Citi maintains Buy rating and $87 target on Signet Jewelers stock

Published 20/03/2025, 13:34
Citi maintains Buy rating and $87 target on Signet Jewelers stock

On Thursday, Signet Jewelers (NYSE:SIG) received a reaffirmation of a Buy rating and an $87.00 price target from Citi. The endorsement comes after the company reported a turnaround in sales following a lackluster holiday season. According to Citi, Signet’s comparable store sales (comps) became positive in January, and first-quarter-to-date (1QTD) performance is trending at the higher end of the company’s first-quarter guidance, with a +2% comp. The stock has shown remarkable momentum, posting a 22% gain over the past week, though it remains significantly below its 52-week high of $112.06. InvestingPro analysis indicates the stock is currently undervalued, with 12 additional exclusive insights available to subscribers.

The positive sales trajectory for Signet is not only a good sign for the company but is also seen as an encouraging indicator for consumer strength in general. This is particularly noteworthy as there are growing concerns about potential weakening in consumer spending. Despite revenue declining 6.5% in the last twelve months, Citi suggests that Signet’s performance in January and February may have broader implications, hinting at a more robust consumer environment than some may expect. The company maintains strong financial health with a current ratio of 1.48, indicating sufficient liquidity to meet short-term obligations.

Signet’s outlook for fiscal year 2025 (F25) is deemed reasonable and possibly conservative by Citi, as the company continues to implement a transformative strategy. This strategy includes a greater emphasis on fashion and self-purchase consumers, which aims to expand Signet’s target market, increase average unit retails (AURs) in the fashion segment, and decrease its dependence on bridal sales—though bridal remains a key part of the business.

Citi expresses confidence in Signet’s strategic shift and finds the current share valuation compelling, with the stock trading at 3.0 times Citi’s projected F25 enterprise value to earnings before interest, taxes, depreciation, and amortization (EV/EBITDA). The analyst believes this presents a very attractive risk/reward scenario for investors considering Signet’s stock.

In other recent news, Signet Jewelers reported its earnings for the fourth quarter of 2025, showing a slight miss on both earnings per share (EPS) and revenue forecasts. The EPS was $6.62, narrowly missing the forecast of $6.67, and revenue was $2.35 billion, just below the expected $2.36 billion. Despite these minor shortfalls, the company demonstrated resilience with a 6% year-over-year revenue decline while merchandise average unit retail grew by 7%. Signet’s strategic initiatives, including growth in the lab-grown diamond fashion segment, have been well-received. Telsey Advisory Group responded by raising its price target for Signet shares to $62, citing the company’s solid fourth-quarter results and improved expense management. Analysts remain cautious due to the uncertain macroeconomic environment, yet they acknowledge the promising outlook for fiscal year 2026. Additionally, Signet’s CEO J.K. Symancyk has introduced a strategy titled "Grow Brand Love" to boost growth in self-purchase and gifting, focusing on design-led products and expansion in the bridal category. This strategy is supported by a reorganization plan aimed at optimizing Signet’s real estate footprint, shifting towards off-mall locations and e-commerce.

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