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American Eagle Outfitters, Inc.NYSE:AEO 주식 보고서

시가총액 US$2.6b
주가
US$16.40
US$23.89
31.3% 저평가 내재 할인율
1Y54.1%
7D6.4%
포트폴리오 가치
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American Eagle Outfitters, Inc.

NYSE:AEO 주식 리포트

시가총액: US$2.6b

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American Eagle Outfitters, Inc. 경쟁사

가격 이력 및 성과

American Eagle Outfitters 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$16.40
52주 최고가US$28.46
52주 최저가US$9.27
베타1.36
1개월 변동-17.51%
3개월 변동-34.27%
1년 변동54.14%
3년 변동35.87%
5년 변동-53.37%
IPO 이후 변동1,744.98%

최근 뉴스 및 업데이트

내러티브 업데이트 May 19

AEO: Holiday Margin Discipline And Solid Q4 Execution Will Support Bullish Outlook

Analysts have lowered the fair value estimate for American Eagle Outfitters to $17.00 from $19.00, reflecting slightly higher discount assumptions, modestly different revenue expectations, and updated sector price targets as inflation and consumer spending concerns affect specialty retail valuations. Analyst Commentary Recent Street research on American Eagle Outfitters points to a mixed backdrop, with several bearish analysts trimming price targets and flagging macro and execution risks even as they acknowledge areas of operational strength.
내러티브 업데이트 May 05

AEO: Aerie Momentum And Buybacks Will Support Higher Future Earnings Multiple

The updated analyst price target for American Eagle Outfitters moves from $21.50 to about $33.10. This reflects analysts' refreshed assumptions for slightly higher revenue growth, profit margins and a higher future P/E multiple, even as recent Street research stays mixed, with several firms trimming their targets while still pointing to ongoing Aerie strength and solid recent results.

Recent updates

내러티브 업데이트 May 19

AEO: Holiday Margin Discipline And Solid Q4 Execution Will Support Bullish Outlook

Analysts have lowered the fair value estimate for American Eagle Outfitters to $17.00 from $19.00, reflecting slightly higher discount assumptions, modestly different revenue expectations, and updated sector price targets as inflation and consumer spending concerns affect specialty retail valuations. Analyst Commentary Recent Street research on American Eagle Outfitters points to a mixed backdrop, with several bearish analysts trimming price targets and flagging macro and execution risks even as they acknowledge areas of operational strength.
내러티브 업데이트 May 05

AEO: Aerie Momentum And Buybacks Will Support Higher Future Earnings Multiple

The updated analyst price target for American Eagle Outfitters moves from $21.50 to about $33.10. This reflects analysts' refreshed assumptions for slightly higher revenue growth, profit margins and a higher future P/E multiple, even as recent Street research stays mixed, with several firms trimming their targets while still pointing to ongoing Aerie strength and solid recent results.
내러티브 업데이트 Apr 21

AEO: Aerie Momentum And Share Repurchases Will Support Future Upside Potential

Analysts have adjusted their views on American Eagle Outfitters, with price targets now ranging from $19 to $25. This reflects updated models after Q4 results, continued Aerie strength, and a cautious stance given the broader macro backdrop.
Seeking Alpha Apr 16

American Eagle Outfitters' Shareholders Swoon For Sweeney

Summary American Eagle Outfitters remains a 'buy' as revenue growth and expanded influencer partnerships, notably with Sydney Sweeney, drive strong sales momentum. AEO's comparable sales rose 8% in Q4, with Aerie and OFFLINE brands achieving 23% growth, reflecting effective marketing and store refresh strategies. Despite one-off charges impacting net profit, adjusted net income and EBITDA improved; management guides for mid-single-digit comparable sales growth and $390–$410 million operating income in FY2026. AEO trades at attractive absolute and relative multiples, has no debt, $238.9 million in cash, and is positioned for further upside with new product launches and store expansion. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 06

AEO: Aerie Strength And Margin Discipline Will Support Future Upside Potential

Narrative Update: American Eagle Outfitters Analyst Price Target Shift The updated analyst price target for American Eagle Outfitters sits in a tighter $19 to $28 range, with several firms trimming or modestly lifting targets by $1 to $7 as analysts factor in solid recent results, Aerie brand resilience, tighter promotions, and a more uncertain macro backdrop into slightly lower growth and a modestly reduced future P/E assumption. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism on execution and caution on the risk and reward trade off.
내러티브 업데이트 Mar 23

AEO: Aerie Execution And Margin Discipline Will Drive Bullish Outlook

Analysts have trimmed the consolidated price target for American Eagle Outfitters to about $23.89 from $25.78. This reflects a mix of reduced targets tied to a tougher macro backdrop and model resets after Q4, partly offset by support from Aerie strength, margin discipline and modest upward revisions from firms that remain Neutral on the stock.
내러티브 업데이트 Mar 09

AEO: Holiday Margin Discipline And Aerie Strength Will Shape Fairly Balanced Outlook

The analyst price target for American Eagle Outfitters has been reduced by $1 to $19. Analysts cited slightly lower modeled revenue growth and a higher discount rate, while still noting firm profit margins and a lower assumed future P/E multiple.
내러티브 업데이트 Feb 23

AEO: Holiday Margin Discipline Will Test Weak Brand Positioning Risk

Analysts have raised their blended price targets on American Eagle Outfitters to a range of $20 to $28, citing disciplined margins in a promotional retail environment and a holiday update that exceeded expectations, while also highlighting ongoing challenges related to brand positioning and demand visibility. Analyst Commentary Recent research points to a mixed setup for American Eagle Outfitters, with higher price targets sitting alongside cautious ratings and concerns about execution and growth visibility.
내러티브 업데이트 Feb 09

AEO: Holiday Earnings Will Expose Margin Risks In Promotional Retail Environment

Narrative Update The analyst price target for American Eagle Outfitters has been raised to $20 from $18. Analysts point to recent price target increases across several firms, commentary around solid holiday performance, disciplined margins in a promotional retail setting, and expectations for upcoming earnings as key supports for the new fair value estimate and the updated P/E and margin assumptions.
내러티브 업데이트 Jan 25

AEO: Holiday Execution And Margin Discipline Will Test Brand Momentum

Narrative Update on American Eagle Outfitters The updated analyst price target for American Eagle Outfitters moves to US$25.78 from US$22.88, as analysts point to a solid holiday update, disciplined promotions and inventory management, along with a revised future P/E assumption that aligns more closely with recent sector research. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism around execution and caution around brand strength and sector risk.
내러티브 업데이트 Jan 10

AEO: Q3 Earnings Will Test Holiday Hype And Macro Tailwinds

Analysts have raised their price expectations for American Eagle Outfitters to a range of approximately $22 to $24, citing sector-wide optimism around inventory discipline, potential benefits from lower interest rates and gas prices, and a likely catalyst from the upcoming Q3 earnings update. Analyst Commentary Recent research points to a more balanced setup for American Eagle Outfitters, with some optimism around sector trends offset by lingering concerns about demand and execution risk.
내러티브 업데이트 Dec 24

AEO: Q3 Earnings Are Expected To Expose Overstretched Holiday Optimism

Analysts have raised their fair value estimate for American Eagle Outfitters from $10.00 to $18.00 per share. This reflects increased confidence in faster revenue growth, improved profit margins, and a more constructive outlook on the company’s future earnings multiple following recent positive price target revisions and expectations for a Q3 earnings catalyst.
내러티브 업데이트 Dec 10

AEO: Marketing Momentum And Q3 Earnings Are Expected To Test Margins

Analysts have raised their price target on American Eagle Outfitters by about $6.50 per share to approximately $22.90, citing expectations for stronger revenue growth, improving profit margins, a slightly lower discount rate, and a supportive earnings catalyst as justification for the higher valuation multiple. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects growing confidence in the company’s ability to sustain revenue momentum while expanding margins, supporting a higher valuation multiple over the near to medium term.
분석 기사 Dec 02

American Eagle Outfitters, Inc. (NYSE:AEO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Despite an already strong run, American Eagle Outfitters, Inc. ( NYSE:AEO ) shares have been powering on, with a gain...
내러티브 업데이트 Nov 26

AEO: Marketing Campaign Momentum Will Face Margin Pressure Into Next Year

Analysts have modestly increased their price target for American Eagle Outfitters, with the fair value estimate edging up from $16.39 to $16.44. This reflects expectations for operational recovery and improved sales momentum highlighted in recent research notes.
내러티브 업데이트 Nov 12

AEO: Brand Campaigns And Margin Headwinds Will Shape Measured Outlook

American Eagle Outfitters' analyst price target has increased from $15.94 to $16.39. This reflects ongoing signs of stabilization, an improved Q2 performance, and renewed optimism around the Aerie brand.
분석 기사 Sep 20

American Eagle Outfitters (NYSE:AEO) Is Paying Out A Dividend Of $0.125

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) investors are due to receive a payment of $0.125 per share on 29th of...
내러티브 업데이트 Sep 20

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.
분석 기사 Sep 17

Some May Be Optimistic About American Eagle Outfitters' (NYSE:AEO) Earnings

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) recent soft profit numbers didn't appear to worry shareholders, as the...
내러티브 업데이트 Sep 05

Digital Channel Pressures And Rising Tariffs Will Erode Margins

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.
분석 기사 Aug 20

American Eagle Outfitters, Inc.'s (NYSE:AEO) Price Is Right But Growth Is Lacking After Shares Rocket 27%

American Eagle Outfitters, Inc. ( NYSE:AEO ) shares have had a really impressive month, gaining 27% after a shaky...
분석 기사 May 25

American Eagle Outfitters (NYSE:AEO) Is Looking To Continue Growing Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 May 09

Is American Eagle Outfitters, Inc. (NYSE:AEO) Trading At A 49% Discount?

Key Insights American Eagle Outfitters' estimated fair value is US$22.13 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Apr 29

American Eagle Outfitters: Positive Comps Growth And Deep Value Prices Make It An Appealing Buy

Summary American Eagle Outfitters is a value stock, appealing due to a 30% drop and a strategic growth plan focusing on popular subsidiaries like Aerie. The company, founded in 1977, includes brands American Eagle, Aerie, and Offline, with American Eagle focusing on low-cost denim to regain sales momentum. Aerie has driven recent growth, leading to store expansions and contributing significantly to company revenue, while American Eagle store counts are being reduced. Despite macroeconomic uncertainties, American Eagle's deep value at ~7x P/E - amid a generous buyback plan and 5% yield - makes it a very compelling buy. Read the full article on Seeking Alpha
분석 기사 Apr 06

American Eagle Outfitters' (NYSE:AEO) Dividend Will Be $0.125

American Eagle Outfitters, Inc.'s ( NYSE:AEO ) investors are due to receive a payment of $0.125 per share on 25th of...
Seeking Alpha Mar 25

American Eagle Outfitters: I No Longer Think FY 2025 Will Be A Good Year (Rating Downgrade)

Summary Downgrade American Eagle Outfitters to a hold due to weak macro climate, FX, tariff headwinds, and disappointing 1Q25 guidance impacting FY25 EBITDA expectations. 4Q24 results were solid, with revenue slightly above estimates, improved margins, and EPS beating consensus, but demand has turned soft. 1Q25 guidance shows declining sales and margins, indicating broader macro weakness affecting AEO, making my FY25 targets unachievable. Additional FX and tariff headwinds further strain AEO's outlook, making a strong recovery unlikely and justifying a hold rating. Read the full article on Seeking Alpha

주주 수익률

AEOUS Specialty RetailUS 시장
7D6.4%2.6%-0.3%
1Y54.1%-1.4%26.7%

수익률 대 산업: AEO은 지난 1년 동안 -1.4%의 수익을 기록한 US Specialty Retail 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: AEO은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is AEO's price volatile compared to industry and market?
AEO volatility
AEO Average Weekly Movement7.8%
Specialty Retail Industry Average Movement7.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: AEO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: AEO의 주간 변동성(8%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
197727,500Jay Schottensteinwww.aeo-inc.com

는 미국 및 전 세계에서 멀티 브랜드 전문 소매업체로 운영되고 있습니다. 아메리칸 이글 브랜드로 청바지, 의류 및 액세서리, 여성 및 남성용 퍼스널 케어 제품을 제공하며, 에어리 및 오프라인 바이 에어리 브랜드로 속옷, 의류, 액티브웨어, 수영 컬렉션을 판매합니다. 토드 스나이더 뉴욕 브랜드로 남성복 제품을, 언스크립티드 브랜드로 패션 의류 및 액세서리를 판매하고 있습니다.

American Eagle Outfitters, Inc. 기초 지표 요약

American Eagle Outfitters의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
AEO 기초 통계
시가총액US$2.57b
순이익 (TTM)US$191.98m
매출 (TTM)US$5.55b
14.3x
주가수익비율(P/E)
0.5x
주가매출비율(P/S)

AEO는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
AEO 손익계산서 (TTM)
매출US$5.55b
매출원가US$3.52b
총이익US$2.03b
기타 비용US$1.83b
순이익US$191.98m

최근 보고된 실적

Jan 31, 2026

다음 실적 발표일

May 28, 2026

주당순이익(EPS)1.15
총이익률36.51%
순이익률3.46%
부채/자본 비율0%

AEO의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.0%
현재 배당 수익률
45%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 08:13
종가2026/05/20 00:00
수익2026/01/31
연간 수익2026/01/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

American Eagle Outfitters, Inc.는 37명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Matthew McClintockBarclays
Adrienne Yih-TennantBarclays
Lorraine Corrine HutchinsonBofA Global Research