American Eagle Outfitters, Inc.

American Eagle Outfitters, Inc.

AEOยทNYSE

$16.04

+1.3%
Consumer CyclicalApparel - Retail

American Eagle Outfitters, Inc. operates as a specialty retailer that provides clothing, accessories, and personal care products under the American Eagle and Aerie brands. The company provides jeans, and specialty apparel and accessories for women and men; and intimates, apparel, activewear, and swim collections, as well as personal care products for women. It also offers graphic tees and other clothing products under the Tailgate brand name; and menswear products under the Todd Snyder New York brand name. As of January 29, 2022, the company operated 880 American Eagle stores, 244 Aerie brand stand-alone stores, and five Todd Snyder stores in the United States, Canada, Mexico, and Hong Kong. It also ships to 81 countries through its Websites; and offers its merchandise at 260 locations operated by licensees in 28 countries, as well as provides products through its Websites ae.com, aerie.com, and toddsnyder.com. American Eagle Outfitters, Inc. was founded in 1977 and is headquartered in Pittsburgh, Pennsylvania.

At a Glance

Live Snapshot
Market Cap$2.69B
EPS1.1200
P/E Ratio20.90
Earnings Date06/04/2026
aeo

American Eagle Outfitters, Inc. Street Expectations Map

AEO ยท NYSE

Wall Street analysts project that AEO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 19.25, with estimates ranging from a low of 16.00 to a high of 22.00.

Lowest Target
16.00
-0.25%
Consensus Target
19.25
20.01%
Highest Target
22.00
37.16%

The consensus 1-year price target stands at 19.25, with estimates ranging from a low of 16.00 to a high of 22.00.

Analyst Consensus Analysis

Upside Potential

+20.0%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

31.2% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

149.00x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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American Eagle Outfitters, Inc. Forward Estimates of Revenue

AEO ยท NYSE
Latest Revenue
5.50B
FY 2025
Avg Estimate
5.47B
FY 2026
Estimate Range
5.44B - 5.49B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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American Eagle Outfitters, Inc. Forward Estimates of Net Income

AEO ยท NYSE
Latest Net Income
191.98M
FY 2025
Avg Estimate
238.59M
FY 2026
Estimate Range
228.84M - 248.35M
Analyst Spread

Forward Growth Analysis

Projected Growth+24.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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American Eagle Outfitters, Inc. Forward Estimates of EPS

AEO ยท NYSE
Latest EPS
1.12
FY 2025
Avg Estimate
$1.38
FY 2026
Estimate Range
$1.30 - $1.41
Analyst Spread

Forward Growth Analysis

Projected Growth+23.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread8%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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American Eagle Outfitters, Inc. Forward Estimates of EBIT

AEO ยท NYSE
Latest EBIT
327.82M
FY 2025
Avg Estimate
378.26M
FY 2026
Estimate Range
376.18M - 379.64M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.4%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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American Eagle Outfitters, Inc. Forward Estimates of EBITDA

AEO ยท NYSE
Latest EBITDA
539.79M
FY 2025
Avg Estimate
596.25M
FY 2026
Estimate Range
592.97M - 598.43M
Analyst Spread

Forward Growth Analysis

Projected Growth+10.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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American Eagle Outfitters, Inc. Forward Estimates of SG&A Expense

AEO ยท NYSE
Latest SG&A Expense
1.49B
FY 2025
Avg Estimate
1.43B
FY 2026
Estimate Range
1.43B - 1.44B
Analyst Spread

Forward Growth Analysis

Projected Growth-3.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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American Eagle Outfitters, Inc. Insider Positioning

AEO ยท NYSE

During the last 12 months, insiders have sold $42.44M worth of AEO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

5.8K

99.73K

Net Activity

-100K

-$100K

3-6 Months

Bought

0

0.00

Sold

1.5M

38.77M

Net Activity

-38.8M

-$38.77M

6-9 Months

Bought

0

0.00

Sold

191.6K

3.57M

Net Activity

-3.6M

-$3.57M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
SJL

Schottenstein Jay L

Director, Officer: Exec Chairman & Ceo

1.0M sharesโ€ข3 transactions

$26.81M

2
FJM

Foyle Jennifer M.

Officer: Global Brand President-Aerie

298.0K sharesโ€ข2 transactions

$6.90M

3
MMA

Mathias Michael A.

Officer: Evp And Cfo

227.1K sharesโ€ข2 transactions

$5.30M

4
BM

Baldwin Marisa

Officer: Evp - Chro

61.3K sharesโ€ข1 transactions

$1.37M

5
SNJ

Spiegel Noel Joseph

Director

44.8K sharesโ€ข3 transactions

$824K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $42.44M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$100K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.