BofA Securities lowers Torrid Holdings stock price target to $7

Published 06/06/2025, 11:32
BofA Securities lowers Torrid Holdings stock price target to $7

On Friday, BofA Securities analysts adjusted their outlook on Torrid Holdings Inc (NYSE: CURV), reducing the price target to $7.00 from a previous $7.80. The firm retained its Buy rating on the stock, citing confidence in the company’s long-term sales strategy despite recent challenges. According to InvestingPro data, the stock appears undervalued, trading at $4.98, with significant volatility over the past three months.

Torrid Holdings reported first-quarter earnings per share of $0.06, surpassing both BofA’s and VA’s consensus estimates of $0.04 and $0.05, respectively. This performance was attributed to savings in selling, general, and administrative expenses from store optimization efforts. The company maintains profitability with a gross margin of 37.5% and generated $63 million in free cash flow over the last twelve months. InvestingPro subscribers can access 8 additional key insights about CURV’s financial health.

Management revised its fiscal year 2025 guidance, lowering net sales expectations to between $1.030 billion and $1.055 billion, down from the previous range of $1.080 billion to $1.100 billion. Adjusted EBITDA projections were also reduced to $95 million to $105 million, from an earlier estimate of $100 million to $110 million. The adjustments reflect uncertainties in the macroeconomic environment and the discontinuation of Torrid’s shoe business, which is expected to reduce annual sales by $40 million but remain EBITDA neutral. The company’s current EV/EBITDA ratio stands at 10.8x, with detailed valuation metrics available in the comprehensive Pro Research Report on InvestingPro.

BofA Securities noted that while it has lowered its fiscal year 2025 EBITDA estimate by 6% due to tariff pressures, its fiscal year 2026 EBITDA projection remains unchanged. The revised price target is now based on a 9x fiscal year 2026 enterprise value to EBITDA ratio, down from the previous 10x, to account for increased near-term risks. With a beta of 1.79, CURV shows higher volatility than the market, making it crucial for investors to conduct thorough due diligence using comprehensive analysis tools available through InvestingPro’s detailed research reports.

In other recent news, Torrid Holdings Inc. reported its first-quarter 2025 financial results, showing a mixed performance. The company exceeded earnings expectations with an earnings per share (EPS) of $0.06, compared to the forecasted $0.05. However, it fell short on revenue, reporting $266 million against the expected $278.83 million. Torrid has announced plans to close 180 stores this year as part of its digital transformation strategy, aiming to shift more sales online, which currently represents nearly 70% of total revenue. The company has also set its full-year net sales guidance between $1.03 billion and $1.055 billion. Analysts from firms like Bank of America and Goldman Sachs have noted the challenges Torrid faces in a competitive retail environment. Despite these challenges, Torrid’s sub-brands have shown promising growth, attracting new and younger customers. The company is also pausing its footwear business, which is expected to impact revenue by approximately $40 million to $45 million this year.

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