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M logo

Macy's, Inc. Stock Price

NYSE:M Community·US$5.9b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 58 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

M Share Price Performance

US$21.51
4.47 (26.23%)
​
US$22.77
Fair Value
US$21.51
4.47 (26.23%)
5.5% undervalued intrinsic discount
US$22.77
Fair Value
Price US$21.51
AnalystConsensusTarget US$22.77
julio US$24.43
AnalystHighTarget US$30.00
Wed, 8 Jul 26
Fair ValueUS$22.77
Share Pricen/a

M Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$22.77 5.5% undervalued intrinsic discount

New Partnerships And Fulfillment Upgrades Will Drive Improved Margins And Retail Performance

0users have liked this narrative
1users have commented on this narrative
20users have followed this narrative
JU
julio's
Fair Value
·
Fair Value US$24.43 12.0% undervalued intrinsic discount

Macys value

2users have liked this narrative
2users have commented on this narrative
17users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$30 28.3% undervalued intrinsic discount

Urbanization And Digitization Will Unlock New Retail Horizons

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
M logo
Macy's
12.0% undervalued intrinsic discount

Macys value

View narrative
JU
julio
Updated 16 Jun 2025
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M logo
Macy's
28.3% undervalued intrinsic discount

Urbanization And Digitization Will Unlock New Retail Horizons

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 23 Jul
Read Narrative
M logo
Macy's
5.5% undervalued intrinsic discount

New Partnerships And Fulfillment Upgrades Will Drive Improved Margins And Retail Performance

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 8 Jul
Read Narrative
M logo
Macy's
258.5% overvalued intrinsic discount

Department Store Woes Will Intensify Amid Digital Shift

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 May 2025
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

JU
M logo

Macys value

Fair Value: US$24.43 12.0% undervalued intrinsic discount
17 fair values setusers have set this as their fair value
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
M logo

M: Beauty Leadership And Share Repurchases Will Support Higher Future P/E Multiple

Fair Value: US$30 28.3% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
M logo

M: Fair Outlook As Turnaround Efforts And Capital Returns Meet Renewed Interest

Fair Value: US$22.77 5.5% undervalued intrinsic discount
20 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

1 Risk
3 Rewards
View Full Analysis

Macy's, Inc. Key Details

US$22.7b

Revenue

US$13.6b

Cost of Revenue

US$9.2b

Gross Profit

US$8.5b

Other Expenses

US$667.0m

Earnings

Last Reported Earnings
May 02, 2026
Next Reporting Earnings
Sep 10, 2026
2.54
40.31%
2.94%
50.3%
View Full Analysis

About M

Founded
1830
Employees
90134
CEO
Antony Spring
WebsiteView website
www.macysinc.com

Macy's, Inc., an omni-channel retail organization, operates stores, websites, and mobile applications in the United States. The company sells various merchandise, such as apparel and accessories for men, women, and kids; cosmetics; home furnishings; and other consumer goods under the Macy's, Bloomingdale's, and Bluemercury brands. It also operates in Dubai, the United Arab Emirates, and Al Zahra, Kuwait under the license agreements. The company was formerly known as Federated Department Stores, Inc. and changed its name to Macy's, Inc. in June 2007. Macy's, Inc. was founded in 1830 and is based in New York, New York.

Recent M News & Updates

Seeking Alpha • Sep 05

Macy's: The Tariff Refund Nobody Has Modeled

Summary Macy’s remains a Buy due to undervaluation, strong free cash flow yield, and ongoing turnaround signals. Q2 guidance targets $4.75B–$4.8B revenue, 6.9%–7.2% adj. EBITDA margin and 29–34 cents adj. EPS, excluding potential tariff refunds. Berkshire Hathaway’s increased stake underscores institutional confidence, while luxury segment growth and real estate monetization are key catalysts. Risks include class action exposure on tariffs, delayed real estate monetization, and downside skew if Q2 results only meet guidance. Read the full article on Seeking Alpha

Recent updates

No updates

Macy's, Inc. Competitors

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