Urban Outfitters' stock fell 11.39% as it crossed below the 5-day SMA, reflecting a challenging trading environment.
Despite the decline, Urban Outfitters reported an impressive 11% increase in net sales for the eleven months ending December 31, 2025, with retail segment sales rising 8%. The company also opened 58 new stores, including 36 Free People locations, indicating strong market demand and a solid expansion strategy. This growth highlights the brand's appeal and successful adaptation to consumer preferences.
The company's robust performance, particularly in the subscription segment which saw a 43% increase in net sales, suggests a positive outlook. However, the stock's recent decline may be attributed to broader market conditions, as both the Nasdaq-100 and S&P 500 experienced slight downturns.
Wall Street analysts forecast URBN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for URBN is 87.45 USD with a low forecast of 70.00 USD and a high forecast of 98.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
Wall Street analysts forecast URBN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for URBN is 87.45 USD with a low forecast of 70.00 USD and a high forecast of 98.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
6 Hold
0 Sell
Moderate Buy
Current: 69.610
Low
70.00
Averages
87.45
High
98.00
Current: 69.610
Low
70.00
Averages
87.45
High
98.00
JPMorgan
Overweight
to
NULL
downgrade
$96 -> $94
2026-01-20
Reason
JPMorgan
Price Target
$96 -> $94
AI Analysis
2026-01-20
downgrade
Overweight
to
NULL
Reason
JPMorgan lowered the firm's price target on Urban Outfitters to $94 from $96 and keeps an Overweight rating on the shares. The firm adjusted targets in the retailing group after meeting with managements.
Barclays
Overweight
maintain
$98 -> $102
2026-01-16
Reason
Barclays
Price Target
$98 -> $102
2026-01-16
maintain
Overweight
Reason
Barclays raised the firm's price target on Urban Outfitters to $102 from $98 and keeps an Overweight rating on the shares. The firm says the holiday preannounced results for the specialty retailers were largely inline with expectations. Promotions were largely controlled as retailers are disciplined with inventory despite tariffs, the analyst tells investors in a research note. Barclays remains positive on the group in 2026.
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Baird
Outperform
maintain
$90 -> $93
2025-12-17
Reason
Baird
Price Target
$90 -> $93
2025-12-17
maintain
Outperform
Reason
Baird raised the firm's price target on Urban Outfitters to $93 from $90 and keeps an Outperform rating on the shares. The firm sees an improving backdrop into 2026 as consumer stimulus including lower taxes, wealth effects, and tariff mitigation set the stage for stronger revenue and earnings growth especially after tariffs are cycled in the first half.
Telsey Advisory
Market Perform -> Outperform
upgrade
$98
2025-12-17
Reason
Telsey Advisory
Price Target
$98
2025-12-17
upgrade
Market Perform -> Outperform
Reason
Telsey Advisory upgraded Urban Outfitters to Outperform from Market Perform with a $98 price target.
About URBN
Urban Outfitters, Inc. is a lifestyle products and services company. The Company operates through three segments: Retail, Wholesale and Nuuly. The Retail segment includes its store and digital channels and primarily includes its Anthropologie, Free People, FP Movement and Urban Outfitters brands. In addition to retail stores, it offers products and services directly to its customers through its Websites, mobile applications, social media and third-party digital platforms, catalogs and customer contact centers. The Subscription segment includes the Nuuly brand, which primarily offers customers a more sustainable way to explore fashion through a monthly women’s apparel subscription rental service. The Wholesale segment primarily designs, develops and markets young women's contemporary casual apparel, intimates, FP Movement activewear and shoes under the Free People and FP Movement brands and the BDG and iets frans apparel collections under the Urban Outfitters brand.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
