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URBN · NASDAQ · STOCK

Urban Outfitters (URBN) Stock Analysis

Consumer Cyclical Updated September 17, 2026
$77.09
52W $59.54 – $85.43
70/100
$6.50B
11.7
1.26
AI Committee Verdict
Buy
70/100
Conviction: Unanimous · 100% agreement · 6 analysts
+1.3%
-13.4%
0.10:1
Unanimous
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is URBN Bullish or Bearish?

Bullish. Innellis AI committee rates Urban Outfitters, Inc. (URBN) Buy with a composite score of 70/100 , based on 6 analysts with 100% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +5.24 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 — -14.76 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 0.00) -- balance sheet can absorb a shock. The main limiting factor is sector concentration is already high (hhi 2514.55). The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • P/E of 11.8 is inexpensive for the broad market — Value
  • ROE of 20.7% shows genuine earnings power backing the valuation — Value
  • EPS growing 25.4% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
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 September 17, 2026
Overall Committee Score
70/100
Agreement
100%
Analysts
6
Conviction
Unanimous
Sector Rank
Top 0%
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 11.8 is inexpensive for the broad market
Growth Analyst bullish
78 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 25.4% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish 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 0.00) -- balance sheet can absorb a shock
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 24 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score moved marginally from 69.8 to 69.8.

Analyst-level changes:
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
41.3
Neutral
MACD Histogram
-0.489
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$65.75
Resistance
$76.88
Bollinger %B
0.34
Inside Bands
Price vs Moving Averages
EMA 9
$77.71 Below
EMA 21
$77.70 Below
EMA 50
$76.22 Above
EMA 200
$72.21 Above

Fundamental Analysis

Valuation
96
Growth
61
Profitability
66
Financial Health
83
Cash Flow
70
Valuation
P/E Ratio 11.7×
P/B Ratio 2.28×
PEG Ratio 0.47
Dividend Yield 0.00%
52W High $85.43
52W Low $59.54
Quality & Growth
ROE 1651.4%
ROA 928.4%
Gross Margin 3751.1%
Operating Margin 1132.8%
Revenue Growth YoY
Debt / Equity 0.43
AI Fundamental Assessment
P/E ratio of 11.7 (inexpensive relative to a 15-40x range); Price-to-book of 2.3x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 16.5%; Return on assets of 9.3%; Net margin of 8.8%; Gross margin of 37.5%; Current ratio of 1.58 (healthy short-term liquidity); Debt-to-equity of 0.43; Free cash flow per share is positive (3.45); Most recent quarter missed estimates by 2.5%; EPS growth accelerating (+23.8% -> +32.3% QoQ); Average YoY EPS growth of 8.9%; Analyst estimates rising over recent quarters
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