Alsea stock: Goldman Sachs sets MXN 52.30 target for Alsea stock

Published on 10/16/2026 at 18:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter sales fell 0.90 percent to MXN 20.21 billion. Alsea stock costs MXN 51.80 on October 16, 2026, up 2.94 percent versus BMV's prior close.

Target and valuation shape Alsea

Goldman Sachs set a MXN 52.30 target and upgraded Alsea to Neutral on September 25, 2026.
Second-quarter sales fell 0.90 percent to MXN 20.21 billion.
Alsea stock costs MXN 51.80 at BMV on October 16, 2026 at 10:56 a.m. CST, 2.94 percent above the BMV prior close.
Alsea traded at a price-to-earnings ratio of 25.27 and a market capitalization of MXN 41.0 billion on October 16, 2026.

Alsea stock, restaurants, analyst target, BMV, Illustration mit AI erstellt.

Goldman Sachs upgraded Alsea from Sell to Neutral and set a MXN 52.30 target on September 25, 2026, putting the target 0.97 percent above the MXN 51.80 market price. According to Investing.com, analyst Thiago Bortoluci cited valuation after the restaurant operator's shares had fallen 17 percent in U.S. dollar terms. Alsea was last at MXN 51.80 on BMV on October 16, 2026 at 10:56 a.m. CST, up 2.94 percent versus the BMV prior close.

Second-quarter sales fell 0.90 percent

Alsea's second-quarter 2026 sales fell 0.90 percent to MXN 20.21 billion, while EBITDA declined 6.20 percent to MXN 2.80 billion. Net income fell 48.40 percent to MXN 528.00 million. Investing.com attributed the profit pressure to softer Mexican consumer demand, foreign-exchange fluctuations and lower operating leverage.

Price sits 15.77 percent below high

The BMV price was 15.77 percent below Alsea's 52-week high of MXN 61.50 and 35.96 percent above its MXN 38.10 low on October 16, 2026. Trading volume was 253,380 shares, versus an average volume of 1,209,693 shares. The current level therefore sits materially below the annual high while remaining above the yearly low.

Valuation leaves little distance to target

Alsea's market capitalization was MXN 41.0 billion and its price-to-earnings ratio was 25.27 on October 16, 2026. Goldman Sachs' MXN 52.30 target was 0.97 percent above the BMV price, a narrow gap that makes the September 25 rating change more relevant than a large target revision. Alsea is listed on BMV, according to Global Banking and Finance.

Comparison with peers

Alsea: plus 2.94 percent, P/E 25.27, market capitalization MXN 41.0 billion

McDonald's (NYSE, USD): plus 0.23 percent, P/E 19.75, market capitalization USD 172.0 billion

Yum! Brands (NYSE, USD): minus 0.30 percent, P/E 18.89, market capitalization USD 41.0 billion

Price and valuation at a glance

The distance to the 52-week high and the small gap to the Goldman Sachs target frame the stock's current position, while the second-quarter profit decline remains the central operating counterweight.

Alsea was last at MXN 51.80 on BMV on October 16, 2026 at 10:56 a.m. CST, up 2.94 percent versus the BMV prior close.