Winnebago Industries

Analyst Commentary Highlights Higher Fair Value for Winnebago Amid Improved Margins and Revenue Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Oct 24

Updated

06 Dec 25

Views

100

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-26.9%

7D

3.2%

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1Y

-26.9%

7D

3.2%

You can edit this narrative until Dec 7 10:05 PM. Then, changes will post as Updates.

Author's Valuation

US$44.179.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

WGO: Shares Will Rise On Premium Demand Recovery Despite Muted RV Environment

Analysts have modestly raised their price target on Winnebago Industries, lifting it by several dollars into the low $40s per share, citing balanced views on still-muted RV demand, flatter 2026 wholesale expectations, and a fuller near term valuation, offset by conservative earnings guidance and selective optimism on the premium segment. Analyst Commentary Street research commentary on Winnebago highlights a mixed but generally balanced stance, with incremental price target increases tempered by ongoing concerns around demand normalization, inventory, and valuation after the recent share price rally.

Shared on 22 Nov 25

WGO: Shares Will Rise on Fiscal 2026 Guidance and Premium Market Position

Analysts have modestly raised their average price target for Winnebago Industries, citing conservative company guidance and stable but subdued retail and wholesale demand in the North American RV market. Analyst Commentary Recent analyst coverage of Winnebago Industries reflects a balanced outlook, highlighting both potential opportunities and ongoing risks as the company navigates current market conditions.

Shared on 07 Nov 25

Fair value Increased 6.54%

WGO: Shares Will Benefit From Projected Fiscal 2026 Revenue Rebound

Analysts have raised their fair value estimate for Winnebago Industries from $41.45 to $44.17 per share. This change reflects cautious optimism despite ongoing challenges in retail demand and inventory restocking within the RV sector.

Shared on 23 Oct 25

Fair value Increased 8.85%

Analysts have raised their fair value estimate for Winnebago Industries from $38.08 to $41.45. This change is attributed to improved profit margins, enhanced revenue growth expectations, and recent price target increases, even as the industry continues to face headwinds.

Shared on 31 Jul 25

Fair value Increased 0.66%

Winnebago Industries’ consensus price target remained steady at $37.83 as analysts cut guidance and earnings estimates due to continued macroeconomic uncertainty, weak demand, and operational headwinds, although some see the recent stock selloff as overdone relative to the company’s strong brand and industry resilience. Analyst Commentary Lowered guidance and earnings estimates for FY25-FY27 due to soft seasonal demand, weak consumer confidence, and continued pressure in Winnebago-branded products, with incremental positives from June retail and market share trends.

Shared on 01 May 25

Fair value Decreased 21%

Shared on 23 Apr 25

Fair value Decreased 2.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 2.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 5.04%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 2.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 46%

AnalystConsensusTarget has increased revenue growth from 6.4% to 8.3%, increased profit margin from 6.1% to 6.9% and increased future PE multiple from 7.5x to 8.7x.

AnalystConsensusTarget Fair Value

US$44.17

9.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.87%

Auto revenue growth rate

0.44%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

12.38%

Calculation

US$170.72m

Earnings '28

x

9.93x

PE Ratio '28

=

US$1.70b

Market Cap '28

US$1.70b

Market Cap '28

/

27.64m

No. shares '28

=

US$61.34

Share Price '28

US$61.34 Share Price '28

Discounted to 2025 @ 12.45% p.a.

=

US$43.14

Fair Value '25