The Boston Beer Company remains a Strong Buy, with valuation reflecting a significant margin of safety despite a weak Q1 and major litigation expenses recorded. SAM's debt-free balance sheet, strong cash flow, and ongoing buybacks position it well for recovery and potential M&A interest amid industry premiumization trends. Litigation tied to hard seltzer-era supply contracts has resulted in a significant drag on their EPS, yet current price appears to already be priced in alongside other risks.
Boston Beer (SAM) came out with quarterly earnings of $1.64 per share, missing the Zacks Consensus Estimate of $1.85 per share. This compares to earnings of $2.16 per share a year ago.
Boston Beer (SAM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
SAM faces Q1 pressure as weak demand, seltzer struggles and rising costs weigh on sales and earnings outlook.
Boston Beer (NYSE: SAM) or Molson Coors Brewing (NYSE: TAP)—which one belongs in a retirement portfolio right now?
SAM enters 2026 with a flat-to-down shipment outlook, with tariff costs and brand investments signaling a reset year as volumes struggle to rebound.
Boston Beer (SAM) reported earnings 30 days ago. What's next for the stock?
The Boston Beer Company is rated a Strong Buy, supported by a debt-free balance sheet, robust cash flow, and aggressive buybacks. SAM posted a 34% YoY increase in FCF per share, with 2025 FCF at $215.6M and buybacks yielding 8.7% based on current levels. Management guides for flat to mid-single-digit declines in depletions/shipments, higher tariffs, and increased CAPEX to expand local capacity.
SAM posts a narrower Q4 loss than expected as revenues fall 4% on weak volumes, while 2026 guidance flags tariff and margin pressures.
The Boston Beer Company, Inc. (SAM) Q4 2025 Earnings Call Transcript
Boston Beer (SAM) came out with a quarterly loss of $2.12 per share versus the Zacks Consensus Estimate of a loss of $2.33. This compares to a loss of $1.68 per share a year ago.
The beverage company reported lower revenue in the fourth quarter and said shifting tariff policies could significantly impact its guidance for the year.