11:15 AM EDT, 08/25/2025 (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 $27 to $165, based on 25x our FY 27 (Jan.) EPS estimate and above the company's three-year average forward P/E multiple of 22.3x, reflecting our view that shares are cheaply valued compared to peers and the company is well positioned within off-price, which is benefiting from a thrifty U.S. consumer. We raise our FY 26 EPS estimate by $0.20 to $6.20 and FY 27's by $0.20 to $6.60. ROST posted normalized Q2 FY 26 (Jan.) EPS of $1.56 vs. $1.59 last year, $0.02 above consensus estimates on revenues of $5.53 billion vs. $5.29 billion, $13 million below consensus estimates. Total sales increased 5% Y/Y, due to comparable store sales (+2%) and new store openings. The quarter included an approximate $0.11 loss per share from tariff-related costs, which management had previously guided for. Operating margin compressed 95 bps to 11.5%, primarily reflecting these tariff-related cost pressures. We see value in shares relative to peers in an area of retail that continues to work.