Boot Barn stock rating downgraded to Hold by Jefferies on valuation

Published 23/07/2025, 06:30
Boot Barn stock rating downgraded to Hold by Jefferies on valuation

Investing.com - Jefferies downgraded Boot Barn (NYSE:BOOT) from Buy to Hold on Wednesday, while also lowering its price target to $175.00 from $187.00. According to InvestingPro data, the stock currently trades at a P/E ratio of 29.7x and is approaching its 52-week high of $178.92.

The research firm cited elevated valuation levels as the primary reason for the downgrade, noting that the stock currently trades above its +1 standard deviation level. This aligns with InvestingPro’s Fair Value analysis, which indicates the stock is currently overvalued.

Jefferies analyst Corey Tarlowe indicated that Boot Barn’s stock "has appreciated to levels that leave little room for NT upside, even though the business continues to perform well."

Despite the downgrade, Jefferies expressed continued confidence in Boot Barn’s fundamentals, specifically highlighting strong demand for the company’s products and its unit growth opportunity.

The firm concluded that the risk/reward profile for Boot Barn is "more balanced from here," suggesting limited potential for significant near-term share price appreciation at current valuation levels.

In other recent news, Boot Barn has seen several positive developments. KeyBanc raised its price target for Boot Barn to $195, maintaining an Overweight rating, citing clarity in same-store sales trends and a conservative outlook from the company. Meanwhile, Citi reiterated a Buy rating with a $180 price target, noting strong business momentum, particularly in the work boots category. Piper Sandler also maintained an Overweight rating with a $184 target, highlighting strong comparable sales growth, which accelerated to approximately 13% in the last three weeks of the fiscal quarter. BTIG reaffirmed a Buy rating with a $200 target, emphasizing Boot Barn’s resilient business model and improved execution. Boot Barn’s recent 8-K filing revealed a 10.1% increase in same-store sales for the first nine weeks of the quarter, showing an acceleration in sales growth. These updates reflect a positive outlook from multiple analyst firms, underscoring the company’s recent performance and potential for continued growth.

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