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:
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美東時間12月6日,多家華爾街大行更新了$美鷹服飾 (AEO.US)$的評級,目標價介於21美元至32美元。
摩根大通分析師Matthew Boss下調至持有評級,並將目標價從27美元下調至23美元。
美銀證券分析師Christopher Nardone維持持有評級,並將目標價從25美元下調至21美元。
花旗分析師Paul Lejuez維持持有評級,並將目標價從22美元下調至21美元。
巴克萊銀行分析師Adrienne Yih維持買入評級,並將目標價從26美元下調至22美元。
瑞士銀行分析師Jay Sole維持買入評級,並將目標價從34美元下調至32美元。
此外,綜合報道,$美鷹服飾 (AEO.US)$近期主要分析師觀點如下:
公司的第三季度收益超出預期,主要受到了超出預期的支出和非基本因素的影響,儘管這一點在毛利率方面的短缺上有所抵消。
儘管預測美鷹服飾的股價由於第四季度銷售前景弱於預期而在短期內下滑,分析師仍然認爲該公司在每股收益方面能夠實現中十位數的穩健年度增長率,這使得該股票在11倍的估值下顯得極爲低估。預計這一短期內的下滑將成爲一個買入機會,預計在2025財年將繼續實現穩健的銷售增長和毛利擴張,進而導致近期收益預期上調和市盈率擴張。
美鷹服飾2024財年每股收益的預測已下調9美分至1.69美元,反映出對第四季度銷售和利潤率疲軟的預期。這一調整考慮了短期內趨勢的更多波動。
美鷹服飾的同店銷售增長3.0%未達到管理層在中期的預期,同時毛利率也出現下降。這些情況是在公司第三季度報告之後指出的,並且是2024財年修訂預期的核心內容。
美鷹服飾在營業收入和毛利率方面出現了顯著短缺,這些問題在最近的業績評估中被揭示。儘管面臨這些挑戰,管理層表示還是有客戶參與度強勁的時期,這爲未來的增長提供了潛在的機會。另一方面,公司數字銷售的不穩定性以及非高峰期預測的波動性表明,管理層戰略的有效性在未來將至關重要。
以下爲今日5位分析師對$美鷹服飾 (AEO.US)$的最新投資評級及目標價:
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