matdesign24/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Steve Cress, our Head of Quant, reviews the investing year that was (1:20). Past returns of Steve's previous stock picks (11:50). Reviewing the top 10 stocks for 2025, which returned 45.6% vs S&P 500's 17.6%, (14:50). This is an excerpt from a recent webinar, Top 10 Stocks For 2025 -- Recap & Results. Transcript Daniel Snyder: Hey, everyone, Daniel Snyder here from Seeking Alpha. Thank you so much for join ...

Looking for a top retail stock to buy for under $100? This clothing retailer may have a valuation that's ready to size up.For the first time in 20 years, Urban Outfitters' (URBN +1.05%) share price will increase for three consecutive years (it's up 49% so far in 2025). The stock hit a 52-week high last week of $83.38.Despite the strong performance for this retail stock in 2025, Urban Outfitters still trades below $100. It also has real potential to go even higher. Shea Jensen takes over at Urban OutfittersI ...

 Inspectorio, the leading global supply chain solution provider for sourcing, sustainability, compliance, and quality, today announced that Urban Outfitters, Inc. (URBN), a portfolio of global consumer brands comprised of Urban Outfitters, Anthropologie, Free People, FP Movement, Anthropologie Weddings, Terrain, Menus & Venues, and Nuuly, will utilize the company’s AI platform to address an increasingly complex regulatory environment. URBN will deploy Inspectorio’s Responsible Sourcing & Compliance, Lab Tes ...

Sign Up for Top Stocks 2026 Now! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder: Hey, everyone, Daniel Snyder here from Seeking Alpha. Thank you so much for joining us today, and thank you for being patient with us. We’re dealing with a little of techier stuff on our side, but now that we’ve got Steve Cress pumping in here liv ...

Core Insights - J.Jill and Urban Outfitters reported third-quarter results indicating contrasting performance trends in the apparel retail sector [1] Company Performance - J.Jill's results reflect a decline in performance, suggesting challenges faced by the company in the current market environment [1] - Urban Outfitters, on the other hand, demonstrated positive results, indicating a stronger position and potential growth opportunities within the apparel retail market [1]

Group 1 - Quantum computing poses a potential threat to cryptocurrency security, raising concerns about a possible "crypto-geddon" [5] - The rotation out of tech stocks has benefited various sectors, including pharmaceuticals, airlines, mining, and retail, with companies like Eli Lilly, Urban Outfitters, and United Airlines showing strength [6] - Urban Outfitters and a gold stock have reached new highs, with record silver prices pushing the mining giant into a buy zone [9] Group 2 - Eli Lilly's stock has risen following the European Medicines Agency's recommendation for its drug Mounjaro to be used in children as young as 10 [11] - The market is currently experiencing a mixed reaction, with tech stocks falling while companies like Eli Lilly and Urban Outfitters gain attention [11] - United Airlines is also showing renewed technical strength, indicating positive market sentiment towards the airline sector [11]

Retail Segment Performance - Retail segment net sales accounted for approximately 85.2% of consolidated net sales for the nine months ended October 31, 2025, down from 87.9% for the comparable period in fiscal 2025 [88]. - Urban Outfitters' North American Retail segment net sales accounted for approximately 15.3% of total Retail segment net sales for the nine months ended October 31, 2025, compared to approximately 16.5% for the comparable period in fiscal 2025 [91]. - The Free People brand's North American Retail segment net sales accounted for approximately 24.0% of total Retail segment net sales for the nine months ended October 31, 2025, compared to approximately 23.7% for the comparable period in fiscal 2025 [90]. - Anthropologie's North American Retail segment net sales accounted for approximately 47.0% of total Retail segment net sales for the nine months ended October 31, 2025, compared to approximately 47.1% for the comparable period in fiscal 2025 [89]. - Retail segment comparable net sales increased by 12.5% at Urban Outfitters, 7.6% at Anthropologie, and 4.1% at Free People during the third quarter of fiscal 2026 [106]. Store Expansion and Closure - The company plans to open 69 new stores and close 17 stores, resulting in a total of 785 company-owned stores by January 31, 2026 [97]. - The company plans to open approximately 69 new retail locations during fiscal 2026 and anticipates capital expenditures of about $300 million, primarily financed by cash flow from operating activities [130]. Financial Performance - Net sales for the third quarter of fiscal 2026 were $1.53 billion, an increase of $167.5 million from $1.36 billion in the third quarter of fiscal 2025 [105]. - Net sales for the nine months ended October 31, 2025, were $4.36 billion, a $449.1 million increase from $3.91 billion in the comparable period of fiscal 2025 [115]. - Gross profit for the third quarter of fiscal 2026 increased to $563.3 million, with a gross profit percentage of 36.8%, up from 36.5% in the third quarter of fiscal 2025 [108]. - Income from operations was $144.3 million, or 9.4% of net sales, for the third quarter of fiscal 2026, consistent with the same percentage in the prior year [111]. Inventory and Working Capital - Total inventory at October 31, 2025, increased by $46.5 million, or 5.9%, to $839.8 million compared to the previous year [109]. - Working capital increased to $592.9 million as of October 31, 2025, compared to $417.1 million as of January 31, 2025, and $511.8 million as of October 31, 2024, primarily due to an increase in inventory and cash [124]. - The increase in working capital as of October 31, 2025, compared to October 31, 2024, was mainly due to higher cash and inventory levels [124]. Cash Flow and Investments - Net cash provided by operating activities for the nine months ended October 31, 2025, was $312.2 million, up from $182.4 million for the same period in 2024, driven by higher net income and lower inventory increase [126]. - Cash paid for property and equipment in the first nine months of fiscal 2026 was $191.4 million, compared to $144.1 million in fiscal 2025, primarily for expanding the store base and distribution network [127]. - The company aims to invest in new products, markets, and brands, as well as enhance digital capabilities and omni-channel marketing to support sales growth [130]. - The company expects new store investments to generate positive cash flow within a year and may pursue acquisitions or joint ventures to expand brand offerings [130]. Subscription and Wholesale Segments - Subscription segment net sales accounted for approximately 9.3% of consolidated net sales for the nine months ended October 31, 2025, up from 6.8% in the comparable period in fiscal 2025 [98]. - Subscription segment net sales increased by 48.7% in the third quarter of fiscal 2026, driven by a 42.2% increase in the average number of active subscribers [107]. - Wholesale segment net sales represented approximately 5.5% of consolidated net sales for the nine months ended October 31, 2025, compared to 5.3% for the comparable period in fiscal 2025 [99]. Risk Management and Regulatory Impact - The company is actively evaluating global trade policies to mitigate risks associated with tariffs, which could negatively impact financial results [83]. - The company does not expect a material impact from the One Big Beautiful Bill Act on its financial statements for the fiscal year ending January 31, 2026 [84].

华尔街最受热议且影响市场的分析师研报评级如今汇总于此。以下是由 The Fly 整理的、投资者需关注 的今日研报评级。 1. 奥本海默将通用电气能源（GEV）的评级从 "持有" 上调至 "跑赢大盘"，目标价定为 855 美元。 该机构在研报中向投资者表示，得益于价格和销量改善，公司业绩指引较此前有显著上修空间， 且工厂产能利用率和运营效率提升有望带来进一步增长。加拿大皇家银行资本市场也将通用电气 能源评级从 "行业持平" 上调至 "跑赢大盘"，目标价从 630 美元上调至 761 美元。 2. 摩根大通将百事可乐（PEP）评级从 "中性" 上调至 "增持"，目标价从 151 美元上调至 164 美元。 该机构认为，公司在创新和营销支出方面的 "加速计划" 将推动可观的生产效率成本节约。 3. 汇丰银行将艾伯维（ABBV）评级从 "持有" 上调至 "买入"，目标价从 225 美元上调至 265 美元。 机构在研报中指出，公司正展现增长势头，且业务执行能力将持续保持稳健。 4. 摩根士丹利将特雷克斯（TEX）评级从 "持平" 上调至 "增持"，目标价从 47 美元上调至 60 美元。 该机构称，评级上调的原因是公 ...

Core Viewpoint - The report summarizes significant rating changes from Wall Street that are expected to impact the market, highlighting both upgrades and downgrades across various companies and sectors [1][6]. Upgrades - Synopsys (SNPS): Rosenblatt Securities upgraded the rating from "Neutral" to "Buy," lowering the target price from $605 to $560, anticipating that Q4 results will meet market expectations after a disappointing Q3 [5]. - Eaton Corporation (ETN): Wolfe Research upgraded the rating from "In-Line" to "Outperform," setting a target price of $413, expecting benefits from electrical business orders and easing cyclical factors in 2026 [5]. - Colgate-Palmolive (CL): Royal Bank of Canada upgraded the rating from "Sector Perform" to "Outperform," maintaining a target price of $88, noting that earnings expectations are at a reasonable low despite challenges in 2026 [5]. - RPM International (RPM): Royal Bank of Canada upgraded the rating from "Sector Perform" to "Outperform," raising the target price from $121 to $132, indicating that the stock price has "bottomed out" [5]. - Viking Holdings (VIK): Goldman Sachs upgraded the rating from "Neutral" to "Buy," increasing the target price from $66 to $78, citing the company's unique geographic business layout and high-income customer focus [5]. Downgrades - Warner Bros. Discovery (WBD): Harbor Research downgraded the rating from "Buy" to "Neutral" without providing a target price, following a hostile takeover bid from Paramount [5]. - Norwegian Cruise Line (NCLH): Goldman Sachs downgraded the rating from "Buy" to "Neutral," lowering the target price from $23 to $21, citing an unfavorable risk-reward ratio due to market conditions in the Caribbean [5]. - Confluent (CFLT): Royal Bank of Canada downgraded the rating from "Outperform" to "Sector Perform," raising the target price from $30 to $31, following an acquisition agreement with IBM at $31 per share [5]. - SLM Corporation (SLM): Compass Point downgraded the rating from "Buy" to "Sell," reducing the target price from $35 to $23, after revealing updated mid-term outlooks at an investor forum [5]. - Viavi Solutions (VRT): Wolfe Research downgraded the rating from "Outperform" to "In-Line," citing valuation issues as the stock price has increased 14 times since the last upgrade [5]. Initiations - Micron Technology (MU): HSBC initiated coverage with a "Buy" rating and a target price of $330, identifying the company as a core beneficiary of the storage chip supercycle [9]. - United Airlines (UAL): Montreal Bank Capital Markets initiated coverage with an "Outperform" rating and a target price of $125, noting improvements in the industry environment and recovery in business travel [12]. - Thermo Fisher Scientific (TMO): Goldman Sachs initiated coverage with a "Buy" rating and a target price of $685, expecting the market for life science tools to return to historical growth rates [12]. - Affirm (AFRM): Wolfe Research initiated coverage with a "Sector Perform" rating, setting a fair value range of $72-$82 for the end of 2026 [10]. - Urban Outfitters (URBN): Goldman Sachs initiated coverage with a "Neutral" rating and a target price of $83, acknowledging market positioning but cautioning against high valuation risks [10].

Urban Outfitters Inc (NASDAQ:URBN) stock enjoyed a 13.5% pop after the apparel retailer's most recent earnings report, going on to hit its highest level since August last session. The security already boasts a 40.8% lead for 2025, but a historically bullish signal indicates it may have even more room to run.The equity's recent peak comes amid low implied volatility (IV), per its Schaeffer's Volatility Index (SVI) of 37%, which ranks in the 14th percentile of its annual range. This has occurred six other tim ...