Atour Lifestyle Holdings (ATAT)

• Market cap: $3.94B
• 1 day: 0.95%
• 5 days: -2.88%
• 1 month: -1.99%
• 3 months: 5.92%
• 6 months: 9.91%
• Year to date: 5.92%
• 1 year: 54.12%
• 5 years: 122.20%
• 10 years: 122.20%
• Sector: Consumer Discretionary
• Industry: Hotels & Motels

About: Atour Lifestyle Holdings Ltd is an upper-midscale hotel chain in China. The company derives revenues from franchise and management fees from its manachised hotels and sales of hotel supplies to manachised hotels, Operations of leased hotels, and sales of retail products. The company has one operating segment, which is the Atour Group.

Employees: 4,248

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

511% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 9

65% more call options, than puts

Call options by funds: $12.5M | Put options by funds: $7.6M

47% more funds holding

Funds holding: 98 [Q3] → 144 (+46) [Q4]

38% more funds holding in top 10

Funds holding in top 10: 8 [Q3] → 11 (+3) [Q4]

26% more capital invested

Capital invested by funds: $1.41B [Q3] → $1.77B (+$362M) [Q4]

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

3.4% more ownership

Funds ownership: 16.01% [Q3] → 19.42% (+3.4%) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $37 29% upside
• Avg. target: $37 29% upside
• High target: $37 29% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

B of A Securities Ronald Leung 20% 1-year accuracy 1 / 5 met price target

29% upside $37

Buy Maintained

14 Mar 2025