B+
Bull case
25%
Probability
Target price
$34.00
Analysis reference price unavailable
Analysis 2026-05-08 · RankAlpha Sentiment Codex
DIN
Dine Brands GlobalCNYSE / Consumer Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
50%
Probability
Target price
$31.00
Analysis reference price unavailable
Analysis 2026-05-08 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$24.00
Analysis reference price unavailable
Analysis 2026-05-08 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-05-08
Recent news sentiment (30D)
+0.1
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+69.8
Score
AI commentary
Post-earnings tone is mixed rather than clearly bullish. Primary-company disclosures showed a modest beat and reiterated guidance, while AP framed results as ahead of expectations on EPS. But follow-up coverage emphasized EBITDA and free-cash-flow pressure plus a cautious consumer backdrop. As of the 2026-05-07 anchor close of $28.29, there is no strong evidence here of a decisive post-print rerating, and delayed analyst revision data was not reliably available by T+3, so this remains a cautious monitoring view.
RankAlpha Sentiment Codex - 2026-05-08
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-05-06eventQ1 print beat low bar while full-year guidance was reiteratedMedium impact
Dine reported Q1 2026 revenue of $225.2M, adjusted EPS of $1.07, Applebee's domestic comps of +1.9%, flat IHOP comps, and reiterated 2026 guidance including adjusted EBITDA of $220M-$230M [#8-K-2026-05-06]. AP said adjusted EPS beat the average Zacks estimate of $1.00 from three analysts.
2026-08-05catalystProfitability and cash-flow compression could cap multiple expansionHigh impact
Despite the revenue beat, adjusted EBITDA fell to $50.8M from $54.7M, operating cash flow fell to $7.5M from $16.1M, and adjusted free cash flow turned negative $3.0M as Dine funded remodels, dual-brand conversions, and company-owned restaurant initiatives [#8-K-2026-05-06]. Management also flagged pressure on lower-income consumers and higher beef costs on the call.
2026-12-31catalystDual-brand and remodel rollout remains the main self-help leverHigh impact
Management said it has 43 dual-brand restaurants open, 13 under construction, remains on track for about 80 domestic dual-brand units by year-end, and still expects at least 50 domestic dual-branded openings in 2026 [#8-K-2026-05-06]. Early sales-lift commentary is encouraging, but realization still depends on execution and franchisee uptake.
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-08 • Updated nightlySource: Internal modelMethodology