Aramark's Earnings Power Shifts to FY26: Analysts Maintain Fair Value at $44.60

Analysts at Stifel have revised their price target for Aramark (ARMK) to $44 from $49, citing delayed revenue and margin impacts due to contract timing. Despite this, the firm maintains a Buy rating, emphasizing strong underlying business momentum and a "zig zag" pattern for revenue and margins. The company's FY26 revenue guidance is set at $19.55-$19.95 billion, including a $100 million impact from foreign currency translation.