Birkenstock: Growth Catalysts Are Fierce, Take Advantage Of Cheap Multiples
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Gary Alexander32.86K FollowersFollow5ShareSavePlay(8min)CommentsSummaryBirkenstock presents a compelling value opportunity after a sharp post-earnings selloff and 25% YTD decline.I reiterate my "Strong Buy" rating, viewing the FY26 guidance-driven dip as an attractive entry point for long-term investors.BIRK's FY26 revenue guidance of 13%-15% growth is conservative, consistent with its historical pattern of under-promising and over-delivering.Key profit growth catalysts remain intact, with macro risks now better understood and potential for beat-and-raise quarters ahead. BalkansCat/iStock Editorial via Getty Images As we exit 2025 with the backdrop of an expensive S&P 500 that looks poised for a correction, one of our top priorities should be positioning our portfolios for a possible market rotation in 2026. To that end, what I'm focusing on isThis article was written byGary Alexander32.86K FollowersFollowWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.Analyst’s Disclosure:I/we have a beneficial long position in the shares of BIRK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.