Dec 29, 2025 • Insider Monkey
NEUTRAL
People Didn’t See American Eagle (AEO) Coming, Says Jim Cramer
Jim Cramer noted that people didn't anticipate the strong performance of American Eagle Outfitters, Inc. (AEO), whose shares are up 54% year-to-date. Goldman Sachs initiated coverage with a Neutral rating and a $25 target, recognizing AEO's high-income consumer base and value perception, while Telsey raised its target to $25 after robust Q3 earnings driven by lower freight costs. The company's Q3 revenue of $1.36 billion and EPS of $0.53 surpassed analyst estimates.
Dec 29, 2025 • Finviz
NEUTRAL
People Didn't See American Eagle (AEO) Coming, Says Jim Cramer
Jim Cramer highlighted American Eagle Outfitters (AEO) as a stock that surprised many, noting its significant 54% year-to-date increase. Goldman Sachs and Telsey both issued positive outlooks, citing AEO's strong customer base, value perception, and robust Q3 earnings driven by lower freight costs. Cramer acknowledged the company's past operational challenges but recognized its unexpected success.
Dec 28, 2025 • Stock Traders Daily
NEUTRAL
Responsive Playbooks and the AEO Inflection
This article discusses American Eagle Outfitters Inc. (NYSE: AEO), highlighting weak near-term sentiment despite prevailing positive sentiment. It provides institutional trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels.
Dec 28, 2025 • MarketBeat
NEUTRAL
Deprince Race & Zollo Inc. Has $59.74 Million Stake in American Eagle Outfitters, Inc. $AEO
Deprince Race & Zollo Inc. significantly reduced its holdings in American Eagle Outfitters (NYSE:AEO) by 13.1% in the third quarter, holding 3,491,279 shares valued at $59.74 million. Insiders have also been selling shares, with Jennifer M. Foyle decreasing her position by 55.9% in December. Despite this, American Eagle Outfitters exceeded Q3 earnings and revenue expectations and declared a quarterly dividend, maintaining a "Hold" consensus rating among analysts with a $21.45 price target.
Dec 24, 2025 • Finviz
BULLISH
4 Retail Apparel Stocks Poised to Lead Consumer Rally in 2026
The retail apparel and footwear industry is expected to experience a major upcycle in 2026, driven by stabilizing interest rates, improving wage growth, and healthier inventory levels. Companies like American Eagle Outfitters, Urban Outfitters, Boot Barn, and The Gap are well-positioned to benefit from this consumer rally due to their strong brands, differentiated products, and agile omnichannel strategies. These firms are focusing on operational discipline, merchandising, and customer engagement to drive growth and profitability.
Dec 23, 2025 • Campaign US
SOMEWHAT-BULLISH
American Eagle, JCPenney, Netflix: The brands that survived, thrived and took a dive in 2025
This article reviews the defining brand moments of 2025, highlighting companies that navigated cultural conversations and economic shifts with varying degrees of success. It examines how brands like American Eagle, Levi's, and Netflix thrived through controversial campaigns, inclusivity efforts, or strategic growth, while others such as Target, E.l.f. Beauty, and Cracker Barrel faced backlash or operational challenges, reflecting a turbulent year for brand marketing.