都市服饰暴涨23%,一季度业绩超预期,多家券商上调评级

老虎资讯综合
May 22, 2025

周四,美国服饰零售商都市服饰(Urban Outfitters)盘初大涨超23%;该股5月涨幅已超36%。消息面上,Urban Outfitters公布截至4月底止首财季业绩,净利润同比增长75%至1.08亿美元,每股盈利1.16美元,高于市场预期;营收同比增长11%至13.3亿美元,亦胜预期。期内同店零售额增长5%。

多家券商上调了对都市服饰的评级和目标价。其中,摩根大通将公司评级从"中性"上调至"增持",同时将目标价从63美元大幅上调至78美元。富国银行虽然维持了原有评级,但也将目标价从55美元上调至70美元。分析师普遍认为,都市服饰具有长期增长潜力,预计其"正常价格销售和占用率杠杆"将持续改善,同时公司的服装租赁服务Nuuly也将继续为盈利增长做出贡献。

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