Analyst Price Target News: Burlington, Marvell, Victoria’s Secret – August 29th, 2025

By: Matthew Otto

Burlington Stores Posts Q2 Earnings Beat and Raises Full-Year Outlook

Burlington Stores reported second quarter fiscal 2025 sales of $2.7 billion, up 10% from the prior year and above analyst expectations of $2.63 billion. Comparable store sales rose 5%, following 5% growth in the same quarter last year.

Gross margin expanded to 43.7% from 42.8% a year earlier, supported by 60 basis points of merchandise margin improvement and 30 basis points from lower freight expense. Net income was $94 million, or $1.47 per share, compared with $74 million, or $1.15 per share, a year earlier. On an adjusted basis excluding expenses tied to bankruptcy-acquired leases, earnings per share were $1.72, up from $1.24 last year. Burlington also reported EPS of $1.59 for the quarter, exceeding analyst estimates of $1.29 by $0.3.

For the first six months of fiscal 2025, total sales increased 8% year over year, while net income rose 28% to $195 million, or $3.05 per share, compared with $152 million, or $2.37 per share, in the prior year. Adjusted net income was $217 million, or $3.39 per share, versus $171 million, or $2.66 per share, last year. Burlington ended the quarter with $1.69 billion in liquidity, including $748 million in cash and $946 million in borrowing availability, against total debt of $2.04 billion. Inventory increased 16% to $1.42 billion, though comparable store inventory declined 8%.

Looking ahead, Burlington raised its full-year earnings forecast and now expects fiscal 2025 EPS of $9.19 to $9.59, compared with $8.35 in fiscal 2024.

Analysts Lift Burlington Price Targets by an Average of 17% Following Q2 Results

Evercore ISI Group analyst Michael Binetti maintained an Outperform rating while boosting the price target from $310 to $370.
Telsey Advisory Group analyst Dana Telsey kept an Outperform stance and increased the price target from $300 to $350.
BofA Securities analyst Lorraine Hutchinson reiterated a Buy rating and lifted the price target from $350 to $363.
Jefferies analyst Corey Tarlowe stayed with a Buy recommendation but raised the price target from $300 to $350.
Barclays analyst Adrienne Yih maintained an Overweight rating and pushed the price target upward from $299 to $336.

Which Analyst has the best track record to show on BURL?

Analyst Paul Lejuez (CITI) currently has the highest performing score on BURL with 16/19 (84.21%) price target fulfillment ratio. His price targets carry an average of $103.05 (43.49%) potential upside. Burlington Stores stock price reaches these price targets on average within 154 days.

Marvell Reports Record Revenue Growth in Q2 Fiscal 2026, Sets Guidance for Q3

Marvell Technology reported financial results for the second quarter of fiscal 2026, posting net revenue of $2.006 billion, a 58% year-over-year increase and in line with the consensus estimate of $2.01 billion. The company recorded net income of $194.8 million, or $0.22 per diluted share. On an adjusted basis, earnings per diluted share were $0.67, matching analyst estimates. Gross margin for the quarter was 50.4%, with an adjusted margin of 59.4%. Net income on an adjusted basis totaled $585.5 million, while cash flow from operations reached $461.6 million.

For the third quarter of fiscal 2026, Marvell guided revenue to approximately $2.06 billion, compared to the consensus estimate of $2.1 billion. Earnings per diluted share are expected to range from $0.69 to $0.79, versus analyst expectations of $0.72. Gross margin is projected between 51.5% and 52%, with the adjusted margin ranging from 59.5% to 60%. Operating expenses are expected to total about $719 million, with adjusted operating expenses of $485 million. Diluted shares outstanding are projected at roughly 870 million.

Analyst Ratings Shift on Marvell Tech as Average Price Targets Decline About 9%

Evercore ISI Group analyst Mark Lipacis maintained an Outperform while reducing the price target from $133 to $122.
Benchmark analyst Cody Acree reiterated a Buy rating and the price target at $95.
Needham analyst N. Quinn Bolton maintained a Buy rating but trimmed the price target from $85 to $80.
BofA Securities analyst Vivek Arya downgraded from Buy to Neutral and the price target from $90 to $78.
Jefferies analyst Blayne Curtis kept a Buy rating yet lowered the price target from $90 to $80.

Which Analyst has the best track record to show on MRVL?

Analyst Christopher Rolland (SUSQUEHANNA) currently has the highest performing score on MRVL with 31/32 (96.88%) price target fulfillment ratio. His price targets carry an average of $26.18 (41.02%) potential upside. Marvell Technology stock price reaches these price targets on average within 217 days.

Victoria’s Secret Q2 2025 Results Beat Estimates; Full-Year Outlook Raised

Victoria’s Secret & Co. reported second quarter fiscal 2025 revenue of $1.46 billion, up 3% from $1.42 billion a year earlier and above the consensus estimate of $1.41 billion. Comparable sales increased 4% for the quarter. The company reported earnings per share of $0.33, exceeding analyst expectations of $0.13, though lower than $0.4 in the prior year period.

Operating income was $41 million versus $62 million a year ago. Net income totaled $16 million, compared with $32 million in the same quarter of 2024. Adjusted figures showed operating income of $55 million, down from $62 million last year but ahead of the company’s guidance of $15 million to $35 million, and adjusted net income of $27 million, compared with $31 million in the prior year.

For the outlook, Victoria’s Secret raised its full-year fiscal 2025 revenue forecast to $6.33 billion to $6.41 billion, compared with prior guidance of $6.2 billion to $6.3 billion and above consensus expectations of $6.24 billion. Full-year adjusted operating income is expected to remain between $270 million and $320 million, with tariff-related costs projected at approximately $100 million.

For the third quarter, Victoria’s Secret projects revenue between $1.39 billion and $1.42 billion, compared with $1.35 billion a year earlier and above the consensus of $1.36 billion. Earnings per share for the period are expected in the range of a loss of $0.55 to $0.75, in line with consensus of a loss of $0.56.

Analysts Maintain Mixed Ratings on Victoria’s Secret; Average Price Targets Rise 7%

Telsey Advisory Group analyst Dana Telsey maintained a Market Perform and the price target at $24.
BofA Securities analyst Alice Xiao kept an Underperform but raised the price target from $18 to $21.
Jefferies analyst Corey Tarlowe reiterated a Buy yet lowered the price target from $28 to $26.
Barclays analyst Adrienne Yih maintained an Overweight while increasing the price target from $23 to $27.

Which Analyst has the best track record to show on VSCO?

Analyst Jay Sole (UBS) currently has the highest performing score on VSCO with 9/12 (75%) price target fulfillment ratio. His price targets carry an average of $-0.34 (-1.59%) potential downside. Victoria’s Secret & Co. stock price reaches these price targets on average within 37 days.