Aramark

ARMK · NYSE

$56.12+$0.40 (+0.72%)TodayMarket closed · Oct 20, 6:30 PM ET

Prev close $55.72

ARMK analyst rating

BuyConsensus of 11 analysts over the last 12 months. 91% rate it a buy.

Strong buy0
Buy10
Hold1
Underperform0
Sell0

12-month price target · 18 analysts

Average $69.92 (+24.6% upside)

Low: $49.70
Now: $56.12
High: $78.75

Upgrades and downgrades

The latest rating actions, newest first

ARMK analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citigroup	Oct 12, 2026	Maintains	Buy	$74.00 → $75.50	50%
RBC Capital	Aug 19, 2026	Maintains	Outperform	$60.00 → $70.00	50%
Citigroup	Aug 13, 2026	Maintains	Buy	$70.50 → $74.00	50%
JP Morgan	Aug 13, 2026	Maintains	Overweight	$55.00 → $70.00	64%
Stifel	Aug 12, 2026	Maintains	Buy	$54.00 → $70.00	56%
Jefferies	Aug 12, 2026	Maintains	Buy	$62.00 → $70.00	62%
UBS	Aug 12, 2026	Maintains	Buy	$67.00 → $71.00	51%
Baird	Aug 12, 2026	Maintains	Outperform	$63.00 → $69.00	66%
Truist Securities	Jul 27, 2026	Maintains	Buy	$58.00 → $70.00	63%
Oppenheimer	Jun 29, 2026	Maintains	Outperform	$60.00 → $65.00	52%

The case for and against

Updated Oct 14, 2026

Bull case

Aramark is well positioned by strong commercial execution, with Q3 underlying organic sales growth in the 10%-11% range, record net-new business of $1B YTD, and retention above 98%, all of which support sustained top-line momentum across its core food and support services franchise. The outlook is further strengthened by margin expansion opportunities from NexusTM, productivity gains, pass-through pricing, and leverage over SG&A and central costs, while falling balance sheet leverage and EBITDA growth near 10%+ enhance earnings quality and financial flexibility. Its heavy U.S. exposure, price-inelastic Sports & Leisure business, and incremental data-center opportunity with potential to add $3B-$4B of revenue by 2028 reinforce a durable growth algorithm that can lift FY26-FY28 EPS meaningfully.

Bear case

Aramark is viewed negatively because persistent food inflation and wage pressure could compress margins, especially if its decremental margin framework proves unsustainable during a macro downturn. Its high leverage adds financial risk, limiting flexibility if general business conditions weaken, competition intensifies, or key customers are lost across its cyclical end markets. Because the company derives most revenue from North American food and support services, serving schools, healthcare facilities, and entertainment venues, it remains highly exposed to economic sensitivity and cost inflation.

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