UBS reiterates Neutral rating on Tapestry stock, maintains $105 price target

Published 11/09/2025, 14:54
UBS reiterates Neutral rating on Tapestry stock, maintains $105 price target

Investing.com - UBS maintained its Neutral rating and $105.00 price target on Tapestry Inc. (NYSE:TPR) following the company’s analyst day presentation. The stock, currently trading at $106.09, has delivered an impressive 156.81% return over the past year, with analyst targets ranging from $66 to $142. According to InvestingPro data, the company maintains a "GOOD" financial health score.

The investment firm described the event as the best analyst day from the company in approximately 20 years, noting a significant shift in the Coach brand’s presentation style.

UBS observed that Coach’s message has evolved from forward-looking promises to a more comprehensive approach that details past accomplishments, methodologies, and reasons for continued strong growth prospects.

The firm highlighted Coach’s successful integration of fashion design with data analytics within a disciplined operational and financial framework, which has driven exceptional returns.

UBS believes few competitors in the Softlines sector can match the business model Coach has developed, though the firm maintained its neutral stance on Tapestry’s stock.

In other recent news, Tapestry Inc. has announced a new $3 billion share buyback program and set long-term financial targets through fiscal year 2028. The company plans to return $4 billion to shareholders via share repurchases and dividends, supported by strong free cash flow, and aims for low double-digit earnings growth in fiscal years 2027 and 2028. Additionally, Tapestry’s board has approved a $15 million special equity grant for CEO Joanne Crevoiserat, split between performance-based and time-based restricted stock units. These units are contingent on achieving specific earnings per share targets by 2028.

In analyst updates, Jefferies raised its price target for Tapestry to $125, maintaining a Buy rating, citing durable growth potential observed during the company’s Investor Day. Similarly, TD Cowen reiterated its Buy rating and $125 price target, highlighting the strong value proposition of Tapestry’s Coach brand compared to traditional European luxury brands. Both firms see potential for continued growth and value in Tapestry’s strategic initiatives. These developments reflect Tapestry’s focus on innovation, market expansion, and shareholder value.

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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