UBS lowers Carter’s stock price target to $26 on disappointing earnings

Published 28/07/2025, 15:40
UBS lowers Carter’s stock price target to $26 on disappointing earnings

Investing.com - UBS lowered its price target on Carter’s (NYSE:CRI) to $26.00 from $32.00 on Monday, while maintaining a Neutral rating following the company’s disappointing second-quarter earnings report. The stock, currently trading at $26.63, appears undervalued according to InvestingPro analysis, despite falling over 50% in the past year.

The 16% reduction in price target comes after Carter’s delivered what UBS described as disappointing financial results for the second quarter of 2025.

UBS cited two main reasons for maintaining its Neutral stance despite the lower price target: doubts about Carter’s ability to demonstrate meaningful revenue growth potential to the market, which could keep the stock’s price-to-earnings ratio low.

The investment firm also expressed a lack of confidence in new CEO Doug Palladini’s strategy to reduce promotional activity. UBS noted that Carter’s has built dominant market share in the babywear category by offering strong value to consumers, and views Palladini’s approach as potentially moving away from that successful strategy.

UBS warned of "meaningful downward EPS revision risk" for Carter’s and mentioned the potential for a dividend reduction in the future.

In other recent news, Carter’s Inc. reported its second-quarter earnings for 2025, presenting mixed outcomes that drew attention from investors. The company revealed earnings per share of $0.17, which was notably below the forecasted $0.34, representing a 50% miss. However, Carter’s managed to exceed revenue expectations with a total of $585 million, surpassing the anticipated $563.37 million. These developments have been closely watched by the investment community, given their potential implications for the company’s financial outlook. The earnings announcement has also sparked discussions among analysts, with some firms likely reassessing their positions on the stock. Investors are particularly interested in how these financial results might influence future strategies and performance. The recent earnings report underscores the importance of meeting market expectations in maintaining investor confidence.

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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