Jersey Mike's is a high-quality restaurant franchisor (Piotroski 9/9) with 29.0% upside to the analyst target, but heavy insider selling of 2.08% of market cap, a bearish put/call ratio and a recent earnings miss argue for caution.
Thesis pillars
- High Quality Balance Sheet→Stable
- Analyst Target Upside→Stable
- Heavy Insider Selling→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026
Jersey Mike's Subs Inc. (JMKE) Stock Analysis
Consumer Cyclical · Restaurants
Sell if holding. At $19.86, A.R:R 1.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Negative news sentiment (-0.67).
Jersey Mike's Subs Inc. engages in franchising and operating fast casual, submarine-style sandwich restaurants specializing in authentic, hand-crafted, and craveable subs. The company also offers catering services, as well as provides mobile app, online ordering, and third-party... Read more
Sell if holding. At $19.86, A.R:R 1.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Negative news sentiment (-0.67). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.8/10, moderate confidence.
Passes 6/8 gates (positive momentum, no SEC red flags, news events none recent, earnings proximity 108d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and clean insider activity. Suitability: moderate.
Recent developments
updated Nov 10, 2026Recent Developments — Jersey Mike's Subs Inc.
Latest news
- NEWS Jersey Mike's Subs Named Title Sponsor for 2026 Best Buddies Miami Gala and New York Challenge — fiscal.ai Nov 10, 2026 positive
- NEWS Jersey Mike's Enters Europe With First UK Restaurant — benzinga Nov 9, 2026 positive
- NEWS Jersey Mike's Expands Global Footprint with First UK Restaurant Opening in London — fiscal.ai Nov 9, 2026 positive
- NEWS Guggenheim Maintains Buy on Jersey Mike's Subs, Lowers Price Target to $28 — benzinga Nov 3, 2026 neutral
- NEWS Bernstein Maintains Market Perform on Jersey Mike's Subs, Lowers Price Target to $23 — benzinga Oct 29, 2026 negative
Latest item Nov 10, 2026 · Generated 2026-11-13T11:42:41Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. At $19.86, A.R:R 1.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Negative news sentiment (-0.67). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $18.47. Score 5.8/10, moderate confidence.
Analyst target: $23.40 (+17.8% upside). Prior stop was $18.47. Stop-loss: $18.47.
Negative news sentiment (-0.67).
Jersey Mike's Subs Inc. trades at a P/E of N/A (forward 26.0). TrendMatrix value score: 5.4/10. Verdict: Sell.
30 analysts rate JMKE, with a consensus score of 4.1/5. 23 analysts publish price targets averaging $26.
What does Jersey Mike's Subs Inc. do?Jersey Mike's Subs Inc. engages in franchising and operating fast casual, submarine-style sandwich restaurants...
Jersey Mike's Subs Inc. engages in franchising and operating fast casual, submarine-style sandwich restaurants specializing in authentic, hand-crafted, and craveable subs. The company also offers catering services, as well as provides mobile app, online ordering, and third-party delivery. It operates stores in the United States and Canada, as well as franchise agreements in the United Kingdom and Ireland. The company was founded in 1956 and is based in Tinton Falls, New Jersey.