After hours

Macy's Inc

M · NYSE

Analyst Consensus

Hold

13 analysts

$22

Current

—

Low

$24

Average

—

High

Average target implies +8.70% versus the current price.

Analyst Ratings Synthesis

The supplied consensus is Hold across 13 analysts, with a mean target of $24; the low and high are not reported in that consensus set. Other aggregators show a wide target dispersion, from $9 to $27 at Benzinga and $10 to $30 at TipRanks, although the central published targets cluster in the low-to-mid $20s. Morgan Stanley is the most bullish named voice in the evidence, upgrading Macy's to Overweight with a $30 target, while UBS is associated with the $9 low; Jefferies has a $27 target. Revisions were directionally positive over the week because of Morgan Stanley's upgrade, but no broader revision trend is documented. The substantive disagreement is whether improved sales, cash flow and liquidity outweigh softer comps and the expected third-quarter loss.

Rating Actions

No individual rating actions have been captured for Myet. Consensus figures above come from Nasdaq's aggregate feed.

Rating actions are extracted from published reporting. Each row links to its source.

Research Reports

Links to freely available third-party research. Outlook labels are our classification of each article's stance, not a rating of our own.

Covering Firms

B OF A GLBL RES

CITIGROUP

CO FORECST

EVERCORE ISI

GOLDMAN SACHS

GORDON HASKETT

JEFFERIES & CO.

JP MORGAN SECUR

MORGAN STANLEY

TD COWEN

TELSEY ADVISORY

UBS

ZACKS RESEARCH

Symbol: M
Type: Stock
Sector: Consumer Discretionary
Industry: Department/Specialty Retail Stores
Country: North America
Exchange: NYSE

Macys, Inc. (NYSE: M) is a trusted source for quality brands through our iconic nameplates - Macys, Bloomingdales and Bluemercury. Headquartered in New York City, our comprehensive digital and nationwide footprint empowers us to deliver a seamless shopping experience for our customers. For more information, visit macysinc.com.

Key Issues

Bullish view

Macy's reported second-quarter earnings and sales above estimates, raised its fiscal 2026 outlook and cited momentum across Macy's, Bloomingdale's and Bluemercury. Supporters see improving sales, profitability and cash flow as evidence that A Bold New Chapter is gaining traction.

Bearish view

The market focused on management's projected third-quarter loss and softer comparable sales, driving a 4.7% post-earnings decline despite the beat. Those indicators challenge whether the improvement is broad or durable.

Analyst Consensus

See all

Hold

13 analysts

$22

Current

—

Low

$24

Average

—

High

Average target implies +8.70% versus the current price.

Earnings History

BeatMissNo estimate

Macy's Inc

Analyst Consensus

Analyst Ratings Synthesis

Rating Actions

Research Reports

Covering Firms

Peers