- John Hussman Exits Qualcomm Inc, Impacting Portfolio by -1.13%
May 11, 2026
This article first appeared on GuruFocus.
Insights into John Hussman (Trades, Portfolio)'s Strategic Moves in Q1 2026
Warning! GuruFocus has detected 4 Warning Signs with CORT. Is CORT fairly valued? Test your thesis with our free DCF calculator.
John Hussman (Trades, Portfolio) recently submitted the 13F filing for the first quarter of 2026, providing insights into his investment moves during this period. Dr. John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. He is also the president of the Hussman Investment Trust. Dr. Hussman manages the Hussman Strategic Growth Fund, which invests primarily in U.S. stocks, and the Hussman Strategic Total Return Fund, which invests primarily in U.S. Treasury and government agency securities. Prior to managing the Hussman Funds, Dr. Hussman was a professor of economics and international finance at the University of Michigan. His academic research centers on market efficiency and information economics. Dr. Hussman holds a Ph.D. in economics from Stanford University (1992) and two degrees from Northwestern University: a Master's degree in education and social policy (1985) and a Bachelor's degree in economics (1983). Dr. Hussman looks at two dimensions of information to adjust his willingness to take risk. The first is valuation. Favorable valuation means that stock prices appear reasonable in view of the stream of earnings, dividends, revenues and cash flows expected in the future. The second dimension is the quality of market action. Market action considers the behavior of a wide range of securities and industry groups in an attempt to assess the economic outlook of investors and their willingness to accept market risk. These two dimensions of information make up four basic "Market Climates" associated with various combinations of valuation and market action. In the most favorable Market Climates, Dr. Hussman will typically hold an aggressive allocation to market risk, while in the least favorable Market Climates, he will typically attempt to remove the impact of market fluctuations from the portfolio through hedging (Strategic Growth Fund) or reduction in the average maturity of bond holdings (Strategic Total Return Fund). The most defensive position is a fully hedged position in which the entire value of long positions is hedged.
Summary of New Buy
John Hussman (Trades, Portfolio) added a total of 97 stocks, among them:
The most significant addition was Ulta Beauty Inc (NASDAQ:ULTA), with 7,350 shares, accounting for 0.83% of the portfolio and a total value of $3.84 million. The second largest addition to the portfolio was American Eagle Outfitters Inc (NYSE:AEO), consisting of 210,000 shares, representing approximately 0.76% of the portfolio, with a total value of $3.51 million. The third largest addition was Collegium Pharmaceutical Inc (NASDAQ:COLL), with 105,000 shares, accounting for 0.75% of the portfolio and a total value of $3.47 million.
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Key Position Increases
John Hussman (Trades, Portfolio) also increased stakes in a total of 39 stocks, among them:
The most notable increase was Corcept Therapeutics Inc (NASDAQ:CORT), with an additional 94,500 shares, bringing the total to 126,000 shares. This adjustment represents a significant 300% increase in share count, a 0.83% impact on the current portfolio, with a total value of $5.08 million. The second largest increase was Dollar General Corp (NYSE:DG), with an additional 21,000 shares, bringing the total to 31,500. This adjustment represents a significant 200% increase in share count, with a total value of $3.74 million.
Summary of Sold Out
John Hussman (Trades, Portfolio) completely exited 81 holdings in the first quarter of 2026, as detailed below:
Qualcomm Inc (NASDAQ:QCOM): John Hussman (Trades, Portfolio) sold all 27,300 shares, resulting in a -1.13% impact on the portfolio. Charter Communications Inc (NASDAQ:CHTR): John Hussman (Trades, Portfolio) liquidated all 18,900 shares, causing a -0.95% impact on the portfolio.
Key Position Reduces
John Hussman (Trades, Portfolio) also reduced positions in 45 stocks. The most significant changes include:
Reduced Ubiquiti Inc (NYSE:UI) by 4,200 shares, resulting in a -50% decrease in shares and a -0.56% impact on the portfolio. The stock traded at an average price of $678.96 during the quarter and has returned 7.49% over the past 3 months and 38.52% year-to-date. Reduced DexCom Inc (NASDAQ:DXCM) by 31,500 shares, resulting in a -75% reduction in shares and a -0.5% impact on the portfolio. The stock traded at an average price of $69.64 during the quarter and has returned -13.94% over the past 3 months and -11.63% year-to-date.
Portfolio Overview
At the first quarter of 2026, John Hussman (Trades, Portfolio)'s portfolio included 268 stocks, with top holdings including 1.1% in Corcept Therapeutics Inc (NASDAQ:CORT), 1.02% in United Natural Foods Inc (NYSE:UNFI), 1.01% in The Campbell's Co (NASDAQ:CPB), 0.96% in APA Corp (NASDAQ:APA), and 0.91% in Etsy Inc (NYSE:ETSY).
The holdings are mainly concentrated in all 11 industries: Healthcare, Technology, Consumer Cyclical, Consumer Defensive, Financial Services, Industrials, Energy, Utilities, Communication Services, Basic Materials, and Real Estate.
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- Has Amazon Found the Next AWS?
May 9, 2026
Key Points
Amazon is opening up its logistics network to other businesses. This may become a relatively high-margin profit driver. Amazon has plenty of other avenues for growth. These 10 stocks could mint the next wave of millionaires ›
Amazon(NASDAQ: AMZN) is currently the leader in cloud computing. The company's Amazon Web Services (AWS) is one of its biggest drivers of operating profits, as its core e-commerce business carries notoriously low margins. AWS still has attractive long-term prospects. CEO Andy Jassy noted in a letter to shareholders that 85% of IT spend still occurs on-premises.
As this spending moves to the cloud, Amazon should be one of the biggest winners. But has the tech leader found another potential growth avenue that could rival AWS? The company recently announced a new business segment, prompting investors to wonder whether that's the case. Let's look into it and decide what it could mean for investors.
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Image source: The Motley Fool.
ASCS has entered the chat
Amazon spent years and a small fortune building a logistics network. It features transportation assets for long-distance shipping, massive warehouses, delivery drivers, and various tools for route optimization, analytics, and more. The company did so to offer free, fast shipping to its customers. This has paid off. Perks like free shipping, overnight delivery, and others arguably attract more shoppers to the platform and encourage them to spend more. But this network was primarily open to businesses within Amazon's ecosystem, including those selling on its website. That is now changing.
Amazon recently announced the launch of Amazon Supply Chain Services (ASCS), which will grant other businesses access to the company's logistics network. Notice the similarity with AWS. With the latter, Amazon built a large computing infrastructure and rents it to other companies via a cloud-based model. With ASCS, the company built a massive logistics network and will now rent it out to other companies, allowing them to avoid the cost of building their own. This could become a popular service.
Although e-commerce has become far more popular than it once was, it still has plenty of room for growth. Andy Jassy has said that 80% of retail commerce still happens in brick-and-mortar stores, and that will change over the long run.
Meanwhile, free and fast shipping, which is standard on Amazon, is still lacking at many other companies. These retailers might see an opportunity to improve their e-commerce operations by leveraging Amazon's logistics network. According to Amazon, major corporations such as Procter & Gamble, 3M, and American Eagle Outfitters have already signed up for ASCS. Further, like AWS, ASCS could potentially boast higher margins than Amazon's core e-commerce business.
The initial investment to build data centers and the entire AWS infrastructure was massive, but now that it is up and running, incremental costs per additional customer are relatively low. Perhaps we might see something somewhat similar with ASCS. It may not be as high margin as AWS (ASCS will face significant operating expenses, including labor and fuel costs), but it may well become a stronger profit driver than Amazon's e-commerce operations.
What does this mean for investors?
Of course, it's still too early to tell whether ASCS will be nearly as successful as AWS. Rival companies may choose not to use Amazon's logistics network, or ASCS' margins may be crushed by the various costs it will incur. These are all possibilities investors have to keep in mind: Amazon's new business venture isn't a slam dunk yet. However, this initiative is another example of Amazon's creativity and innovation, the kind that helped it become the leader in e-commerce and cloud computing.
Even without ASCS, Amazon has excellent growth prospects across its cloud, artificial intelligence, and advertising businesses, as well as other potentially attractive opportunities, such as its healthcare ventures through Amazon One Medical. Amazon also has a large customer base, with more than 200 million Prime members, and could find more ways to monetize this audience in the future.
Further, the tech leader has a wide moat through switching costs, the network effect, and a strong, recognizable brand name that effortlessly attracts customers to its platform. For all those reasons, Amazon's shares remain very attractive, regardless of whether ASCS succeeds or not.
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Prosper Junior Bakiny has positions in Amazon. The Motley Fool has positions in and recommends 3M and Amazon. The Motley Fool recommends American Eagle Outfitters. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Pacific Booker Minerals Inc. Announces Engagement of INFOR Financial to Provide Independent Fairness Opinion to the Special Committee
May 8, 2026
Vancouver, British Columbia--(Newsfile Corp. - May 8, 2026) - Pacific Booker Minerals Inc. (TSXV: BKM) (OTC Pink: PBMLF) ("PacificBooker" or the "Company") today announced that INFOR Financial Inc. ("INFOR Financial") has been engaged to provide an Independent Fairness Opinion to the special committee (the "Special Committee") of the board of directors (the "Board") of Pacific Booker in connection with the unsolicited all-share takeover bid (the "Hostile Bid") by American Eagle Gold Corp. ("American Eagle").
As previously announced, on April 14, 2026, American Eagle commenced the Hostile Bid, pursuant to which American Eagle is offering to acquire all of the issued and outstanding common shares ("Common Shares") of Pacific Booker. On April 27, 2026, the Board established the Special Committee, comprised of independent directors Jonathan McCullough and Gregory Anderson, to, among other things, review and consider the Hostile Bid. On April 29, 2026, following careful consideration and receipt of the unanimous recommendation of the Special Committee, and after consultation with its financial and legal advisors, the Company filed a directors' circular in which the Board recommended that shareholders of Pacific Booker (the "Shareholders") do not tender their Common Shares to the Hostile Bid.
INFOR Financial is a Toronto-based independent advisory investment bank which has been retained to deliver an Independent Fairness Opinion to the Special Committee regarding the adequacy of the consideration offered to the Shareholders under the Hostile Bid. INFOR Financial's compensation will be a fixed fee that is not contingent on the conclusions reached in its opinion or on the outcome of the Hostile Bid or any alternative transaction.
If you would like to be added to or removed from the email newsgroup, please send your request by email to info@pacificbooker.com. We can be contacted by phone at 604 681-8556.
On Behalf of the Board of Directors
"John Plourde"
John Plourde, Director
Contact Information
John Plourde, CEO, President and Director
(604) 681-8556.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.
This news release contains "forward-looking information" within the meaning of the applicable Canadian securities legislation that is based on expectations, estimates, projections and interpretations as at the date of this news release. Any statement that involves discussions with respect to predictions, expectations, interpretations, beliefs, plans, projections, objectives, assumptions, future events or performance (often but not always using phrases such as "expects", or "does not expect", "is expected", "interpreted", "management's view", "anticipates" or "does not anticipate", "plans", "budget", "scheduled", "forecasts", "estimates", "believes" or "intends" or variations of such words and phrases or stating that certain actions, events or results "may" or "could", "would", "might" or "will" be taken to occur or be achieved) are not statements of historical fact and may be forward-looking information and are intended to identify forward-looking information. Forward-looking information in this news release includes, but is not limited to, statements regarding the delivery of an opinion to the Special Committee. This forward-looking information is based on reasonable assumptions and estimates of management of the Company at the time such assumptions and estimates were made, and involves known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Pacific Booker to be materially different from any future results, performance or achievements expressed or implied by such forward-looking information.
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Such factors include, but are not limited to, the risks described in the Company's most recent management discussion and analysis and those risks set out in the Company's other public documents filed on SEDAR+ (www.sedarplus.ca) under Pacific Booker's issuer profile. Although the Company believes that the assumptions and factors used in preparing the forward-looking information in this news release are reasonable, undue reliance should not be placed on such information, which only applies as of the date of this news release, and no assurance can be given that such events will occur in the disclosed timeframes or at all. The Company disclaims any intention or obligation to update or revise any forward-looking information, whether as a result of new information, future events or otherwise, other than as required by law.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296764
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- Is It Time To Revisit American Eagle Outfitters (AEO) After Recent Share Price Volatility
May 8, 2026
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Wondering if American Eagle Outfitters at around US$16.64 still offers value, or if most of the opportunity is already priced in. The stock has been choppy in the short term, with a 4.5% decline over the last week and a 4.1% decline over the last month. It has returned 51.4% over the past year and 39.3% over three years, while being 36.9% lower year to date and 44.6% lower over five years. These mixed returns sit against ongoing market attention on US specialty retail stocks and shifting sentiment around consumer spending. This can quickly change how investors view companies like American Eagle Outfitters. Broader sector headlines on inventory management, pricing, and store traffic trends help frame how investors are thinking about the stock today. On Simply Wall St's valuation checklist, American Eagle Outfitters has a score of 5/6. This raises the question of what different valuation methods are signaling right now, and whether there is an even better way to think about its value that will be covered at the end of this article.
American Eagle Outfitters delivered 51.4% returns over the last year. See how this stacks up to the rest of the Specialty Retail industry.
Approach 1: American Eagle Outfitters Discounted Cash Flow (DCF) Analysis
A Discounted Cash Flow, or DCF, model estimates what a stock could be worth by projecting future cash flows and discounting them back to today using a required return. It focuses on the cash that could be available to shareholders rather than accounting earnings.
For American Eagle Outfitters, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month Free Cash Flow is about $229.9 million. Analysts provide forecasts out to 2028, with Simply Wall St extending those projections further out. In this framework, projected Free Cash Flow in 2035 is $320.2 million, with interim annual figures between 2026 and 2034 also incorporated and discounted.
Aggregating and discounting these projected cash flows produces an estimated intrinsic value of about $22.50 per share. At a share price around $16.64, the DCF output indicates the stock is about 26.0% undervalued based on these assumptions and projections.
Result: UNDERVALUED
Our Discounted Cash Flow (DCF) analysis suggests American Eagle Outfitters is undervalued by 26.0%. Track this in your watchlist or portfolio, or discover 51 more high quality undervalued stocks.AEO Discounted Cash Flow as at May 2026
Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for American Eagle Outfitters.
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Approach 2: American Eagle Outfitters Price vs Earnings
P/E is a common way to value profitable companies because it links what you pay for the stock to the earnings the company is already generating. Investors usually accept a higher or lower P/E depending on how they view a company’s growth prospects and risk, with faster growth and lower perceived risk often lining up with higher “normal” P/E levels.
American Eagle Outfitters currently trades on a P/E of 14.4x. That sits below the Specialty Retail industry average of 19.7x and the peer group average of 16.5x, which might suggest a lower valuation compared with many comparable stocks.
Simply Wall St’s Fair Ratio for American Eagle Outfitters is 25.6x. This is a proprietary estimate of what the P/E could be given factors such as the company’s earnings profile, profit margins, industry, market cap and key risks. Because it ties the multiple to company specific characteristics rather than just broad averages, it can offer a more tailored reference point than simple peer or industry comparisons. Set against this Fair Ratio, the current 14.4x P/E indicates the stock is trading below that modeled level.
Result: UNDERVALUEDNYSE:AEO P/E Ratio as at May 2026
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Upgrade Your Decision Making: Choose your American Eagle Outfitters Narrative
Earlier it was mentioned that there is an even better way to understand valuation. Narratives on Simply Wall St help you attach a clear story to the numbers by tying your view on American Eagle Outfitters revenue, earnings and margins to a financial forecast, linking that forecast to a Fair Value, then comparing it with the current price to guide buy or sell timing. Each Narrative lives on the Community page, updates automatically when news or earnings arrive, and can capture very different viewpoints, such as one investor who sees a Fair Value around US$33.10 and another closer to US$19.00 or even US$10.00, all within an approachable, easy to use framework.
Do you think there's more to the story for American Eagle Outfitters? Head over to our Community to see what others are saying!NYSE:AEO 1-Year Stock Price Chart
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AEO.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- American Eagle Gold Launches Largest-Ever Drill Program at NAK with More Than 50,000 Metres Planned
May 8, 2026
Highlights:
Drilling commences May 14 with three drill rigs Phase 1 comprises 32 holes totalling 23,000 m, focusing on expansion drilling to increase the delineated footprint of mineralization Phase 1 is 100% skid-accessed drilling utilizing existing trail network Additional drill rigs on standby to accelerate the program as the season progresses Phase 2 infill and expansion drilling anticipated to add ~30,000 m from September 2026 through March 2027
Toronto, Ontario--(Newsfile Corp. - May 8, 2026) - American Eagle Gold Corp. (TSXV: AE) (OTCQB: AMEGF) (the "Company" or "American Eagle") is pleased to announce its Phase 1 drill program at the NAK property, scheduled to commence May 14, 2026. Ground crews are already on-site preparing access trails and drill pads in advance of the 2026 exploration season.
Phase 1 Drilling
The Phase 1 program comprises approximately 23,000 m across 32 initial drill holes, representing less than half of the total meterage planned for the 2026-2027 drill season. The program has been designed to prioritize expansion of known mineralization, with systematic step-out drilling planned around the entirety of the Babine porphyry stock, the structural core of the NAK property. Select holes will also test higher-grade sub-zones, notably in the South Zone and centrally within the Babine Porphyry stock.
All Phase 1 drilling is 100% skid-accessed via the existing historical trail network, enabling efficient mobilization and logistics.
Click Here to View Phase 1 Drill Plan
Click Here to Watch VP of Exploration Neil Prowse Discuss the Phase 1 Drill Program
Looking Ahead: Phase 2
The Phase 2 program, anticipated to run from September 2026 through March 2027, will build on Phase 1 results with infill and further expansion drilling targeting an additional 30,000 m. Winter drilling conditions will allow for aggressive follow-up in areas that may be difficult to access during summer and fall months, when unconsolidated and water-saturated surface cover is at its most challenging.
Skid-accessed drilling provides considerable flexibility in program design, allowing hole orientations and sequencing to be continuously optimized as new geological and structural data are acquired, particularly in areas distal to zones of higher data density.
The Phase 2 program will be designed to support the Company's initial Mineral Resource Estimate with the highest possible degree of confidence, while ensuring the full extent of the NAK mineralizing system is captured.
Addition to Technical and Advisory Team
American Eagle Gold is further strengthening its technical team by hiring Pierre Luc Richard, P.Geo, as a consultant to assist in moving the NAK Project forward through exploration to development. Pierre-Luc is President of PLR Resources Inc and has over 20 years of experience in the mining industry. Mr. Richard has a strong experience base on all aspects of exploration and mining operations, including project evaluation, mineral resource estimates, and project development. Specializing in mineral resource estimates and project evaluation for both potential acquisitions and corporate guidance, Mr. Richard has been contributing to more than 300 mandates for close to 100 different companies during his ongoing consulting career and authored/coordinated more than 100 Technical Reports under NI 43-101 Regulations and JORC. Mr. Richard will provide guidance to the Companies exploration team as drilling progresses toward an initial resource estimate.
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About American Eagle's NAK Project
The NAK Project lies within the Babine copper-gold porphyry district of central British Columbia, in Lake Babine Nation traditional territory. It has excellent infrastructure through all-season roads and is close to the towns of Smithers, Houston, and Burns Lake, B.C., which lie along a major rail line and Provincial Highway 16. Historical drilling and geophysical, geological, and geochemical work at NAK, which began in the 1960's revealed a very large near-surface copper-gold system that measured over 1.5 km x 1.5 km. Historical work however, only sparsely tested the system to shallow depths, leaving a compelling exploration target. Drilling initiated by American Eagle in 2022 returned significant intervals of high-grade copper-gold mineralization that reached much deeper than the historical drilling, indicating that zones of near-surface and deeper mineralization, locally with considerably higher grades, exist within the broader NAK property mineralizing system. Subsequent exploration seasons have continued to advance the scale, grade, and tenor of mineralization at NAK, leading to continued support from strategic shareholders Teck and South32.
For the latest videos from American Eagle, Ore Group, and all things mining, subscribe to our YouTube Channel: youtube.com/@theoregroup.
About American Eagle Gold Corp.
American Eagle is dedicated to advancing its NAK copper-gold porphyry project in west-central British Columbia, Canada. The Company will benefit from over $55 million following the April 9th closing, bolstered by four key shareholders, including major mining companies Teck Resources Limited and South32, and large strategic investors Eric Sprott and Ore Group. With substantial financial and technical resources, American Eagle Gold is well-positioned to drill, de-risk, and define the full potential of the NAK copper-gold porphyry project.
Anthony Moreau, Chief Executive Officer
416.644.1567
amoreau@oregroup.ca
www.americaneaglegold.ca
Q.P. Statement
Mark Bradley, B.Sc., M.Sc., P.Geo., a Certified Professional Geologist and independent 'qualified person' for the purposes of Canada's National Instrument 43-101 Standards of Disclosure for Mineral Properties, has verified and approved the information contained in this news release.
Forward-Looking Statements
Certain information in this press release may contain forward-looking statements. Forward-looking statements in this press release include, but are not limited to: including statements relating to the closing of the financing with Teck and South32, the shareholdings of certain investors, the expected financial resources, the 2026-2027 drilling and exploration program or its anticipated results at the Company's NAK project, and other matters ancillary or incidental to the foregoing. This information is based on current expectations that are subject to significant risks and uncertainties that are difficult to predict. Therefore, actual results might differ materially from those suggested in forward-looking statements. American Eagle Gold Corp. assumes no obligation to update the forward-looking statements or to update the reasons why actual results could differ from those reflected in the forward looking-statements unless and until required by securities laws applicable to American Eagle Gold Corp. Additional information identifying risks and uncertainties is contained in filings by American Eagle Gold Corp. with Canadian securities regulators, which filings are available under American Eagle Gold Corp. profile at www.sedarplus.ca.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the TSX Venture Exchange policies) accept responsibility for the adequacy or accuracy of this release.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296622
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- AEO Inc. to Report First Quarter Fiscal 2026 Results on May 28, 2026
May 7, 2026
PITTSBURGH, May 07, 2026--(BUSINESS WIRE)--American Eagle Outfitters, Inc. (NYSE: AEO) will report its first quarter fiscal 2026 results by press release on Thursday, May 28, 2026 after market close. At that time, a presentation of AEO’s first quarter results will be available on the company’s website.
The company will also host a summary of its first quarter results with a live conference call that will be webcast on Thursday, May 28, 2026 at 4:30 PM (ET).
Webcast: To listen to the live webcast, click here.
Replay: A replay will be available approximately 30 minutes following the event's conclusion at this link.
The call will be archived and made available online in the Investor Relations section of AEO’s website, www.aeo-inc.com.
About American Eagle Outfitters, Inc. American Eagle Outfitters, Inc. (NYSE: AEO) is a leading global specialty retailer with a portfolio of beloved apparel brands including American Eagle, Aerie, OFFL/NE by Aerie, Todd Snyder and Unsubscribed. Rooted in optimism, inclusivity and authenticity, AEO’s brands empower every customer to celebrate their unique personal style by offering casual, comfortable, timeless outfitting and high-quality products that are made to last.
AEO Inc. operates stores in the United States, Canada and Mexico, with merchandise available in more than 30 countries through a global network of license partners. Additionally, the company operates a robust e-commerce business across its brands. For more information, visit aeo-inc.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260507845274/en/
Contacts
Investor Relations and Corporate Communications
412-432-3300
LineMedia@ae.com
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- AEO Inc. to Report First Quarter Fiscal 2026 Results on May 28, 2026
May 7, 2026 · businesswire.com
PITTSBURGH--(BUSINESS WIRE)--American Eagle Outfitters, Inc. (NYSE: AEO) will report its first quarter fiscal 2026 results by press release on Thursday, May 28, 2026 after market close. At that time, a presentation of AEO's first quarter results will be available on the company's website. The company will also host a summary of its first quarter results with a live conference call that will be webcast on Thursday, May 28, 2026 at 4:30 PM (ET). Webcast: To listen to the live webcast, click here.
- AEO INC. TO REPORT FIRST QUARTER FISCAL 2026 RESULTS ON MAY 28, 2026
May 7, 2026
PITTSBURGH--(BUSINESS WIRE)--AMERICAN EAGLE OUTFITTERS, INC. (NYSE: AEO) WILL REPORT ITS FIRST QUARTER FISCAL 2026 RESULTS BY PRESS RELEASE ON THURSDAY, MAY 28, 2026 AFTER MARKET CLOSE. AT THAT TIME, A PRESENTATION OF AEO'S FIRST QUARTER RESULTS WILL BE AVAILABLE ON THE COMPANY'S WEBSITE. THE COMPANY WILL ALSO HOST A SUMMARY OF ITS FIRST QUARTER RESULTS WITH A LIVE CONFERENCE CALL THAT WILL BE WEBCAST ON THURSDAY, MAY 28, 2026 AT 4:30 PM (ET). WEBCAST: TO LISTEN TO THE LIVE WEBCAST, CLICK HERE.
- How to Invest in AMZN Stock as Amazon Launches AWS 2.0 — Amazon Supply Chain Services
May 7, 2026
Toward the end of March 2026, Amazon (AMZN) stock briefly traded below $200 per share. From those levels, though, the rally has been sharp with returns of 29% in the last one month. The rally from oversold levels has not come as a surprise, with multiple growth catalysts on the horizon. Amazon's recent first-quarter earnings beat has also added to the positive momentum.
One recent development likely to have a positive impact on growth is the opening up of Amazon’s logistics network. According to Peter Larsen, Vice President of Amazon Supply Chain Services, this move can be likened to what “Amazon Web Services did for cloud computing.”
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It’s worth noting that Amazon’s freight network is “supported by a fleet of 80,000+ trailers, 24,000+ intermodal containers, and 100+ aircraft.” Amazon intends to leverage this robust network to driven incremental revenue. Brands like Procter & Gamble (PG), 3M (MMM), and American Eagle Outfitters (AEO) are among the first to sign up for the company's services.
Importantly, Amazon will now be competing with the likes of FedEx (FDX) and United Parcel Service (UPS). However, with the third-party logistics market valued at roughly $1.3 trillion, the firm has ample scope to make inroads and drive growth.
About Amazon Stock
Headquartered in Seattle, Washington, Amazon engages in retail through both e-commerce and physical stores. In addition, the company is involved in advertising and subscription services. Amazon operates through three segments: North America, International, and Amazon Web Services (AWS).
For fiscal 2025, Amazon reported revenue of $716.9 billion with 59% of sales from North America and 23% from international markets. Additionally, 18% of sales were generated from AWS. For the same period, the company reported robust operating cash flow of $139.5 billion.
AWS’ Trainium chip is likely to be a game-changer for the company. The chip has been designed to meet the demands of AI and has captured customers like OpenAI and Anthropic. CEO Andy Jassy believes that, if Amazon's chips business was its own company, it could generate $50 billion in annual revenue.
AMZN stock has trended higher by 13% in the last six months amid positive business developments and healthy top-line growth. Considering the outlook for the coming quarters, the positive momentum is likely to sustain.
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www.barchart.com
Strong Q1 Fiscal 2026 Results
For Q1, Amazon reported healthy revenue growth of 17% on a year-over-year (YOY) basis to $181.5 billion. One highlight was AWS delivering 28% revenue growth, the “fastest growth in 15 quarters.” At the same time, the North America and International segments delivered double-digit growth as well.
An important point to note is that Amazon's operating cash flows have remained robust. However, free cash flows have declined on the back of significant investments related to AI. This is unlikely to be a concern, however, as these investments position Amazon for sustained growth and value creation in the next few years.
From the perspective of global presence, Amazon reported 78% of total revenue from North America and AWS, while the International segment contributed 22%. For Q1, International revenue growth was 19%. With presence in emerging markets, healthy growth should sustain for the segment.
Notably, the chips business also grew by the triple digits YOY and topped a $20 billion revenue run rate. Graviton, Trainium, and Nitro will continue to drive growth for the company.
Overall, Amazon has multiple catalysts, and with the expansion of its logistics service, the outlook is robust.
What Do Analysts Say About AMZN Stock?
Based on 57 analysts with coverage, AMZN stock has a consensus “Strong Buy” rating. An overwhelming majority of 48 analysts have a “Strong Buy” rating for AMZN stock, while six have a “Moderate Buy” and three analysts have a “Hold” rating.
The mean price target of $314.69 represents potential upside of 14% from current levels. Further, the most bullish price target of $370 suggests that AMZN could climb 35% from here.www.barchart.com
On the date of publication, Faisal Humayun Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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- Does AEO’s Pivot To Amazon And Buybacks Reshape The Margin-Improvement Bull Case For American Eagle?
May 7, 2026
In recent months, American Eagle Outfitters filed a preliminary proxy for its June 26, 2026 virtual annual meeting, reported record US$5.50 billion Fiscal 2025 revenue with positive comparable sales fueled by Aerie, moved to wind down its Quiet Platforms third-party logistics business, and authorized a US$200.00 million accelerated share repurchase program. At the same time, the company has shifted from an “anti-Amazon” posture to using Amazon’s platform to extend its e-commerce reach and improve supply chain efficiency, while launching a high-profile Sydney Sweeney campaign to reinforce brand visibility. We’ll now examine how American Eagle Outfitters’ new reliance on Amazon’s platform could influence the existing investment narrative around margin improvement.
We've uncovered the 12 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.
American Eagle Outfitters Investment Narrative Recap
To own American Eagle Outfitters, you have to believe the core brands can convert strong customer engagement into healthier margins, despite cost pressures and softer consumer demand. Right now, the key near term catalyst is margin improvement, while the biggest risk is that tariffs, higher input costs, and markdowns keep eroding profitability. The recent shift to Amazon and the new marketing push do not yet appear to materially change those near term drivers.
The most directly relevant development is American Eagle’s move to wind down its Quiet Platforms third party logistics business and rely more on Amazon’s infrastructure. That step links closely to the margin story, because exiting a complex logistics venture and leaning on an external platform could influence both cost efficiency and capital allocation, especially in the context of record US$5.50 billion Fiscal 2025 revenue and ongoing share repurchases.
Yet behind the celebrity campaigns and digital push, investors should be aware of how rising labor, freight, and tariff costs could ultimately affect...
Read the full narrative on American Eagle Outfitters (it's free!)
American Eagle Outfitters' narrative projects $6.2 billion revenue and $440.0 million earnings by 2029. This requires 3.9% yearly revenue growth and a $248.0 million earnings increase from $192.0 million today.
Uncover how American Eagle Outfitters' forecasts yield a $23.89 fair value, a 41% upside to its current price.
Exploring Other PerspectivesAEO 1-Year Stock Price Chart
While consensus focuses on gradual improvement, the most pessimistic analysts warn that rising costs and digital competition could cap value even if earnings reach about US$356.3 million on roughly US$5.5 billion of revenue, reminding you that views on AEO’s Amazon shift and margin path can differ sharply and may need revisiting as this story unfolds.
Story Continues
Explore 6 other fair value estimates on American Eagle Outfitters - why the stock might be worth as much as 41% more than the current price!
Reach Your Own Conclusion
Don't just follow the ticker - dig into the data and build a conviction that's truly your own.
A great starting point for your American Eagle Outfitters research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision. Our free American Eagle Outfitters research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate American Eagle Outfitters' overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include AEO.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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