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Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

Published
03 Sep 24
Updated
20 Sep 25
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AnalystConsensusTarget's Fair Value
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1Y
-8.7%
7D
2.3%

Author's Valuation

US$15.947.2% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 20 Sep 25

Fair value Increased 5.13%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

American Eagle Outfitters’ price target was raised to $15.94 as analysts cited a strong Q2 EPS beat, operational recovery, and outperformance at Aerie, while noting ongoing cost headwinds may temper future upside. Analyst Commentary Strong Q2 EPS beat driven by lower promotional activity, disciplined spending, improved sell-through, and better gross margins.

Shared on 05 Sep 25

Fair value Increased 31%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

Analysts have raised their price target for American Eagle Outfitters to $15.17, citing stronger Q2 results from improved sales, lower promotions, better inventory management, and successful brand initiatives, though some caution remains on margin pressures and sustainability. Analyst Commentary Bullish analysts highlight strong Q2 EPS beats driven by improved sales, lower promotional activity, and better inventory management.

Shared on 29 Jul 25

Fair value Decreased 6.43%

Digital Channel Pressures And Rising Tariffs Will Erode Margins

Despite a modest improvement in revenue growth forecasts, a significantly higher anticipated future P/E multiple suggests lower expected earnings, leading analysts to reduce American Eagle Outfitters’ consensus price target from $12.35 to $11.40. What's in the News Launched Fall '25 campaign with Sydney Sweeney, including innovative marketing and a limited-run denim item supporting domestic violence awareness with all proceeds donated.

Shared on 08 May 25

Fair value Decreased 2.22%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 30 Apr 25

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 3.81%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 6.35%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget has decreased revenue growth from 0.3% to -0.1%.

Shared on 02 Apr 25

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 20%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget has decreased future PE multiple from 11.4x to 9.1x.

Shared on 19 Mar 25

Fair value Decreased 15%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget has decreased revenue growth from 0.9% to 0.3%, decreased profit margin from 8.0% to 5.2% and increased future PE multiple from 9.5x to 11.4x.

Shared on 11 Mar 25

Fair value Increased 82%

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

AnalystConsensusTarget has increased revenue growth from 0.3% to 0.9%, increased profit margin from 3.1% to 8.0%, decreased future PE multiple from 12.8x to 9.5x, decreased discount rate from 10.2% to 8.9% and increased shares outstanding growth rate from -0.1% to -0.0%.