Burlington Raises Price Target to $365 After 11% Q4 Sales Surge
Burlington’s fourth-quarter sales increased 11% to $3.65 billion and adjusted EPS topped estimates at $4.99 versus $4.75, though first-quarter EPS guidance of $1.60–$1.75 trailed the $1.82 consensus. For FY26, it forecast sales of $12.49–$12.72 billion and EPS $10.95–$11.45, prompting a $365 price target.
1. Fourth-Quarter 2025 Results
Burlington reported total sales of $3.65 billion, up 11% year-over-year, surpassing the $3.57 billion estimate. Adjusted EPS reached $4.99, exceeding the $4.75 consensus and the company’s guidance range of $4.50–$4.70, while GAAP diluted EPS stood at $4.84.
2. 2026 Guidance
For Q1, management projected adjusted EPS of $1.60–$1.75 and sales of $2.73–$2.78 billion, below the $1.82 EPS and $2.77 billion sales consensus. Fiscal 2026 guidance anticipates sales of $12.49–$12.72 billion and EPS of $10.95–$11.45, compared with analyst forecasts.
3. Analyst Upgrade and Outlook
Dana Telsey maintained an Outperform rating and raised the price target from $350 to $365 after revising FY26 comp growth to 3.1% and EPS to $11.36. The analyst cited strong off-price demand, margin expansion and growth opportunities from store expansion and strategic acquisitions.