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Urban Outfitters Inc

Urban Outfitters Inc

URBN
$78.58USD↑+3.94%+2.98 today

MARKET CAP

6.7B

P/E (TTM)

15.5x

FWD P/E

—

DAY RANGE

$77 – $80

52W RANGE

$60
$85

AI Summary

Stalk
Buy NowMedium

The stock is in a Stage 2 uptrend with both medium- and long-term biases bullish and high confidence; a recent shallow pullback to the 9 EMA offers a favorable buy entry, supported by an active Devil’s Bargain pattern indicating continued upside—key risks include extreme overbought readings and nearby overhead resistance.

  • ↑Q1 revenue rose 11% YoY to $1.5B, driven by all brands
  • ↑Net income jumped 22% YoY to $144M on margin gains
  • ↓Tariffs expected to erode gross margins by ~75 basis points
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The case for & against

Bull & Bear analysis

Bullish

Urban Outfitters, Inc. (NASDAQ: URBN) is a pioneering specialty retailer operating multiple prominent lifestyle brands, including Urban Outfitters, Anthropologie, Free People, and Nuuly. Positioned in the retail sector, the company emphasizes unique product offerings in fashion, home décor, and gender-specific lines, catering primarily to a young adult demographic. Urban Outfitters effectively leverages multiple sales channels—retail, wholesale, and subscription—to engage consumers and adapt to evolving shopping preferences, while actively expanding its footprint in domestic and international markets.

Bull says

  • ↑Q1 revenue rose 11% YoY to $1.5B, driven by all brands
  • ↑Net income jumped 22% YoY to $144M on margin gains
  • ↑Nuuly revenue up 49% with 110k subscriber increase
  • ↑Share repurchases of 4.6M shares for $300M reduced float 5%
  • ↑Stock up 6.1% in four weeks; JPMorgan raised PT to $110
  • ↑69 new store openings signal aggressive footprint expansion

Bear says

  • ↓Tariffs expected to erode gross margins by ~75 basis points
  • ↓SG&A expenses climbed 12% from higher marketing and freight
  • ↓Intense promotional pressure and competition risk further margin compression
  • ↓Consumer spending could weaken under economic uncertainty and negative momentum factors
  • ↓No dividend yield restricts shareholder capital returns
  • ↓High oil sensitivity and weak external finance access pose cost risks

Investment themes with URBN

Apparel↑ +0.83%

Manufacturers and retailers of clothing and fashion

NKE · ULTA · RL

Earnings Call · Q2 2026 · Mgmt. Guidance

Updated 08-27-2026bullish

Transcript signals

Bull points

  • Today, I'm happy to report on the significant progress we've made. We are not only executing the plan we outlined, but we're also building incredible momentum, and I'm excited to share the details with you.
  • We delivered a strong single-digit comp in the month of July with growth in both channels and a positive comp for the second quarter.
  • Second quarter new customer growth was up 17%, with an increasing number of these customers aligning with our target demographic.

Bear points

  • In both channels, our Net Promoter scores are up meaningfully, indicating customers are pleased with our efforts.
  • The only major headwind we currently face is the uncertainty surrounding tariff rates.
  • The only major headwind we currently face is the uncertainty surrounding tariff rates.
Read full transcript analysis ›