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LCII: Inventory Restocking And Market Share Moves Will Shape Sector Outlook

Published
05 Sep 24
Updated
02 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-6.3%
7D
5.0%

Author's Valuation

US$109.781.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 02 Nov 25

Fair value Increased 4.80%

Narrative Update on LCI Industries Analysts have raised their price target for LCI Industries from $104.75 to $109.78, citing improved confidence following sector research. They highlighted LCI's ability to offset market share concerns with gains in other product categories, even as the company faces headwinds in retail demand.

Shared on 05 Sep 25

Demographic Shifts And RV Trends Will Shape Future Markets

As both the discount rate and future P/E ratio for LCI Industries remained unchanged, the consensus analyst price target was maintained at $104.75. What's in the News Completed repurchase of 1,057,667 shares (4.19%) for $100.58 million under the buyback announced May 2025.

Shared on 30 Apr 25

Fair value Decreased 6.84%

Demographic Shifts And RV Trends Will Shape Future Markets

Shared on 23 Apr 25

Will Boost Market Presence With CURT Touring Coil Suspension And Camping World Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.04%

Will Boost Market Presence With CURT Touring Coil Suspension And Camping World Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 15%

Will Boost Market Presence With CURT Touring Coil Suspension And Camping World Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 13%

Will Boost Market Presence With CURT Touring Coil Suspension And Camping World Partnership

Shared on 26 Mar 25

Will Boost Market Presence With CURT Touring Coil Suspension And Camping World Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Will Boost Market Presence With CURT Touring Coil Suspension And Camping World Partnership

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 14%

Will Boost Market Presence With CURT Touring Coil Suspension And Camping World Partnership

AnalystConsensusTarget has increased revenue growth from 3.8% to 4.4%.