Urban Outfitters, Inc. (URBN) AI Stock Analysis

Urban Outfitters, Inc. operates across Retail, Wholesale, and Nuuly segments. The Urban Outfitters brand targets young adults aged 18 to 28 with fashion apparel, activewear, intimates, footwear, accessories, home goods, electronics, and beauty products. Anthropologie caters to women aged 28 to 45 with apparel, accessories, home furnishings, wedding attire through Bhldn, and garden lifestyle goods via Terrain. Free People offers casual apparel, activewear, and accessories to women aged 25 to 30. Additionally, the company operates the Nuuly apparel subscription rental service, runs restaurants, and distributes wholesale casual apparel and home goods globally.

Urban Outfitters grew revenue from $4.55B in FY2022 to $6.17B in FY2026, delivering a 5-year revenue CAGR of 12.3%. Gross margin expanded from 32.8% in FY2022 to 36.0% in FY2026, while operating margin rose from 9.0% to 9.8% over the same span. Net income reached $464.9M with diluted EPS of $5.08 in FY2026, compared to $159.7M and EPS of $1.71 during FY2023. In the trailing twelve months, revenue totaled $6.47B with an operating margin of 11.6%. For the latest quarter ended July 31, 2026, revenue increased 10.4% year-over-year and quarterly earnings grew 75.9%.

As of July 31, 2026, Urban Outfitters held $716.1M in cash and short-term investments against total debt of $1.21B, resulting in net debt of $497.2M. Shareholders' equity totaled $2.85B, with a debt-to-equity ratio of 0.43 and a current ratio of 1.58. During FY2026, the company generated $575.2M in operating cash flow and invested $260.2M in capital expenditures, delivering free cash flow of $315.0M. Share repurchases totaled $153.9M in FY2026, contributing to a 5-year share count decline of 12.8%.

URBN shares closed at $86.57 on October 16, 2026, representing an enterprise value of $6.91B and a market cap of $7.42B. The stock trades at a trailing P/E of 13.5x and forward P/E of 11.9x, both below the median of its US-listed Consumer Cyclical peers at 18.0x and 14.1x, respectively. Its EV/EBITDA of 8.0x also sits below the peer median of 11.1x. URBN has gained 30.0% over the trailing 1-year period and 186.2% over 5 years, outperforming the S&P 500 (SPY) returns of 16.8% and 83.0%.

Wall Street coverage includes 4 Strong Buy, 3 Buy, and 8 Hold recommendations, with zero Sell or Strong Sell ratings. The mean price target of $90.13 represents 4.1% upside over the last close of $86.57. For the current fiscal year ending January 31, 2027, consensus estimates project revenue of $6.75B and EPS of $7.11, implying 40.5% EPS growth. Urban Outfitters beat earnings estimates in 2 of the last 4 quarters, and the next earnings date is scheduled for November 24, 2026.

This page is an AI-written research summary of Urban Outfitters, Inc. (URBN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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