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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending due to speculation surrounding its potential inclusion in the S&P 500, sparking bullish sentiment and driving conversations about the potential "index effect" and forced ETF buying. The community is actively discussing strategies around options and covered calls, while also weighing the potential for a "sell the news" reaction post-inclusion. Some are comparing Robinhood to other stocks that were added to the S&P 500.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as traders discuss the potential for inclusion in the S&P 500, though sentiment is mixed. The community debates whether it deserves inclusion as a bitcoin proxy, with some suggesting its fate is tied to bitcoin's price action, while others eye a potential sell-off if it's excluded. Discussions also involve covered call strategies and comparisons to other stocks added to the index.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending due to its impending addition to the S&P 500, driving forced ETF buying and increased liquidity, though some traders are anticipating a short-term pullback following the inclusion. Community discussions revolve around the potential for new all-time highs and the long-term implications of S&P 500 membership, with some skepticism regarding short reports from firms like Muddy Waters.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFI is trending due to speculation surrounding its potential inclusion in the S&P 500, with community members actively discussing the possibility and implications. Despite some disappointment over recent news, the stock is experiencing a surge in interest following a new partnership with Josh Allen and positive analyst ratings. Bullish investors express optimism for continued growth, while others remain cautious about valuation and potential dilution.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending as the community rallies around upcoming airdrops and staking opportunities. The coin's growing watcher count and bullish sentiment are fueling discussions about potential market cap milestones and ongoing buy contests. Community members express excitement about the project's long-term vision, developments and transparency.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending despite closing a $300 million investment from Uber, with the stock hitting new lows post reverse split. The community is actively discussing the company's financial health, potential for a short squeeze, and whether the reverse split was a strategic move or a sign of deeper issues. Some investors express long-term optimism while others voice concerns about management and the company's ability to compete in the EV market.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase ($COIN) is seeing active discussion driven by its volatile price action and relationship with crypto markets, with community members debating resistance levels and potential for a bounce. Some traders are expressing frustration with the stock's performance relative to Bitcoin and the broader market, while others highlight upcoming catalysts and potential for longer-term growth. The launch of Coinbase's new equity index future, combining top tech stocks with crypto ETFs, is also drawing attention as a strategic move.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF ($MSTY) is trending as investors discuss its recent performance, particularly in relation to MicroStrategy ($MSTR) and Bitcoin. Concerns are emerging regarding NAV erosion and the sustainability of dividend payouts, with some community members expressing bearish sentiment. Others remain optimistic, viewing dips as buying opportunities and emphasizing the potential for high yield and long-term gains, especially if $MSTR is included in the S&P 500.

EMCOR Group, Inc. engages in the provision of electrical and mechanical construction, and facilities services. It operates through the following segments: United States Electrical Construction and Facilities Services, United States Mechanical Construction and Facilities Services, United States Building Services, United States Industrial Services, and United Kingdom Building Services. The United States Electrical Construction and Facilities Services segment offers systems for electrical power transmission and distribution. The United States Mechanical Construction and Facilities Services segment is involved in systems for heating, ventilation, air conditioning, refrigeration, and clean-room process ventilation. The United States Building Services segment is composed of operations which provide a portfolio of services needed to support the operation and maintenance of customers' facilities. The United States Industrial Services segment covers operations which provide industrial maintenance and services. The United Kingdom Building Services segment consists of commercial and government site-based operations and maintenance, and facility maintenance and services. The company was founded in 1987 and is headquartered in Norwalk, CT.

Emcor Group, Inc.

EMCOR Group is trending due to its addition to the S&P 500 index, prompting excitement among investors. Community members are actively discussing the potential for a price increase following the announcement. The stock is joining other notable names like AppLovin and Robinhood in the index.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as the community discusses the stock's short interest and potential for a squeeze, particularly in light of the CEO's vocal support for a prominent political figure. Ongoing debates also encompass the company's financials, partnerships, and potential legal battles against tech giants. Broader discussions involve political affiliations, transparency, and the implications of certain political figures' connections.

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Chipotle Mexican Grill CEO Scott Boatwright believes that as economic pressures ease and spending trends pick up, customers will return to the burrito chain in a big way, given its value proposition and innovative menus, he said in an interview with CNBC's Jim Cramer on Wednesday night.While noting the weakness in the restaurant space, he argued that wage growth was outpacing inflation and, coupled with strong job market data, could support a rebound in the sector."We know the consumer is going to come back into the space; we have to ensure that we're delivering on value," Boatwright said in the&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=StANFkyTV_o">video interview</a>, adding a mention to Chipotle's&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://newsroom.chipotle.com/2025-08-25-CHIPOTLE-INTRODUCES-A-WHOLE-NEW-WAY-TO-ORDER-FOR-A-SMALL-GROUP-BUILD-YOUR-OWN-CHIPOTLE">recently launched</a> "Build-Your-Own Chipotle" meal kit for online customers.Boatwright's reassuring comments come as his company's stock nosedived to a 19-month low earlier this month after its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chipotle-stock-slumps-on-forecast-cut-q2-sales-miss-retail-smells-buying-opportunity/ch8yNkRR5uZ">poor quarterly report</a>. Chipotle's second-quarter revenue grew less than expected; at the same time, the same-store sales declined more than expected, prompting the company to lower its full-year forecast to flat growth.Restaurant chains, including Chipotle, have flagged weakness in dining out, particularly among consumers from lower- to mid-income segments."I have confidence we can get back to mid-single-digit growth," Boatwright said, without specifying the period or metric he was talking about."We're going to continue to grow restaurants at 8 to 10% annually. We will build another 315 to 345 new Chipotle restaurants this year," he said.Including the slide after the Q2 report,&nbsp;<a href="https://stocktwits.com/symbol/CMG">CMG stock</a> is down nearly 30% year-to-date, compared to the nearly 2% gain in&nbsp;<a href="https://stocktwits.com/symbol/EATZ">AdvisorShares Restaurant ETF (EATZ)</a>, a benchmark for U.S. restaurants and fast chain stocks.Commenting on the recent stock performance, Boatwright said investors are likely confused: "Are we a growth company or are we a mature company?""I think we enjoyed a really strong year last year, and if you look at our two-year comp numbers, they’re still outpacing the industry and the segment of fast casual," he said.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-urban-outfitters-stock-drop-after-hours-today/chsCtcPRdlK">Why Did Urban Outfitters' Stock Drop After-Hours Today?</a>

An exterior view of a Chipotle Mexican Grill restaurant in Williamsport, Pennsylvania, United States. (Photo by Paul Weaver/SOPA Images/LightRocket via Getty Images)

Chipotle CEO Believes Growth Story Isn’t Over Despite Stock Slump: 'Consumer Is Going To Come Back'

Earlier this month, the burrito chain missed second-quarter revenue estimates and lowered its annual forecast for same-store sales, causing the stock to slide.

Equity

Earlier this month, the burrito chain missed second-quarter revenue estimates and lowered its annual forecast for same-store sales, causing the stock to slide.


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Chipotle Mexican Grill’s (CMG) shares climbed 1% in after-hours trading Monday after Jefferies upgraded the stock, citing its recent pullback, which alters the risk and reward.The research firm upgraded the shares to 'Outperform' from 'Neutral,' but lowered the price target by $3 to $50. The latest target implies an over 20% upside to the stock's last closing price.<a href="https://stocktwits.com/symbol/CMG">Chipotle stock</a> currently trades near a 20-month low. It has fallen by over 21% in the last two weeks after the Mexican food chain's quarterly report.On July 23, Chipotle&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chipotle-stock-slumps-on-forecast-cut-q2-sales-miss-retail-smells-buying-opportunity/ch8yNkRR5uZ">reported</a> worse-than-expected quarterly sales and lowered its topline outlook for the full year, citing weak dine-out trends due to economic uncertainty.President Donald Trump's policies, particularly tariffs, are seen as fueling inflation and squeezing businesses, prompting consumers to rein in spending."There are certain cohorts of the consumer, definitely on the lower-income side, that are feeling pressure right now. That's something that we'll have to take into consideration when looking at price going forward," CFO Adam Rymer had told Reuters at the time.In its investor note, Jefferies said, "a lot of the bad has already been priced in."The firm cited an improved risk-reward for the upgrade, as it now sees over 20% in a base case that assumes Chipotle&nbsp;will post&nbsp;comparable growth of 3% over the next two years.On Stocktwits, the retail sentiment for CMG remained 'neutral' as of late Monday, the same as the previous day. "I'm putting<a href="https://stocktwits.com/symbol/CMG">&nbsp;$CMG</a> on bounce watch," a user said.<a href="https://stocktwits.com/GSP/message/624687773">https://stocktwits.com/GSP/message/624687773</a>&nbsp;CMG stock is down 31% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-goes-after-apple-for-not-featuring-x-grok-prominently-on-app-store-are-you-playing-politics/chrDoeBRdeA">Elon Musk Goes After Apple For Not Featuring X, Grok Prominently On App Store: ‘Are You Playing Politics?’</a>

Customers order food at a Chipotle Mexican Grill restaurant on April 26, 2023 in Austin, Texas. (Photo by Brandon Bell/Getty Images)

Why Did Chipotle Stock Rise After-Hours Today?

A key analyst says "a lot of the bad has already been priced in" after the restaurant chain's shares slid on its lowered outlook.

Chipotle Mexican Grill (CMG) delivered a disappointing quarterly report on Wednesday, pushing its stock lower. Still, retail sentiment on Stocktwits turned sharply bullish, with many investors betting on a rebound.Sentiment turned higher in the 'extremely bullish' territory (94/100), even as shares dropped nearly 10% in post-market trading. CMG was among the top three trending tickers on Stocktwits at the time of writing.<figure class="image"><img style="aspect-ratio:1052/138;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_24_at_11_27_04_AM_png_7db95cb34a.webp" alt="Screenshot 2025-07-24 at 11.27.04 AM.png" width="1052" height="138"><figcaption>CMG sentiment and message volume as of July 24 | Source: Stocktwits</figcaption></figure>User comments were mixed: some raised&nbsp;concerns over softening demand and declining foot traffic, while others expressed optimism about a rebound, citing the stock's recent dip and encouraging analyst commentary."$CMG right in the value zone for bulls to buy this beast," a user said.<stembedurl>https://stocktwits.com/NJINCREDIBLE/message/622214824</stembedurl><a href="https://stocktwits.com/symbol/CMG">CMG stock</a> has followed a pattern of sharp peaks and troughs over the past 12 months, and it is currently down about 10% from its most recent high on July 1.The Mexican food chain reported second-quarter revenue on Wednesday that missed analysts' expectations and lowered its annual sales growth target.Consumers are dining out less amid high inflation and economic uncertainty, putting pressure on the restaurant industry, which is also grappling with rising costs driven by U.S. tariffs.Chipotle now expects annual comparable restaurant sales to be approximately flat year-over-year, down from its prior target of low single-digit growth.Revenue rose to $3.06 billion for the quarter ended June, up from $2.97 billion in the year-ago quarter, but missed analysts' $3.11 billion estimate from FaceSet. However, comparable store sales fell 4%, steeper than a 2.9% decline forecast by LSEG/Reuters.Adjusted earnings dropped by $0.01 to $0.33 per share, in line with estimates.Chipotle’s management noted that the dip in demand is primarily among lower-income consumers. In response, the company is&nbsp;intensifying its marketing initiatives and&nbsp;refining its rewards program to help&nbsp;mitigate the slowdown.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/from-19-to-15-philippines-feels-there-s-room-for-more-improvement-on-trump-tariffs-before-august-deadline/ch8ykJJR5u0">From 19% To 15%? Philippines Feels There's 'Room For More Improvement' On Trump Tariffs Before August Deadline</a>

Chipotle Stock Slumps On Forecast Cut, Q2 Sales Miss: Retail Smells Buying Opportunity

CMG was trending on Stocktwits, as retail sentiment for the stock climbed higher in the 'extremely bullish' zone.

The “meme stock” mania is back. After pumping Opendoor Technologies (OPEN) and Kohl's Corp (KSS) stocks in recent days, retail investors and social media crusaders now have a new favorite: Krispy Kreme (DNUT).Shares of the donut chain jumped nearly 27% to $4.13 on Tuesday — marking their best intraday performance in over a year — fueled by a social media frenzy with no clear fundamental trigger. As of the day before, DNUT stock was down about 66% year-to-date.Over the past 24 hours, user discussions on Reddit, X, and Stocktwits have surged, with many indicating a potential short squeeze and predictions on where the stock might head next.The popular Reddit forum r/wallstreetbets, which was highly influential in the “meme stock” frenzy of 2021, saw increased chatter, with one&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reddit.com/r/wallstreetbets/comments/1m6ofce/do_or_dnut_there_is_no_try/">thread</a> post stating: "DO or $DNUT There is no Try."On Stocktwits, the retail sentiment for <a href="https://stocktwits.com/symbol/DNUT">DNUT shares</a> shifted from 'bearish' (24 hours ago) to 'extremely bullish' (96/100), accompanied by a surge in message volume of over 3,500%.<figure class="image"><img style="aspect-ratio:1268/134;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_23_at_10_44_51_AM_png_1a05377554.webp" alt="Screenshot 2025-07-23 at 10.44.51 AM.png" width="1268" height="134"><figcaption>DNUT sentiment and message volume as of July 23 | Source: Stocktwits</figcaption></figure>"$DNUT is about to go nuts soon and tomorrow a bigger sweet squeeeze," said a user, while user forecasts for DNUT stock price on Wednesday ranging from $9 to $12.<stembedurl>https://stocktwits.com/TrendAM/message/622014753</stembedurl>Several&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/search?q=%24DNUT&amp;src=typed_query">users</a> on X said they had bought Krispy Kreme shares, with&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/stitchdegen/status/1947812303967252653">one noting that</a> the DNUT ticker is "simple, catchy, and instantly memeable," and the buzz appeared to be fueled by posts from multiple high-profile X accounts in recent hours.The stock rally comes even as Krispy Kreme's core business struggles. Weighed down by inflation and economic uncertainty, consumers have been pulling back on dining out, particularly on indulgences such as coffee and donuts. The company has posted declining sales for three consecutive quarters.Krispy Kreme also recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/krispy-kreme-stock-bucks-total-meltdown-after-mc-donald-s-deal-ends-analyst-says-breakup-was-already-priced-in/chmO0z8RR4a">ended</a> a key partnership with McDonald's, which analysts have said is concerning for the donut company.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibabas-qwen3-coder-takes-aim-at-open-ai-s-gpt-4-anthropic-s-claude-in-code-generation-battle/ch8wf48R5tw">Alibaba’s Qwen-3 Coder Takes Aim At OpenAI’s GPT-4, Anthropic’s Claude In Code Generation Battle</a>

People walk outside a Krispy Kreme store in London. (photo by Mike Kemp/In Pictures via Getty Images)

After Opendoor And Kohl’s Rally, Krispy Kreme Rides Meme Stock Sugar High

Shares of the donut chain jumped nearly 27%, marking their best intraday performance in over a year.

Subway is bringing in former Burger King executive Jonathan Fitzpatrick as its next chief executive, with a mandate to improve sales in the U.S. and help the company expand globally.&nbsp;He will take over on July 28, becoming the first CEO since private equity firm Roark Capital acquired the company for $9.6 billion last year. Fitzpatrick’s appointment comes as Subway works to reverse a years-long sales decline in the U.S. and expand its global presence.&nbsp;Fitzpatrick will succeed John Chidsey, who helped guide the chain through its sale. Chidsey was the former CEO of Burger King before taking over the helm at Subway in 2019.&nbsp;In a statement, Fitzpatrick said he plans to collaborate with franchisees and staff to boost profitability and grow the brand internationally.Fitzpatrick has over two decades of experience in the franchising and quick-service restaurant sectors. Before working at Burger King, he served as the President and CEO of Driven Brands, which saw 17 consecutive quarters of same-store sales growth.&nbsp;Subway said the Fitzpatrick will be closely with the Interim CEO, Carrie Walsh, to ensure a seamless transition.&nbsp;For the first time in around two decades, the company’s U.S. store count fell below 20,000 at the end of 2024 – a net loss of 631 stores from the previous year. At its peak, the restaurant chain had around 27,000 locations open across the U.S. in 2015.The U.S. stock market was trending in the green during midday trade on Monday. The&nbsp;<a href="http://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> was up 0.6% after the S&amp;P 500 hit a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/s-and-p-500-nasdaq-hit-fresh-record-highs-with-tech-earnings-trade-talks-in-focus/ch8AXpAR5rh">new record high</a>. The&nbsp;<a href="http://stocktwits.com/symbol/QQQ">Invesco QQQ Series 1 Trust (QQQ)</a> gained 0.75% with the Nasdaq 100 also hitting a new all-time high.&nbsp;Food and beverage ETFs also edged upwards with the broader market. The&nbsp;<a href="http://stocktwits.com/symbol/PBJ">Invesco Food &amp; Beverage ETF (PBJ)</a> gained 0.17% and the&nbsp;<a href="http://stocktwits.com/symbol/EATZ">AdvisorShares Restaurant ETF (EATZ)</a> climbed 2.14%.&nbsp;On Stockwits, retail sentiment around PBJ dipped to ‘neutral’ from ‘bullish’ a day ago.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/s-and-p-500-nasdaq-hit-fresh-record-highs-with-tech-earnings-trade-talks-in-focus/ch8AXpAR5rh">S&amp;P 500, Nasdaq Hit Fresh Record Highs With Tech Earnings, Trade Talks in Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A general view of Subway shop sign branding on February 3, 2024 in Maldon, United Kingdom. (Photo by John Keeble/Getty Images)

Subway Taps Ex-Burger King Executive Jonathan Fitzpatrick As CEO To Lead Turnaround

Subway has now tapped a second former Burger King executive as CEO, with Jonathan Fitzpatrick succeeding John Chidsey, who also led Burger King before taking the helm at the sandwich chain.

Subway Taps Ex-Burger King Executive Jonathan Fitzpatrick As CEO To Lead Turnaround: Report 

Goldman Sachs upgraded its rating on McDonald's (MCD) shares to 'Buy' from 'Neutral' on Thursday, citing a positive response to its new menu items and other growth initiatives.The firm maintained its price target at $345, suggesting an 18% upside to the&nbsp;last close, according to The Fly.<a href="https://stocktwits.com/symbol/MCD">McDonald's stock</a> rose 1.3% in premarket trading. As of their last close, shares are up 0.7% year-to-date.The research firm expects McDonald's to use its "marketing power" to elevate consumer awareness around its new menu offerings to generate traffic.Analysts have noted recently that McDonald's value offerings, such as "Buy One, Add One for $1" and new menu items, including the McCrispy Strips, Snack Wraps, and Real Lemonade, are drawing interest.Earlier this week, Citi and Truist reaffirmed their 'buy' ratings on McDonald's shares.On Stocktwits, the retail sentiment shifted to 'neutral' from 'bearish' the previous day.<figure class="image"><img style="aspect-ratio:552/73;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_10_at_2_41_44_PM_png_164fadf029.webp" alt="Screenshot 2025-07-10 at 2.41.44 PM.png" width="552" height="73"><figcaption>MCD sentiment and message volume as of July 10 | Source: Stocktwits</figcaption></figure>Goldman Sachs, which last month also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/yum-brands-upgraded-to-buy-at-goldman-sachs-on-industry-leading-growth-digital-push/chkDgoqRbDr">rated peer Yum Brands' shares a 'Buy,'</a> said McDonald's also stands to benefit from store expansion.McDonald's plans to open 900 additional outlets within the next two years. In May, it&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mcdonalds-launches-biggest-hiring-drive-in-years/chi855SRbmF">announced</a> plans to hire 375,000 to service summer-time demand at its U.S. joints.For updates and corrections, email newsroom[at]stocktwits[dot]com.

McDonald's McCrispy Strips photographed for Food in Washington, DC on May 5, 2025. (Photo by Scott Suchman; food styling by Lisa Cherkasky/Both for The Washington Post via Getty Images)

McDonald’s Snack Wraps, McCrispy Strips Win Over Goldman Sachs As Burger Chain Scores ‘Buy’ Rating

Earlier this week, Citi and Truist reaffirmed their 'buy' ratings on McDonald's shares.

ETFs to Tap July 4 Spending and Travel Trends 

Lower gas prices and record travel could lift ETFs like JETS, BEDZ and EATZ during the July 4 holiday rush.



UBS Securities expects McDonald's (MCD) to show strong growth in the second half of the year and sees the recent dip in its stock as a compelling opportunity for accumulation.Shares gained 2% to $291.55 on Friday and advanced some more in the after-market session after UBS reiterated its 'buy' rating.&nbsp;<a href="https://stocktwits.com/symbol/MCD">McDonald's shares</a> have fallen nearly 9% since their recent high on May 19.UBS set the price target on the shares to $350, indicating a 21% upside from Thursday's close.According to the summary of the investor note on The Fly, UBS said it expects McDonald's sales to improve in H2, driven by new items like McCrispy Strips, Snack Wraps, $5 Meal Deals, and ‘Buy One, Add One for $1’ offers.McDonald's, which is also expanding its global store count by 4%-5% annually and adding nighttime hours in some locations, is a "quality business" poised for multiyear market-share gains, forecasting high-single-digit earnings growth, UBS said.Earlier this month, and before McDonald's shares weakened, Morgan Stanley downgraded them to 'Equal Weight' from 'Underweight,' citing high valuation.On Stocktwits, the retail sentiment was 'bullish' as of late Sunday, unchanged from the previous week. McDonald's shares are up 0.6% year-to-date.<figure class="image"><img style="aspect-ratio:644/71;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_30_at_7_48_15_AM_png_8fc9ce3c5a.webp" alt="Screenshot 2025-06-30 at 7.48.15 AM.png" width="644" height="71"><figcaption>MCD sentiment and message volume as of June 30 | Source: Stocktwits</figcaption></figure>In recent news, the fast-food chain ended its partnership with Krispy Kreme (DNUT), which had allowed Krispy Kreme donuts to be sold at McDonald’s. The split was driven by disagreements over cost-sharing and had a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/krispy-kreme-stock-bucks-total-meltdown-after-mc-donald-s-deal-ends-analyst-says-breakup-was-already-priced-in/chmO0z8RR4a">greater impact</a> on Krispy Kreme.For updates and corrections, email newsroom[at]stocktwits[dot]com.

McDonald's Drive Thru sign seen outside a McDonald's fast food restaurant, in Edmonton, Alberta, on April 19, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

McDonald's Stock At Attractive Valuation After Recent Drop, H2 Business Looks Strong: Analyst

UBS Securities expects McDonald's (MCD) to show strong growth in the second half of the year and sees the recent dip in its stock as a compelling opportunity for accumulation.

UBS reiterated its 'Buy' rating on McDonald's and predicts a 21% upside to the stock price.


Krispy Kreme's (DNUT) move earlier this week to end its partnership with McDonald's (MCD) is largely priced into the donut seller's shares, and investors should "remain on the sidelines until the dust settles," an analyst said.The termination was largely expected after Krispy Kreme said in April it was reassessing the deployment schedule and cost-sharing for the program together with McDonald’s.The partnership, struck in March last year, allowed the sale of Krispy Kreme’s donuts in over 14,000 McDonald's stores in the U.S. The scheme could only be rolled out to 2,400 McDonald’s restaurants before the two sides launched a review."While disappointing, this news was largely expected after a pause to the partnership was announced in April," Truist said in an investor note, according to The Fly.The investment firm, which maintained its 'hold' rating on DNUT shares, stated that Krispy Kreme could leverage the capital expenditures made on the partnership; however, its margins are likely to decline before returning to 2024 levels.<a href="https://stocktwits.com/symbol/DNUT">Krispy Kreme stock</a> lost only 0.7% on Tuesday following the announcement and shed 1.16% on Wednesday, before rebounding in after-hours trading.On Stocktwits, the retail sentiment for Krispy Kreme was 'neutral,' unchanged from a month ago.<figure class="image"><img style="aspect-ratio:806/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_26_130732_png_801c8f3789.webp" alt="Screenshot 2025-06-26 130732.png" width="806" height="107"><figcaption>DNUT sentiment and message volume as of June 25 | Source: Stocktwits</figcaption></figure>A user said: “Bet a lot of new eyes were on this today after the news. I’m cautiously bullish at this price.”<stembedurl>https://stocktwits.com/Boflex2201/message/618857913</stembedurl>Along with announcing the pause in April, Krispy Kreme suspended its full-year forecast as well as dividends, causing its shares to tumble 25%. The company has said it is working to pay down debt, de-leverage the balance sheet, and drive sustainable, profitable growth.The donut brand is one of the more notable casualties of consumers scaling back discretionary spending amid challenging economic conditions. Its shares are&nbsp;down 74% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Krispy Kreme corporate logo is displayed on a sign at their store on January 31, 2025 in San Diego, California. (Photo by Kevin Carter/Getty Images)

Krispy Kreme Stock Bucks Total Meltdown After McDonald’s Deal Ends — Analyst Says Breakup Was Already Priced In

The partnership, struck in March last year, allowed the sale of Krispy Kreme’s donuts in McDonald's outlets in the U.S.

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