Abercrombie & Fitch (ANF) News Today

Abercrombie & Fitch Co. (NYSE:ANF) shares have moved higher today, driven by a mix of strong quarterly results, upbeat guidance from management, and bullish analyst actions, even as some near-term estimates were trimmed and tariff-related costs loom.

• Q1 earnings beat expectations with $1.59 EPS (vs. $1.48 consensus) and record sales, powered by robust Hollister performance
• Company raised FY2025 earnings guidance to $9.50–$10.50 per share (above prior consensus of $10.28)
• JPMorgan Chase boosted its price target to $147.00 and Morgan Stanley raised its target to $82.00
• Telsey Advisory Group reaffirmed its “Outperform” rating with a $125.00 target
• Unusually large call‐option activity, suggesting bullish investor sentiment
• Analyst commentary at Seeking Alpha highlights ANF as a potential value buy amid recent pullback
• William Blair cut Q3 2026 EPS estimates from $2.75 to $2.51 per share
• Telsey Advisory Group lowered Q2 2026 EPS estimates from $2.59 to $2.30 per share
• Second-quarter EPS guidance of $2.10–$2.30 falls short of the $2.47 consensus
• Management flags $50 million of cost headwinds from inventory clearance and trade-war tariffs
• Raymond James cut its price target to $90.00, reflecting macroeconomic and trade-tension risks

Investors are weighing the company’s strong top-line momentum and raised forecasts against near-term margin pressures and lowered analyst estimates. The balance of bullish price-target upgrades and operational headwinds is underpinning today’s uptick in ANF shares.