Ollie’s Bargain Outlet price target raised to $144 from $133 at RBC Capital

Published 18/08/2025, 13:00
Ollie’s Bargain Outlet price target raised to $144 from $133 at RBC Capital

Investing.com - RBC Capital has raised its price target on Ollie’s Bargain Outlet (NASDAQ:OLLI) stock to $144.00 from $133.00 while maintaining an Outperform rating. The retailer, currently valued at $8.19 billion, trades at a P/E ratio of 40.7x, reflecting premium market expectations. According to InvestingPro analysis, the stock appears to be trading above its Fair Value.

The firm expects Ollie’s to exceed market expectations in its upcoming quarterly report and subsequently raise its 2025 guidance. With a strong financial health rating of "GOOD" from InvestingPro and revenue growth of 8.7% over the last twelve months, RBC also anticipates the company will express confidence in achieving approximately mid-teens EPS growth in 2026.

RBC has increased its third-quarter comparable sales estimate to +3.5% from its previous +1.5% forecast, compared to the consensus estimate of +1.3%. The firm also raised its adjusted EPS estimate to $0.98 from $0.95 previously.

For fiscal years 2025 and 2026, RBC now projects comparable sales growth of +4.1% and +2.0% respectively, with adjusted EPS of $3.93 for 2025 and $4.49 for 2026. The consensus estimate for 2026 adjusted EPS stands at $4.29.

The higher price target is based on approximately 32x RBC’s revised 2026 adjusted EPS estimate, up from the previous multiple of about 30x. RBC attributes this multiple expansion to stronger business momentum, which increases confidence in the company’s mid-teens EPS growth potential for 2026.

In other recent news, Ollie’s Bargain Outlet has reported a 2.6% increase in comparable-store sales, surpassing both UBS’s estimate of 2.0% and the consensus of 1.7%. Despite a slight year-over-year decline in gross margin by approximately 5 basis points in the first quarter, Ollie’s maintained most of its gains from the previous year. Piper Sandler adjusted its outlook on Ollie’s, reducing the price target to $123 from $124, but maintained an Overweight rating. Morgan Stanley (NYSE:MS) reiterated its Equalweight rating with a price target of $118, highlighting the potential for Ollie’s to enhance its position in the closeout industry. KeyBanc raised its price target on Ollie’s to $145 from $135, maintaining an Overweight rating, and cited a favorable long-term outlook. Citi also reiterated its buy rating with a $133 price target, emphasizing market share gains and the company’s potential to benefit from tariff disruptions. UBS maintained a Neutral rating with a price target of $123, acknowledging the company’s performance amid a challenging macroeconomic environment. These developments indicate a mix of cautious optimism and strategic positioning in the market for Ollie’s Bargain Outlet.

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