Morgan Stanley cuts Dick’s Sporting Goods target to $232

Published 28/05/2025, 21:20
Morgan Stanley cuts Dick’s Sporting Goods target to $232

On Wednesday, Morgan Stanley (NYSE:MS) maintained its Overweight rating on Dick’s Sporting Goods (NYSE:DKS) shares, but reduced the price target from $255.00 to $232.00. The stock currently trades at $177.12, near its 52-week low, with a P/E ratio of 12.31. The firm’s analysts cited the consistent momentum of the core Dick’s banner comparable sales, which has been supported by expanded relationships with key brand partners and enhanced shopping experiences for its athlete customer base. According to InvestingPro analysis, the company appears undervalued based on its Fair Value assessment.

The analysts anticipate that Dick’s Sporting Goods will achieve operating leverage in the second half of 2025, assuming there are no significant macroeconomic headwinds. They also noted the integration of Foot Locker (NYSE:FL) as an important factor driving the company’s performance. InvestingPro data shows the company maintains a strong financial position with a current ratio of 1.76 and has achieved revenue growth of 3.53% over the last twelve months.

Despite the reduction in the price target, Morgan Stanley’s analysts remain optimistic about the company’s prospects. They highlight the company’s ability to re-engage with customers and capitalize on its strategic initiatives during the latter half of the year.

The new price target of $232.00 reflects Morgan Stanley’s adjusted expectations for Dick’s Sporting Goods’ financial performance. The Overweight rating suggests that the analysts believe the stock will outperform the average return of the stocks the analyst covers over the next 12 to 18 months.

In their commentary, the analysts from Morgan Stanley emphasized the strength of Dick’s Sporting Goods’ core business and its potential for growth, driven by the company’s strategic partnerships and customer engagement efforts. The adjustment in the price target takes into account the firm’s careful consideration of the retail environment and Dick’s Sporting Goods’ position within it.

In other recent news, Dick’s Sporting Goods reported first-quarter 2025 earnings that exceeded Wall Street expectations, with earnings per share (EPS) of $3.37, surpassing the forecasted $3.20. The company also reported revenue of $3.17 billion, which was higher than the anticipated $3.12 billion, marking a 5.2% increase in consolidated sales. The strong performance was driven by a 4.5% rise in comparable sales, indicating robust consumer demand. The company ended the quarter with $1 billion in cash and cash equivalents, despite inventory levels rising by 12% year-over-year. Furthermore, Dick’s Sporting Goods announced its plans to acquire Foot Locker, a move seen as transformational and expected to close in the second half of 2025. Truist Securities adjusted its outlook on Dick’s Sporting Goods, reducing the price target from $245 to $230, while maintaining a Buy rating. Analysts expressed concerns about the Foot Locker acquisition and potential macroeconomic pressures but acknowledged Dick’s competitive advantages. The firm highlighted Dick’s differentiated product assortments and key growth initiatives, such as the GameChanger program, as factors that could continue to drive growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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