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Research Alert: CFRA Maintains Hold Opinion On Shares Of Ralph Lauren; Raises Price Target
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Research Alert: CFRA Maintains Hold Opinion On Shares Of Ralph Lauren; Raises Price Target
Nov 10, 2025 11:13 AM

02:00 PM EST, 11/10/2025 (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:

We raise our 12-month price target by $91 to $341, based on 21x our FY 27 EPS estimate and well above the company's three-year average forward P/E multiple of 15.8x, reflecting our view the company is executing well and is deserving of the multiple it currently trades at. We raise our FY 26 and FY 27 EPS estimates by $1.00 to $14.75 and $1.50 to $16.25, respectively. RL posted normalized FQ2 EPS of $3.79 vs. $2.54, $0.34 above consensus estimates on revenues of $2.01B vs. $1.73B and $126M above estimates. By region in FQ2, North America revenue increased 13% Y/Y to $832M, Europe increased 22% to $688M, and Asia increased 17% to $446M. FQ2 gross margin expanded 100 bps Y/Y to 68% due to higher unit prices, favorable product mix, and lower cotton costs, which more than offset pressure from tariff costs. RL now expects revenues to increase between 5% and 7% for the full year, with operating margin expanding 70 bps at the midpoint. RL shares are up 44% year-to-date and trade at 20x consensus EPS estimates for FY 26.

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