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Citi Edges Up Oxford Industries (OXM) Target; Telsey Turns More Cautious

Oxford Industries, Inc. (NYSE:OXM) is included among the Dividend Capture Strategy: 14 High Yield Stocks to Buy in April.

On March 30, Citi analyst Paul Lejuez raised the firm’s price recommendation on Oxford Industries, Inc. (NYSE:OXM) to $34 from $33. It reiterated a Neutral rating on the shares.

A few days earlier, on March 27, Telsey Advisory analyst Dana Telsey lowered her price goal on OXM to $36 from $40 and maintained a Market Perform rating. She said the company closed the year with “solid” Q4 results. At the same time, tariffs remain a headwind, and the broader consumer environment is still uncertain.

During the Q4 2025 earnings call, management said 2026 net sales are expected to fall between $1.475 billion and $1.53 billion. That points to results that are roughly flat to up about 4% compared to $1.478 billion in 2025. Comparable sales are expected to range from flat to an increase of around 3%. Growth is likely to come from Tommy Bahama, Lilly Pulitzer, and Emerging Brands, while Johnny Was is expected to decline.

Management also noted that tariff pressures are not going away. IEEPA-related tariffs are expected to create a $50 million headwind in fiscal 2026. This includes an incremental $20 million impact, which translates to about 150 basis points of pressure on gross margin and roughly a $1 per share effect.

Oxford Industries, Inc. (NYSE:OXM) operates in the apparel space and owns a portfolio of lifestyle brands. These include Tommy Bahama, Lilly Pulitzer, Johnny Was, Southern Tide, The Beaufort Bonnet Company, Duck Head, and Jack Rogers.

While we acknowledge the risk and potential of OXM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than OXM and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: Dividend Stock Portfolio for Income: 15 Stocks to Invest In and Dividend Kings and Aristocrats List: 32 Biggest Stocks

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Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

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  • 175 Teslas
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  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
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