Ralph Lauren CorporationNYSE: RL
Consumer Discretionary · Apparel, Accessories & Luxury Goods
$413.41
+2.37%
Vol: 360K
Research Digest
Thursday, June 18, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Ralph Lauren slips ahead of May 21 Q4 earnings; multiple analysts raise price targets despite 16% pullbackMixed▶
Ralph Lauren reports fiscal Q4 results May 21 before market open, with consensus revenue of $1.84B (+8.3% YoY) and EPS of $2.50 (+10.1% YoY). Despite the stock falling 16% from a 52-week high of $393.41, analysts remain constructive: BTIG raised PT to $450 from $435 on May 8, Barclays lifted to $430 from $416 citing durable growth, and Citi upgraded the shares after the selloff. UBS sees $480. Needham reiterated Buy with $400 target. The US Postal Service named Ralph Lauren to curate American Icons stamps for the 250th anniversary, a marquee branding moment. Risk: technical breakdown below the 200-day moving average suggests momentum traders may pressure shares post-print if guidance disappoints.
May 20Ralph Lauren reports Q4 fiscal 2026 earnings May 21 with shares down 16% from highs; analysts remain bullish.Mixed▶
Ralph Lauren is scheduled to report Q4 fiscal 2026 earnings on May 21, with the stock at $326.81, down 16.10% from the 52-week high of $393.41 and crossing below the 200-day moving average. The company delivered its strongest holiday quarter in years and raised full-year guidance twice during fiscal 2026. BTIG raised its price target to $450 (from $435) on May 8 with a Buy rating, and UBS raised to $480 (from $477) on May 5 with Buy. The U.S. Postal Service named Ralph Lauren to curate its American Icons stamp collection for America's 250th anniversary, a historic first.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Ralph Lauren price targets raised to $450 (BTIG) and $480 (UBS); USPS names Ralph Lauren to curate American Icons stamp collection ahead of May 21 earningsPositive▶
Ralph Lauren reports Q4 and full-year fiscal 2026 results on May 21 at 8:00 a.m. ET. Shares are at $326.81 as of May 15, down 16% from the 52-week high of $393.41 and below the 200-day moving average. BTIG raised its target to $450 from $435 on May 8 and UBS raised to $480 from $477 on May 5, both reiterating Buy. The U.S. Postal Service named Ralph Lauren to curate the American Icons stamp collection for America's 250th anniversary, a first for a single individual. Telsey Advisory also reaffirmed Buy.
May 15Ralph Lauren shares dropped 6% to $337 on May 12 ahead of May 21 Q4 fiscal 2026 earnings, with UBS lifting PT to $480 and BTIG to $450Mixed▶
Ralph Lauren (RL) shares fell 6.0% to $337.14 on May 12, 2026 from an all-time closing high of $389.52 on April 20, 2026, ahead of the company's Q4 and full-year fiscal 2026 earnings release scheduled for May 21, 2026 at 8 a.m. ET with a conference call at 9 a.m. ET. Wall Street expects Q4 EPS of $2.48. On May 8, 2026 BTIG raised its price target to $450 from $435 maintaining a Buy rating, and on May 5 UBS raised its target to $480 from $477 also maintaining Buy. Ralph Lauren is also curating the USPS American Icons stamp collection, the first individual designer to oversee a full official USPS series. Risk: high valuation and luxury demand softness in greater China keep pressure on the May 21 print.
May 14Ralph Lauren shares fell 6% on May 12 to $337 ahead of May 21 Q4/FY26 earnings; Barclays lifts PT to $430Mixed▶
Ralph Lauren shares dropped 6.0% on May 12 to $337.14 and traded $330-$338 on May 13 ahead of fiscal Q4 2026 earnings on May 21 (EPS estimate $2.48). Barclays lifted price target to $430 from $416 after meetings with management, citing durable growth confidence. Stock has rallied 79% over the past year on premium brand positioning. Cesar Conde was appointed to the Board of Directors. GF Value model flags the stock as 42.5% overvalued at $236.66 estimate. Risk: high valuation premium, luxury demand softening, and tariff sensitivity.
May 13Ralph Lauren is scheduled to release Q4/FY2026 results on May 21 after delivering 12.2% sales growth and raising FY revenue outlook to high-single/low-double-digit growth.Positive▶
Ralph Lauren is on deck for Q4 and full-year FY2026 results on May 21, 2026, with an EPS estimate of $2.48. Recent quarters showed sales up 12.2% YoY and non-GAAP EPS of $6.22 (7.1% beat). The company raised its FY2026 revenue growth outlook to high single to low double digits, and Zacks ranked it among top growth stocks on May 8 citing 19% EPS growth potential. Europe and Asia business trends have improved. The stock traded around $336 on May 12 after running up ~79% over the past year.
May 12Ralph Lauren scheduled FY26 Q4/full year earnings for May 21; Barclays raised PT to $430 from $416 citing durable growth, Citi upgraded after selloff, and the brand showed Men's Fall 2026 at Milan on May 8.Positive▶
Ralph Lauren will release its Q4 and Full Year Fiscal 2026 results on May 21. The company presented its Men's Fall 2026 Ready-to-Wear Collection at Milan Men's Fashion Week on May 8. Analysts have turned positive recently with Barclays lifting its price target to $430 from $416 after management meetings citing durable growth, Citi upgrading the stock after a recent selloff, and UBS raising its target by $3. One fair value estimate was raised to $413.33 from $404.76. The strategic shift to premium brand positioning has driven a 79% increase in stock value over the past year.
May 11Ralph Lauren raises FY26 outlook as Barclays lifts target to $430, ranked top growth stock ahead of May 21 printPositive▶
RL raised fiscal 2026 revenue growth guidance to high single/low double digits as brand momentum accelerates. Barclays on recent meetings raised its PT to $430 from $416 citing durable growth, and Zacks ranked RL a top growth stock on May 8. Last reported quarter sales grew 12.2% YoY to $2.41B with non-GAAP EPS of $6.22, 7.1% above consensus. The stock is up 79% over the past year. Q4 FY26 results are scheduled for May 21 with consensus EPS of $2.48. Some analysts flag stretched valuation despite strong fundamentals.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| NKENIKE | $45.20 | +2.27% | +2.3% | 24.9x | 1.12 | $66.9B |
| TPRTAPESTRY | $144.26 | -1.10% | +5.7% | 18.5x | 1.45 | $29.0B |
| RLRALPH | $413.41 | +2.37% | +25.4% | 20.3x | 1.37 | $24.6B |
| LULULULULEMON | $111.92 | +0.14% | -10.7% | 9.7x | 0.86 | $12.7B |
| AMZNAMAZON.COM | $244.58 | +2.98% | -7.8% | 24.8x | 1.44 | $2.63T |
| TSLATESLA | $401.07 | +1.18% | -4.0% | 160.2x | 1.80 | $1.50T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.