETTE T · award · $8,870
GARRATT JOHN W · award · $3,166
MEDINA SONYA E. · award · $7,063
MANGAN JOCELYN C · award · $6,966
GIBBS STEPHEN L · award · $3,166
MILLER JOHN CHRIS · award · $3,264
OYLER CAROLINE MILLER · award
COLEMAN CHRISTOPHER L · award · $9,276
KOELLNER LAURETTE T · award · $8,802
GARRATT JOHN W · award · $3,122
MEDINA SONYA E. · award · $7,014
MANGAN JOCELYN C · award · $6,923
GIBBS STEPHEN L · award · $3,122
MILLER JOHN CHRIS · award · $3,258
COLEMAN CHRISTOPHER L · award
KOELLNER LAURETTE T · award
GARRATT JOHN W · award
MEDINA SONYA E. · award
MANGAN JOCELYN C · award
GIBBS STEPHEN L · award
MILLER JOHN CHRIS · award
VASCONI JOHN KEVIN · award
THANAWALA RAVI · award
SIEVE JOSEPH · award
PENEGOR TODD ALLAN · award
OYLER CAROLINE MILLER · award
COLEMAN CHRISTOPHER L · award · $6,729
KOELLNER LAURETTE T · award · $7,212
GARRATT JOHN W · award · $1,622
MEDINA SONYA E. · award · $5,440
MANGAN JOCELYN C · award · $5,345
GIBBS STEPHEN L · award · $1,622
MILLER JOHN CHRIS · award · $1,718
COLEMAN CHRISTOPHER L · award · $6,578
KOELLNER LAURETTE T · award · $7,087
GARRATT JOHN W · award · $1,595
MEDINA SONYA E. · award · $5,332
MANGAN JOCELYN C · award · $5,232
SANFILIPPO ANTHONY MICHAEL · award · $9,620
GIBBS STEPHEN L · award · $1,595
MILLER JOHN CHRIS · award · $1,694
SANFILIPPO ANTHONY MICHAEL · award · $29,750
THANAWALA RAVI · award
SIEVE JOSEPH · award
COLEMAN CHRISTOPHER L · award · $6,679
KOELLNER LAURETTE T · award · $7,139
GARRATT JOHN W · award · $1,611
MEDINA SONYA E. · award · $5,400
MANGAN JOCELYN C · award · $5,258
SANFILIPPO ANTHONY MICHAEL · award · $9,385
GIBBS STEPHEN L · award · $1,611
MILLER JOHN CHRIS · award · $1,705
COLEMAN CHRISTOPHER L · buy · $100,680
PENEGOR TODD ALLAN · award
SANFILIPPO ANTHONY MICHAEL · award · $29,750
COLEMAN CHRISTOPHER L · award · $6,551
KOELLNER LAURETTE T · award · $7,018
GARRATT JOHN W · award · $1,580
MEDINA SONYA E. · award · $5,296
MANGAN JOCELYN C · award · $5,204
SANFILIPPO ANTHONY MICHAEL · award · $37,155
GIBBS STEPHEN L · award · $1,580
MILLER JOHN CHRIS · award · $1,673
THANAWALA RAVI · buy · $99,579
COLEMAN CHRISTOPHER L · award
KOELLNER LAURETTE T · award
GARRATT JOHN W · award
MEDINA SONYA E. · award
MANGAN JOCELYN C · award
SANFILIPPO ANTHONY MICHAEL · award
GIBBS STEPHEN L · award
MILLER JOHN CHRIS · award
7 signals · latest 9d ago
Get alerted when PZZA changes direction
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