$BLMN

Bloomin' Brands (BLMN) shares fell 24.8% in September 2026, driven by concerns over consumer spending and rising costs. The decline occurred in three stages, with shares dropping from $9.58 to a monthly low of $7.88. The company has $1.7 billion in long-term debt and $66.6 million in cash. JPMorgan upgraded the stock to Neutral, and the company extended its credit facility to 2031. The Q3 report in October will be crucial for investors.

Freedom Capital Markets reaffirmed a Buy rating and $15 price target for Bloomin Brands, implying a 79% upside from the Oct 1 close. The firm cites resilient consumer demand in casual dining and strong management initiatives, including remodels and tech investments, to support its outlook.

Wall Street analyst research calls on Tuesday included upgrades for Kroger (KR), Netflix (NFLX), and others, while PepsiCo (PEP), Ryder Systems (R), and more were downgraded. Futures traded higher after a rough start to the week, with major indices closing lower. Treasury yields rose, oil prices surged, and gold and crypto markets declined.

Bloomin' Brands, Inc. (BLMN) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. NEWS Exhibit 99.1 Kelly Lefferts Executive Vice President, Chief Legal Officer & Secretary (813) 830-4161 Bloomin' Brands Announces Extension of Revolving Credit Facility TAMPA, Fla., September 29, 2026 - Bloomin’ Brands, Inc. (Nasdaq: BLMN) today announced that it and its wholly

Fair Isaac shares fell 18% after FHFA announced mortgage pricing changes, removing FICO's exclusivity. AMD rose 1% following its $8.2B acquisition of AI firm World Labs. Bloomin' Brands gained 5% after a JPMorgan upgrade. SpaceX shares increased 1% on a TD Cowen buy rating, citing AI and space growth.

U.S. stock futures were flat on Tuesday. Summit Therapeutics (SUM) rose 17.1% after AstraZeneca's $2B investment. Fair Isaac (FICO) fell 15% due to FHFA mortgage pricing changes. CarMax (KMX) gained 3.7% on strong Q2 earnings. AAR Corp. (AIR) surged 6.9% after a $4B acquisition and earnings beat. Netflix (NFLX) rose 1.4% after a Deutsche Bank upgrade.

Bloomin' Brands (BLMN) stock rose 2.7% in pre-market trading after JPMorgan upgraded it to Neutral and doubled its price target to $13. The upgrade followed a meeting with company executives and noted improved brand experience and financial performance, including Q2 earnings of $0.39 per share, exceeding estimates.

Zacks upgraded five stocks to Strong Buy: RCM Technologies (RCMT), Healthcare Services Group (HCSG), Bloomin' Brands (BLMN), Argan (AGX), and Globus Medical (GMED). Their earnings estimates rose 13.3%, 12.9%, 10.1%, 6.7%, and 5.3% respectively in 60 days.

Gordon Haskett analyzed 2026 estimate revisions for 22 restaurant companies, finding 9 saw upward revisions, 3 held steady, and 10 faced downward revisions. Cheesecake Factory, Bloomin’ Brands, BJ’s Restaurants, and Starbucks saw upward revisions across all metrics, while Papa Johns, Wendy’s, and others saw downward revisions. The sector gained 6% over 12 months, underperforming the S&P 500's 18% gain. Revisions to same-store sales had the strongest correlation with share price moves.

Bloomin' Brands (NASDAQ:BLMN) reported Q2 FY2026 revenues of $1.02B, up 1%, and adjusted diluted EPS of $0.39, up 22%. U.S. comparable sales rose 1% with positive 2.3% comps offset by traffic down 1.9%. Full-year adjusted EPS guidance raised to $0.90-$1.00. Outback comps +1.4%, Carrabba's +1.7%, Bonefish +8.1%.