$URBN 0.54 Developing

Notable posts

• @wallstengine bullish 34 eng

  Goldman Sachs Upgrades $URBN to Buy from Neutral, Raises PT to $93 from $76 Analyst comments: "We upgrade shares of URBN to Buy from Neutral with a 12-month price target of $93. With Anthropologie brand execution risk now well appreciated, we believe management actions to reset the assortment will continue to build into 2H, driving greater consistency in comparable sales and profit execution. More importantly, Anthropologie uncertainty is now embedded in expectations, and we therefore see upside to shares as the Urban Outfitters brand recovery bolsters profitability. Emerging growth drivers are also scaling, led by Free People Movement and Nuuly. Relative to other specialty softlines peers within our coverage universe, we believe URBN offers a stronger risk-reward profile. Following several years of weak comparable sales and profitability trends, the Urban Outfitters brand inflected positively in FY26 and is now showing signs of profit improvement. Our brand momentum trackers suggest continued improvement, which we believe will lead to stronger profit delivery through markdown recapture and sales leverage. Based on our estimates, a recovery to historical mid-single-digit segment margins presents upside to consensus estimates by FY27." Analyst: Brooke Roach

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• @TENETTRADEGROUP neutral 28 eng

  Tenet Market Wake-Up Summary 📷📷 July.20.26 $SPX $TSLA $GE $BETA $NASA $BA $NVDA $DELL $SMCI $SPCX $LMT $FERG $AON $AAPL $BABA $IBM $TSM $COST $ACHR $FCEL $NXT $AMC $DPZ $YETI $GPN $URBN $USB $CRWV $DDOG $NET $VGNT $BP $HUBS $TFC $HUT $NNBR $IREN $GVH $IMOS $BTC @ripster47 | @tenet_research | @TenetCharts

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