Investment Strategy: Buying index funds can yield average market returns, but investing in good businesses at attractive prices may lead to higher returns, as demonstrated by Ross Stores' 69% share price increase over three years.
Earnings Growth vs. Share Price: Ross Stores grew its earnings per share (EPS) by 14% annually, while its share price increased by 19% per year, indicating growing market optimism about the company.
Total Shareholder Return (TSR): The total shareholder return for Ross Stores over three years was 75%, which includes dividends and provides a more comprehensive view of investment performance compared to just share price returns.
Market Performance Context: Despite a 4.1% decline in Ross Stores' shares this year, long-term investors have seen an annual return of 11% over five years, suggesting that recent market fluctuations could present buying opportunities if fundamental metrics show growth.
ROST
$181.91+Infinity%1D
Analyst Views on ROST
Wall Street analysts forecast ROST stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ROST is 168.23 USD with a low forecast of 130.00 USD and a high forecast of 190.00 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.
17 Analyst Rating
Wall Street analysts forecast ROST stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ROST is 168.23 USD with a low forecast of 130.00 USD and a high forecast of 190.00 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 Buy
5 Hold
0 Sell
Moderate Buy
Current: 182.400
Low
130.00
Averages
168.23
High
190.00
Current: 182.400
Low
130.00
Averages
168.23
High
190.00
Wells Fargo
Overweight
maintain
$180 -> $200
2025-12-16
New
Reason
Wells Fargo
Price Target
$180 -> $200
2025-12-16
New
maintain
Overweight
Reason
Wells Fargo raised the firm's price target on Ross Stores to $200 from $180 and keeps an Overweight rating on the shares. Wells notes that while it continues to see a winners/losers setup, bigger picture, the firm leans more positive on the space entering 2026 due to better-than-feared early holiday reads, benefits from tax reform, and optionality on tariff repeal/refund.
Guggenheim
NULL
to
Buy
initiated
$199
2025-12-09
Reason
Guggenheim
Price Target
$199
2025-12-09
initiated
NULL
to
Buy
Reason
Guggenheim initiated coverage of Ross Stores with a Buy rating and $199 price target. The retail sector still seems to be perceived as "structurally sick," but the firm says "holiday brought the cheer," tariffs have been manageable so far and "most importantly and likely going unnoticed" is the fact that the majority of the firm's coverage actually operates at, or close to, their gross margin peaks.
TD Cowen
Buy
maintain
$192 -> $203
2025-12-04
Reason
TD Cowen
Price Target
$192 -> $203
2025-12-04
maintain
Buy
Reason
TD Cowen raised the firm's price target on Ross Stores to $203 from $192 and keeps a Buy rating on the shares. The firm said the company is undergoing a strategic transformation, improved marketing, store refreshes and DC fulfillment enhancement.
UBS
Jay Sole
Neutral
maintain
$163 -> $169
2025-11-21
Reason
UBS
Jay Sole
Price Target
$163 -> $169
2025-11-21
maintain
Neutral
Reason
UBS analyst Jay Sole raised the firm's price target on Ross Stores to $169 from $163 and keeps a Neutral rating on the shares. Ross reported a "solid" Q3 earnings report, the analyst tells investors in a research note.
About ROST
Ross Stores, Inc. is engaged in operating two brands of off-price retail apparel and home fashion stores-Ross Dress for Less (Ross) and dds DISCOUNTS. Ross is the off-price apparel and home fashion chain in the United States, with approximately 1,831 locations in 43 states, the District of Columbia, and Guam. Ross offers in-season, name brand and designer apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 60% off department and specialty store regular prices every day. Ross target customers are primarily from middle-income households. It also operates approximately 355 dds DISCOUNTS stores in 22 states. dds DISCOUNTS features more moderately-priced in- season, name brand apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 70% off moderate department and discount store regular prices every day. It operates a total of approximately 2,186 stores.
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.
