BRCB
Black Rock Coffee Bar, Inc.
$6.19
-1.90%
$313.3M
No data for this timeframe.
Vol
Market Cap$313.3M
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders9 funds
Inst. Value$94.6M
Inst. Activity8 buys / 0 sells
Insider Activity8B / 6S
Insider Net $$73.4M
Reddit Sentiment67° Warm
SEC Reports8
Press Releases6
Recent Activity
May 28, 2026
SEC
Three BRCB insiders (CMO, COO, Principal Accounting Officer) made open-market purchases totaling ~$76K over a 7-day wind
CLUSTER — Impact 4/10
May 28, 2026
SEC
Three BRCB insiders — the Chief Marketing Officer, Chief Operating Officer, and Principal Accounting Officer — made open
CLUSTER — Impact 4/10
May 27, 2026
SEC
Multiple insiders at Black Rock Coffee Bar made significant open-market purchases totaling $8.63M within 7 days of a mat
CLUSTER — Impact 6/10
May 27, 2026
Insider
Hernandez Jeffrey Robert sold 10,739 shares
Director @ $0.00 ($0.00)
May 27, 2026
Insider
Brand Daniel Jordan sold 10,739 shares
Director @ $0.00 ($0.00)
May 27, 2026
Insider
Braithwaite Andrew Robert sold 8,949 shares
Director @ $0.00 ($0.00)
Inst.
MORGAN STANLEY — ADD
1,293,802 shares ($28.8M)
Inst.
VANGUARD GROUP INC — DOUBLED
886,463 shares ($19.7M)
Price Targets
$17.29
+176.1% upside
Strong Buy
Current $6.26
Low $9.00
Median $18.00
High $22.00
7 analysts
$9.00
$22.00
Analyst Ratings
6Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 8, 2026 | Piper Sandler | INITIATE | Neutral |
| May 13, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| May 13, 2026 | Stifel | MAINTAIN | Buy → Buy |
| May 5, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.06 ▼ -15.9% | $0.05 — $0.06 | 3 | |
| Next Q | $0.05 ▼ -13.5% | $0.04 — $0.06 | -95% YoY | 3 |
| Current FY | $0.19 ▼ -2.0% | $0.13 — $0.24 | -85% YoY | 4 |
| Next FY | $0.27 ▲ +1.4% | $0.23 — $0.30 | 39% YoY | 4 |
Latest Reports
NEUTRAL
CLUSTER
4/10
Three BRCB insiders (CMO, COO, Principal Accounting Officer) made open-market purchases totaling ~$76K over a 7-day wind
May 28, 2026
BULLISH
CLUSTER
4/10
Three BRCB insiders — the Chief Marketing Officer, Chief Operating Officer, and Principal Accounting Officer — made open
May 28, 2026
NEUTRAL
Press
2/10
Black Rock Coffee Bar announced the opening of two new locations in Mesa and Tempe, AZ, expanding its Phoenix-area prese
May 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $35.2M | NEW |
| MORGAN STANLEY | $28.8M | ADD |
| VANGUARD GROUP INC | $19.7M | DOUBLED |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $3.2M | NEW |
| BANK OF AMERICA CORP | $3.1M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 27, 2026 | Hernandez Jeffrey | A | $0.00 |
| May 27, 2026 | Brand Daniel | A | $0.00 |
| May 27, 2026 | Braithwaite Andrew | A | $0.00 |
| May 27, 2026 | FEDERICO RICHARD | A | $0.00 |
| May 27, 2026 | Goldsmith-Grover Sarah | A | $0.00 |
Reddit Sentiment
67°
Warm
Bearish
Neutral
Bullish
9 institutional holders with $94.6M total value (4,251,283 shares) as of 2025-Q4. Top holders: FMR, MORGAN, VANGUARD. Net buying activity: 8 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 1,581,026 | $35.2M | 37.2% | NEW |
| 2 | MORGAN STANLEY | 1,293,802 | $28.8M | 30.4% | ADD +46.1% |
| 3 | VANGUARD GROUP INC | 886,463 | $19.7M | 20.9% | DOUBLED +942.9% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 143,630 | $3.2M | 3.4% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 141,265 | $3.1M | 3.3% | DOUBLED +145.6% |
| 6 | NORGES BANK | 85,000 | $1.9M | 2.0% | NEW |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 74,304 | $1.7M | 1.7% | NEW |
| 8 | WELLS FARGO & COMPANY/MN | 28,696 | $638.5K | 0.7% | DOUBLED +112.1% |
| 9 | TWO SIGMA INVESTMENTS, LP | 17,097 | $380.4K | 0.4% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 885,713 | 1,293,802 | +46.1% | $28.8M | 2025-Q4 |
| VANGUARD GROUP INC | DOUBLED | 85,000 | 886,463 | +942.9% | $19.7M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 143,630 | — | $3.2M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 57,520 | 141,265 | +145.6% | $3.1M | 2025-Q4 |
| NORGES BANK | NEW | — | 85,000 | — | $1.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 74,304 | — | $1.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 13,529 | 28,696 | +112.1% | $638.5K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 17,097 | — | $380.4K | 2025-Q4 |
| FMR LLC | NEW | — | 1,296,799 | — | $30.9M | 2025-Q3 |
| MORGAN STANLEY | NEW | — | 885,713 | — | $21.1M | 2025-Q3 |
| VANGUARD GROUP INC | NEW | — | 85,000 | — | $2.0M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | NEW | — | 57,520 | — | $1.4M | 2025-Q3 |
| UBS Group AG | NEW | — | 50,414 | — | $1.2M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | NEW | — | 13,529 | — | $322.8K | 2025-Q3 |
15 unique insiders with 14 transactions. Net insider value: $73.4M ($73.4M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 27, 2026 | Hernandez Jeffrey Robert | Director | A | 10,739 | $0.00 | $0.00 |
| May 27, 2026 | Brand Daniel Jordan | Director | A | 10,739 | $0.00 | $0.00 |
| May 27, 2026 | Braithwaite Andrew Robert | Director | A | 8,949 | $0.00 | $0.00 |
| May 27, 2026 | FEDERICO RICHARD L | Director | A | 10,739 | $0.00 | $0.00 |
| May 27, 2026 | Goldsmith-Grover Sarah | Director | A | 8,949 | $0.00 | $0.00 |
| May 27, 2026 | CASHMAN KRISTINA K | Director | A | 10,739 | $0.00 | $0.00 |
| May 22, 2026 | Geyer Clay Howard | Chief Operating Officer | BUY | 925 | $6.86 | $6.3K |
| May 22, 2026 | Geyer Clay Howard | Chief Operating Officer | BUY | 8 | $6.90 | $55.20 |
| May 21, 2026 | Geyer Clay Howard | Chief Operating Officer | BUY | 45,080 | $6.51 | $293.5K |
| May 20, 2026 | Wegener-Beyer Jessica Michele | Chief Marketing Officer | BUY | 3,098.324 | $6.46 | $20.0K |
| May 20, 2026 | Schmidt Michael Ryan | Principal Accounting Officer | BUY | 7,100 | $6.98 | $49.6K |
| May 15, 2026 | Viking Cake BR, LLC | SELL | 5,809,391 | $0.00 | $0.00 | |
| May 15, 2026 | Viking Cake BR, LLC | SELL | 5,809,391 | $0.00 | $0.00 | |
| May 15, 2026 | Brand Daniel Jordan | Director | SELL | 5,809,391 | $0.00 | $0.00 |
| May 15, 2026 | Brand Daniel Jordan | Director | SELL | 5,809,391 | $0.00 | $0.00 |
| May 15, 2026 | Hernandez Jeffrey Robert | Director | SELL | 5,809,391 | $0.00 | $0.00 |
| May 15, 2026 | Hernandez Jeffrey Robert | Director | SELL | 5,809,391 | $0.00 | $0.00 |
| May 15, 2026 | Cynosure Group, LLC | Director | BUY | 12,042,712 | $5.35 | $64.4M |
| May 15, 2026 | Cynosure Group, LLC | Director | C | 119,892 | $0.00 | $0.00 |
| May 15, 2026 | Cynosure Group, LLC | Director | BUY | 1,600,000 | $5.35 | $8.6M |
| May 15, 2026 | Cynosure Group, LLC | Director | J | 119,892 | $0.00 | $0.00 |
| May 15, 2026 | Cynosure Group, LLC | Director | BUY | 12,042,712 | $0.00 | $0.00 |
| May 15, 2026 | Cynosure Group, LLC | Director | C | 119,892 | $0.00 | $0.00 |
| May 14, 2026 | Vingo Jon Patrick Jr. | Chief Development Officer | A | 52,374 | $0.00 | $0.00 |
| May 14, 2026 | Vingo Jon Patrick Jr. | Chief Development Officer | A | 95,240 | $0.00 | $0.00 |
| Mar 20, 2026 | Hernandez Jeffrey Robert | Director | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Hernandez Jeffrey Robert | Director | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Viking Cake Fuel, LLC | 10%+ Owner | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Viking Cake Fuel, LLC | 10%+ Owner | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Brand Daniel Jordan | Director | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Pereboom Bryan Douglas | 10%+ Owner | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Viking Cake BR, LLC | 10%+ Owner | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Viking Cake BR, LLC | 10%+ Owner | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Spellmeyer Jacob Virgil | 10%+ Owner | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Brand Daniel Jordan | Director | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Pereboom Bryan Douglas | 10%+ Owner | J | 5,809,390 | $0.00 | $0.00 |
| Mar 20, 2026 | Spellmeyer Jacob Virgil | 10%+ Owner | J | 5,809,390 | $0.00 | $0.00 |
| Mar 11, 2026 | Wegener-Beyer Jessica Michele | Chief Marketing Officer | G | 27,544 | $0.00 | $0.00 |
| Mar 11, 2026 | Wegener-Beyer Jessica Michele | Chief Marketing Officer | G | 27,544 | $0.00 | $0.00 |
8 SEC filing reports analyzed. Sentiment: 6 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.8/10.
NEUTRAL
CLUSTER
4/10
Three BRCB insiders (CMO, COO, Principal Accounting Officer) made open-market purchases totaling ~$7
May 28, 2026
BULLISH
CLUSTER
4/10
Three BRCB insiders — the Chief Marketing Officer, Chief Operating Officer, and Principal Accounting
May 28, 2026
BULLISH
CLUSTER
6/10
Multiple insiders at Black Rock Coffee Bar made significant open-market purchases totaling $8.63M wi
May 27, 2026
BULLISH
CLUSTER
7/10
A major insider buying cluster at BRCB, led by a $64.4M open-market purchase by director/10% owner C
May 23, 2026
BULLISH
CLUSTER
8/10
A massive insider buying cluster at Black Rock Coffee Bar, with Cynosure Group (a director and 10% o
May 21, 2026
BULLISH
CLUSTER
8/10
Two insider buys totaling $64.45M at BRCB: the largest shareholder (Cynosure Group, LLC) acquired 12
May 21, 2026
BULLISH
PRESS-RELEASE
6/10
Black Rock Coffee Bar reported Q1 2026 EPS of $0.04, beating the $0.02 consensus by 100%, and revenu
May 12, 2026
NEUTRAL
DEFA14A
3/10
Analysis based on filing metadata only — document content was unavailable
Apr 16, 2026
NEUTRAL
2/10
Black Rock Coffee Bar announced the opening of two new locations in Mesa and Tempe, AZ, expanding it
May 16, 2026
NEUTRAL
2/10
CEO Mark Davis was named a finalist for the 2026 EY Entrepreneur Of The Year Pacific Southwest Award
Apr 27, 2026
NEUTRAL
4/10
Black Rock Coffee Bar announced the opening of three new locations in Beaverton (Oregon), Garden Cit
Mar 27, 2026
NEUTRAL
3/10
Black Rock Coffee Bar announced the opening of two new locations in Mesa and Buckeye, Arizona, expan
Mar 25, 2026
NEUTRAL
3/10
Black Rock Coffee Bar announced the opening of its 16th location in Colorado, located in Denver, set
Mar 19, 2026
BULLISH
8/10
Black Rock Coffee Bar (BRCB) reported strong fourth-quarter and full-year 2025 results, with Q4 reve
Mar 3, 2026
Current analyst consensus: Strong Buy (86% buy). Based on 14 analysts: 6 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$17.29 mean target
+176.1% upside
Strong Buy (1.75)
$9.00 Low
$22.00 High
| Metric | Value |
|---|---|
| Current Price | $6.26 |
| Target Low | $9.00 |
| Target Mean | $17.29 |
| Target Median | $18.00 |
| Target High | $22.00 |
| # Analysts | 7 |
| Recommendation | Strong Buy (1.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.06 | $0.05 | $0.06 | — | -15.9% | 0↑ 3↓ | $0.1B | — | 3 |
| Next Q 2026-09-30 |
$0.05 | $0.04 | $0.06 | -94.9% | -13.5% | 0↑ 2↓ | $0.1B | 29.3% | 3 |
| Current FY 2026-12-31 |
$0.19 | $0.13 | $0.24 | -85.1% | -2.0% | 2↑ 2↓ | $0.3B | 27.0% | 4 |
| Next FY 2027-12-31 |
$0.27 | $0.23 | $0.30 | 39.0% | +1.4% | 1↑ 3↓ | $0.3B | 23.1% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.057 | |
| 7d ago | $0.057 | |
| 30d ago | $0.067 | -0.011 |
| 60d ago | $0.073 | -0.016 |
| 90d ago | $0.076 | -0.020 |
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 8, 2026 | Piper Sandler | INITIATE | — | Neutral |
| May 13, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| May 13, 2026 | Stifel | MAINTAIN | Buy | Buy |
| May 5, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Apr 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Apr 21, 2026 | Raymond James | MAINTAIN | Outperform | Outperform |
| Mar 6, 2026 | DA Davidson | INITIATE | — | Buy |
| Jan 21, 2026 | Raymond James | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 6 | 2 | 0 | 0 | 86% | |
| May 1, 2026 | 6 | 6 | 2 | 0 | 0 | 86% | |
| Apr 1, 2026 | 6 | 6 | 2 | 0 | 0 | 86% | |
| Mar 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% | |
| Feb 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% | |
| Jan 1, 2026 | 6 | 5 | 2 | 0 | 0 | 85% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
67°
Warm
Bearish
Neutral
Bullish
2 mentions
2 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 14, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 14, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Using Claud for stock investigation
▲ 1
💬 1
⚡ 0.5
May 16, 2026
announcement
Black Rock Coffee Bar Continues Expansion in Phoenix with Two New Locations
Mesa and Tempe Stores to Open in May <pre>Mesa and Tempe Stores to Open in May</pre>
May 12, 2026
earnings
Black Rock Coffee Bar, Inc. Reports First Quarter 2026 Results
<p align="center"><em>Total Revenue Growth of </em>23.7%<em> Year Over Year in the First Quarter</em></p>
May 12, 2026
earnings_calendar
BRCB Q1 2026 Earnings Scheduled — 2026-05-12
Apr 27, 2026
announcement
Black Rock Coffee Bar CEO Mark Davis named 2026 EY Entrepreneur Of The Year® Pacific Southwest finalist
Under Davis’ leadership, Black Rock Coffee Bar has delivered strong performance and completed its initial public offering <pre>Under Davis’ leadership
Mar 27, 2026
announcement
Black Rock Coffee Bar Expands Footprint in Oregon with New Beaverton Location
New Location Marks 35th Store in Oregon <pre>New Location Marks 35th Store in Oregon</pre>
Mar 27, 2026
announcement
Black Rock Coffee Bar Continues Expansion in Colorado with New Colorado Springs Location
New Location Marks 4th Store in Colorado Springs <pre>New Location Marks 4th Store in Colorado Springs</pre>
Mar 27, 2026
announcement
Black Rock Coffee Bar Expands Footprint in Idaho with Garden City Location
Grand Opening on April 2 Marks 9th Location in Idaho <pre>Grand Opening on April 2 Marks 9th Location in Idaho</pre>
Mar 25, 2026
announcement
Black Rock Coffee Bar Continues Expansion in Phoenix with Two New Locations
Buckeye and Mesa Stores to Open in March <pre>Buckeye and Mesa Stores to Open in March</pre>
Mar 19, 2026
announcement
Black Rock Coffee Bar Continues Expansion in Colorado with New Denver Location
New Location Marks 13th Store in Denver <pre>New Location Marks 13th Store in Denver</pre>
Mar 5, 2026
short_interest
FTD: BRCB — 183,290 shares ($3.0M) failed to deliver
Settlement: 20260305, Price: $16.22, FTD Value: $2,972,963.8, BLACK ROCK COFFEE BAR INC CL A
Mar 4, 2026
short_interest
FTD: BRCB — 96,727 shares ($1.4M) failed to deliver
Settlement: 20260304, Price: $14.80, FTD Value: $1,431,559.6, BLACK ROCK COFFEE BAR INC CL A
Mar 3, 2026
earnings
Black Rock Coffee Bar, Inc. Reports Fourth Quarter and Full Year 2025 Results
<p align="center"><em>Total Revenue Growth of </em>25.3%<em> Year Over Year in the Fourth Quarter</em></p>
Mar 3, 2026
earnings_calendar
BRCB Q4 2025 Earnings Scheduled — 2026-03-03