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Update shared on25 Sep 2025

Fair value Increased 2.70%
AnalystConsensusTarget's Fair Value
CA$93.36
11.7% undervalued intrinsic discount
25 Sep
CA$82.40
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1Y
63.9%
7D
-3.9%

Analysts have raised Aritzia’s price target to CA$93.36 on confidence in its strong growth prospects, resilient demand, and operational execution, despite macroeconomic challenges.


Analyst Commentary


  • Bullish analysts cite Aritzia’s strong positioning to outperform expectations, even amid challenging macroeconomic conditions.
  • Continued early-stage digital expansion is expected to materially accelerate growth.
  • Upward price target revisions reflect confidence in sustained sales momentum and execution.
  • Expectations are high for margin stability and operational leverage as the business scales.
  • The company is viewed as having durable demand within the high-end women’s fashion segment.

What's in the News


  • Completed repurchase of 15,200 shares for CAD 0.9 million, representing 0.01% of shares outstanding.
  • Issued earnings guidance for Q2 and fiscal 2026, expecting Q2 net revenue of $730 million to $750 million (growth of 19% to 22%) and fiscal 2026 net revenue of $3.10 billion to $3.25 billion (growth of 13% to 19% from prior year).

Valuation Changes


Summary of Valuation Changes for Aritzia

  • The Consensus Analyst Price Target has risen slightly from CA$90.91 to CA$93.36.
  • The Future P/E for Aritzia remained effectively unchanged, moving only marginally from 25.29x to 25.76x.
  • The Consensus Revenue Growth forecasts for Aritzia remained effectively unchanged, moving only marginally from 13.8% per annum to 14.1% per annum.

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.