Ralph Lauren (RL) News Today

Company: Ralph Lauren Corporation (NYSE:RL)

Shares are trading higher today, driven by robust quarterly results, analyst upgrades and bullish industry outlook, though some caution around macro and margin pressures persists.

• Positive Sentiment: Net income jumped 30% year-over-year on strong consumer demand and operational efficiency. Ralph Lauren net income surges 30%
• Positive Sentiment: UBS boosted its price target to $404 (40% upside) with a Buy rating. Benzinga
• Positive Sentiment: Analysts remain bullish on RL among top consumer cyclical stocks including Ferrari. Analysts Are Bullish on Top Consumer Cyclical Stocks: Ferrari (RACE), Ralph Lauren (RL)
• Positive Sentiment: Q1 fiscal 2026 revenue climbed 14%, with EPS of $3.77 beating Street estimates and prompting full-year outlook upgrades. Ralph Lauren (RL) Q1 Revenue Rises 14%
• Positive Sentiment: Shares hit a new 52-week high after the earnings beat. Ralph Lauren (NYSE:RL) Reaches New 52-Week High Following Earnings Beat
• Positive Sentiment: Telsey Advisory Group lifted Q3 2026 EPS estimates to $5.23 and maintains an Outperform rating with a $335 target. Q3 EPS Estimates for Ralph Lauren Lifted by Analyst
• Positive Sentiment: Zacks reports RL topped Q1 earnings (beat by $0.07) and raised its FY26 outlook on global sales strength. Ralph Lauren Beats on Q1 Earnings & Revenues, Raises FY26 Outlook
• Neutral Sentiment: Investors can reference the full Q1 and Q2 transcripts for detailed management commentary. RL Q1 2026 Earnings Call Transcript
• Neutral Sentiment: RL featured on Bloomberg’s “Stock Movers” podcast alongside Live Nation and Crocs. Stock Movers: Live Nation, Ralph Lauren, Crocs
• Neutral Sentiment: Mixed Q2 performance: sales beat targets but the stock dipped post-announcement. RL Beats Q2 Sales Targets But Stock Drops
• Negative Sentiment: Management flagged weak macro visibility, maintaining a cautious outlook for the rest of the year. Ralph Lauren Flags Weak Macro Visibility, Maintains Cautious Outlook
• Negative Sentiment: Warnings that tariffs will pressure margins drove shares lower. Ralph Lauren warns that tariffs will pressure margins, shares fall
• Negative Sentiment: Despite lifting full-year revenue forecasts, caution on second-half performance weighed on investor sentiment and shares fell. Ralph Lauren lifts revenue view, shares drop on word of caution in second half
• Negative Sentiment: Profit-taking on mixed Q1 figures led to a slide in the stock. Ralph Lauren Slides on Q1 Figures