AEOAEOConsumer Cyclical · Apparel Retail

AEO Stock Forecast: American Eagle Outfitters, Inc. Price Predictions for 2026-2027

Last close, 14 Sept 2026
$15
+2.73% on the day

The 14 Wall Street analysts covering American Eagle Outfitters, Inc. hold a median 12-month price target of $18 — +16.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 14 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$2.6B
Ticker Nerd rank
91 / 100
Median analyst target
$18
Analysts covering
14
Revenue$1.4B+7.5% y/y
Operating income$211.4M
Net income$133.7M
Free cash flow$115.3M
Quarterly, 8 quarters to 31 July 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−11.3%
1M
−4.6%
YTD
−40.4%
1Y
−13.6%
From 52W high
−44.2%
From 52W low
+9.9%
$14
$28
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AEO stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores American Eagle Outfitters, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 14 Sept 2026
91 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
95
Growth
94
Value
88
Revisions
68
Momentum
63
Quality
60
Volatility
59
Accruals
53
Size
32

Issuance (95): The share count has been shrinking and the company is not leaning on new borrowing.

Accruals (53): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (32): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AEO stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AEO, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$14$16$18$20$22$24$26$28Oct 25Jan 26Apr 26Jul 26AEOHigh $27Median $18Low $15

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says14 analysts
1 Buy12 Hold1 Sell
Low $15Median $18High $27

The green dot is the last close — the median target sits +16.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
11 Sept 2026BarclaysMaintainsEqual-Weight$17$15
10 Sept 2026Morgan StanleyMaintainsEqual-Weight$18$17
10 Sept 2026Telsey Advisory GroupMaintainsMarket Perform$20$18
10 Sept 2026UBSMaintainsBuy$31$27
9 Sept 2026BMO CapitalInitiatesMarket Perform$18
18 Aug 2026JP MorganMaintainsNeutral
18 Aug 2026JP MorganMaintainsNeutral$19$21
14 Aug 2026B of A SecuritiesReinstatesUnderperform$16
6 July 2026Morgan StanleyReinstatesEqual-Weight$18
1 June 2026CitigroupMaintainsNeutral
29 May 2026B of A SecuritiesMaintainsUnderperform
29 May 2026BarclaysMaintainsEqual-Weight
29 May 2026JP MorganMaintainsNeutral
29 May 2026UBSMaintainsBuy
18 May 2026TD CowenMaintainsHold
6 May 2026BarclaysUpgradeEqual-Weight
26 Mar 2026NeedhamInitiatesHold
6 Mar 2026BarclaysMaintainsUnderweight
6 Mar 2026CitigroupMaintainsNeutral
6 Mar 2026TD CowenMaintainsHold

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AEO appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

AEO vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 14 Sept 2026, American Eagle Outfitters, Inc. returned −13.6% against +17.0% for the S&P 500, dividends included.

AEO vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140Oct 25Jan 26Apr 26Jul 26AEOS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

AEO analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+0.6%
Analysts raising
2
Analysts cutting
1
Fundamentals

American Eagle Outfitters, Inc. (AEO) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
8.0×

Cheaper than 62% of US stocks

Price / sales
0.4×

Cheaper than 84% of US stocks

Price / book
1.5×

Cheaper than 56% of US stocks

EV / EBITDA
7.5×

Cheaper than 47% of US stocks

Growth & margins
Revenue growth (YoY)
7.5%

Higher than 45% of US stocks

Earnings growth (YoY)
72.7%

Higher than 80% of US stocks

Gross margin
48.7%

Higher than 60% of US stocks

Operating margin
2.1%

Higher than 49% of US stocks

Net margin
5.9%

Higher than 62% of US stocks

Returns & dividend
Return on equity
20.0%

Higher than 81% of US stocks

Return on assets
5.3%

Higher than 78% of US stocks

Dividend yield
3.2%

Higher than 68% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

American Eagle Outfitters, Inc. (AEO) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • American Eagle Outfitters, Inc. has a market value of $2.6B and an enterprise value of $4.3B.

  • Revenue in the twelve months to 31 July 2026: $5.7B. The latest quarter grew 7.5% year on year.

  • Net income over the same four quarters: $329.4M, a 5.7% net margin.

  • Diluted earnings per share, trailing twelve months: $1.96.

  • Free cash flow in the twelve months to 31 July 2026: $343.5M, after $255.9M of capital spending.

  • American Eagle Outfitters, Inc. spent $99.4M on share buybacks and $84.3M on dividends in the twelve months to 31 July 2026.

  • Shares outstanding: 167.6M.

  • Trailing P/E: 8.0×; forward P/E: 8.0× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 3.24%, paying out 26% of earnings.

  • American Eagle Outfitters, Inc. employs 10,000 people $575K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 July 2026 · market figures as at 15 Sept 2026

Data provided by Twelve Data

Peers

AEO vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelApparel Retail
CompanyMarket capTKN rank
AEOAmerican Eagle Outfitters, Inc.$2.6B
91
BKEThe Buckle, Inc.$2.1B
78
BOOTBoot Barn Holdings, Inc.$4.4B
42
ANFAbercrombie & Fitch Co.$6.0B
75
VSXYVictoria's Secret & Co.$6.0B
86
CRICarter's, Inc.$1.1B
94
URBNUrban Outfitters, Inc.$6.6B
72

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own American Eagle Outfitters, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AEO news & analysis

American Eagle Outfitters, Inc. (AEO) is Attracting Investor Attention: Here is What You Should Know

Zacks Investment Research · 14 Sept 2026neutral

American Eagle Outfitters (AEO) has become one of the stocks most watched by users of Zacks.com recently. Zacks notes that it is worth exploring what lies ahead for the stock given this attention.

Why it matters — The article highlights that AEO is drawing heightened investor attention, which could be relevant for those tracking the company's momentum and outlook.

American Eagle Outfitters Q2 Review: Tariff Refunds Hid The Ugly Reality

Seeking Alpha · 12 Sept 2026negative

American Eagle Outfitters reported Q2 revenue growth of 9.4% year over year, but headline profitability was inflated by $179 million in tariff refunds. Underlying operations weakened, with declining gross and operating margins, negative free cash flow, and swelling inventory, while the AE brand continued to struggle amid positive Aerie/Offline comps.

Why it matters — AEO watchers should note that core profitability and cash flow remain strained once the one-time tariff refunds are stripped out, and that the mainline AE brand's struggles continue even as Aerie drives growth.

American Eagle Goes on Sale: Is It Time to Buy?

MarketBeat · 12 Sept 2026positive

The article discusses American Eagle Outfitters (NYSE: AEO) amid structural headwinds facing mall-based retail and value-focused consumers, and suggests now looks like a good time to buy the stock.

Why it matters — AEO watchers would care because the piece frames the company as an attractive opportunity despite the broader challenges confronting mall-based retailers.

Should You Buy or Hold American Eagle Stock Post Q2 Earnings?

Zacks Investment Research · 11 Sept 2026negative

Following its Q2 earnings report, Zacks Investment Research examines whether investors should buy or hold American Eagle stock. The company faces uneven sales, increased markdowns, tougher tariff-refund comparisons, and higher SG&A expenses that could pressure margins.

Why it matters — AEO watchers would care because these operational headwinds, including margin pressure from markdowns and higher expenses, could affect the company's near-term financial performance.

Why American Eagle Stock Dropped Today

The Motley Fool · 11 Sept 2026negative

American Eagle Outfitters saw its stock decline as the company struggles to adapt to changing fashion trends. Discounted merchandise is hurting the company's profit margins.

Why it matters — AEO watchers would care because fashion missteps and heavy discounting are pressuring the retailer's margins and weighing on investor sentiment.

FAQ

Frequently asked questions about AEO stock

What is the AEO stock price forecast for 2026-2027?

The 14 Wall Street analysts covering American Eagle Outfitters, Inc. have a median 12-month price target of $18, with estimates ranging from $15 to $27. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AEO stock a buy right now?

Of the 14 analysts covering American Eagle Outfitters, Inc., 1 rate it a Buy, 12 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks American Eagle Outfitters, Inc. 91 out of 100 across roughly 4,600 US stocks as at 14 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AEO?

As at 14 Sept 2026, American Eagle Outfitters, Inc. ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (95 of 100).

Will AEO stock go up?

No one can know that. What the data says: the median 12-month target from 14 analysts implies +16.7% from the last close, and Ticker Nerd's factor model ranks American Eagle Outfitters, Inc. 91 out of 100 as at 14 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AEO stock forecast for 2030?

No analyst covering American Eagle Outfitters, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AEO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $15 to $27 over the next 12 months.

How has AEO stock performed over the past year?

American Eagle Outfitters, Inc. returned -13.6% over the 12 months to 14 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does American Eagle Outfitters, Inc. do?

American Eagle Outfitters Inc. is a global specialty retailer focused on apparel, accessories, and personal care products for men and women.

What is the latest news on AEO?

The most recent item we track (Zacks Investment Research, 14 Sept 2026): "American Eagle Outfitters, Inc. (AEO) is Attracting Investor Attention: Here is What You Should Know". American Eagle Outfitters (AEO) has become one of the stocks most watched by users of Zacks.com recently. Zacks notes that it is worth exploring what lies ahead for the stock given this attention.

Company

About American Eagle Outfitters, Inc.

American Eagle Outfitters Inc. is a global specialty retailer focused on apparel, accessories, and personal care products for men and women. The company operates through its core American Eagle and Aerie brands, with offerings that include denim, casual clothing, intimates, activewear, swimwear, and lifestyle accessories. It also supports complementary labels such as OFFLINE by Aerie, Todd Snyder, and Unsubscribed, broadening its reach across youth-oriented, premium, and everyday wardrobe categories. American Eagle Outfitters Inc. sells its products through company-operated stores, licensed locations, and digital channels, making it a significant omni-channel player in the retail market. Its business serves consumers in North America and selected international markets, with a strong emphasis on casual wear, comfort-driven products, and brand-led merchandising.

CEO Mr. Jay L. Schottenstein · 10,000 employees · United States · https://www.aeo-inc.com