5 big analyst AI moves: Apple lifted to Buy, AI chip bets reassessed
Investing.com - Jefferies has raised its price target on Winnebago Industries (NYSE:WGO) to $38.00 from $32.00 while maintaining a Hold rating on the recreational vehicle manufacturer’s stock. According to InvestingPro data, analyst targets for WGO range from $30 to $75, with the stock currently trading near $41.
The price target increase follows Winnebago’s fourth-quarter adjusted earnings per share of $0.71, which exceeded consensus estimates of $0.52 per share. While the company currently shows weak gross profit margins of 13.1%, InvestingPro analysis indicates net income is expected to grow this year. The company also maintains a healthy 4.7% dividend yield, having raised dividends for 7 consecutive years.
Winnebago saw growing traction in its expanded motorhome lineup, with revenue increasing 17.3%, while its marine segment demonstrated momentum with 17.9% growth through Barletta share gains.
These positive developments helped offset an anticipated slowdown in towable volumes, which declined 4.3%, as demand appeared to soften through the end of the summer selling season.
Jefferies noted that Winnebago’s 2026 guidance aligns with consensus estimates but assumes flat to down RV industry volumes and lower marine sales, with discretionary spending potentially remaining pressured through 2026.
In other recent news, Winnebago Industries reported strong financial results for the fourth quarter, exceeding expectations. The company announced an adjusted diluted earnings per share (EPS) of $0.71, surpassing the forecasted $0.51, which represents a 39.22% surprise. Additionally, Winnebago’s revenue for the quarter reached $777.3 million, beating the anticipated $725.35 million. Despite these positive results, KeyBanc downgraded Winnebago’s stock from Overweight to Sector Weight, citing limited upside potential. The company also provided fiscal year 2026 adjusted earnings per share guidance above Street estimates, indicating confidence in its future performance. These developments highlight a backdrop of lower expectations heading into the earnings report. The recent earnings announcement has led to significant investor interest and optimism about Winnebago’s future prospects.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.