11:50 AM EDT, 03/19/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
Our target price of $170 (down by $4) is 18.5x our FY 27 (Jan.) EPS view of $9.15, a premium to the three-year mean of 17.4x, reflecting WSM's pricing power and portfolio diversification. We revise our FY 27 EPS forecast to $9.15 from $9.14 and start our FY 28 forecast at $10.03. Shares trade at a +15% premium to the mean three-year P/E, reflecting the anticipated return of the elusive housing resale market, which we do not expect to return in CY 26. For now, we think WSM's long-term outlook of mid-single- to high-single-digit revenue growth and operating margins in the high teens has been baked into the valuation. We also think valuation concerns are being overshadowed by WSM's shareholder return and its clean balance sheet. Although we see the target consumer remaining resilient, we expect higher oil costs to present as a headwind, which could prove tricky when competition is turning to promotions. We see maritime shipping offering some relief, but volatility could threaten the outlook.