American Eagle Outfitters (AEO) News Today

American Eagle Outfitters (NYSE:AEO) shares traded lower as investors digested a series of analyst actions and earnings estimate revisions ahead of the retailer’s upcoming quarterly report.

• Positive Sentiment: Morgan Stanley raised its price target on AEO from $10.00 to $17.00 and retained an "equal weight" rating, signaling improved confidence in the retailer’s valuation. American Eagle Outfitters (NYSE:AEO) Given New $17.00 Price Target at Morgan Stanley
• Positive Sentiment: Zacks Research boosted its full-year FY2026 EPS estimate for AEO to $1.11 (from $0.83), reflecting stronger projected profitability.
• Positive Sentiment: Zacks Research raised its Q2 FY2028 EPS forecast to $0.41 (from $0.35), indicating better near-term results.
• Positive Sentiment: Zacks Research increased its Q4 FY2027 EPS estimate to $0.56 (from $0.53), suggesting an improved holiday-season outlook.
• Positive Sentiment: Zacks Research lifted its Q2 FY2027 EPS projection to $0.36 (from $0.28), pointing to stronger spring-season trends.
• Positive Sentiment: Zacks Research upped its Q4 FY2026 EPS forecast to $0.54 (from $0.49), anticipating better year-end performance.
• Neutral Sentiment: BTIG Research initiated coverage of AEO with a "neutral" rating, bringing fresh analyst attention to the retailer. American Eagle Outfitters (NYSE:AEO) Now Covered by BTIG Research
• Negative Sentiment: Zacks Research trimmed its Q3 FY2026 EPS estimate to $0.41 (from $0.43), signaling softer back-to-school demand. Research Analysts Set Expectations for AEO Q3 Earnings
• Negative Sentiment: Zacks Research cut its Q3 FY2027 EPS forecast to $0.42 (from $0.46), reflecting more cautious medium-term growth assumptions.
• Negative Sentiment: Zacks Research lowered its FY2028 EPS estimate to $1.38 (from $1.59), indicating moderating long-term margin expectations.
• Negative Sentiment: Zacks Research reduced its Q1 FY2028 EPS view to a net loss of $0.07 per share (from a $0.02 profit), highlighting early-year profitability pressures.
• Negative Sentiment: Zacks Research cut its Q1 FY2027 EPS estimate to a $0.08 loss per share (from $0.01), underscoring ongoing margin headwinds.
• Negative Sentiment: American Eagle Outfitters executive Michael Mathias exercised options and realized $310K, which may weigh on investor sentiment due to insider selling pressure. Michael Mathias At American Eagle Outfitters Executes Options Exercise, Realizing $310K