BMO Capital analyst Simeon Siegel maintains $Tapestry (TPR.US)$ with a hold rating, and adjusts the target price from $44 to $60.
According to TipRanks data, the analyst has a success rate of 54.0% and a total average return of 5.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Tapestry (TPR.US)$'s main analysts recently are as follows:
Following discussions with the management of Tapestry, there's palpable confidence and excitement regarding the company's trajectory. The focus areas noted were its strategies and priorities, engaging effectively with new and existing customers, sustaining the strength and margins of Coach, and enhancing the performance of KSNY. There is growing investor interest in Tapestry shares, bolstered by strong Q2 results, the removal of deal-related uncertainties, and ongoing buybacks.
The decision to terminate the planned merger between Tapestry and another company was deemed prudent, focusing instead on prioritizing resource allocation and attention to each company's respective portfolio. With the closure of this merger phase, there remains a potential for value creation within Tapestry's existing portfolio.
Tapestry has concluded its transaction with Capri Holdings, proceeding with the redemption of associated deal debt and revealing a $2B buyback plan, potentially increasing EPS by approximately 75 cents. Analysts project FY26 EPS to be around $6.00, believing it presents substantial valuation potential with an optimistic near-term scenario.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
BMO資本市場分析師Simeon Siegel維持$Tapestry (TPR.US)$持有評級，並將目標價從44美元上調至60美元。
根據TipRanks數據顯示，該分析師近一年總勝率為54.0%，總平均回報率為5.7%。
此外，綜合報道，$Tapestry (TPR.US)$近期主要分析師觀點如下：
與Tapestry管理層的討論之後，明顯感受到對公司發展軌跡的信心與興奮。關注的重點領域包括其策略和優先事項，有效地與新客戶和現有客戶進行互動，保持Coach的實力和利潤率，並提升KSNY的表現。隨着第二季度業績的強勁、交易相關不確定性的消除及持續的回購，投資者對Tapestry股票的興趣正在增長。
終止Tapestry與另一家公司的計劃合併的決定被認爲是明智的，取而代之的是優先考慮資源的配置和每家公司各自的投資組合。隨着這一合併階段的結束，Tapestry現有投資組合內仍然存在價值創造的潛力。
Tapestry已與capri holdings完成交易，推進相關交易債務的贖回，並公佈了一個20億美元的回購計劃，可能將每股收益提高約75美分。分析師預計FY26每股收益將約爲6.00美元，認爲這在樂觀的短期情景下呈現出巨大的估值潛力。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
