Camping World Grants 465,000 RSUs to New Leaders, Stock Rises Nearly 13%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
0mins
Source: Fool
- Leadership Transition: Camping World appointed new CEO Matthew Wagner and Chairman Brent Moody on January 1, following the retirement of co-founder Marcus Lemonis, who will remain as an advisor, ensuring continuity in company strategy.
- Equity Incentives: Wagner received 465,000 restricted stock units (RSUs) while Moody was granted 59,518 RSUs, a strategy designed to motivate the new leadership to act in the best interests of the company and its investors.
- Market Reaction: The stock price of Camping World surged by 12.78% on the day of the leadership announcement and equity grants, reflecting investor confidence in the company's future direction.
- Company Background: Wagner has been with Camping World since 2007, while Moody has served in various managerial roles since 2002, both bringing extensive industry experience that is crucial for the company's stable growth.
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Analyst Views on CWH
Wall Street analysts forecast CWH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CWH is 18.67 USD with a low forecast of 17.00 USD and a high forecast of 22.00 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.
7 Analyst Rating
7 Buy
0 Hold
0 Sell
Strong Buy
Current: 14.240
Low
17.00
Averages
18.67
High
22.00
Current: 14.240
Low
17.00
Averages
18.67
High
22.00
About CWH
Camping World Holdings, Inc. is a retailer of recreational vehicles (RVs) and related products and services. The Company operates through two segments: Good Sam Services and Plans and RV and Outdoor Retail. Its Good Sam Services and Plans segment consists of programs, plans and services that are geared towards protecting, insuring and promoting the RV & travel lifestyles, and includes services such as extended vehicle service contracts, vehicle roadside assistance, property and casualty insurance, travel protection, travel planning and directories, and publications. Its RV and Outdoor Retail segment consists of all aspects of its RV dealership operations, which includes selling new and used RVs, assisting with the financing of new and used RVs, selling protection and insurance-related services and plans for RVs, servicing and repairing new and used RVs, installing RV parts and accessories, and selling RV and outdoor related products, parts and accessories.
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.
Camping World Holdings (CWH) Faces Investigation Over Tax Asset Misstatements, Shares Drop 24.79%
- Financial Report Revision: On October 28, 2025, Camping World disclosed in its Q3 earnings report a revision to its 2024 annual report, increasing deferred tax assets by $43.8 million, indicating management's misjudgment of the realizable portion of the outside basis difference, which may impact financial transparency.
- Stock Price Volatility: Following the financial revision announcement, Camping World's stock plummeted from $16.82 per share on October 28 to $12.65 on October 29, a decline of 24.79%, reflecting investor concerns over the company's financial health.
- Ongoing Legal Investigation: Kirby McInerney LLP is investigating potential violations of federal securities laws by Camping World and its senior management, with no lawsuits filed yet, indicating the company faces significant legal risks.
- Investor Rights Awareness: The investigation aims to protect investor rights, and those who purchased Camping World securities during this period are advised to consult legal counsel to understand their rights and interests.
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Camping World (CWH) Partners with Costco (COST) to Boost High-End RV Sales
- Partnership Catalyst: Camping World's collaboration with Costco is viewed as a new unit catalyst, expected to drive sales of higher-priced RVs, particularly fifth wheels and motorized units, thereby reinforcing its leadership in the U.S. RV market.
- Streamlined Sales Process: Through Costco's Auto Program, members enjoy prearranged no-haggle pricing and additional discounts, simplifying the RV purchasing process and enhancing customer experience and satisfaction.
- Positive Market Reaction: Camping World's shares have rallied over 19% in 2026, reflecting investor optimism regarding lower interest rates and improved demand, indicating a favorable market response to this partnership.
- Strategic Positioning: Camping World leverages its status as the largest U.S. RV retailer, combined with Costco's membership base, to further boost sales and enhance competitive positioning in the market.
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