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American Eagle Outfitters, Inc.NYSE:AEO Stock Report

Market Cap US$2.9b
Share Price
US$16.94
US$23.89
29.1% undervalued intrinsic discount
1Y52.6%
7D-5.4%
Portfolio Value
View

American Eagle Outfitters, Inc.

NYSE:AEO Stock Report

Market Cap: US$2.9b

AEO Community Fair Values

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See what 43 others think this stock is worth. Follow their fair value or set your own to get alerts.

American Eagle Outfitters, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for American Eagle Outfitters
Historical stock prices
Current Share PriceUS$16.94
52 Week HighUS$28.46
52 Week LowUS$9.27
Beta1.48
1 Month Change-2.19%
3 Month Change-27.33%
1 Year Change52.61%
3 Year Change27.66%
5 Year Change-53.97%
Change since IPO1,805.73%

Recent News & Updates

Recent updates

AEO: Aerie Momentum And Share Repurchases Will Support Future Upside Potential

Analysts have adjusted their views on American Eagle Outfitters, with price targets now ranging from $19 to $25. This reflects updated models after Q4 results, continued Aerie strength, and a cautious stance given the broader macro backdrop.

American Eagle Outfitters' Shareholders Swoon For Sweeney

Apr 16

AEO: Aerie Strength And Margin Discipline Will Support Future Upside Potential

Narrative Update: American Eagle Outfitters Analyst Price Target Shift The updated analyst price target for American Eagle Outfitters sits in a tighter $19 to $28 range, with several firms trimming or modestly lifting targets by $1 to $7 as analysts factor in solid recent results, Aerie brand resilience, tighter promotions, and a more uncertain macro backdrop into slightly lower growth and a modestly reduced future P/E assumption. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism on execution and caution on the risk and reward trade off.

AEO: Aerie Execution And Margin Discipline Will Drive Bullish Outlook

Analysts have trimmed the consolidated price target for American Eagle Outfitters to about $23.89 from $25.78. This reflects a mix of reduced targets tied to a tougher macro backdrop and model resets after Q4, partly offset by support from Aerie strength, margin discipline and modest upward revisions from firms that remain Neutral on the stock.

AEO: Holiday Margin Discipline And Aerie Strength Will Shape Fairly Balanced Outlook

The analyst price target for American Eagle Outfitters has been reduced by $1 to $19. Analysts cited slightly lower modeled revenue growth and a higher discount rate, while still noting firm profit margins and a lower assumed future P/E multiple.

AEO: Holiday Margin Discipline Will Test Weak Brand Positioning Risk

Analysts have raised their blended price targets on American Eagle Outfitters to a range of $20 to $28, citing disciplined margins in a promotional retail environment and a holiday update that exceeded expectations, while also highlighting ongoing challenges related to brand positioning and demand visibility. Analyst Commentary Recent research points to a mixed setup for American Eagle Outfitters, with higher price targets sitting alongside cautious ratings and concerns about execution and growth visibility.

AEO: Holiday Earnings Will Expose Margin Risks In Promotional Retail Environment

Narrative Update The analyst price target for American Eagle Outfitters has been raised to $20 from $18. Analysts point to recent price target increases across several firms, commentary around solid holiday performance, disciplined margins in a promotional retail setting, and expectations for upcoming earnings as key supports for the new fair value estimate and the updated P/E and margin assumptions.

AEO: Holiday Execution And Margin Discipline Will Test Brand Momentum

Narrative Update on American Eagle Outfitters The updated analyst price target for American Eagle Outfitters moves to US$25.78 from US$22.88, as analysts point to a solid holiday update, disciplined promotions and inventory management, along with a revised future P/E assumption that aligns more closely with recent sector research. Analyst Commentary Recent Street research on American Eagle Outfitters reflects a mix of optimism around execution and caution around brand strength and sector risk.

AEO: Q3 Earnings Will Test Holiday Hype And Macro Tailwinds

Analysts have raised their price expectations for American Eagle Outfitters to a range of approximately $22 to $24, citing sector-wide optimism around inventory discipline, potential benefits from lower interest rates and gas prices, and a likely catalyst from the upcoming Q3 earnings update. Analyst Commentary Recent research points to a more balanced setup for American Eagle Outfitters, with some optimism around sector trends offset by lingering concerns about demand and execution risk.

AEO: Q3 Earnings Are Expected To Expose Overstretched Holiday Optimism

Analysts have raised their fair value estimate for American Eagle Outfitters from $10.00 to $18.00 per share. This reflects increased confidence in faster revenue growth, improved profit margins, and a more constructive outlook on the company’s future earnings multiple following recent positive price target revisions and expectations for a Q3 earnings catalyst.

AEO: Marketing Momentum And Q3 Earnings Are Expected To Test Margins

Analysts have raised their price target on American Eagle Outfitters by about $6.50 per share to approximately $22.90, citing expectations for stronger revenue growth, improving profit margins, a slightly lower discount rate, and a supportive earnings catalyst as justification for the higher valuation multiple. Analyst Commentary Bullish analysts highlight that the modest price target increase reflects growing confidence in the company’s ability to sustain revenue momentum while expanding margins, supporting a higher valuation multiple over the near to medium term.

American Eagle Outfitters, Inc. (NYSE:AEO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Dec 02
American Eagle Outfitters, Inc. (NYSE:AEO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

AEO: Marketing Campaign Momentum Will Face Margin Pressure Into Next Year

Analysts have modestly increased their price target for American Eagle Outfitters, with the fair value estimate edging up from $16.39 to $16.44. This reflects expectations for operational recovery and improved sales momentum highlighted in recent research notes.

AEO: Brand Campaigns And Margin Headwinds Will Shape Measured Outlook

American Eagle Outfitters' analyst price target has increased from $15.94 to $16.39. This reflects ongoing signs of stabilization, an improved Q2 performance, and renewed optimism around the Aerie brand.

American Eagle Outfitters (NYSE:AEO) Is Paying Out A Dividend Of $0.125

Sep 20
American Eagle Outfitters (NYSE:AEO) Is Paying Out A Dividend Of $0.125

Expanding Aerie And OFFLINE Will Boost Engagement, But Consumer Uncertainty May Pose Challenges Ahead

American Eagle Outfitters’ price target was raised to $15.94 as analysts cited a strong Q2 EPS beat, operational recovery, and outperformance at Aerie, while noting ongoing cost headwinds may temper future upside. Analyst Commentary Strong Q2 EPS beat driven by lower promotional activity, disciplined spending, improved sell-through, and better gross margins.

Some May Be Optimistic About American Eagle Outfitters' (NYSE:AEO) Earnings

Sep 17
Some May Be Optimistic About American Eagle Outfitters' (NYSE:AEO) Earnings

Digital Channel Pressures And Rising Tariffs Will Erode Margins

Analysts have raised their price target for American Eagle Outfitters to $15.17, citing stronger Q2 results from improved sales, lower promotions, better inventory management, and successful brand initiatives, though some caution remains on margin pressures and sustainability. Analyst Commentary Bullish analysts highlight strong Q2 EPS beats driven by improved sales, lower promotional activity, and better inventory management.

American Eagle Outfitters, Inc.'s (NYSE:AEO) Price Is Right But Growth Is Lacking After Shares Rocket 27%

Aug 20
American Eagle Outfitters, Inc.'s (NYSE:AEO) Price Is Right But Growth Is Lacking After Shares Rocket 27%

American Eagle Outfitters (NYSE:AEO) Is Looking To Continue Growing Its Returns On Capital

May 25
American Eagle Outfitters (NYSE:AEO) Is Looking To Continue Growing Its Returns On Capital

Is American Eagle Outfitters, Inc. (NYSE:AEO) Trading At A 49% Discount?

May 09
Is American Eagle Outfitters, Inc. (NYSE:AEO) Trading At A 49% Discount?

American Eagle Outfitters: Positive Comps Growth And Deep Value Prices Make It An Appealing Buy

Apr 29

American Eagle Outfitters' (NYSE:AEO) Dividend Will Be $0.125

Apr 06
American Eagle Outfitters' (NYSE:AEO) Dividend Will Be $0.125

American Eagle Outfitters: I No Longer Think FY 2025 Will Be A Good Year (Rating Downgrade)

Mar 25

American Eagle Is Cheap Cyclically But Peers Are More Attractive

Mar 18

American Eagle Outfitters (NYSE:AEO) Is Due To Pay A Dividend Of $0.125

Mar 16
American Eagle Outfitters (NYSE:AEO) Is Due To Pay A Dividend Of $0.125

Shareholder Returns

AEOUS Specialty RetailUS Market
7D-5.4%-1.9%0.6%
1Y52.6%10.6%28.7%

Return vs Industry: AEO exceeded the US Specialty Retail industry which returned 10.6% over the past year.

Return vs Market: AEO exceeded the US Market which returned 28.7% over the past year.

Price Volatility

Is AEO's price volatile compared to industry and market?
AEO volatility
AEO Average Weekly Movement7.7%
Specialty Retail Industry Average Movement7.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Stable Share Price: AEO has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: AEO's weekly volatility (8%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
197727,500Jay Schottensteinwww.aeo-inc.com

American Eagle Outfitters, Inc. operates as a multi-brand specialty retailer in the United States and internationally. It provides jeans, apparel and accessories, and personal care products for women and men under the American Eagle brand; and intimates, apparel, activewear, and swim collections under the Aerie and OFFLINE by Aerie brands. The company also offers menswear products under the Todd Snyder New York brand; and fashion clothing and accessories under the Unsubscribed brand.

American Eagle Outfitters, Inc. Fundamentals Summary

How do American Eagle Outfitters's earnings and revenue compare to its market cap?
AEO fundamental statistics
Market capUS$2.90b
Earnings (TTM)US$191.98m
Revenue (TTM)US$5.55b
14.7x
P/E Ratio
0.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AEO income statement (TTM)
RevenueUS$5.55b
Cost of RevenueUS$3.52b
Gross ProfitUS$2.03b
Other ExpensesUS$1.83b
EarningsUS$191.98m

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.15
Gross Margin36.51%
Net Profit Margin3.46%
Debt/Equity Ratio0%

How did AEO perform over the long term?

See historical performance and comparison

Dividends

3.0%
Current Dividend Yield
45%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 22:13
End of Day Share Price 2026/05/01 00:00
Earnings2026/01/31
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

American Eagle Outfitters, Inc. is covered by 37 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Matthew McClintockBarclays
Adrienne Yih-TennantBarclays
Lorraine Corrine HutchinsonBofA Global Research