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Research Alert: CFRA Reiterates Buy Opinion On Shares Of Winnebago Industries Inc.
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Research Alert: CFRA Reiterates Buy Opinion On Shares Of Winnebago Industries Inc.
Mar 25, 2026 11:23 AM

02:10 PM EDT, 03/25/2026 (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:

We cut our 12-month target to $44 from $60, based on 13.5x our FY 27 (Jul.) EPS estimate, a justified early-cycle premium to WGO's 10-year average forward P/E of 12.6x. We lower our EPS estimates to $2.35 from $2.75 for FY 26 and to $3.25 from $3.75 for FY 27. Following WGO's Feb-Q earnings release, we are lowering our estimates and price target, but maintaining our Buy opinion on the shares. While the company maintained FY 26 guidance, we think management's tempered expectations for CY 2026 North American RV sales raise concerns regarding future financial impacts on the company. RV equity prices have historically exhibited a strong inverse correlation with both the price of crude oil and interest rates. The good news for investors is that we think the stock is largely discounting these concerns through its recent price performance, Y/Y earnings comps are favorable, and we think higher-income consumers are likely to continue to support RV demand, presenting a compelling risk/reward opportunity.

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