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JMJMKE

Jersey Mike's Subs Inc.

$JMKE·$4.0B·Restaurants·Consumer Cyclical
$16.92+1.5%1Y-26.4%
Price updated 4h ago·X counts updated 2d ago
JMJMKE
$JMKEJersey Mike's Subs Inc.
$16.92+1.50%53 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $JMKE on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

53X posts · last 7 days
Sep 12Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $JMKE's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentimentAI analysisGenerated by AI from underlying data19 posts analyzed · as of 2026-09-16

Jersey Mike's Q2 landed almost exactly on prospectus estimates — revenue $208M vs $209M est, 2.3% same-store sales, adj EBITDA $114M — with FY guide of at least 8% net new units and at least 20% adj EBITDA growth. Bulls read the transaction-driven comp acceleration and 43% digital mix as market-share taking; bears point at net income down 37% YoY, a BofA 10-year DCF putting fair value at $27, and a reiterated SELL. A short covered profitably from $24 to $22. Reception is genuinely tempered.

Read what X is saying about $JMKE

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $JMKE — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-09-28

The move has stalled — likely just drifts unless something new shows up.

Jersey Mike's just IPO'd and delivered an inline Q2 with 2.3% comps — a franchise-model sub-shop compounder BofA rates SELL with a $27 PT.

Jersey Mike's Subs Inc. is the recently-IPO'd franchise-model submarine-sandwich chain — a business the market is still learning how to value post-listing. The stock is down 26% over 12 months.

  • The Q2 print landed as expected: revenue $208M vs $209M estimate, 2.3% same-store sales, adj EBITDA $114M — a real business but no upside surprise vs prospectus estimates.
  • The FY guide is credible: at least 8% net new units and at least 20% adj EBITDA growth — franchise-model economics with real unit expansion.
  • The valuation is contested: BofA's 10-year DCF puts fair value at $27 (vs $17 current) with a reiterated SELL — the analyst sees fundamental value but not sufficient upside vs risk.

Q3 earnings on Nov 11 is the reset — a beat plus fresh unit-growth attribution restarts the story; another inline print without a comp acceleration and the tape stays range-bound.

Agrees with X sentimentX is genuinely tempered — bulls cite 43% digital mix and market-share taking; bears cite net income -37% YoY and BofA SELL. Both have receipts; the tape's flatness reflects the honest split.

What to watch: Q3 earnings on Nov 11 — a beat plus fresh unit-growth attribution restarts the story; another inline print without a comp acceleration and the tape stays range-bound.

On the calendar: 2026-11-11 — Q3 earnings

bofa sell pt 27recent ipofranchise growth

Read the AI verdict on $JMKE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Fast-casual submarine sandwich franchisor with over 2,000 US locations known for fresh-sliced, made-to-order subs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Restaurants sits in its cycle right now — and what that implies for $JMKE.

Restaurants · Consumer Cyclical

No material change from last week — Value-trade-down sustains QSR at casual dining's expense.

What this means for $JMKE

Partial — Fast-casual submarine sandwich franchisor with over 2,000 US locations known for fresh-sliced, made-to-order subs.

Industry benchmark

19-name peer basket
-0.1%YTD
-11.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Next earningsWed, Nov 11·consensus EPS $0.22

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.005-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 25Abu Dhabi Investment Authority10% owner382.1K sh$8.3MSellAug 25Submarine Buyer Llc10% owner2.6M sh$56.2MSellAug 25Holdings Ii Blackstone10% owner2.6M sh$56.2MSellJul 31Submarine Buyer Llc10% owner29.7M sh$648.8MBuyJul 31Betsy MercadoChief People Officer4.1K sh$93KSellJul 31Abu Dhabi Investment Authority10% owner4.4M sh$96.4MBuyJul 31James J. WhalenChief Accounting Officer2.5K sh$58KBuyJul 31Andrew G SkehanSee Remarks10.0K sh$230KBuyJul 31Stacy PetersonCOO15.0K sh$345KBuyJul 31Michele AllenCFO11.5K sh$265K
1–10 of 12
+ 15 other (6 awards · 5 others · 4 conversions) in window

See when $JMKE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KChange in controlSep 228-K — Item 5.01: Change in control · Item 8.01: Other event
AI summary

Blackstone affiliates, majority owner of Jersey Mike's Subs Inc. (JMKE), disclosed on September 16, 2026 entry into margin loan agreements totaling approximately $1.09 billion secured by a pledge of 127.6M Class A shares, 44.99M Class B shares, and 44.99M common units of Jersey Mike's HoldCo — representing approximately 54.3% of Class A shares on an as-exchanged basis. The pledge does not transfer voting rights but creates a potential change-of-control trigger upon lender enforcement. This is a significant governance risk disclosure: forced sale of Blackstone's 54.3% collateral stake could trigger an involuntary change of control.

3New insider — initial holdingsSep 173
3New insider — initial holdingsSep 83
AI summary

Boardwalk ML Holdco I L.P. (a Blackstone affiliate) filed a Form 3 as a greater-than-10% holder of Jersey Mike's Subs (JMKE), disclosing initial beneficial ownership following the company's public listing. Specific share counts are in the filed form.

8-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

s Subs Inc. (JMKE) entered into a material agreement with a counterparty on 2026-08-04, involving $0.0001 . Other items: Item 3.03, Item 5.02, Item 5.03, Item 8.01. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

424B4Prospectus supplement (offering)Jul 31424B4
AI summary

JMKE (JMKE) filed a prospectus supplement (Form 424B4) on 2026-07-31 for an immediate offering of 43,478,261 Shares $23.00 per share, raising approximately $23.00 . Use of proceeds: Use of Proceeds. This is dilutive capital activity happening now — new shares will be issued. Investors should assess pricing relative to market and stated use of proceeds to evaluate dilution impact.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJul 303
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for JMKE (JMKE) dated 2026-07-30. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

+ 27 other (15 3s · 3 DRS/As · 1 10-Q · 1 earnings 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Jersey Mike’s (NYSE:JMKE) Hits New 1-Year Low – Should You Sell?defenseworld.net·2d agoThese Analysts Raise Their Forecasts On Jersey Mike's Subs After Q2 Resultsbenzinga.com·20d agoJersey Mike's: After The IPO, What's Under The Bread?seekingalpha.com·20d agoWhy Jersey Mike's Stock Jumped Todayfool.com·20d agoJersey Mike's: Growth Runway Is Real, But I Prefer To Waitseekingalpha.com·20d ago

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Voices on X · last 7 days

No standout posts about $JMKE on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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