Burlington Stores

BURL · NYSE · Consumer Discretionary

$344.70▼ -3.23%

$11.52 today

Mkt cap $22.42B
P/E 36.6
Day $344.20 – $361.21

Confidence

High conviction

The read

Burlington Stores shares fell 1.53% post Q1 report with no EPS disclosed; growth outlook remains solid

Burlington Stores reported Q1 results without EPS disclosure; shares declined 1.53% on June 4. Analysts maintain a buy consensus with a $371 target price, reflecting confidence in 17.3% EPS growth next year despite below-average operating margin and leverage concerns. The stock trades above key moving averages, signaling technical strength amid moderate short interest and net insider selling.

Confidence note: Strong analyst consensus and growth metrics support constructive view despite lack of reported EPS and recent share price decline.

What happened

Earnings print

Reported EPS not available; consensus EPS estimate was $1.70 for Q1 2026.

Guidance

Analyst consensus remains buy-tilted with 14 analysts, target price $371, implying 13.2% upside from current price.

Price reaction

Shares declined 1.53% on earnings day to $317.05 from prior close $321.97, volume 601,600 shares.

Street narrative

No specific post-earnings news; market reaction suggests cautious sentiment despite solid growth metrics and strong institutional ownership.

So what

What changed

Q1 earnings released without EPS data; shares dropped 1.53% to $317.05 amid mixed signals.

What the market is pricing

Market prices cautious sentiment post-earnings, reflecting uncertainty without EPS and modest volume sell-off.

Fundamental takeaway

Maintain constructive bias; monitor Q2 earnings on May 28 for confirmation of sustained growth momentum.

Next 30–90 days

Bull

35%

Q2 earnings exceed expectations with confirmed EPS growth and margin improvement, validating Burlington 2.0 strategy.

Q2 EPS above consensus on May 28
Operating margin expansion in Q2

Base

50%

Q2 results meet expectations with steady growth and stable margins, supporting current valuation and buy consensus.

Q2 EPS in line with consensus
Stable operating margin

Bear

15%

Execution risks in Burlington 2.0 lead to earnings and sales misses, pressuring stock below key moving averages.

Q2 EPS below consensus
Sales decline or negative comps

What to do

If you hold it

Hold Burlington unless Q2 EPS misses consensus or operating margin declines significantly.

If you're watching

Add Burlington if Q2 earnings on May 28 confirm EPS growth above consensus; avoid if results disappoint or sales weaken.

Keep on your radar

Q2 earnings report on May 28, 2026
Operating margin trends in Q2
Same-store sales growth data
Institutional ownership changes