Jersey Mike's Subs Inc.
Abu Dhabi Investment Authority sold 382,134 indirectly-held shares of Jersey Mike's Subs Inc. (JMKE) at $21.85 ($8.35M total) on 2026-08-25. Filed jointly with Platinum International Investment Holding RSC Ltd (10% owner) and Platinum Falcon B 2018 RSC Ltd (10% owner).
Loop Capital initiated coverage of Jersey Mike’s (JMKE) with a Buy rating and a $40 price target, the highest on Wall Street. The firm cites the company's unique business model, strong same-store sales growth, and planned digital ad shift as reasons for optimism. JMKE's stock has traded near its $23 IPO price since its debut, with a consensus target of $27.89. The company's high valuation and potential Blackstone share sales are noted risks.
Submarine Buyer LLC sold 2,572,560 indirectly-held shares of Jersey Mike's Subs Inc. (JMKE) at $21.85 ($56.21M total) across 2 trades on 2026-08-25. Filed jointly with Boardwalk II Aggregator L.P. (10% owner), Submarine Buyer Holdco LLC (10% owner), Boardwalk I Aggregator L.P. (10% owner), BCP 9 Holdings Manager L.L.C. (10% owner), Blackstone Management Associates IX L.P. (10% owner) and BMA IX L.L.C. (10% owner).
Over the past 7 days, alphai's AI scored 9 news stories mentioning JMKE (Jersey Mike's Subs Inc.). Coverage has skewed bullish: 6 bullish, 3 neutral, and 0 bearish.
Recent JMKE coverage spans financial news, insider activity and market movers.
In the last 30 days, JMKE insiders filed 20 SEC Form 4 transactions — 10 purchases ($1.0M) and 10 sales ($1.51B). The most active reporter was Submarine Buyer LLC with 4 filings.
Large insider sell may pressure the stock short-term.
New analyst coverage could drive buying interest and lift the stock toward the $40 target.
Large insider sell may signal confidence concerns, potentially pressuring the stock.
Large insider sell may signal reduced confidence and put downward pressure on JMKE.
Neutral start may have limited impact.
alphai scores every news story that mentions JMKE with an AI model for sentiment and relevance, and aggregates insider trades from Jersey Mike's Subs Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Abu Dhabi Investment Authority sold 382,134 indirectly-held shares of Jersey Mike's Subs Inc. (JMKE) at $21.85 ($8.35M total) on 2026-08-25. Filed jointly with Platinum International Investment Holding RSC Ltd (10% owner) and Platinum Falcon B 2018 RSC Ltd (10% owner).
1 min readLoop Capital initiated coverage of Jersey Mike’s (JMKE) with a Buy rating and a $40 price target, the highest on Wall Street. The firm cites the company's unique business model, strong same-store sales growth, and planned digital ad shift as reasons for optimism. JMKE's stock has traded near its $23 IPO price since its debut, with a consensus target of $27.89. The company's high valuation and potential Blackstone share sales are noted risks.
3 min readSubmarine Buyer LLC sold 2,572,560 indirectly-held shares of Jersey Mike's Subs Inc. (JMKE) at $21.85 ($56.21M total) across 2 trades on 2026-08-25. Filed jointly with Boardwalk II Aggregator L.P. (10% owner), Submarine Buyer Holdco LLC (10% owner), Boardwalk I Aggregator L.P. (10% owner), BCP 9 Holdings Manager L.L.C. (10% owner), Blackstone Management Associates IX L.P. (10% owner) and BMA IX L.L.C. (10% owner).
1 min readBlackstone Holdings II L.P. sold 2,572,560 indirectly-held shares of Jersey Mike's Subs Inc. (JMKE) at $21.85 ($56.21M total) across 2 trades on 2026-08-25. Filed jointly with Blackstone Holdings I/II GP L.L.C. (10% owner), Blackstone Inc. (10% owner), Blackstone Group Management L.L.C. (10% owner) and SCHWARZMAN STEPHEN A (10% owner).
1 min readWall Street analysts issued upgrades, downgrades, and initiations for several companies. Upgrades include argenx (ARGX) to Buy at UBS, DT Midstream (DTM) to Outperform at Wolfe Research, and SolarEdge (SEDG) to Buy at UBS. Downgrades include Dick's Sporting Goods (DKS) to Hold at Truist, EPAM Systems (EPAM) to Neutral at JPMorgan, and Intuit (INTU) to Neutral at Bank of America. Initiations include Atlassian (TEAM) with Outperform at RBC, JFrog (FROG) with Outperform at RBC, and Lattice Semicond
4 min readAnalysts made several calls on Tuesday. JPMorgan raised Dell's price target to $565, citing expected revenue growth. Wolfe upgraded Moderna to peer perform, noting its focus on therapeutics. UBS upgraded Fluence to neutral, seeing an earnings trough. Morgan Stanley upgraded Dynatrace to overweight, forecasting growth. Goldman initiated Jersey Mike's as neutral, citing full valuation. Wolfe upgraded Netflix to outperform, raising its price target to $95. Bank of America reiterated Nvidia, Micron,
2 min readWall Street analysts issued updates on several companies. AMD was upgraded to Strong Buy with a $641 target, while Five Below was downgraded to Hold. Bitcoin continued its rally, trading near $79,420. Investors await Fed comments and inflation data.
3 min readJersey Mike's Subs (JMKE) received Buy ratings from Jefferies, UBS, and Bank of America, citing its growth potential. Jefferies set a $29 target, UBS $28, and Bank of America $27. They highlighted store growth, high margins, and digital transformation. JMKE has 3,300 stores with potential for 7,500+ domestically and 15,000 globally. Current average unit volume is $1.4M, targeting $2M.
2 min readLoop Capital initiated coverage of Jersey Mike's Subs (JMKE) with a buy rating and $40 price target, citing its unique in-store meat-slicing process and strong sales growth. The stock, up 14% since its July IPO, could see 70% upside from Friday's close, according to the investment bank. Jersey Mike's plans to allocate 20% of advertising to digital channels, which may further boost growth.
1 min readJersey Mike’s Subs Inc shares rose in premarket trading after four brokerages initiated coverage with buy-equivalent ratings and price targets ranging from $27 to $31. Analysts cited its growth model and pipeline, with forecasts of 8.3%-8.7% unit growth and 2.4%-2.9% same-store sales growth through 2027. The company completed its IPO in 2026, raising $301 million.
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