Telsey Advisory Group Reaffirms Outperform Rating for PVH (PVH)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 06 2025
0mins
Source: NASDAQ.COM
Analyst Recommendation: Telsey Advisory Group maintains an "Outperform" rating for PVH, with a one-year price target average of $98.44/share, indicating a potential upside of 27.58% from its current price of $77.16/share.
Revenue and EPS Projections: PVH's projected annual revenue is $9,587 million, reflecting an 8.74% increase, while the projected non-GAAP EPS is expected to decrease by 11.03% to 12.24.
Institutional Ownership Trends: There are 785 funds reporting positions in PVH, with a 6.44% decrease in ownership over the last quarter, and total shares owned by institutions have decreased by 5.47% to 64,432K shares.
Shareholder Activity: Notable changes in shareholder allocations include Pzena Investment Management decreasing its shares by 2.44%, while Lsv Asset Management and Wells Fargo Special Mid Cap Value Fund significantly increased their holdings by 32.34% and 181.06%, respectively.
Get Free Real-Time Notifications for Any Stock
Monitor tickers like PVH with instant alerts to capture every critical market movement.
Sign up for free to build your custom watchlist and receive professional-grade stock notifications.
Analyst Views on PVH
Wall Street analysts forecast PVH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PVH is 95.55 USD with a low forecast of 80.00 USD and a high forecast of 148.00 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.
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 61.230
Low
80.00
Averages
95.55
High
148.00
Current: 61.230
Low
80.00
Averages
95.55
High
148.00
About PVH
PVH Corp. is an apparel company that designs and markets branded sportswear (casual apparel), jeanswear, intimate apparel, swimwear, handbags, accessories, footwear and other related products. Its segments include Americas, Europe, the Middle East and Africa, Asia-Pacific, and Licensing. Its three main businesses include Tommy Hilfiger, which consists of the Tommy Hilfiger North America and Tommy Hilfiger International segments; Calvin Klein, which consists of the Calvin Klein North America and Calvin Klein International segments; and Heritage Brands, which consists of the Heritage Brands Wholesale segment. Its operations outside North America consist of wholesale sales under its owned and licensed trademarks, and retail stores operations, and digital commerce sites under its TOMMY HILFIGER and Calvin Klein trademarks. Its licensing activities include TOMMY HILFIGER and Calvin Klein trademark licensing for a broad array of product categories and for use in certain territories.
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.
PVH Partners with OpenAI to Enhance Brand Building
- Brand Building Collaboration: PVH is partnering with OpenAI to co-create custom AI capabilities aimed at enhancing operational efficiency across product design, demand planning, inventory optimization, and consumer engagement.
- Modern Workflow Integration: By integrating OpenAI enterprise APIs, PVH will build modern workflows that accelerate outcomes across product, marketing, supply chain, and retail functions.
- ChatGPT Enterprise Applications: The collaboration will include ChatGPT Enterprise, providing PVH teams with new applications and custom environments tailored to their specific business needs.
- Positive Market Reaction: PVH's stock rose 2.3% in premarket trading to $63.49, reflecting market optimism and confidence in the potential of this partnership.
Continue Reading
Jefferies Downgrades Tapestry to Hold, Valuation Exceeds Historical Levels
- Rating Downgrade: Jefferies downgraded Tapestry from Buy to Hold, indicating that the stock's near-term upside is already reflected in its valuation after a 31% increase over the past six months.
- Valuation Analysis: Tapestry currently trades at a forward P/E in the low 20s, significantly above its historical average of about 12x and 16x for peers, suggesting potential for a valuation correction.
- Potential Catalysts and Risks: While a strong December quarter and possible tariff repeal could act as catalysts, Jefferies warns of risks from cooling brand momentum and increased discounting among younger consumers in the U.S.
- EPS Forecast and Price Target: Jefferies set a price target of $138 for Tapestry, based on a 21.5x multiple of its FY27 EPS estimate of $6.42, raising concerns about the sustainability of growth given the current high valuation.
Continue Reading