Update shared on 06 Nov 2025
Fair value Increased 2.21%Aritzia’s analyst price target has increased from approximately C$99 to C$101, as analysts cite strengthening growth prospects and resilient performance according to recent research updates.
Analyst Commentary
Recent updates from Street research indicate a trend of rising optimism among analysts covering Aritzia. Multiple target price increases and consistently positive ratings reflect heightened confidence in the company's strategy and outlook.
Bullish Takeaways- Bullish analysts are raising price targets, which reflects accelerating growth expectations and confidence in the company's execution.
- Several view Aritzia as well positioned for outperformance, even in uncertain macroeconomic conditions.
- The expansion of digital initiatives is considered to be in its early stages and offers significant long-term growth potential.
- Upward revisions to the company's target price are tied to its resilience and ability to deliver on key growth and profitability metrics.
- Some analysts note that rapid valuation increases may reflect high expectations and leave little margin for execution missteps.
- Concerns remain around the pace and profitability of digital expansion. While promising, this expansion carries operational risks.
- While current performance is strong, there is caution regarding how persistent macroeconomic volatility could impact future results.
What's in the News
- Aritzia raised its full-year 2026 earnings guidance and is projecting net revenue between $3.3 billion and $3.35 billion, representing a 21% to 22% increase over fiscal 2025. (Company Guidance)
- The company provided an updated outlook for the third quarter of 2026, targeting net revenue of $875 million to $900 million. This guidance is driven by ongoing double-digit comparable sales growth and new boutique openings. (Company Guidance)
- Aritzia completed a share buyback and repurchased over 217,000 shares for CAD 16.2 million under an existing program. (Company Update)
Valuation Changes
- Fair Value Estimate has risen slightly from CA$98.73 to CA$100.91, reflecting higher perceived equity value.
- Discount Rate has decreased modestly from 7.39% to 7.26%, which suggests a lower risk premium assigned by analysts.
- Revenue Growth Forecast remains steady at 13.61%, indicating consensus stability regarding business expansion expectations.
- Net Profit Margin Forecast is essentially unchanged at 10.82%, showing consistent expectations for profitability.
- Future P/E Ratio has increased marginally from 30.33x to 30.89x, pointing to slightly higher valuation multiples anticipated by the market.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.