Kura Sushi USA, Inc. (KRUS) Stock Price & Analysis
Kura Sushi USA, Inc. (KRUS) is trading at USD 33.12, down 3.76% today, as of October 23, 2026 at 14:12 UTC (US market open; quotes may be delayed), according to Nexqual market data.
KRUS last closed at USD 34.41; today's session has ranged USD 32.32–34.12 on volume of 37,505 shares. Market capitalization is $402.34M, with a 52-week range of USD 32.32–80.84 (NGM). Source: Nexqual, retrieved October 23, 2026 at 14:15 UTC.
Also available as compact Markdown for AI agents: nexqual.com/KRUS.md
Key facts (KRUS)
- Last four reported quarters (through May 31, 2026): revenue $319M, net income -$2.1M (-0.7% margin), free cash flow -$24.9M (SEC filings).
- Analysts: Buy (mean 2.33 on a 1–5 scale) (9 analysts), mean target USD 65.75 (range 51–85).
- Total return with dividends: 1Y -48.9% vs S&P 500 +14.4%; 5Y -22.2% vs S&P 500 +77.0%.
- Next earnings: 2026-11-05, EPS estimate USD 0.19, revenue estimate $91.3M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (KRUS)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $64.9M | $141M | $187M | $238M | $283M | $319M |
| Operating income | -$10.0M | -$754K | $332K | -$11.5M | -$4.8M | -$4.5M |
| Net income | -$10.3M | -$764K | $1.5M | -$8.8M | -$1.9M | -$2.1M |
| EPS (diluted) | -$1.21 | -$0.08 | $0.14 | -$0.79 | -$0.16 | — |
| Free cash flow | -$21.2M | -$3.1M | -$21.0M | -$28.6M | -$21.4M | -$24.9M |
| Operating margin | -15.4% | -0.5% | 0.2% | -4.8% | -1.7% | -1.4% |
| Net margin | -15.9% | -0.5% | 0.8% | -3.7% | -0.7% | -0.7% |
| Revenue growth | +43.7% | +117.4% | +32.8% | +26.9% | +18.9% | — |
| Cash + short-term investments | $40.4M | $35.8M | $78.2M | $51.0M | $62.5M | — |
Fiscal years end Aug. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through May 31, 2026) (KRUS)
P/S 1.3x · P/B 1.7x · FCF yield -6.19% · Earnings yield -0.52%
P/E at fiscal year-ends: Aug 2023 618.9x.
Analysts (KRUS)
Consensus Buy (mean 2.33 on a 1–5 scale), 9 analysts; mean target USD 65.75 (low 51, high 85).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | DA Davidson | Target lowered | Buy | $65 → $55 |
| 2026-07-08 | Citigroup | Target lowered | Neutral | $64 → $59 |
| 2026-07-08 | Lake Street | Target lowered | Buy | $83 → $72 |
| 2026-07-08 | Roth Capital | Target lowered | Buy | $85 → $70 |
| 2026-07-08 | TD Cowen | Target lowered | Hold | $58 → $51 |
| 2026-07-01 | DA Davidson | Target lowered | Buy | $90 → $70 |
| 2026-07-01 | Freedom Capital Markets | Initiated | Hold | $68 |
| 2026-06-25 | Citigroup | Target lowered | Neutral | $78 → $64 |
Total return (dividends reinvested) (KRUS)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -48.9% | -22.2% |
| S&P 500 (SPY) | +14.4% | +77.0% |
| Per year | -48.9% | -4.9% |
| Volatility (annualized) | 63.3% | 73.6% |
| Max drawdown | -58.2% (Feb 2026→Oct 2026) | -71.4% (Mar 2024→Oct 2026) |
KRUS suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Kura Sushi | “our reliance on vendors, suppliers and distributors, including our majority stockholder, Kura Sushi, Inc.;” |
| Supplier | JFC International | “We rely on JFC as one of our primary suppliers.” |
Quoted from the company's 10-K filed Nov 6, 2025.
KRUS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Aug 2026) | $0.19 | $0.19 | +1.8% | $91.3M | 8 |
| Next quarter (ends Nov 2026) | $-0.17 | $-0.15 | +14.5% | $87.2M | 7 |
| Current fiscal year (ends Aug 2026) | $-0.05 | $-0.05 | -9.5% | $330.7M | 8 |
| Next fiscal year (ends Aug 2027) | $0.27 | $0.27 | +0.5% | $390.4M | 8 |
Key Statistics (as of October 23, 2026 at 14:15 UTC)
| Price | USD 33.12 |
|---|---|
| Change | ▼ 3.76% (down) |
| Previous Close | USD 34.41 |
| Open | USD 33.95 |
| Day Range | USD 32.32 – 34.12 |
| 52-Week Range | USD 32.32 – 80.84 |
| Volume | 37,505 shares |
| Market Cap | $402.34M |
| Exchange | NGM |
Technical Analysis (KRUS)
Nexqual's technical model rates KRUS "SELL" based on 3 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 14:15 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 25.48 (oversold) |
| vs SMA50 | Below (USD 41.43) |
| MACD | -1.66 (negative) |
Analyst Ratings (KRUS)
Wall Street analysts rate KRUS "Buy" based on 9 analysts, with a mean price target of USD 65.75 (range USD 51–85), per Nexqual as of October 23, 2026 at 14:15 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 9 |
| Mean Target | USD 65.75 |
| High Target | USD 85 |
| Low Target | USD 51 |
| Buy / Hold / Sell | 6 / 3 / 0 |
Earnings (KRUS)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.19 |
| Revenue Estimate | $91.30M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-05-31 | USD 0.03 vs est -0.01 ▲ beat |
| 2026-02-28 | USD -0.04 vs est -0.2 ▲ beat |
| 2025-11-30 | USD -0.23 vs est -0.16 ▼ miss |
| 2025-08-31 | USD 0.2 vs est 0.12 ▲ beat |
Source: Nexqual, October 23, 2026 at 14:15 UTC.
Financials & Fundamentals (KRUS)
| Total Revenue | $318.84M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +16.20% |
| Gross Margin | +16.35% |
| Operating Margin | -0.05% |
| Profit Margin | -0.65% |
| ROE | -0.91% |
| Debt / Equity | 0.9 |
| Current Ratio | 1.26 |
| Total Cash | $44.31M |
| Total Debt | $207.95M |
| Free Cash Flow (last four quarters to May 2026, SEC 10-Q / 10-K) | -$24.92M (-7.8% of revenue) |
Source: Nexqual, October 23, 2026 at 14:15 UTC.
Financial Health Score (KRUS)
Nexqual rates Kura Sushi USA, Inc.'s overall financial health "Weak" across five dimensions, as of October 23, 2026 at 14:15 UTC.
| Growth | Strong — Revenue +19% YoY (annual) |
|---|---|
| Profitability | Weak — Gross margin 16%, operating -0% (last 12 months) |
| Balance Sheet | Mixed — $44M cash vs $208M debt |
| Cash Flow | Weak — FCF negative: -$25M (last 4 quarters to May 2026, SEC), burning cash |
| Efficiency | Critical — ROE -1%, ROA -0.4% |
Ownership (KRUS)
| Insider Ownership | +39.61% |
|---|---|
| Institutional Ownership | +83.36% |
| Shares Outstanding | 11.15M |
| Float | 6.97M |
| Short % of Float | +26.80% |
Source: Nexqual, October 23, 2026 at 14:15 UTC.
Leadership (KRUS)
Kura Sushi USA, Inc. is led by Hajime Uba, President, CEO, Interim CFO & Chairman, per Nexqual as of October 23, 2026 at 14:15 UTC.
| President, CEO, Interim CFO & Chairman | Hajime Uba |
|---|---|
| Chief Operating Officer | Sean Allameh |
| Senior Vice President of Investor Relations & System Development | Benjamin Porten |
Major Backers & Investors (KRUS)
Notable institutional backers of Kura Sushi USA, Inc. include STEPHENS INC /AR/, FMR, LLC, Granahan Investment Management LLC, according to Nexqual as of October 23, 2026 at 14:15 UTC.
Active Investors
| Investor | Stake |
|---|---|
| STEPHENS INC /AR/ | 9.89% |
| FMR, LLC | 7.34% |
| Granahan Investment Management LLC | 7.19% |
| Fidelity | 6.69% |
| Jane Street Group, LLC | 3.12% |
| Two Sigma Investments, LP | 3.01% |
| Portolan Capital Management, LLC | 2.71% |
| UBS Group AG | 1.82% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 7.11% |
| Vanguard Group | 2.45% |
Source: Nexqual, October 23, 2026 at 14:15 UTC.
From Kura Sushi USA, Inc.'s Latest SEC 10-K Filing (filed 2025-11-06)
Key Strengths & Strategy (as disclosed to the SEC)
- The proprietary technology deployed in our kitchens allows us to collect real-time data on food consumption and guest preferences which we analyze to further optimize our restaurants and enhance the dining experience; and Flexible Real Estate: We have a flexible restaurant model which has allowed us to open restaurants as small as 1,600 square feet and as large as 7,920 square feet.
- Patent and Trademark Office ("PTO"), including, but not limited to Food Management System (Patent No.: US 9,193,535 B2), Food Plate Carrier (Patent No.: US 8,550,229 B2), "Kura Sushi" (Trademark Reg.
- Our proprietary tableside Bikkura-Pon rewards machine dispenses a toy after guests reach certain dining milestones.
- We use proprietary technology developed by Kura Japan to predict a restaurant's food consumption.
Partnerships
- We have an amended and restated exclusive license agreement with regard to the intellectual property we license from Kura Japan which shall remain in effect unless and until terminated by mutual agreement of the parties.
- We have also trained our recruiters to help enable them to identify and address pay equity issues during the hiring process utilizing internal reporting and partnership with the compensation team.
Legal & Regulatory Risks (Item 1A, quoted)
- New information or attitudes regarding diet and health could result in changes in regulations and consumer consumption habits that could adversely affect our business, financial condition or results of operations.
- Changes in employment laws may adversely affect our business, financial condition, or results of operations.
- Governmental regulation may adversely affect our ability to open new restaurants or otherwise adversely affect our business, financial condition or results of operations.
- We could be party to litigation that could adversely affect us by distracting management, increasing our expenses or subjecting us to material money damages and other remedies.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| CNNE | Cannae Holdings, Inc. | USD 16.2 | ▼ 1.4% |
| FWRG | First Watch Restaurant Group, I | USD 11.1 | ▼ 4.02% |
| BLMN | Bloomin' Brands, Inc. | USD 9.68 | ▼ 5.79% |
| SG | Sweetgreen, Inc. | USD 9.96 | ▼ 2.59% |
| BJRI | BJ's Restaurants, Inc. | USD 56.32 | ▼ 4.2% |
| WEN | Wendy's Company (The) | USD 6.28 | ▼ 4.49% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 14:15 UTC. This page is informational and not investment advice.
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