ATAT

Atour LifestyleC

Nasdaq / Consumer Services

At close

2026-07-20

Current thesis

The Q1 release was strong across the board: revenue, profit, cash generation, and shareholder returns all accelerated, while FY26 revenue guidance still implies healthy double-digit growth. If hotel openings and retail brand momentum continue, Atour can keep compounding earnings and support the current consensus upside.

Posture

Mixed

Lead driver

Sentiment

What changed

Sentiment remains the lead driver in the composite, 7D delta -5.0.

What can break

China consumer/travel demand remains the key exogenous risk for the hotel business, especially if ADR or occupancy momentum fades.

Momentum

Value

Sentiment

Setup hits (3d)

0 · Net Neutral

AI TargetsBase $41.00 · Bull $52.00 · Bear $28.00

Data freshness

Prices

As of 2026-07-20

Fundamentals

As of 2026-07-21 • Vendor: Data Vendor v1

Scores

As of 2026-07-20 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-23 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-20

Supporting evidence

What

Grade C · Mixed

Confidence Medium · Net Neutral

Target $49.84

Why

Momentum16 · Δ7d +2.0

Value54 · Δ7d -0.9

Sentiment70 · Δ7d -5.0

So what

Balanced signals (Net Neutral). Wait for confirmation before sizing up.

Lead driver: Sentiment · See AI snapshot

Momentum

26% active weight

Current posture

7d trendFlat

Δ7d

+2.0

Δ21d

-2.3

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.9

Δ21d

+0.1

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-5.0

Δ21d

-2.3

Why this grade

Composite grade C. Momentum 15.8 / Value 54.0 / Sentiment 69.6

Fundamentals (TTM)

As of 2026-07-21

Market Cap

$4.29B

Beta

Shares Out

112.9M

P/E (TTM)

26.7

P/S (TTM)

4.26

P/FCF (TTM)

20.42

Rev YoY

+55.0%

EPS YoY

+102.0%

Gross Margin

+43.4%

Op Margin

+22.2%

Net Debt

-$621.31M

Current Ratio

2.17

As of 2026-07-20 • Updated nightlySource: Internal modelMethodology