On Dec 06, major Wall Street analysts update their ratings for $American Eagle (AEO.US)$, with price targets ranging from $21 to $32.
J.P. Morgan analyst Matthew Boss downgrades to a hold rating, and adjusts the target price from $27 to $23.
BofA Securities analyst Christopher Nardone maintains with a hold rating, and adjusts the target price from $25 to $21.
Citi analyst Paul Lejuez maintains with a hold rating, and adjusts the target price from $22 to $21.
Barclays analyst Adrienne Yih maintains with a buy rating, and adjusts the target price from $26 to $22.
UBS analyst Jay Sole maintains with a buy rating, and adjusts the target price from $34 to $32.
Furthermore, according to the comprehensive report, the opinions of $American Eagle (AEO.US)$'s main analysts recently are as follows:
The company's Q3 earnings exceeded expectations, driven by higher than anticipated spending and assistance from non-fundamental factors, though this was somewhat negated by a shortfall in gross margin.
Despite a forecast for a near-term decline in American Eagle's stock price due to a weaker than expected Q4 sales outlook, analysts believe the company is capable of a solid annual EPS growth rate in the mid-teens, which significantly undervalues the stock at 11x. This potential near-term dip is viewed as a buying opportunity, with expectations of continued solid sales growth and margin expansion in FY25, leading to upward earnings revisions and price-to-earnings expansion in the near future.
The forecast for American Eagle's FY24 EPS has been revised downward by 9 cents to $1.69, reflecting expectations for weaker sales and margins in Q4. This adjustment accounts for more erratic near-term trends.
American Eagle's same-store-sales growth of 3.0% did not meet management's expectations at the midpoint, coupled with a decrease in gross margin. These developments are pointed out following the company's third-quarter report and were central to the revised expectations for fiscal 2024.
American Eagle experienced notable shortfalls in revenue and gross margins, with these issues brought to light in a recent performance evaluation. Despite these challenges, management has expressed that there are periods of strong customer engagement that present potential upside. On the other hand, the inconsistency in the company's digital sales and the predicted fluctuations during non-peak periods suggest that the effectiveness of management's strategies will be crucial going forward.
Here are the latest investment ratings and price targets for $American Eagle (AEO.US)$ from 5 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美东时间12月6日，多家华尔街大行更新了$美鹰服饰 (AEO.US)$的评级，目标价介于21美元至32美元。
摩根大通分析师Matthew Boss下调至持有评级，并将目标价从27美元下调至23美元。
美银证券分析师Christopher Nardone维持持有评级，并将目标价从25美元下调至21美元。
花旗分析师Paul Lejuez维持持有评级，并将目标价从22美元下调至21美元。
巴克莱银行分析师Adrienne Yih维持买入评级，并将目标价从26美元下调至22美元。
瑞士银行分析师Jay Sole维持买入评级，并将目标价从34美元下调至32美元。
此外，综合报道，$美鹰服饰 (AEO.US)$近期主要分析师观点如下：
公司的第三季度收益超出预期，主要受到了超出预期的支出和非基本因素的影响，尽管这一点在毛利率方面的短缺上有所抵消。
尽管预测美鹰服饰的股价由于第四季度销售前景弱于预期而在短期内下滑，分析师仍然认为该公司在每股收益方面能够实现中十位数的稳健年度增长率，这使得该股票在11倍的估值下显得极为低估。预计这一短期内的下滑将成为一个买入机会，预计在2025财年将继续实现稳健的销售增长和毛利扩张，进而导致近期收益预期上调和市盈率扩张。
美鹰服饰2024财年每股收益的预测已下调9美分至1.69美元，反映出对第四季度销售和利润率疲软的预期。这一调整考虑了短期内趋势的更多波动。
美鹰服饰的同店销售增长3.0%未达到管理层在中期的预期，同时毛利率也出现下降。这些情况是在公司第三季度报告之后指出的，并且是2024财年修订预期的核心内容。
美鹰服饰在营业收入和毛利率方面出现了显著短缺，这些问题在最近的业绩评估中被揭示。尽管面临这些挑战，管理层表示还是有客户参与度强劲的时期，这为未来的增长提供了潜在的机会。另一方面，公司数字销售的不稳定性以及非高峰期预测的波动性表明，管理层战略的有效性在未来将至关重要。
以下为今日5位分析师对$美鹰服饰 (AEO.US)$的最新投资评级及目标价：
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
