Ultime notizie per PVH (NYSE:PVH) Azioni

PVH CORP

PVH designs and markets branded apparel in more than 40 countries. Its key fashion categories include men's dress shirts, ties, sportswear, underwear, and jeans. Its two designer brands, Calvin Klein and Tommy Hilfiger, now generate practically all its revenue after its recent disposition of most of its smaller brands. PVH operates e-commerce sites, about 1,400 stores, and about 1,500 shop-in-shops and concessions. The firm also licenses its brands to third parties and distributes its merchandise through department stores and other wholesale accounts. PVH traces its history to 1881 and is based in New York City.

Looking Ahead

News

Short Ideas

Pre-Market Outlook

Markets

Trading Ideas

GRPN

Il mercato offre opportunità, ma anche rischi. Analisi dei segnali di ipercomprato e le prospettive per gli investitori.

3 azioni dei beni di consumo che rischiano di crollare ad aprile

Medtronic, Fluor And 3 Stocks To Watch Heading Into Tuesday

Earnings

LOAR

PRGS

Futures statunitensi in calo: l&#39;attenzione si sposta sui titoli chiave e dati aziendali del primo trimestre.

PVH, Progress Software e altre 3 azioni da tenere d&#39;occhio oggi

wall street chart shutter2

Long Ideas

JILL

Analizziamo i tre titoli con un indice RSI inferiore a 30 che potrebbero offrire un elevato potenziale di crescita.

Affare in vista? 3 azioni consumer da monitorare questo trimestre

PVH Corp

JP Morgan analyst Matthew Boss maintains PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) with a Neutral and raises the price target from $87 to $99.

Price Target

Analyst Ratings

JP Morgan Maintains Neutral on PVH, Raises Price Target to $99

WIIM

PVH shares are trading higher afer Jeffereis upgraded the stock from Hold to Buy and raised its price target from $70 to $105 while Wells Fargo raised its price target from $85 to $100.

U.S. stocks were higher, with the Nasdaq Composite gaining around 100 points on Wednesday.
Shares of Tower Semiconductor Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSEM#NASDAQ">TSEM</a>) rose sharply during Wednesday's session following <a href="https://in.benzinga.com/news/earnings/25/05/45408724/tower-semiconductor-stock-dips-despite-q1-revenue-growth-as-margins-squeeze">better-than-expected quarterly results.</a>
Tower Semiconductor reported a quarterly revenue growth of 9% year-on-year to $358.17 million, compared to the analyst consensus estimate of $358.15 million. The Israel-based contract chipmaker's adjusted EPS of 45 cents beat the analyst consensus estimate of 38 cents.
Tower Semiconductor shares jumped 6.7% to $42.76 on Wednesday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Regencell Bioscience Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGC#NASDAQ">RGC</a>) shares jumped 28.1% to $400.00.</li>
<li>Nutex Health Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NUTX#NASDAQ">NUTX</a>) gained 28.1% to $161.34 after the company reported better-than-expected first-quarter financial results.</li>
<li>Everus Construction Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ECG#NYSE">ECG</a>) rose 23.7% to $63.62 after the company reported better-than-expected first-quarter financial results.</li>
<li>Rigetti Computing, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) jumped 20.1% to $11.85.</li>
<li>LuxExperience B.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUXE#NASDAQ">LUXE</a>) gained 19.2% to $10.61 after the company reported third-quarter financial results and beat its adjusted EPS and revenue estimates.</li>
<li>Kornit Digital Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KRNT#NASDAQ">KRNT</a>) rose 19.1% to $22.92 after the company reported better-than-expected first-quarter adjusted EPS results.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) gained 18.2% to $45.97 after the company announced improvements to its DLC-2 direct liquid cooling solutions and a deal with Saudi Arabian data center company DataVolt.</li>
<li>NeuroPace, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NPCE#NASDAQ">NPCE</a>) gained 18% to $15.28 after the company reported better-than-expected quarterly financial results and raised its FY25 sales guidance.</li>
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) rose 17% to $37.47 following first-quarter results.</li>
<li>Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) gained 14.4% to $129.06.</li>
<li>Tencent Music Entertainment Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TME#NYSE">TME</a>) gained 14.1% to $16.75 following first-quarter results.</li>
<li>Rocket Lab USA, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NASDAQ">RKLB</a>) gained 9.1% to $23.81.</li>
<li>Liberty Global Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LBTYA#NASDAQ">LBTYA</a>) rose 8.7% to $9.87.</li>
<li>PVH Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) gained 8.5% to $87.36. Jefferies analyst Ashley Helgans upgraded PVH from Hold to Buy and raised the price target from $70 to $105.</li>
<li>Wingstop Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WING#NASDAQ">WING</a>) rose 7.1% to $306.51. Wells Fargo, B of A Securities and TD Securities raised their price targets on the stock.</li>
<li>SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) gained 6.6% to $12.00.</li>
<li>Affirm Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) rose 6.1% to $57.24 after the company was named the pay-over-time provider for Costco.com in the US.</li>
<li>Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) gained 4.1% to $347.60. Tesla is reportedly preparing to restart the shipping of components from China to the U.S. for the production of its Cybercab and Semi trucks. This move follows a recent truce over tariffs between the U.S. and China.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45403847/coinbase-to-rally-around-17-here-are-10-top-analyst-forecasts-for-wednesday">Coinbase To Rally Around 17%? Here Are 10 Top Analyst Forecasts For Wednesday</a> </li>
</ul>
Photo via Shutterstock

Intraday Update

Movers

AFRM

KRNT

LBTYA

LUXE

NPCE

NUTX

OKLO

RDDT

RGTI

RKLB

SMCI

SOUN

TSEM

TSLA

WING

Tower Semiconductor Posts Upbeat Earnings, Joins Nutex Health, Kornit Digital, Tencent Music Entertainment And Other Big Stocks Moving Higher On Wednesday

Wells Fargo analyst Ike Boruchow maintains PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) with a Equal-Weight and raises the price target from $85 to $100.

Wells Fargo Maintains Equal-Weight on PVH, Raises Price Target to $100

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Needham analyst Mike Matson upgraded the rating for Establishment Labs Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ESTA#NASDAQ">ESTA</a>) from Hold to Buy and announced a $48 price target. Establishment Labs shares closed at $34.96 on Tuesday. <a href="https://www.benzinga.com/quote/esta/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Ashley Helgans upgraded PVH Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) from Hold to Buy and raised the price target from $70 to $105. PVH shares closed at $80.50 on Tuesday. <a href="https://www.benzinga.com/quote/pvh/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Geoff Meacham upgraded Regeneron Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>) from Neutral to Buy and raised the price target from $600 to $700. Regeneron Pharmaceuticals shares closed at $574.16 on Tuesday. <a href="https://www.benzinga.com/quote/regn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Stan Berenshteyn upgraded the rating for Omnicell, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OMCL#NASDAQ">OMCL</a>) from Equal-Weight to Overweight and raised the price target from $31 to $35. Omnicell shares closed at $28.00 on Tuesday. <a href="https://www.benzinga.com/quote/omcl/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keybanc analyst Sophie Karp upgraded the rating for Ameren Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEE#NYSE">AEE</a>) from Sector Weight to Overweight and announced a $103 price target. Ameren shares closed at $94.32 on Tuesday. <a href="https://www.benzinga.com/quote/aee/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying PVH stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="586" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14085608/image-162-1024x586.png" alt="" class="wp-image-914981" style="width:592px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14085608/image-162-1024x586.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14085608/image-162-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14085608/image-162-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14085608/image-162.png 1113w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45375319/jim-cramer-ok-harrow-recommends-buying-this-energy-stock">Jim Cramer Is &#8216;OK&#8217; With Harrow, Recommends Buying This Energy Stock</a> </li>
</ul>
Photo via Shutterstock

Upgrades

ESTA

OMCL

REGN

This PVH Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>HC Wainwright &amp; Co. cut Annexon, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANNX#NASDAQ">ANNX</a>) price target from $20 to $14. HC Wainwright &amp; Co. analyst Andrew Fein maintained a Buy rating. Annexon shares closed at $1.75 on Tuesday. <a href="https://www.benzinga.com/quote/ANNX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Telsey Advisory Group cut the price target for V.F. Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) from $27 to $17. Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating. V.F. Corporation shares closed at $14.95 on Tuesday. <a href="https://www.benzinga.com/quote/VFC/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Rosenblatt boosted Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) price target from $260 to $300. Rosenblatt analyst Chris Brendler maintained a Buy rating. Coinbase shares closed at $256.90 on Tuesday. <a href="https://www.benzinga.com/quote/COIN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>TD Securities raised the price target for Wingstop Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WING#NASDAQ">WING</a>) from $310 to $330. TD Securities analyst Andrew Charles maintained a Buy rating. Wingstop shares closed at $286.30 on Tuesday. <a href="https://www.benzinga.com/quote/WING/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies increased the price target for Danaos Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAC#NYSE">DAC</a>) from $100 to $105. Jefferies analyst Omar Nokta maintained a Buy rating. Danaos shares closed at $88.80 on Tuesday. See how other analysts <a href="https://www.benzinga.com/quote/DAC/analyst-ratings">view this stock</a>.</li>
<li>Needham cut Camtek Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAMT#NASDAQ">CAMT</a>) price target from $110 to $80. Needham analyst Charles Shi maintained a Buy rating. Camtek shares settled at $68.61 on Tuesday. <a href="https://www.benzinga.com/quote/CAMT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham increased On Holding AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONON#NYSE">ONON</a>) price target from $55 to $62. Needham analyst Tom Nikic maintained a Buy rating. On Holding shares closed at $57.38 on Tuesday. <a href="https://www.benzinga.com/quote/ONON/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Chardan Capital cut MeiraGTx Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MGTX#NASDAQ">MGTX</a>) price target from $38 to $35. Chardan Capital analyst Daniil Gataulin maintained a Buy rating. MeiraGTx shares closed at $5.15 on Tuesday.  <a href="https://www.benzinga.com/quote/MGTX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies increased the price target for PVH Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) from $70 to $105. Jefferies analyst Ashley Helgans upgraded the stock from Hold to Buy. PVH shares settled at $80.50 on Tuesday. <a href="https://www.benzinga.com/quote/PVH/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Leerink Partners slashed iTeos Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ITOS#NASDAQ">ITOS</a>) price target from $47 to $9. Leerink Partners analyst Daina Graybosch downgraded the stock from Outperform to Market Perform. iTeos Therapeutics shares closed at $7.85 on Tuesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying COIN stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="589" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14074708/image-159-1024x589.png" alt="" class="wp-image-914848" style="width:567px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14074708/image-159-1024x589.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14074708/image-159-300x173.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14074708/image-159-768x442.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/14074708/image-159.png 1118w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next:
<ul class="wp-block-list">
<li> <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45375319/jim-cramer-ok-harrow-recommends-buying-this-energy-stock">Jim Cramer Is &#8216;OK&#8217; With Harrow, Recommends Buying This Energy Stock</a> </li>
</ul>
Photo via Shutterstock

ANNX

CAMT

COIN

ITOS

MGTX

NGNE

ONON

Coinbase To Rally Around 17%? Here Are 10 Top Analyst Forecasts For Wednesday

In the latest quarter, 16 analysts provided ratings for PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>), showcasing a mix of bullish and bearish perspectives.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">3</td>
<td align="right">6</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">5</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $94.38, a high estimate of $160.00, and a low estimate of $68.00. A decline of 11.89% from the prior average price target is evident in the current average. 
<img src="https://www.benzinga.com/files/images/story/2025/1747224070_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The perception of PVH by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ashley Helgans</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$105.00</td>
<td>$70.00</td>
</tr>
<tr>
<td>Ike Boruchow</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$85.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Adrienne Yih</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$87.00</td>
<td>$103.00</td>
</tr>
<tr>
<td>Matthew Boss</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$87.00</td>
<td>$91.00</td>
</tr>
<tr>
<td>Paul Lejuez</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$68.00</td>
<td>$83.00</td>
</tr>
<tr>
<td>Adrienne Yih</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$103.00</td>
<td>$98.00</td>
</tr>
<tr>
<td>Kimberly Greenberger</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$86.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Ashley Helgans</td>
<td>Jefferies</td>
<td>Lowers</td>
<td>Hold</td>
<td>$80.00</td>
<td>$101.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Simeon Siegel</td>
<td>BMO Capital</td>
<td>Lowers</td>
<td>Market Perform</td>
<td>$93.00</td>
<td>$106.00</td>
</tr>
<tr>
<td>Michael Binetti</td>
<td>Evercore ISI Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$105.00</td>
<td>$139.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Paul Lejuez</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$72.00</td>
<td>$123.00</td>
</tr>
<tr>
<td>Dana Telsey</td>
<td>Telsey Advisory Group</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Jay Sole</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$160.00</td>
<td>$172.00</td>
</tr>
<tr>
<td>Brooke Roach</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Buy</td>
<td>$109.00</td>
<td>$128.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to PVH. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of PVH compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of PVH's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into PVH's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/PVH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on PVH analyst ratings.</a>
<h2>Get to Know PVH Better</h2>
PVH designs and markets branded apparel in more than 40 countries. Its key fashion categories include men's dress shirts, ties, sportswear, underwear, and jeans. Its two designer brands, Calvin Klein and Tommy Hilfiger, now generate practically all its revenue after its recent disposition of most of its smaller brands. PVH operates e-commerce sites, about 1,400 stores, and about 1,500 shop-in-shops and concessions. The firm also licenses its brands to third parties and distributes its merchandise through department stores and other wholesale accounts. PVH traces its history to 1881 and is based in New York City.
<h3>PVH: Financial Performance Dissected</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Negative Revenue Trend: Examining PVH's financials over 3M reveals challenges. As of 31 January, 2025, the company experienced a decline of approximately -4.75% in revenue growth, reflecting a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 6.63%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): PVH's ROE stands out, surpassing industry averages. With an impressive ROE of 3.01%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): PVH's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.41%, the company showcases efficient use of assets and strong financial health.
Debt Management: PVH's debt-to-equity ratio is below the industry average. With a ratio of 0.66, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<h2>Analyst Ratings: What Are They?</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying PVH: Insights From 16 Analyst Reviews

Jefferies analyst Ashley Helgans upgrades PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) from Hold to Buy and raises the price target from $70 to $105.

Jefferies Upgrades PVH to Buy, Raises Price Target to $105

COLM

CPRI

CROX

DECK

LULU

SHOO

Shares of apparel stocks are trading higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate supply chain uncertainty and macroeconomic uncertainty and help boost consumer sentiment.

PVH shares are trading higher. The company announced it appointed a new Calvin Klein global brand president.

David Savman Appointed Calvin Klein Global Brand President
Eva Serrano to Serve as an Advisor to Support Transition
PVH Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) today announced David Savman has been appointed Global Brand President, Calvin Klein, succeeding Eva Serrano. Serrano will remain with the company through the end of the year, serving as an advisor to support the transition.
Savman joined PVH in 2022 and has been instrumental in bringing together the company's global brands, commercial teams and operating model to win with the consumer, building on decades of experience leading product-centric organizations. He currently serves as PVH's Global Head of Operations and Chief Supply Chain Officer, and in 2024, also served as interim CEO for PVH Europe where he is credited with repositioning the region for growth. Savman will also continue in his current role until the company names a successor.
"As an integral part of the wider PVH+ Plan, and through Eva's leadership, Calvin Klein has been aligned as one brand under a global vision, plan and team, with a strong foundation for future growth. We are thankful for Eva's critical contributions on this journey," said Stefan Larsson, Chief Executive Officer of PVH.
"With this foundation in place, we are now taking the next step in our growth journey as we further tap into Calvin Klein's iconic DNA. David—with the Calvin Klein team around the world, including Jonathan Bottomley who has led the brand to unprecedented levels of consumer engagement, and Veronica Leoni who creates the aspirational halo for the brand—will further build out our product, marketing and marketplace strength to bring our brand vision to life," Larsson continued. "David is a people-focused leader with a proven ability to elevate brands, execute with a robust operating engine and deliver PVH+ Plan performance, all of which will be critical as we take Calvin Klein into this next chapter."
"I'm thrilled to lead the talented Calvin Klein team. Together with our global partners, we have a powerful opportunity to build on the strong momentum underway by tapping into the brand's iconic DNA to drive even greater desirability as we shape Calvin Klein for future generations," said Savman.
"I'm incredibly proud to have been a part of this extraordinary brand journey where we have built the global foundation to unlock future growth, and I look forward to seeing the team take this forward," commented Serrano.

Management

PVHCorp. Appoints David Savman As Calvin Klein Global Brand President

Wells Fargo analyst Ike Boruchow maintains PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) with a Equal-Weight and lowers the price target from $95 to $85.

Wells Fargo Maintains Equal-Weight on PVH, Lowers Price Target to $85

In the preceding three months, 16 analysts have released ratings for PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>), presenting a wide array of perspectives from bullish to bearish.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">2</td>
<td align="right">7</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">4</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $95.19, along with a high estimate of $160.00 and a low estimate of $68.00. This current average has decreased by 16.46% from the previous average price target of $113.94. 
<img src="https://www.benzinga.com/files/images/story/2025/1745877665_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The perception of PVH by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
&#x7C; Analyst &#x7C; Analyst Firm &#x7C; Action Taken &#x7C; Rating &#x7C;Current Price Target&#x7C; Prior Price Target &#x7C; 
&#x7C;--------------------&#x7C;---------------------&#x7C;---------------&#x7C;---------------&#x7C;--------------------&#x7C;--------------------&#x7C; 
&#x7C;Adrienne Yih &#x7C;Barclays &#x7C;Lowers &#x7C;Overweight &#x7C; $87.00&#x7C;$103.00 &#x7C; 
&#x7C;Matthew Boss &#x7C;JP Morgan &#x7C;Lowers &#x7C;Neutral &#x7C; $87.00&#x7C;$91.00 &#x7C; 
&#x7C;Paul Lejuez &#x7C;Citigroup &#x7C;Lowers &#x7C;Neutral &#x7C; $68.00&#x7C;$83.00 &#x7C; 
&#x7C;Adrienne Yih &#x7C;Barclays &#x7C;Raises &#x7C;Overweight &#x7C; $103.00&#x7C;$98.00 &#x7C; 
&#x7C;Kimberly Greenberger&#x7C;Morgan Stanley &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $86.00&#x7C;$95.00 &#x7C; 
&#x7C;Ashley Helgans &#x7C;Jefferies &#x7C;Lowers &#x7C;Hold &#x7C; $80.00&#x7C;$101.00 &#x7C; 
&#x7C;Dana Telsey &#x7C;Telsey Advisory Group&#x7C;Maintains &#x7C;Outperform &#x7C; $90.00&#x7C;$90.00 &#x7C; 
&#x7C;Simeon Siegel &#x7C;BMO Capital &#x7C;Lowers &#x7C;Market Perform &#x7C; $93.00&#x7C;$106.00 &#x7C; 
&#x7C;Michael Binetti &#x7C;Evercore ISI Group &#x7C;Lowers &#x7C;Outperform &#x7C; $105.00&#x7C;$139.00 &#x7C; 
&#x7C;Dana Telsey &#x7C;Telsey Advisory Group&#x7C;Maintains &#x7C;Outperform &#x7C; $90.00&#x7C;$90.00 &#x7C; 
&#x7C;Paul Lejuez &#x7C;Citigroup &#x7C;Lowers &#x7C;Neutral &#x7C; $72.00&#x7C;$123.00 &#x7C; 
&#x7C;Dana Telsey &#x7C;Telsey Advisory Group&#x7C;Lowers &#x7C;Outperform &#x7C; $90.00&#x7C;$130.00 &#x7C; 
&#x7C;Jay Sole &#x7C;UBS &#x7C;Lowers &#x7C;Buy &#x7C; $160.00&#x7C;$172.00 &#x7C; 
&#x7C;Brooke Roach &#x7C;Goldman Sachs &#x7C;Lowers &#x7C;Buy &#x7C; $109.00&#x7C;$128.00 &#x7C; 
&#x7C;Adrienne Yih &#x7C;Barclays &#x7C;Lowers &#x7C;Overweight &#x7C; $98.00&#x7C;$144.00 &#x7C; 
&#x7C;Ike Boruchow &#x7C;Wells Fargo &#x7C;Lowers &#x7C;Equal-Weight &#x7C; $105.00&#x7C;$130.00 &#x7C;
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to PVH. This offers insight into analysts' perspectives on the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of PVH compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of PVH's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of PVH's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/PVH/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on PVH analyst ratings.</a>
<h2>Discovering PVH: A Closer Look</h2>
PVH designs and markets branded apparel in more than 40 countries. Its key fashion categories include men's dress shirts, ties, sportswear, underwear, and jeans. Its two designer brands, Calvin Klein and Tommy Hilfiger, now generate practically all its revenue after its recent disposition of most of its smaller brands. PVH operates e-commerce sites, about 1,400 stores, and about 1,500 shop-in-shops and concessions. The firm also licenses its brands to third parties and distributes its merchandise through department stores and other wholesale accounts. PVH traces its history to 1881 and is based in New York City.
<h3>PVH: Financial Performance Dissected</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Negative Revenue Trend: Examining PVH's financials over 3M reveals challenges. As of 31 January, 2025, the company experienced a decline of approximately -4.75% in revenue growth, reflecting a decrease in top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: PVH's net margin is impressive, surpassing industry averages. With a net margin of 6.63%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): PVH's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 3.01% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.41%, the company showcases effective utilization of assets.
Debt Management: PVH's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.66.
<h2>What Are Analyst Ratings?</h2>
Analysts work in banking and financial systems and typically specialize in reporting for stocks or defined sectors. Analysts may attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish "analyst ratings" for stocks. Analysts typically rate each stock once per quarter.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Glimpse Into The Expert Outlook On PVH Through 16 Analysts

Barclays analyst Paul Kearney on Monday initiated coverage on the shares of Gildan Activewear Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GIL#NYSE">GIL</a>) and announced a price forecast of $51.
The analyst initiated coverage on Macy&#8217;s Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) and Columbia Sportswear Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COLM#NASDAQ">COLM</a>) with an Equal Weight rating and announced a price forecast of $12 and $64, respectively.
Kearney also initiated coverage on the shares of Carter&#8217;s Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRI#NYSE">CRI</a>) and Kohls Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KSS#NYSE">KSS</a>) with an Underweight rating and announced a price forecast of $25 and $4, respectively.
While the analyst acknowledges the strength of the U.S. consumer, he remains cautious in the short term due to market turbulence and policy uncertainties impacting consumer and business sentiment. 
Also Read: <a href="https://www.benzinga.com/news/25/04/45039495/dominos-pizza-q1-operating-margin-shrinks-as-lower-income-consumers-feel-the-pinch">Domino&#8217;s Pizza Q1 Operating Margin Shrinks As Lower-Income Consumers Feel the Pinch</a>
The analyst highlights apparel as one of the sectors most vulnerable to tariff policy shifts. Considering the deflationary tendencies of apparel, along with consumer challenges and intense competition, Kearney anticipates a decline in unit sales during the second half of 2025 and the first half of 2026.
Although inventory management among department stores and retailers has normalized throughout 2024, the analyst warns that supply chain risks and weakening consumer demand could prompt retailers to adopt a conservative buying strategy in the second half of 2025.
The analyst expects retailers to prioritize key brands that drive traffic, manage costs effectively and offer better value to shoppers.
Kearney prefers companies that are expanding their direct-to-consumer (DTC) businesses and strengthening brand positioning to support price increases such as Ralph Lauren Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RL#NYSE">RL</a>), Kontoor Brands Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KTB#NYSE">KTB</a>), and Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>).
Companies that maintain diversified geographic exposure to help mitigate pricing challenges internationally include Ralph Lauren, Levi and PVH Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>).
Companies that demonstrate operational advantages in sourcing to better handle tariff risks with the likes of Gildan, Kontoor Brands and offer strong free cash flow to equity, providing flexibility to return capital to shareholders, such as Gildan and PVH).
Read Next: 
 • <a href="https://www.benzinga.com/news/25/04/45040811/marriott-bets-355m-on-trendy-citizenm-hotels-to-woo-modern-travelers">Marriott Bets $355M On Trendy CitizenM Hotels To Woo Modern Travelers</a>
Photo: Shutterstock

Initiation

General

LEVI

Barclays Flags Macy's, Kohl's Risks During Consumer Weakness; Highlights Gildan, Levi's For Strength

Barclays analyst Adrienne Yih maintains PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) with a Overweight and lowers the price target from $103 to $87.

Barclays Maintains Overweight on PVH, Lowers Price Target to $87

<figure class="wp-block-image aligncenter size-large"><img loading="lazy" decoding="async" width="1024" height="586" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15224016/Bear-1024x586.jpg" alt="" class="wp-image-10727" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15224016/Bear-1024x586.jpg 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15224016/Bear-300x172.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15224016/Bear-768x440.jpg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15224016/Bear.jpg 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h2 class="wp-block-heading">Fading The (Brief) Tariff Relief Rally</h2>
The ostensible reason why the market rallied on Monday was the news from Friday night that the Trump administration was exempting items such as laptops and smart phones from its latest round of "reciprocal" tariffs on China. We decided to fade that rally for a few tariff-related reasons:&nbsp;
<h3 class="wp-block-heading">The reciprocal tariffs still apply to 78% of U.S. imports from China </h3>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I would interpret the tariff exemptions primarily as an attempt to mitigate the impact on electronics and consumers more than as a signal of a US-China deal. The exempted categories cover about 22% of US imports from China. <a href="https://t.co/T4TdUKPl0d">https://t.co/T4TdUKPl0d</a> <a href="https://t.co/kNbgl7UGoO">pic.twitter.com/kNbgl7UGoO</a>
&mdash; Gerard DiPippo (@gdp1985) <a href="https://twitter.com/gdp1985/status/1911066108632719847?ref_src=twsrc%5Etfw">April 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h3 class="wp-block-heading">The 20% fentanyl-related tariffs from March still apply to all U.S. imports from China.</h3>
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Washington Post: maybe your reporters should try reading before posting. These products are subject to the tariff under the original IEEPA on China of 20 percent. <a href="https://t.co/MI4oDEb8S3">https://t.co/MI4oDEb8S3</a>
&mdash; Stephen Miller (@StephenM) <a href="https://twitter.com/StephenM/status/1911092862076289243?ref_src=twsrc%5Etfw">April 12, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h3 class="wp-block-heading">Within the next month or two, the U.S. may levy&nbsp;<a href="https://www.reuters.com/markets/us-commerce-secretary-says-exempted-electronic-products-come-under-separate-2025-04-13/">additional, new tariffs</a>&nbsp;on the electronics exempted from the reciprocal tariffs.&nbsp;</h3>
<h2 class="wp-block-heading">The Stocks We Bet Against&nbsp;</h2>
We decided to bet against three stocks on Monday. Below are their respective tariff vulnerabilities.&nbsp;
<h3 class="wp-block-heading">1. Apple, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</h3>
Tariff Exposure:
<ul>
<li>20% Fentanyl-Related Tariff:&nbsp;Apple&#8217;s products, including iPhones, are subject to a 20% tariff imposed in response to China&#8217;s role in the fentanyl crisis. ​</li>
<li>Temporary Exemption from 125% Reciprocal Tariff:&nbsp;Apple&#8217;s products are currently exempt from the 125% reciprocal tariff on Chinese imports. ​<a href="https://www.reuters.com/markets/us-excludes-smartphones-computers-reciprocal-tariffs-2025-04-12/?utm_source=chatgpt.com" target="_blank" rel="noreferrer noopener">Reuters</a></li>
</ul>
Future Risks:
<ul>
<li>The administration is considering new tariffs targeting semiconductors and the electronics supply chain, which could affect Apple products in the near future. ​<a href="https://nypost.com/2025/04/13/us-news/iphones-and-other-chinese-made-electronics-will-likely-be-subject-to-more-trump-tariffs-commerce-secretary-lutnik-says/?utm_source=chatgpt.com" target="_blank" rel="noreferrer noopener">New York Post+1NPR+1</a></li>
</ul>
<h3 class="wp-block-heading">2. PVH Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>)</h3>
Tariff Exposure:
<ul>
<li>20% Fentanyl-Related Tariff:&nbsp;PVH&#8217;s apparel and accessories imported from China are subject to this tariff (PVH is the parent company of the Calvin Klein and Tommy Hilfiger brands). ​</li>
<li>125% Reciprocal Tariff:&nbsp;Additionally, PVH faces a 125% reciprocal tariff on Chinese imports, bringing the total tariff rate to 145%. ​</li>
</ul>
Implications:
<ul>
<li>The combined tariffs significantly increase costs for PVH, potentially impacting profit margins and necessitating supply chain adjustments.</li>
</ul>
<h3 class="wp-block-heading">3. SolarEdge Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NYSE">SEDG</a>)</h3>
Tariff Exposure:
<ul>
<li>20% Fentanyl-Related Tariff:&nbsp;Applies to SolarEdge&#8217;s imports from China. ​</li>
<li>34% Reciprocal Tariff on Solar Equipment:&nbsp;SolarEdge&#8217;s solar equipment imports from China are subject to this tariff. ​</li>
<li>50% Section 301 Tariff:&nbsp;A 50% tariff applies to Chinese solar cells and modules, affecting SolarEdge&#8217;s products. ​</li>
</ul>
Implications:
<ul>
<li>The cumulative <a href="https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/?utm_source=chatgpt.com">tariffs </a>increase costs for SolarEdge, potentially affecting pricing strategies and competitiveness in the U.S. market.​</li>
</ul>
<h2 class="wp-block-heading">The Weakest Of Those Three Companies</h2>
Of those three companies, SolarEdge is clearly the weakest. Apple and PVH still look good on a fundamental basis (though the new tariffs aren&#8217;t priced in to most of their fundamental metrics yet). SolarEdge looks bad now, and will likely get worse given the new tariffs. Here are how each company compares on select Chartmill metrics: 
Apple:
<ul>
<li>Overall fundamental rating: 7</li>
<li>Profitability: 10</li>
<li>Growth: 5</li>
<li>Valuation 3</li>
</ul>
PVH:&nbsp;
<ul>
<li>Overall fundamental rating: 5</li>
<li>Profitability: 6</li>
<li>Growth: 4</li>
<li>Valuation 8</li>
</ul>
SolarEdge:
<ul>
<li>Overall fundamental rating: 2</li>
<li>Profitability: 1</li>
<li>Growth: 3</li>
<li>Valuation 1</li>
</ul>
For that reason, we placed an additional, longer-term bearish bet on SolarEdge.
<h2 class="wp-block-heading">Zigging When The Market Zags</h2>
There are a few newer companies that look like they&#8217;ll be dominant players for years. We&#8217;ll be looking to add long positions to them on the next leg down. And if we get another rally in the near term, we&#8217;ll be looking to add short positions on other companies facing tariff or other headwinds. If you&#8217;d like a heads up when we place our next trade, feel free to subscribe to our <a href="https://portfolioarmor.substack.com/p/trade-alert-betting-against-the-bounce">trading Substack</a>/occasional email list below.&nbsp;
And if want to just want to add downside protection on the next rally, as a reminder, you can&nbsp;download the Portfolio Armor optimal hedging app by aiming your iPhone camera at the QR code below (or by&nbsp;<a href="https://apps.apple.com/us/app/portfolio-armor/id394951144">tapping here</a>, if you&#8217;re reading this on your phone). Our app can help you find the least expensive hedges given your risk tolerance and time frame.
<figure class="wp-block-image size-full"><a href="https://apps.apple.com/us/app/portfolio-armor/id394951144"><img loading="lazy" decoding="async" width="200" height="197" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15224936/QR-Code-3-2.jpg" alt="" class="wp-image-10728" /></a></figure>
If you&#8217;d like to stay in touch
You can scan for optimal hedges for individual securities, find our current top ten names, and&nbsp;create hedged portfolios&nbsp;on&nbsp;<a href="https://portfolioarmor.com/">our website</a>.&nbsp;You can also follow Portfolio Armor on X&nbsp;<a href="https://twitter.com/portfolioarmor">here</a>, or become a free subscriber to our trading Substack using the link below (we&#8217;re using that for our occasional emails now).
<figure class="wp-block-image aligncenter size-full"><a href="https://portfolioarmor.substack.com/p/trade-alert-betting-against-the-bounce"><img loading="lazy" decoding="async" width="581" height="372" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15231128/Widget-4-1.jpg" alt="" class="wp-image-10729" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15231128/Widget-4-1.jpg 581w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/04/15231128/Widget-4-1-300x192.jpg 300w" sizes="(max-width: 581px) 100vw, 581px" /></a></figure>

Equities

Technicals

Opinion

AAPL

SEDG

3 Stocks We Are Betting Against

More consumers are trading down, and a noticeable shift toward off-price and <a href="https://www.benzinga.com/topic/consumer-spending">discount retailers is emerging</a>.
What Happened: According to J.P. Morgan analyst Matthew R. Boss, retail fundamentals in the first-quarter are tracking close to expectations with signs of stronger momentum in late April due to the timing of Easter.
Apparel and footwear spending remained solid, boosted by affluent consumers and stable lower-income budgets, he says. Most retailers, however, are adopting a four-part strategy to offset new tariffs: renegotiating with suppliers, shifting sourcing, improving cost structures, and applying selective price hikes. 
Also Read: <a href="https://www.benzinga.com/25/04/44791936/whats-going-on-with-ionq-stock-today">What&#8217;s Going On With IonQ Stock Today?</a>
Here are some key takeaways from his April 14 report: 
<ul>
<li>Store expansion remains a key revenue driver for companies like Ollie&#8217;s Bargain Outlet Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OLLI#NASDAQ">OLLI</a>), Burlington Stores Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) and Boot Barn Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOOT#NYSE">BOOT</a>).</li>
<li>Global brands such as Birkenstock Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>) and PVH Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) are reporting healthy order books and improving visibility.</li>
<li>The analyst reiterated a Neutral rating on the shares of PVH and lowered the price forecast from $91.00 to $87.00.</li>
<li>PVH is seeing macro-driven headwinds in North America and China, with North America DTC revenues down mid-single digits and China down mid-teens in February, partially stabilizing in March. Tariff exposure poses risk, with a potential EPS hit of $4.85.</li>
<li>Specialty retailers like Bath &amp; Body Works Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBWI#NYSE">BBWI</a>) and Urban Outfitters Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/URBN#NASDAQ">URBN</a>) benefit from product diversification and operational gains.</li>
<li>Cruise lines stay relatively insulated, seeing no major booking declines despite recent market volatility.</li>
<li>Brands with the highest exposure to China include American Eagle Outfitters Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEO#NYSE">AEO</a>), Nike Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>, )) and Boot Barn; Levi Strauss &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEVI#NYSE">LEVI</a>), Birkenstock Holding PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIRK#NYSE">BIRK</a>), and VF Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VFC#NYSE">VFC</a>) remain less affected.</li>
<li>Burlington shares have an Overweight rating and a lowered price forecast from $336 to $287. The company saw strong fourth-quarter performance led by lower-income shoppers, with solid comps across all income levels due to value-seeking behavior.</li>
<li>The analyst reiterated a Buy Overweight on the shares of Ross Stores Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROST#NASDAQ">ROST</a>) with a price forecast of $161.00. The company expects first-quarter same-store sales to decline 3% to flat, due to cold weather, delayed tax refunds, and consumer hesitation from policy headlines. However, trends improved in March/April, and full-year comps are projected at -1% to +2%, driven by seasonal historical strength and expected easing of first-quarter headwinds. ROST faces limited direct sourcing from China but still expects a modest tariff headwind.</li>
<li>The analyst reiterated a Neutral rating on the shares of Macy&#8217;s Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/M#NYSE">M</a>) and lowered the price forecast from $14.00 to $13.00. Despite progress reducing China sourcing (~30% now vs. ~50% historically), tariffs remain a risk for Macy&#8217;s, with a potential EPS headwind of up to $1.45.</li>
<li>The analyst maintained an Overweight rating on the shares of Lululemon Athletica Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) and lowered the price forecast to 4389.00. Lululemon expects +6–7% revenue growth in 1Q FY25. Due to macroeconomic concerns, U.S. traffic declined, though conversion rates and AOV improved. Lululemon faces a 20bps gross margin headwind from tariffs, though China accounts for only 3% of its finished goods. Assuming no mitigation, tariffs could cut EPS by $0.38, noted the analyst.</li>
</ul>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/25/04/44774262/nikes-sneaker-buzz-and-tariff-risks-could-shape-its-future-says-analyst">Nike&#8217;s Sneaker Buzz And Tariff Risks Could Shape Its Future: Analyst</a></li>
</ul>
Image: Shutterstock

Analyst Color

Reiteration

BBWI

BIRK

BOOT

BURL

OLLI

ROST

URBN

Consumers Go Discount As Tariff Pressures Mount, Warns Analyst

JP Morgan analyst Matthew Boss maintains PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) with a Neutral and lowers the price target from $91 to $87.

JP Morgan Maintains Neutral on PVH, Lowers Price Target to $87

FOSL

GOOS

VNCE

Shares of retail and apparel companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

HELE

Shares of retail and apparel stocks are trading lower as investors weigh the potential impacts of tariffs on the sector. Economic uncertainty could also cloud consumer spending outlook.

Press Releases

PVH Corp. (PVH) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation

Securities Fraud Investigation Into PVH Corp. (PVH) Announced – Investors Who Lost Money Urged To Contact Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm

Revman International, Inc. Announces Home License Agreement for Tommy Hilfiger in U.S., Canada and Mexico

PVH Corp. Declares Quarterly Cash Dividend

PVH Corp. to Host Conference Call to Discuss Fourth Quarter and Year-End 2024 Earnings Results

PVH Corp. Reports 2024 Fourth Quarter Results With Revenue Above Guidance and Solid Performance Across the Business; Provides 2025 Outlook

PVH Corp. Intends To Enter Into $500 Million Accelerated Share Repurchase Agreements

PVHCorp. Announces Leadership Update

PVH Corp. to Host Conference Call to Discuss First Quarter 2025 Earnings Results

Comments

PVH

Notizie

Ultime notizie per PVH (NYSE:PVH) Azioni

Le persone guardano anche

Notizie

PARTNER/COLLABORATORE

BENZINGA NEL MONDO