Where is Urban Outfitters (URBN) Headed According to Wall Street?

Urban Outfitters, Inc. (NASDAQ:URBN) is one of the best affordable stocks with good earnings growth for 2026. Urban Outfitters, Inc. (NASDAQ:URBN) received several rating updates in December. On December 17, Baird lifted the price target on the stock to $93 from $90 and maintained an Outperform rating on the shares. The firm told investors that it sees the backdrop improving in 2026, with consumer stimulus, including tariff mitigation, wealth effects, and lower taxes, setting the stage for solid revenue and earnings growth. This holds especially true after tariffs are cycled in the first half.

The same day, Urban Outfitters, Inc. (NASDAQ:URBN) was upgraded to Outperform from Market Perform by Telsey Advisory, who lifted the price target on the stock to $98 from $85. The firm detailed in a year-ahead note for the retail group that improvements at the flagship banner translate to growth in business across the company’s brand portfolio. It also cited new concept growth with Nuuly and Free People.

In another development, Urban Outfitters, Inc. (NASDAQ:URBN) was initiated with a Neutral rating by Guggenheim on December 9, without a price target. The firm believes that the retail sector still appears to be perceived as “structurally sick.” However, it also noted that “holiday brought the cheer,” tariffs have been manageable so far, and the “most importantly and likely going unnoticed” fact is that a majority of the coverage actually operates at, or close to, their gross margin peaks.

Goldman Sachs also initiated coverage of Urban Outfitters, Inc. (NASDAQ:URBN) the same day, setting a Neutral rating with a $83 price target. It exhibited positive sentiments over the company’s market positioning in specialty retail, telling investors that its solid brand momentum is allowing a “healthy” growth in core brands. However, the firm added that this positive trend is offset by Urban Outfitters, Inc.’s (NASDAQ:URBN) execution risk and the stock’s “full” valuation, painting a balanced risk/reward picture at the current share levels.

Urban Outfitters, Inc. (NASDAQ:URBN) is a lifestyle products and services company that operates through three segments: Retail, Wholesale, and Nuuly. The Retail segment encompasses its store and digital channels and manages the Anthropologie, Free People, FP Movement, and Urban Outfitters brands. The Nuuly segment comprises the Nuuly brand, which includes Nuuly Thrift and Nuuly Rent, a monthly women’s apparel subscription rental service.

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Disclosure: None. This article is originally published at Insider Monkey.