B+
Bull case
0%
Probability
Target price
$225.00
Analysis reference price unavailable
Analysis 2026-09-29 · RankAlpha Sentiment Codex
DRI
Darden RestaurantsDNYSE / Consumer Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
1%
Probability
Target price
$202.00
Analysis reference price unavailable
Analysis 2026-09-29 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$170.00
Analysis reference price unavailable
Analysis 2026-09-29 · 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 2026-09-29
Recent news sentiment (30D)
-
Unavailable
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+50.9
Score
AI commentary
The post-print tone is mixed-to-negative: reported $2.05 EPS was approximately in line with vendor consensus estimates, revenue of $3.200 billion was slightly below estimates near $3.21 billion, and guidance was reaffirmed rather than raised. Vendor EPS consensus differs by one cent, so this is not a meaningful quantified surprise. MarketBeat earnings summary Benzinga analyst revisions Shares fell from $213.69 on September 23 to the packet's $197.02 September 28 anchor, about 7.8%, so the initial decline had not reversed by T+3. DRI price history Analyst target revisions are available but mixed; comparable forward-estimate revisions were not established. Social, options, short-interest and employee sentiment were not supplied. A separate September 24 filing note is header-only and is not used to infer results. [#8-K-2026-09-24]
RankAlpha Sentiment Codex - 2026-09-29
Open post-earnings memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-12-18eventFiscal Q2 results on December 18Medium impact
Darden plans to report fiscal Q2 before the market opens on December 18. The key test is whether Olive Garden's 1.0% comparable-calendar same-restaurant sales growth improves while LongHorn sustains its 6.8% growth. Fiscal 2027 EPS guidance remains $11.10–$11.35. [#SEC-8K-2026-09-24] Darden Q1 transcript
2026-12-18catalystOlive Garden lunch and promotion responseMedium impact
Management plans to resume marketing its unlimited soup, salad and breadsticks lunch offer and test a new lunch platform in fiscal Q2; it also reported encouraging early results for Never-Ending Pasta Bowl. These initiatives must translate into sustained traffic, not just promotional demand. [#EARNINGS-TRANSCRIPT-2027Q1] Darden Q1 transcript
2027-05-31catalystYard House unit-economics testMedium impact
Management plans 13 Yard House openings in fiscal 2027, including five Bahama Breeze conversions; half of the remaining sites are expected to use a smaller prototype intended to lower construction costs. Execution and returns remain unproven. [#EARNINGS-TRANSCRIPT-2027Q1] Darden Q1 transcript
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-29 • Updated nightlySource: Internal modelMethodology