Update shared on 15 Nov 2025
Fair value Decreased 7.86%The consensus analyst price target for Camping World Holdings has been lowered from $19.08 to $17.58 per share. This change reflects more cautious forecasts amid shifting expectations for profit margins, revenue growth, and sector-wide demand trends.
Analyst Commentary
Recent Street research highlights a range of perspectives on Camping World Holdings, with both encouraging signals and areas of caution reflected in analyst updates.
Bullish Takeaways
- Bullish analysts note continued market share gains, driven by Camping World's strong position in the used RV segment. This supports resilient top-line performance.
- Multiple upward revisions of price targets suggest confidence in the company’s ability to capitalize on affordable, entry-level RV demand, even as broader retail conditions remain mixed.
- There is optimism that favorable industry trends such as increased global light vehicle production and supportive currency dynamics could further benefit Camping World’s growth outlook.
- Incremental adjustments to financial models reflect an expectation for improved earnings power as inventory restocking in the RV sector progresses toward later stages.
Bearish Takeaways
- Bearish analysts highlight lingering challenges in retail demand, with purchasing activity skewed toward more budget-conscious consumers and limited momentum in premium segments.
- Concerns remain over sector-wide pressures on profit margins, as ongoing promotional activity and changing product mix may limit near-term upside.
- Some remain cautious about macroeconomic headwinds and uncertainties tied to commodity and input costs. These factors could create volatility in future earnings estimates.
What's in the News
- Camping World Holdings, Inc. reported long-lived asset impairment charges of $617,000 for the three months ended September 30, 2025. This compares to $1,944,000 in the same period the previous year (Key Developments).
Valuation Changes
- The consensus analyst price target has fallen from $19.08 to $17.58 per share, indicating a more cautious valuation outlook.
- The discount rate has declined from 12.32 percent to 9.04 percent, reflecting lower perceived risk in the valuation model.
- Revenue growth expectations have edged down from 4.86 percent to 4.00 percent, pointing to moderating sales momentum.
- Net profit margin forecasts have fallen significantly from 4.18 percent to 2.10 percent, suggesting analysts see reduced profitability in the near term.
- The future P/E ratio has risen from 6.66x to 11.44x, indicating expectations for lower earnings relative to share price levels.
Disclaimer
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