Analyst Ratings January 30, 2026

Benchmark Lifts Brunswick 12-Month Target to $90 After Q4 Results

Analyst keeps Buy rating as sales top forecasts but operating income trails; stock pulled back after earnings despite prior gains

By Avery Klein BC
Benchmark Lifts Brunswick 12-Month Target to $90 After Q4 Results
BC

Benchmark raised its price target on Brunswick Corp to $90 from $75 and maintained a Buy rating after the company's fourth-quarter 2025 results, which Benchmark characterized as broadly in line with expectations. Sales outperformed forecasts, operating income came in below, and EPS matched analyst estimates. The stock dipped in pre-market trading even after a roughly 40% run-up since late November 2025.

Key Points

  • Benchmark increased its price target on Brunswick to $90 from $75 and maintained a Buy rating - impacts equity investors and the consumer discretionary/marine products sector.
  • Brunswick reported Q4 2025 EPS of $0.58 versus a $0.57 estimate and revenue of $1.33 billion versus $1.21 billion forecast - relevant to company valuation and near-term revenue expectations.
  • Shares pulled back in pre-market trading despite roughly a 40% gain since late November 2025; Benchmark suggested investors "lean in on weakness" - affects market sentiment and trading strategies.

Benchmark raised its 12-month price target on Brunswick Corporation (NYSE: BC) to $90.00 from $75.00 on Friday, representing a 20% increase from the firm’s prior valuation, while leaving its Buy rating unchanged.

At the time of the note, Brunswick shares were trading at $79.22. Analyst target prices for the stock span a range from $68 to $115, according to InvestingPro data.

Benchmark’s upward revision followed Brunswick’s fourth-quarter 2025 financial report, which the research firm described as "broadly in line" with expectations. Benchmark noted that revenue exceeded its forecasts, operating income fell short of projections, and earnings per share were in line with estimates.

The company reported fourth-quarter earnings per share of $0.58, compared with an analyst forecast of $0.57, a 1.75% surprise. Revenue for the quarter came in at $1.33 billion versus the $1.21 billion analysts had anticipated, a 9.92% beat. Despite those results, Brunswick’s stock declined in pre-market trading following the announcement.

Benchmark observed that the shares had pulled back after the release, despite experiencing an approximate 40% gain since late November 2025. In its research note, the firm advised investors to "lean in on weakness," indicating it views the price drop as a potential buying opportunity.

The company’s earnings release and subsequent market reaction did not coincide with any reported merger or acquisition activity. Likewise, there were no recent analyst upgrades or downgrades reported for Brunswick in connection with these results.

These developments provide a current snapshot of Brunswick’s near-term outlook as assessed by Benchmark: a raised valuation predicated on revenue strength, tempered by operating income shortfalls and a market pullback immediately after the quarterly disclosure.

Risks

  • Operating income for Q4 2025 fell short of forecasts, which could weigh on profitability measures and investor sentiment - impacts company financial performance and equity valuation.
  • The stock declined in pre-market trading following the earnings release despite revenue and EPS beats; short-term volatility poses execution risk for investors looking to buy the dip - impacts equity traders and market liquidity.
  • There were no reported mergers or acquisitions and no recent analyst upgrades or downgrades, limiting new catalysts for the stock in the near term - affects potential drivers of share price movement.

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