AEO
American Eagle Outfitters, Inc.
September 9, 2026 · after-hours
- Rarity
- 3.32
- Peak move
- −16.89%
- Float cap
- $2.6B
American Eagle Outfitters is a global specialty retailer of apparel and accessories. Its American Eagle brand offers casual clothing and jeans, while Aerie provides intimates, activewear, and swimwear. The company sells directly to consumers through its stores and websites, and also operates licensed locations internationally.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
10 events · 2 from SEC or newswire · 2 timed with the move- Timed with the move
earnings_releaseAmerican Eagle Outfitters reported second-quarter fiscal 2026 net revenue of $1.38 billion, up 8%, with total comparable sales up 6%, gross margin of 48.7% and diluted EPS of $0.79.
SEC8-K 0001193125-26-386510 - Key eventTimed with the move
guidance_changeAmerican Eagle Outfitters updated fiscal 2026 operating income guidance to a range of $540 million to $550 million, inclusive of a net tariff refund benefit.
SEC8-K 0001193125-26-386510 analyst_ratingBMO Capital initiated coverage of American Eagle Outfitters with a Market Perform rating and an $18 price target, citing Aerie growth offset by execution challenges at the core American Eagle brand.
geopoliticalBrent crude futures breached $100 a barrel after Iran's Revolutionary Guard attacked 10 ships near the Strait of Hormuz following U.S. strikes that sank five Iranian oil tankers.
- Key event
earnings_releaseAmerican Eagle Outfitters reported Q2 FY2026 results: revenue of $1.38B, up 8%, EPS of $0.79 vs $0.45, Aerie comps +19%, American Eagle comps -1%, including IEEPA tariff refunds.
- Key event
guidance_changeAEO guided Q3 fiscal 2026 operating income to $110-$115M and raised fiscal 2026 operating income outlook to $540-$550M.
commodity_eventBrent crude rose 2.4% to $99.34 a barrel on Sept 8 after U.S. strikes on Iranian oil tankers and Houthi attacks on Saudi energy infrastructure.
peer_disclosureLululemon appointed Heidi O'Neill as CEO, effective September 8, after its fiscal Q2 comparable sales fell 9%.
analyst_ratingBMO Capital initiated coverage of American Eagle Outfitters with a Market Perform rating and $18 price target, calling it a tale of two brands.
analyst_ratingJPMorgan maintained a Neutral rating on American Eagle Outfitters and raised its price target from $19 to $21.