Ralph Lauren

RL · NYSE

$378.42−$3.35 (−0.88%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $381.77

RL analyst rating

BuyConsensus of 15 analysts over the last 12 months. 93% rate it a buy.

Strong buy0
Buy14
Hold1
Underperform0
Sell0

12-month price target · 21 analysts

Average $455.03 (+20.2% upside)

Low: $259.34
Now: $378.42
High: $546.00

Upgrades and downgrades

The latest rating actions, newest first

RL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
UBS	Aug 7, 2026	Maintains	Buy	$511.00 → $520.00	50%
Telsey Advisory Group	Aug 7, 2026	Maintains	Outperform	$460.00 → $470.00	47%
Citigroup	Aug 7, 2026	Maintains	Buy	$400.00 → $455.00	53%
Barclays	Aug 7, 2026	Maintains	Overweight	$439.00 → $463.00	55%
Evercore ISI Group	Aug 7, 2026	Maintains	Outperform	$440.00 → $460.00	55%
BTIG	Aug 7, 2026	Maintains	Buy	$450.00 → $460.00	55%
Needham	Aug 6, 2026	Maintains	Buy	$405.00 → $450.00	46%
JP Morgan	Aug 4, 2026	Maintains	Overweight	$434.00 → $452.00	57%
Raymond James	Jul 21, 2026	Upgrade	Market Perform → Outperform	$410.00	59%
Wells Fargo	Jul 21, 2026	Maintains	Overweight	$415.00 → $425.00	54%

The case for and against

Updated Oct 14, 2026

Bull case

Ralph Lauren is well positioned because its brand strength and broadened portfolio are driving growth well beyond core polos, with more than 70% of sales from core products and high-potential categories like women’s apparel, outerwear, and handbags rising more than 20%. The company is also executing across regions, as Asia grew 25% CC, North America 13%, and even a pressured Europe posted 5% CC growth, while full-price selling and improved mix lifted AUR 15% and supported gross margin of 73.7% in 1Q27. Its strong balance sheet, disciplined cost control, lower inventory, and continued EPS expansion to an estimated $18.75 in FY27 and $20.80 in FY28 reinforce a durable, high-quality earnings profile.

Bear case

Ralph Lauren is vulnerable to a weaker fundamental backdrop because its business depends heavily on sustained average unit retail growth and top-line momentum, and any slowdown there would directly pressure the stock. The bear case also points to a challenging macro environment in Europe, where the company has nearly 30% of revenues, creating outsized risk if demand softens further. In addition, tariff pressures, supply chain and trade risks, and increased competition could compress gross margins by about 100 bps, leaving no EPS growth over the next two years even with buybacks.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.