Atour Lifestyle (NASDAQ:ATAT) Posts Earnings Results

Atour Lifestyle (NASDAQ:ATAT) issued its quarterly earnings data on Wednesday. The company reported $0.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.37 by $0.11, Zacks reports. The firm had revenue of $407.74 million during the quarter, compared to analysts’ expectations of $379.74 million. Atour Lifestyle had a net margin of 17.22% and a return on equity of 52.71%.

Here are the key takeaways from Atour Lifestyle’s conference call:

• Q1 revenue rose 47.5% year over year to RMB 2.81 billion, driven by strong growth in both managed hotels and the retail business. Adjusted EBITDA margin also improved to 25.5%, showing solid operating leverage.
• Hotel RevPAR returned to growth, with overall RevPAR at 102.4% of last year’s level, supported mainly by higher ADR. Management said Q2 RevPAR remains “cautiously optimistic” but still expects some market volatility.
• The company opened 110 new hotels in the quarter and ended with 2,088 hotels in operation, while the development pipeline remained healthy at 751 hotels. Management kept its full-year opening target unchanged and said hotel closure plans also remain unchanged.
• Retail revenue surged 54.4% to RMB 1.07 billion, and management raised its full-year retail revenue guidance to 30%–35% growth from the prior target. New product iterations, especially in bedding, were cited as a key driver of demand.
• The company highlighted strong shareholder returns, including its first 2026 cash dividend of about US$72 million and more than US$100 million of buybacks since last year. Management reiterated a goal of returning roughly 100% of prior-year GAAP net profit through dividends and repurchases.

Atour Lifestyle Price Performance

Shares of ATAT stock opened at $36.97 on Friday. The firm has a 50-day moving average of $37.02 and a 200-day moving average of $38.51. Atour Lifestyle has a one year low of $28.97 and a one year high of $43.17. The company has a market cap of $5.11 billion, a P/E ratio of 19.88, a P/E/G ratio of 0.91 and a beta of 0.72.

Institutional Investors Weigh In On Atour Lifestyle

Institutional investors have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd lifted its position in shares of Atour Lifestyle by 651.7% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 669 shares of the company’s stock worth $25,000 after buying an additional 580 shares in the last quarter. Atlas Capital Advisors Inc. purchased a new position in shares of Atour Lifestyle in the 4th quarter worth approximately $37,000. Mcguire Capital Advisors Inc. bought a new position in shares of Atour Lifestyle in the fourth quarter valued at approximately $49,000. Quarry LP purchased a new stake in shares of Atour Lifestyle during the third quarter valued at approximately $66,000. Finally, Smartleaf Asset Management LLC purchased a new stake in shares of Atour Lifestyle during the fourth quarter valued at approximately $71,000. 17.79% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently weighed in on ATAT shares. Wall Street Zen raised shares of Atour Lifestyle from a “hold” rating to a “buy” rating in a research report on Sunday, March 29th. UBS Group reissued a “buy” rating on shares of Atour Lifestyle in a report on Tuesday, March 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of Atour Lifestyle in a research note on Wednesday, January 21st. Finally, Morgan Stanley restated an “overweight” rating and issued a $45.00 target price on shares of Atour Lifestyle in a report on Tuesday, March 17th. Eight equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $48.00.

About Atour Lifestyle

Atour Lifestyle Holdings Co, Ltd. operates as a hospitality and lifestyle company offering a range of lodging and accommodation services in China. The company’s core business includes the development, operation and management of boutique hotels and serviced apartments under its Atour Hotel and Ankora brands. These properties cater primarily to the mid- to upscale segment, delivering a blend of comfort, design-focused interiors and localized services tailored to both business and leisure travelers.

In addition to room offerings, Atour Lifestyle provides a suite of ancillary services designed to enhance guest experiences.