FINWIRES · TerminalLIVE
FINWIRES

Research Alert: CFRA Raises Price Target On Shares Of Dick's Sporting Goods

By

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month price target by $52 to $275, based on 19.8x our FY 27 EPS estimate and above the company's three- and five-year average forward P/E multiples of 13.8x and 12.4x, respectively. We maintain our FY 27 and FY 28 EPS estimates of $13.92 and $15.64, respectively. We raise our price target because we believe investors will begin to re-rate shares as profitability improves at Foot Locker and EPS growth accelerates in FY 28 and FY 29. DKS net sales increased to $5.16B, up 63% from the prior year quarter, $100M above consensus, with the DICK'S Business contributing $3.38B and the newly acquired Foot Locker Business adding $1.79B. The company delivered non-GAAP EPS of $2.90, down from $3.37 in the prior yea rand $0.01 below consensus, reflecting the dilutive impact of shares issued for the Foot Locker acquisition and integration costs. The DICK'S Business demonstrated robust performance with comparable sales growth of 6.0%, while Foot Locker increased 0.6%. We raise our price target and remain bullish.

Related Articles

Research

BofA Securities Initiates Suja Life at Neutral With $17 Price Target

BofA Securities Initiates Suja Life at Neutral With $17 Price Target

$SUJA
Research

BofA Securities Initiates HawkEye 360 at Neutral With $34 Price Target

BofA Securities Initiates HawkEye 360 at Neutral With $34 Price Target

$HAWK
Research

Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Nvidia Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Jensen Huang held his keynote speech at Computex where he reiterated his vision for the Agentic AI ecosystem. NVDA unveiled RTX Spark, a new Windows on Arm platform that will power over 30 laptops and 10 desktop systems launching this fall from all the major PC manufacturers, with the goal of running autonomous assistants locally (128GB of unified memory). NVDA also announced Agent Toolkit, a full-stack aimed at optimizing its entire physical AI stack into agent-callable tools (Cosmos for physical world reasoning, Omniverse for simulation/digital twins, Isaac for robotics simulation/robot learning, Metropolis for vision AI, Alpamayo for autonomous driving, and Jetson for edge AI). We think that these announcements, among others, position NVDA to benefit from the changing AI narrative shift toward inference workloads and edge devices. We expect x86 providers (INTC/AMD) and emerging player QCOM to be viewed negatively on NVDA competitive concerns but see the market large enough for all these players to succeed.

$NVDA