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AEAEO

American Eagle Outfitters, Inc.

Rising onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$AEO·$2.8B·Apparel - Retail·Consumer Cyclical
$17.64+0.9%YTD-33.6%1Y+78.0%
Mentions · last 7 days
2026-07-10: 88 posts2026-07-11: 37 posts2026-07-12: 58 posts2026-07-13: 145 posts2026-07-14: 125 posts2026-07-15: 188 posts2026-07-16: 155 posts808+34%
Price updated 7m ago·X counts updated 16h ago
AEAEO
$AEOAmerican Eagle Outfitters, Inc.
$17.65+0.89%808 posts+34%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AEO, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

American Eagle down 34% YTD despite growth — new CFO in August, real cheap on FCF.

American Eagle Outfitters is the specialty-apparel retailer behind the AE and Aerie brands — jeans, activewear, and intimates for teen and young-adult customers. The stock is down 34% YTD despite double-digit revenue growth, and a new CFO takes over August 3.

  • Revenue grew 10% YoY last quarter with a 2% operating margin — modest but real growth for specialty apparel, and the operating margin is compressed by inventory-buildup timing.
  • Trades at 9.8x TTM earnings, 0.49x sales, and a modest 0.5% FCF yield — deep-value multiples that create room for a re-rating if the operating cadence stabilizes; the historical FCF conversion has been much higher.
  • New CFO Ravi Thanawala starts August 3 (per the July 1 8-K) — the CFO change with an incoming external hire is a real operational signal that management is refreshing the finance function.
  • The $700M ABL revolver was amended June 4, extending maturity to 2031 — clean balance-sheet management providing runway for the turnaround.
  • 52-week position 35th percentile with position vs 50-day MA -4% — the tape is stabilizing; today's +7.9% move on no visible news suggests the base may be forming.

September 2 Q2 earnings is the critical print: revenue growth held plus a Q3 guide reflecting stable back-to-school trends is what confirms the turnaround; a soft print or an inventory-write-down surprise is where the -34% YTD extends further. Real specialty-apparel business at real deep value — the setup rewards a clean back-to-school season and the new CFO landing at the right time.

What to watch: Sept 2 Q2 earnings — need revenue growth held and a Q3 guide reflecting stable back-to-school trends. A soft print or inventory-write-down surprise is where -34% YTD extends further.

On the calendar: 2026-09-02 — Q2 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Teen and young-adult apparel retailer with American Eagle and Aerie intimates brands across ~1,000 US stores.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Retail sits in its cycle right now — and what that implies for $AEO.

Apparel - Retail · Consumer Cyclical

No material change from last week — TJX is being called 'Retail's Apex Predator' feasting on inflation, with excess inventory from full-price retailers expanding TJX's buying opportunity.

What this means for $AEO

Partial — Teen and young-adult apparel retailer with American Eagle and Aerie intimates brands across ~1,000 US stores; the off-price market share gains from excess inventory liquidation creates tailwinds for one product line, not the full operation.

Industry benchmark

12-name peer basket
+6.1%YTD
+53.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
7.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
34.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 28, 2026$0.14$0.12+15.6%
Q4 2025Mar 4, 2026$0.50$0.71-29.6%
Q3 2025Dec 2, 2025$0.53$0.44+21.2%
Q2 2025Sep 3, 2025$0.45$0.20+125.0%
Next earningsWed, Sep 2·consensus EPS $0.21

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.2B+9.7%33.9%2.4%$0.14$-126.6M
Q4 FY25$1.8B+9.7%34.0%10.2%$0.52$54.7M
Q3 FY25$1.4B+5.7%36.6%8.3%$0.54$-2.5M
Q2 FY25$1.3B-0.6%34.7%8.0%$0.45$89.4M

Forward consensus

4-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.5B$5.4B – $5.5B$1.38$1.30 – $1.417
FY27$5.8B$5.8B – $5.8B$1.76$1.69 – $1.839
FY28$6.0B$6.0B – $6.0B$1.95$1.63 – $2.109
FY29$6.2B$6.2B – $6.2B$2.27$2.24 – $2.303

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.42%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-10.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 155.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 7Cary D McmillanDirector2.9K sh$49KSellJul 7Spiegel Noel JosephDirector2.9K sh$49KSellApr 6Cary D McmillanDirector2.9K sh$50KSellApr 6Spiegel Noel JosephDirector2.9K sh$50K
+ 37 other (23 awards · 7 exempts · 7 inkinds) in window

See when $AEO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

American Eagle Outfitters announced that CFO Michael Mathias will transition to a non-officer Strategic Advisor role effective August 3, 2026, with Ravi Thanawala appointed as incoming EVP & CFO on the same date; Thanawala previously served as CFO at Papa John's International and held senior finance roles at Nike and ANN INC. His compensation package includes a $1,000,000 annual base salary and a 100% target annual incentive bonus. This is a planned CFO succession at a major apparel retailer, bringing in an experienced consumer-brand finance executive.

8-KOfficer or director changeJun 298-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

American Eagle Outfitters shareholders at the June 29, 2026 annual meeting approved an amendment to the 2023 Stock Incentive Plan, adding 9,680,000 shares, extending the plan term to 2036, and raising the non-employee director annual equity grant limit to $1M. The expanded plan increases potential dilution but ensures long-term incentive capacity for this specialty retail company; the director limit increase reflects peer compensation benchmarking.

8-KMaterial agreementJun 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

American Eagle Outfitters amended its $700 million senior secured asset-based revolving credit facility on June 4, 2026, extending the maturity from June 24, 2027 to June 4, 2031 and simplifying the interest rate by removing the SOFR and CORRA adjustments, with applicable margins of SOFR + 1.250%–1.500%. The facility size and structure are otherwise unchanged. This is a positive refinancing event — removes a near-term maturity cliff and secures liquidity through mid-2031.

SC 13D/AActivist amendmentMar 2SC 13D/A
+ 13 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

American Eagle Outfitters (AEO) Exceeds Market Returns: Some Facts to Considerzacks.com·8d agoAmerican Eagle's Valuation Looks Cheap: Buy Now or Stay Cautious?zacks.com·8d agoWhy American Eagle Outfitters (AEO) is a Top Value Stock for the Long-Termzacks.com·9d agoInvestors Heavily Search American Eagle Outfitters, Inc. (AEO): Here is What You Need to Knowzacks.com·11d agoHow to Play American Eagle Stock After a 35% Plunge in 6 Months?zacks.com·15d ago

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