Update shared on28 Aug 2025
Fair value Increased 14%Signet Jewelers’ analyst price target was revised upward to $96.17, reflecting increased confidence driven by upgraded FY26 outlook, strong growth in lab-grown diamonds, and early positive impact from the Grow Brand Love strategy, despite some caution over consumer demand in a tough macro environment.
Analyst Commentary
- Raised FY26 outlook and completion of corporate reorganization support a more constructive view on share value.
- Bullish analysts point to early success and rapid growth in the lab-grown diamond fashion segment, which saw 60% growth in Q1.
- CEO JK Symancyk's Grow Brand Love strategy is gaining traction and showing positive initial results.
- Management guidance for fiscal 2025 is considered conservative given potential upside from lapping previous underperformance in the fashion category.
- Cautious tone maintained by some due to potential pressures on mass consumer demand amid a challenging macroeconomic and rising pricing environment.
What's in the News
- Raised FY26 total sales guidance to $6.57–$6.80 billion from prior $6.53–$6.80 billion.
- Provided Q2 FY26 sales outlook of $1.47–$1.51 billion.
- Repurchased 2.3 million shares (5.31%) for $132.41 million from February to June; cumulative repurchase under existing buyback program now totals 22.7 million shares (44.59%) for $1.53 billion.
Valuation Changes
Summary of Valuation Changes for Signet Jewelers
- The Consensus Analyst Price Target has risen slightly from $92.33 to $96.17.
- The Future P/E for Signet Jewelers has risen slightly from 6.60x to 6.86x.
- The Consensus Revenue Growth forecasts for Signet Jewelers remained effectively unchanged, at 0.6% per annum.
Disclaimer
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