UBS raises Amer Sports price target to $50, maintains Buy

Published 21/05/2025, 11:42
UBS raises Amer Sports price target to $50, maintains Buy

On Wednesday, UBS analyst Jay Sole increased the price target for Amer Sports Inc. (NYSE: AS) to $50.00, up from the previous $37.00, while reiterating a Buy rating on the stock. Sole’s optimism comes on the heels of Amer Sports’ robust first-quarter performance, which surpassed expectations and prompted the company to raise its financial outlook. According to InvestingPro data, the company’s revenue grew by 21.4% in the last twelve months, with a healthy gross profit margin of 56.3%.

Amer Sports’ stock experienced a significant surge, climbing 19.1% following the release of its first-quarter results. The stock is now trading near its 52-week high of $37.99, having delivered an impressive 153% return over the past year. The UBS analyst believes that despite this recent jump, the stock has additional room to grow. According to Sole, Amer’s Arc’teryx brand and its operations in China present substantial growth opportunities that could drive the company’s stock price higher. For deeper insights into Amer Sports’ valuation and growth potential, InvestingPro subscribers have access to over 15 additional exclusive ProTips and comprehensive financial metrics.

The analyst addressed concerns about Amer Sports’ reliance on the Chinese market and the possible impact of tariffs in the second half of 2025. Despite these factors, Sole maintains that the fundamentals of Amer Sports are robust, which is supported by InvestingPro data showing a current ratio of 1.66 and moderate debt levels. He emphasized that the acceleration of the Salomon brand is expected to contribute positively to Amer’s long-term growth trajectory.

Sole forecasts a 30% five-year earnings per share compound annual growth rate (CAGR) for Amer Sports. He argues that such growth supports a 40x price-to-earnings (P/E) ratio, though current P/E stands at 82.6x. Looking ahead, the analyst anticipates positive earnings surprises in the upcoming quarters, which he expects will propel Amer Sports’ stock toward the newly set $50 price target.

In other recent news, Amer Sports reported impressive first-quarter results, surpassing analyst expectations with adjusted earnings per share of $0.27, compared to the consensus estimate of $0.19. The company’s revenue reached $1.47 billion, reflecting its strong performance across various brands. Citi analysts responded by raising Amer Sports’ price target from $30.00 to $42.00, maintaining a Buy rating due to the company’s robust growth and increased guidance for fiscal year 2025. Evercore ISI also adjusted its outlook, lifting the price target to $43.00 and sustaining an Outperform rating, highlighting the growth in the Technical Apparel division, including the Arc’teryx brand. Amer Sports’ Direct-to-Consumer sales saw a notable increase, contributing to a 330 basis point expansion in gross margins. The company is actively managing tariff-related challenges through strategic vendor negotiations and production adjustments. Analysts project strong double-digit earnings per share growth in the coming years, with Citi estimating an 80% increase in fiscal year 2025. Amer Sports’ first-quarter performance and strategic initiatives underscore its potential for continued growth in the retail sector.

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