A consistent performer. Williams-Sonoma has beaten EPS estimates in three of the last four reported quarters. In Q3 fiscal 2025, the company delivered EPS of $1.96 versus the $1.87 consensus, a 4.9% surprise.
Estimates. Wall Street has grown slightly more optimistic heading into the print. The current quarter EPS consensus of $2.91 is up from $2.90 seven days ago. Two analysts raised estimates in the past 30 days with no downward revisions. For the full fiscal year 2026, the EPS estimate of $8.72 has ticked up from $8.71 a month ago. The modest upward drift suggests analysts see stable execution, though the year-over-year decline in both EPS and revenue estimates reflects a tougher consumer backdrop.
Wall Street remains cautious. The analyst consensus leans neutral, with 8 Buy ratings, 14 Hold ratings, 1 Strong Buy, and 1 Strong Sell among the 23 analysts covering the stock. The Hold-heavy distribution reflects uncertainty about the home furnishings cycle and consumer discretionary spending. No change in the rating mix over the past three months suggests analysts are waiting for clearer demand signals before turning more constructive.
Recent price target activity. UBS raised its price target to $185 from $175 on March 11 while maintaining a Neutral rating. Citigroup lifted its target to $208 from $188 on March 6, also keeping a Neutral stance. Telsey Advisory Group reiterated its Outperform rating and $220 price target on March 12. Evercore ISI raised its target twice in recent weeks—first to $200, then to $210, and most recently to $215—while maintaining an In-Line rating. The upward target revisions reflect improved near-term visibility, though the neutral ratings suggest limited upside from current levels.
What to Watch: Comparable store sales growth and management’s commentary on demand trends for the spring selling season will determine whether the stock can break above its 52-week high of $222.
This article was generated using AlphaStreet’s proprietary financial analysis technology and reviewed by our editorial team.
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