The investors in Dutch Bros Inc.'s (NYSE:BROS) will be rubbing their hands together with glee today, after the share price leapt 23% to US$81.97 in the week following its full-year results. Dutch Bros reported in line with analyst predictions, delivering revenues of US$1.3b and statutory earnings per share of US$0.34, suggesting the business is executing well and in line with its plan. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

See our latest analysis for Dutch Bros

Taking into account the latest results, the most recent consensus for Dutch Bros from eleven analysts is for revenues of US$1.58b in 2025. If met, it would imply a substantial 23% increase on its revenue over the past 12 months. Per-share earnings are expected to soar 103% to US$0.61. In the lead-up to this report, the analysts had been modelling revenues of US$1.53b and earnings per share (EPS) of US$0.56 in 2025. It looks like there's been a modest increase in sentiment following the latest results, withthe analysts becoming a bit more optimistic in their predictions for both revenues and earnings.

It will come as no surprise to learn that the analysts have increased their price target for Dutch Bros 32% to US$83.33on the back of these upgrades. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on Dutch Bros, with the most bullish analyst valuing it at US$100.00 and the most bearish at US$54.00 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Dutch Bros shareholders.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that Dutch Bros' revenue growth is expected to slow, with the forecast 23% annualised growth rate until the end of 2025 being well below the historical 31% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 9.9% per year. So it's pretty clear that, while Dutch Bros' revenue growth is expected to slow, it's still expected to grow faster than the industry itself.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Dutch Bros' earnings potential next year. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple Dutch Bros analysts - going out to 2027, and you can see them free on our platform here.

Another thing to consider is whether management and directors have been buying or selling stock recently. We provide an overview of all open market stock trades for the last twelve months on our platform, here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.