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URURBN

Urban Outfitters, Inc.

$URBN·$6.9B·Apparel - Retail·Consumer Cyclical
$86.57-0.9%YTD+0.2%1Y+28.7%
Price updated 17m ago·X counts updated 5d ago
URURBN
$URBNUrban Outfitters, Inc.
$86.57-0.95%35 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $URBN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

35X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $URBN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentiment⚠AI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-02 · top-engagement diverged

Urban Outfitters posts a Q2 sales beat at $1.6619B vs $1.635B est, adjusted EPS $1.72, net income $240.7M, and gross profit $721.6M on revenue +10.4% YoY. Bull Snorts screeners flag URBN among high-volume vertical moves signaling institutional demand (with ANF/SMTC/GAP/PLAB). One 'peak-margin story' caution notes shares were lifted sharply into earnings on ANF read-across and short covering.

Read what X is saying about $URBN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $URBN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

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

Apparel-retail compounder printing 10% comps and 13x earnings, with executives trimming into a 82nd-percentile tape.

Urban Outfitters has turned into a quiet operating machine — Anthropologie and FP Movement are leading comps, the Nuuly subscription grows every quarter, and the Q2 EPS of $1.72 matched consensus on revenue of $1.66B that beat.

  • Revenue growth has been consistent double-digit across the last four quarters (+10%, +11%, +10%, +12% YoY) with four straight EPS beats of 0-15% ahead of consensus — the kind of cadence that gets a cyclical a quality discount.
  • Insider trim activity (CEO Smith $266K at $75.95 September 18, Marein-Efron $460K at $80.75 September 4) is sized to look like diversification, not a thesis change, but it does establish that insiders are not chasers at the 82nd-percentile 52-week range.
  • At $80.80 the trailing PE of 13 and forward 2027 EPS of $6.29 give the forward multiple around 12.8x — unusually reasonable for a brand portfolio with three durable sub-concepts and a growing subscription line.

The Q3 print on November 24 lands into holiday-set-up season, so what matters is less the EPS and more the inventory and gross-margin commentary — a clean holiday guide extends the quality discount; any surprise on markdowns resets it.

Agrees with X sentimentX is bullish framing URBN as a high-volume vertical-move name with institutional demand; the TickerTalks read agrees on the operating quality while flagging the insider trims and the stretched 52-week position as reasons to be measured here.

What to watch: November 24 Q3 earnings and the holiday-season inventory and gross-margin commentary; Nuuly subscription growth and churn trends; any further CEO or CFO sales after the September trims.

On the calendar: Q3 earnings scheduled 2026-11-24

Read the AI verdict on $URBN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Operates Urban Outfitters, Anthropologie, Free People, and Nuuly subscription rental; lifestyle apparel and home retail across multiple brands.

Industry overviewAI analysisGenerated by AI from underlying data

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

Apparel - Retail · Consumer Cyclical

No material change from last week — Off-price retailers are the structural winners as value-conscious consumers trade down.

What this means for $URBN

Neutral — Operates Urban Outfitters, Anthropologie, Free People, and Nuuly subscription rental; lifestyle apparel and home retail across multiple brands.

Industry benchmark

10-name peer basket
-0.5%YTD
+27.2%1Y

Fundamentals & catalyst

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

Key ratios

P/E
13.2How 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
12.2%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
9.8%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
4.4%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
1.0Same 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
17.6%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
36.0%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
0.5Total 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
Q2 2026Aug 26, 2026$1.72$1.720.0%
Q1 2026May 20, 2026$1.30$1.15+13.0%
Q4 2025Feb 25, 2026$1.43$1.24+15.3%
Q3 2025Nov 25, 2025$1.28$1.20+6.7%
Next earningsTue, Nov 24·consensus EPS $1.54

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$1.5B+11.4%36.6%9.4%$1.32$-177.8M
Q4 FY26$1.8B+10.1%33.3%8.8%$1.07$216.8M
Q3 FY26$1.5B+12.3%37.0%9.6%$1.30$-22.8M
Q2 FY26$1.5B+11.3%37.6%11.6%$1.60$264.2M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.2B$6.1B – $6.2B$5.27$5.21 – $5.338
FY27$6.8B$6.7B – $6.8B$6.29$6.10 – $6.409
FY28$7.2B$7.2B – $7.3B$6.87$6.50 – $7.3510
FY29$7.7B$7.3B – $7.9B$7.51$7.22 – $7.857

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.1.2×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.98%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.+11.8%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.+20.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 56.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β1.245-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

SellSep 18Tricia D SmithCEO3.5K sh$266KSellSep 4Melanie Marein-efronCFO5.7K sh$460KSellSep 1Mary EganDirector650 sh$51KSellMay 22Azeez HayneChief Administrative Officer8.7K sh$639KSellMay 22Melanie Marein-efronCFO5.0K sh$370KSellMay 22Frank ConfortiCOO9.4K sh$687K
+ 22 other (9 exempts · 8 awards · 4 gifts · 1 inkind) in window

See when $URBN 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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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-KShareholder voteJun 58-K — Item 5.07: Shareholder vote
AI summary

URBN (URBN) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KMaterial agreementMay 268-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Urban Outfitters and certain domestic subsidiaries entered into a Fifth Amendment to their ABL revolving credit facility with JPMorgan Chase (admin agent) and Wells Fargo (joint lead arranger) on May 19, 2026. Key changes: maturity extended to May 2031; Canadian Borrowing Base and Canadian Sublimit eliminated, releasing URBN Canada from obligations. The facility continues at up to $350 million (first-priority lien on inventory and receivables), with all other terms unchanged. This is an administrative credit facility extension through 2031 with no adverse changes.

+ 7 other (2 10-Qs · 2 routine 8-Ks · 1 13G · 1 11-K) in window

Recent news

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

URBN vs. ZGN: Which Stock Is the Better Value Option?zacks.com·1d agoIs Urban Outfitters (URBN) Stock Undervalued Right Now?zacks.com·1d agoWhy Urban Outfitters (URBN) is a Top Growth Stock for the Long-Termzacks.com·2d agoHere's Why Urban Outfitters (URBN) is a Strong Momentum Stockzacks.com·4d agoWhy Urban Outfitters (URBN) is a Top Value Stock for the Long-Termzacks.com·8d ago

In themes

Explore the broader themes this ticker is being talked about under.

Trending on X

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Voices on X · last 7 days

No standout posts about $URBN on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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