Get the Weekly Intelligence Brief — top committee picks every Sunday.
AEO · NYSE · STOCK

American Eagle Outfitters, Inc.

Consumer Cyclical Updated August 11, 2026
$17.36
52W $12.05 – $28.46
69/100
$2.91B
10.5
1.32
AI Committee Verdict
Buy
69/100
Conviction: High · 83% agreement · 6 analysts
High

Is AEO Bullish or Bearish?

Bullish. Innellis AI committee rates American Eagle Outfitters, Inc. (AEO) Buy with a composite score of 69/100 , based on 6 analysts with 83% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +5.56 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -14.44 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock. Most analysts agree, and no major concerns are blocking a stronger rating.

Bull & Bear Case

Bull Case
  • P/E of 10.7 is inexpensive for the broad market — Value
  • ROE of 17.2% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 2.7% pays you to wait — Value
  • EPS growing 63.9% YoY — Growth
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock — Risk
Bear Case
Insufficient data for bear case.
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
69/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 7%
of 178 Consumer Cyclical peers
Value Analyst bullish
70 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 10.7 is inexpensive for the broad market
Growth Analyst bullish
62 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 63.9% YoY
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.02) -- balance sheet can absorb a shock
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
68 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.33 across 1 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
Open Full Terminal →

Technical Analysis

RSI (14)
44.4
Neutral
MACD Histogram
0.020
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Support
$15.76
Resistance
$19.28
Bollinger %B
0.35
Inside Bands
Price vs Moving Averages
EMA 9
$17.74 Below
EMA 21
$17.56 Below
EMA 50
$17.45 Below
EMA 200
$18.03 Below

Fundamental Analysis

Valuation
99
Profitability
42
Financial Health
65
Cash Flow
70
Valuation
P/E Ratio 10.5×
P/B Ratio 1.77×
PEG Ratio 0.16
Dividend Yield 2.88%
52W High $28.46
52W Low $12.05
Quality & Growth
ROE 1135.0%
ROA 474.9%
Gross Margin 3475.9%
Operating Margin 757.0%
Revenue Growth YoY
Debt / Equity 1.14
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 10.5 (inexpensive relative to a 15-40x range); Price-to-book of 1.8x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 11.4%; Return on assets of 4.7%; Net margin of 5.0%; Gross margin of 34.8%; Current ratio of 1.55 (healthy short-term liquidity); Debt-to-equity of 1.14; Free cash flow per share is positive (0.09); Earnings-history trend unavailable; growth based on TTM year-over-year only.
Get the Full AEO Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore AEO Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime